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Director of Client Services

Location: Reston Region
Category: Finance & Accounting
Employment Type: Direct Hire

Our client is seeking a Director of Client Services in the Northern Virginia area.   

Primary Responsibilities:

  • Represent company's equity and fixed income services to a wide range of investors articulating the firm’s competitive strengths to current and prospective clients, their consultants, administrators, and other professional advisors.  
  • Proactively identify new sources of capital and needs for institutional investment management services. Identify and cultivate long term relationships with institutions, plan sponsors and consultants.
  • Leverage established relationships to effectively communicate company service capabilities. 
  • Maintain solutions-based discussions with existing and prospective investors, serving as a valued advisor in communicating company's investment management services with regard to solving specific asset class and broader asset allocation objectives.
  • Work closely with all members of the extended team to support client retention and new business efforts. 
  • Prepare investment proposals, RFPs, RFIs, and marketing material for existing and prospective clients.  Identify appropriate RFP and RFI opportunities for the company.  
  • Maintain and update investment material for external and internal databases and websites. 
  • Execute specific client management responsibilities including proxy voting process, preparation of surveys, account reporting, fact sheet preparation, distribution lists and commentary distribution. 


  • 3+ years of investment management industry experience preferably with 3 years business development or related experience.
  • Ability to work independently to execute a plan, establish and build relationships among a broad investor base.
  • Strong investment knowledge, interpersonal and analytical skills.
  • Ability to set and achieve goals.  
  • Excellent oral and written communication skills.
  • Bachelor’s degree.
  • Series 65 license within 90 days of employment.
  • CFA or CFA track desirable.