What are the responsibilities and job description for the Capital Allocator Relationship Manager position at Shelter Rock Management, LLC?
We are seeking a Capital Allocator Relationship Manager to join our team at Shelter Rock Management, LLC. The ideal candidate will have experience cultivating and maintaining relationships with capital allocators.
About the Role
- The successful candidate will be responsible for developing and maintaining relationships with capital allocators, including RIA firms, family offices, ultra-high-net-worth individuals, pensions, endowments, and independent broker/dealers.
- They will assist with investor materials and help position our strategies with institutional distribution channels and databases.
Requirements
- Series 7 and 63 or Series 65 licensed.
- At least 2 years of experience in relationship management with capital allocators.
- Familiarity with institutional distribution channels and databases.
- Strong communication and presentation skills.
