The Associate Director – Sales & Client Service is a key member of the Distribution team, supporting client relationships, consultant engagement, business development initiatives, product management activities, and operational processes across a global client base. Working closely with clients, consultants, relationship managers, and internal stakeholders, this role helps drive asset growth, deliver exceptional client service, and support new business opportunities across a broad range of investment strategies and vehicles. The successful candidate will combine strong investment knowledge, business judgment, and organizational skills to ensure a high standard of service throughout the client lifecycle.

Location: Chicago, IL | San Francisco, CA Salary Range: $100,000–$150,000 Specific placement within the provided range will be determined by an individual’s geographic location as well as relevant experience and skills for the role.

Compensation

package. Associates may be eligible for a discretionary bonus, which is determined upon Firm and individual performance.

Responsibilities

The candidate is expected to: Stay abreast of industry news, market trends, consultant activity, and search opportunities, identifying potential impacts on client relationships, sales opportunities, and business development initiatives Serve as the team's central repository of relationship intelligence, including searches, opportunities, cash flow activity, relationship history, and key business developments Manage operational aspects of existing products and support new product launches, product development initiatives, and ongoing regulatory

Requirements

Partner with relationship managers to support client and consultant relationships, develop a deep understanding of client needs and service expectations, and ensure timely issue resolution, operational compliance, and client satisfaction Support and help manage a global client, consultant, and prospect base, navigating diverse time zones, regional business practices, and cultural nuances to facilitate effective communication, relationship development, and business growth Coordinate, review, and support the completion of Requests for Proposal (RFPs), Requests for Information (RFIs), due diligence questionnaires (DDQs), and finalist presentations, partnering with internal stakeholders to ensure accuracy, consistency, and timely submission Serve as a subject matter expert on investment vehicles, shareholder servicing, operational processes, and regulatory

for relationship managers and internal stakeholders Coordinate across sales, marketing, operations, legal, compliance, trading, accounting, and shareholder services teams to support client servicing, business development efforts, and information sharing Manage and monitor client fundings, onboarding activities, and cross-channel cash flow trends across pooled investment vehicles, coordinating with clients, consultants, custodians, and internal stakeholders Provide shareholder support across pooled investment vehicles by facilitating trade and account maintenance requests, monitoring transactions, and serving as a liaison between clients and internal operations teams Analyze, prepare, and distribute reporting and data for executive management, Distribution, Legal, Compliance, and other business stakeholders Partner with intermediary and regional sales teams to coordinate sales initiatives, support business development efforts, and maintain consistency in client engagement activities Maintain CRM systems to ensure client contacts, sales opportunities, campaign activity, pipeline reporting, and relationship notes are accurate and current Collect, organize, and communicate portfolio, market, and product information to support client meetings, consultant presentations, and sales initiatives Support strategic initiatives, special projects, and other ad hoc assignments as required, including providin