Responsibilities

• Research, identify, and build relationships with key investment leaders within Private Wealth.
• Effectively communicate the value proposition of attending our alternative investment focused events.
• Conduct intensive desk and telephone research.
• Write an investment focused conference program.
• Secure attendance from target speakers through proactive outreach (calls, email, LinkedIn, and professional networks).
• Maintain and manage a strong pipeline through effective CRM (HubSpot) use and diligent follow-up.
• Collaborate with marketing and sales teams to ensure alignment on messaging and audience development strategies.
• Consistently meet and exceed speaker participation numbers and revenue targets.
• Travel to North America to attend the top Private Wealth summits up to 4 times per year.

Requirements

• A minimum of a Bachelor’s Degree within Finance or Economics is a must.
• Eligibility to work in the UK is a must.
• 1-2 years of experience working within the financial services, investor relations, or the alternative investments space is essential for this role.
• Strong familiarity with the family office and RIA space.
• Outstanding interpersonal and communication skills and the confidence to engage C-level professionals.
• Self-driven, resilient, highly organized, and comfortable operating in a fast-paced, relationship-driven environment.
• Proficiency in CRM platforms and pipeline management best practices. HubSpot experience is an advantage.
• Outgoing personality with a proactive business style to communicate with top managers during the events.

Benefits

• Direct access to the most influential investors and thought leaders in the private wealth and alternative investment space.
• Fast-track internal promotion and management opportunities based upon performance.
• Continuous coaching and training on industry, product and process.
• Travel to 5-star hotels in North America.
• Employees are entitled to 20 days of annual leave plus bank/public holidays, increasing to 25 days after one year of service.