Investor Relations – Family Office & RIAs (East Coast) - Director

Marathon is a leading global credit manager with over $23 billion of capital under management. The firm was founded in 1998 and is managed by Bruce Richards, CEO & Chairman, and Louis Hanover, CIO, and employs approximately 190 professionals, with 9 Partners. Its corporate headquarters are in New York City, and it has offices in London, Miami, Los Angeles, and Luxembourg. Marathon is a Registered Investment Adviser with the Securities and Exchange Commission.

For more information, please visit the company’s website at www.marathonfund.com.

This candidate (who must be located in our New York office) will be responsible for the distribution of all Marathon’s offerings through Family Wealth relationships, which primarily include Registered Investment Advisors (“RIA”) and Multi-Family Offices (“MFO”). This individual will conduct business from our New York office and will service clients located in the East Coast region.  

• Build consultative relationships and grow market share with key centers of influence across RIAs and Multi-Family Offices on the East Coast, and to a lesser extent, Financial Advisors in the Private Bank and Wirehouse community. 
• Work in partnership with the Head of Platforms & Wealth, broader Client Solutions team and senior management to develop and maintain relationships to drive sales and AUM growth across episodic, closed-end and evergreen funds.
• Conduct one-on-one meetings, group presentations and client events which involve travel.
• Deliver high-quality product knowledge, consultative sales approach and guide the implementation of the sale with RIA & MFO clients in order to grow assets of the Wealth business.
• Effectively articulate the firm’s investment philosophy and suite of investment solutions across public and private credit.
• Understand and communicate capital markets, complex product structures, and competitor products.
• Provide the proper after-sales support to keep LP’s informed on their investments.
• Detailed oversight and maintenance of CRM system (Salesforce) capturing client interactions and meeting notes.
• Represent the firm at regional and national conferences and conference calls

• This position requires candidates to work in person at our New York office.
• 8+ years’ experience in an external sales capacity that directly aligns with the specific responsibilities for this position.
• Must have experience working in the family wealth industry with established relationships in the RIA & MFO channels and designated region (East Coast).
• Clear grasp of the high-net-worth and intermediary investor community and be able to participate and drive a coordinated sales process and collaborate with various internal business groups to achieve capital raising objectives.
• Strong understanding of financial markets with particular knowledge of alternative private and public credit strategies in both private and registered fund structures.
• Successful track record in developing new and managing existing relationships within the intermediary and high-net-worth community.
• Solid comprehension of the marketing and operational elements of private wealth firms
• Excellent organizational and time management skills to succeed in an intense, fast paced environment.
• Excellent communication and presentation skills.
• Strong organizational skills; ability to prioritize targets and handle a busy calendar of meetings
• Ability to work independently or collaboratively with teams.
• Ability and desire to work in dynamic and demanding environment.
• Excellent academic credentials including an undergraduate degree from a top tier institution; MBA, CFA or / or CAIA preferred
• Travel Required

The average salary for this role varies by level (Director $200-225K base) and exclusive of any bonuses or benefits.  The base pay offered will be determined based on your experience, location, skills, training, certifications, and education, and in addition we will also consider internal equity and market data.  We do not anticipate that candidates hired will begin at the top of the range however, from time to time, it may occur on a case by case basis.  Marathon benefits highlights includes (but are not limited to) Medical/Pharmacy, Dental, Vision, HSA, FSA, STD/LTD, Life Insurance, PTO, Commuter Benefits, and company provided lunches.

No agencies, please
Equal Opportunity Employer M/F/D/V