What are the responsibilities and job description for the Marketing Specialist – Investment Firm position at Registered Investment Advisor?
Location: New York City/Stamford, CT
Type: Full-time/Part-time/Hybrid
Travel: Minimal
Salary Range: Commensurate with experience
The Opportunity:
Are you a motivated and results-oriented professional eager to drive growth in a prestigious hedge fund? We are seeking a Marketing Specialist to join our team, where you’ll play a critical role in identifying and qualifying potential investors. This position offers hybrid work flexibility, balancing the autonomy of remote work with the collaborative benefits of our office environment.
You’ll have access to comprehensive resources, including sales support, client service, and marketing tools, enabling you to excel. This role requires a proactive attitude, perseverance, and a passion for building relationships with institutional and high-net-worth investors. Success here isn’t just rewarding—it’s transformative, both professionally and financially.
Responsibilities:
- Lead Prospecting and Outreach – Identify and engage potential investors, including institutional allocators, high-net-worth individuals, family offices, and endowments.
- Relationship Building – Build rapport with prospects, understand their unique needs, and position the firm’s investment strategies to meet those needs.
- CRM Management – Maintain and update investor interactions within the CRM system, ensuring accuracy and actionable insights.
- Cold Calling and Qualification – Execute targeted outreach campaigns, qualify leads, and prepare them for deeper engagement with the investor relations team.
- Collaborative Support – Work closely with marketing and investment teams to create compelling pitch decks and promotional materials.
- Market Intelligence – Stay informed on hedge fund industry trends, competitive positioning, and investor preferences to refine targeting strategies.
- Reporting – Measure and report on lead generation performance metrics, including conversion rates and ROI, to optimize outreach efforts.
Qualifications/Requirements:
- Education: Bachelor’s degree in finance, marketing, business, or related field. (GPA of 3.5 preferred.)
- Communication Skills: Strong written and verbal communication with exceptional interpersonal and negotiation abilities.
- Self-Starter: Highly motivated with a results-driven mindset and a commitment to exceeding goals.
- Attention to Detail: Precision in data entry, reporting, and crafting outreach strategies.
About Us:
For nearly 20 years, our hedge fund has delivered exceptional results for institutional clients, high-net-worth individuals, and family offices. By combining innovative investment strategies with a client-first ethos, we’ve built a reputation for outperforming industry benchmarks.
Join a team that values collaboration, creativity, and innovation in an ever-evolving financial landscape. This is more than just a job—it’s an opportunity to be part of a firm that thrives on excellence and ambition.
Why Join Us?
- Work with an industry-leading team in a dynamic and supportive environment.
- Gain exposure to prestigious clients and institutional investors.
- Competitive salary with opportunities for professional and financial growth.
Job Types: Full-time, Part-time, Internship
Work Location: Hybrid remote in Stamford, CT 06901