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About the Role

This position will drive growth and nurture relationships with existing prospects, leading strategic initiatives and forging meaningful connections to position IQEQ as a trusted partner. It offers a blend of leadership, strategy, and execution in a fast-paced environment.

Responsibilities

• Cultivate relationships at executive and operational levels with prospects, understanding their structure and goals.
• Develop a clear understanding of the political and business landscape of prospects for optimal engagement.
• Act as the primary point of contact for prospect relationships, broadening engagement across C-suite and key decision-makers.
• Ensure alignment with prospect strategic goals, offering tailored solutions and positioning IQEQ as integral to their business model.
• Stay ahead of industry trends and competitors to adapt strategies for long-term client retention and growth.
• Provide feedback to internal teams on product functionality and market trends to drive innovation.
• Lead the creation of prospect-specific value propositions that differentiate IQEQ.
• Collaborate with senior leadership and cross-functional teams to deliver bespoke solutions.
• Leverage IQEQ's global network to create a holistic strategy for client engagement.
• Lead cross-functional teams in preparing proposals and presentations showcasing IQEQ's capabilities.
• Coordinate with internal stakeholders for seamless communication and alignment on prospect strategies.
• Maintain up-to-date records of all prospect activities and engagements through the CRM system.

Requirements

• Hold a Bachelor’s degree in business, finance, economics, applied mathematics, or a related field.
• Bring over 5 years of proven success in business development or client relationship roles within financial services, private equity, or asset management.
• Have a strong ability to drive strategic initiatives, understand competitive landscapes, and close high-value deals.
• Demonstrate exceptional leadership, financial acumen, and expertise in P&L management, budgeting, and financial modeling.
• Excel in communication, presenting complex ideas clearly, and thrive in fast-paced, data-driven environments with a focus on results and innovation.

Skills

• Business Development
• Client Relationship Management
• Financial Services
• Private Equity
• Asset Management
• Strategic Initiatives
• Competitive Analysis
• Deal Closing
• Leadership
• Financial Acumen
• P&L Management
• Budgeting
• Financial Modeling
• Communication
• Presentation Skills
• Data-Driven Environments
• Results-Oriented
• Innovation

Location

• Dependent on experience and location

Work Type

• Hybrid work schedule

Experience Level

• Over 5 years of proven success

Education Level

• Bachelor’s degree in business, finance, economics, applied mathematics, or a related field

Salary/Compensations

• $150,000 - $180,000
• Commission eligible

Benefits

• Comprehensive benefits package
• Generous paid time off (4 weeks PTO increasing over time)
• Sick time
• Paid holidays
• 401(k) plan with company match (subject to eligibility)
• Medical, dental, and vision insurance
• Mental health support
• Ancillary insurance plans
• Paid parental leave
• Hybrid work schedule

About the Company

• Leading Investor Services group offering end-to-end services in administration, accounting, reporting, regulatory and compliance needs.
• Global workforce of 6,500+ people across 24 jurisdictions with assets under administration exceeding US$857 billion.
• Works with 13 of the world’s top-15 private equity firms.
• Services are underpinned by a Group-wide commitment to ESG and best-in-class technology.
• Driven by the Group purpose: to power people and possibilities.
• Sustainability is integral to strategy and operations, focusing on long-term relationships with stakeholders and reducing environmental impact.
• Committed to fostering an inclusive, equitable, and diverse culture.
• Invests in employee career growth through learning and development programs.
• Empowers employees to achieve their potential.
• Committed to growing relationships with clients and supporting their objectives.

Equal Opportunity

• Committed to fostering an inclusive, equitable and diverse culture for our people, led by our Diversity, Equity, and Inclusion steering committee.