Director of Business Development and Investor Relations

Overview

A leading institutional structured products specialist, backed by a renowned multi-family office, is seeking a senior leader to drive institutional distribution and investor relations. This role is pivotal in expanding the firm’s reach and maintaining high-level client engagement.

• Identify, qualify, and develop relationships with institutional allocators, OCIOs, family office investment teams, and RIAs.
• Own the full sales cycle with institutional buyers and platforms.
• Build and maintain trusted relationships with allocation consultants and structured products platforms.
• Lead ongoing relationships with existing institutional clients, including performance dialogue and investment committee communications.
• Run the BD and IR function using modern AI tooling.
• Work directly with leadership on strategic priorities and firm-level positioning.

• 5+ years of experience in distribution, institutional sales, business development, or investor relations at an asset management firm or structured products desk.
• Direct experience with structured products such as buffered ETFs, defined outcome notes, and autocallables.
• Proven track record of sales with institutional buyers, RIAs, or family offices.
• Ability to be on-site full-time in Park Ridge, IL, Boston, MA, or Salt Lake City, UT, with travel as required.
• Preferred:
  Current or recent role at a structured products firm and designations such as CIMA, CAIA, or CFA.

Salary: $150,000 – $250,000, Plus Bonus