Manager, Institutional Business Development – Intermediary (Southern)

Harding Loevner LP
Bridgewater, NJ Remote Full Time
POSTED ON 6/2/2023 CLOSED ON 11/30/2023

Job Posting for Manager, Institutional Business Development – Intermediary (Southern) at Harding Loevner LP

Harding Loevner is seeking qualified candidates to join our Intermediary Business Development team. The position will allow candidates to demonstrate their ability to develop and maintain client relationships for the firm’s Business Development team across a wide range of target firms, including registered investment advisors, family offices, institutional consultants, private banks, and trust companies. An experienced professional with proven abilities to service clients and drive new business relationships through strong communication will find this a rewarding opportunity.

This position has a regional focus across the Southern United States (AL, AR, FL, GA, LA, MS, OK, SC, TX). The position will involve significant travel (up to 50% of the time).

Core Responsibilities:
  • Represent Harding Loevner with professionalism, integrity, and transparency with an unwavering commitment to firm values
  • Skillfully communicate Harding Loevner’s investment philosophy & process and strategy performance
  • Maintain relationships with existing intermediary clients in the territory
  • Identify new business leads through proactive outreach
  • Maintain integrity of records within the firm’s CRM, including all client and prospect engagement
  • Build working relationships across Harding Loevner, including investment communications, content, client management, and research

Requirements:
  • A minimum of seven years of industry experience in prior roles such as business development, client service, manager research, investment consulting, or platform management
  • A strong understanding of global equities, investment manager selection and the asset allocation process
  • Demonstrated communication and presentation skills
  • Ability to work independently while supporting group initiatives
  • Preference for the CFA designation or an MBA
  • Series 7 and 63 (firm will support if not licensed)

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Salary.com Estimation for Manager, Institutional Business Development – Intermediary (Southern) in Bridgewater, NJ
$124,802 to $165,164
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