Investment Management Sales (UHNW & Family Office)
BCI - Brokerage Consultants Inc.Chicago, Illinois, United States • New York, New York, United States
Posted June 11, 2024
150000 - 200000 USD year
Full Time
About the Company
BCI – Brokerage Consultants Inc. is a boutique executive search and staffing firm that has been matching top talent with financial services companies across the United States for 25 years. With headquarters in Chicago’s Mercantile Exchange Center and a satellite office in New York City, BCI specializes in filling executive‑level roles and temporary positions for hedge funds, private equity, wealth management, fintech, and other financial institutions. The firm’s deep industry expertise and proven track record of delivering high‑quality candidates and negotiating favorable terms distinguish it as a trusted partner for critical hires. BCI’s network spans every level of the financial sector, from family offices to municipal finance, enabling rapid, tailored recruitment solutions.
Job Description
Investment Management Sales professional with experience raising assets, building relationships, and creating custom investment solutions for UHNW investors and family offices sought.
Requirements
- Bachelor's degree in finance/business or related field; CFA or CFP a plus
- 5+ years of sales experience in investment management with a focus on high net worth and family offices
- Extensive network of prospective clients and industry contacts
- Deep understanding of investment products and strategies, financial markets, and regulatory environment
- Exceptional communication, negotiation, and relationship-building skills
- Willingness to travel to meet with prospects and clients, and attend industry conferences and events
Benefits
- Base salary range of $150-200k
- Lucrative commission structure
- Firm bonus