Business Development, Associate

The role

The Associate will provide client-facing and relationship management support to senior Distribution leaders. This person will manage client priorities, participate in meetings, and coordinate client onboarding and deliverables.

What you will do

• Partner with senior Distribution and relationship leaders to support client relationships.
• Participate in client and prospect meetings.
• Serve as a client-facing relationship resource.
• Support preparation for client and prospect meetings with presentation materials and briefing documents.
• Develop an understanding of assigned clients and their investment objectives.
• Coordinate client onboarding and implementation activities.
• Manage and track client deliverables and relationship activity.
• Partner across investment and business functions to address client needs.
• Maintain accurate client information within CRM and other internal systems.
• Identify and escalate client service issues or relationship risks.

Required qualifications

• Bachelor's degree required
• 3+ years of relevant experience in asset management, investment management, financial services, institutional client service, relationship management, sales support, or a comparable client-facing envi
• Ability to build credibility and professional relationships with clients, senior executives, investment professionals, and cross-functional partners
• Strong interest in and understanding of investment management
• Strong written and verbal communication skills
• Exceptional organization, project management, and follow-through skills
• Strong attention to detail and commitment to accuracy
• Strong judgment and discretion when handling confidential information
• Proactive, resourceful, and solutions-oriented approach
• Strong proficiency with Microsoft PowerPoint, Excel, Word, and Outlook
• Appropriate FINRA registrations required or must be obtained within the firm's designated timeframe following hire, including Series 7 and Series 63 and/or Series 66, as applicable

Nice to have

• Concentration in Business, Finance, Economics, Marketing, or a related discipline
• Experience with CRM platforms and investment management and client reporting systems

Benefits

• Coverage for same-sex partner (domestic or spouse)
• Coverage for children (natural born, step, adopted or foster)
• Fully paid medical insurance that covers fertility treatments, gender affirmation
• Employer contributions to a Health Savings Account
• Maternity leave at 100% pay (12 weeks)
• Paid Parental Leave (up to 12 weeks depending on tenure)
• Ariel-sponsored educational, training, and recreational activities

About the company

Ariel Investments is a premier, boutique, asset management firm. They are value investors who aim to deliver excellence through an independent, patient investing approach.