Crain Communications, Inc.
The P&I investor relations manager reports to the Director of Business Strategy and Investor Relations and is responsible for increasing quality attendance of institutional investors at P&I Conferences. This individual will develop relationships with senior level executives within pension plan sponsor, foundation and endowment organizations and persuade them to attend and/or speak at P&I Conferences. The position requires an entrepreneurial self-starter with excellent communication skills who has the ability to work well both autonomously and with a team. This individual must have experience in the financial services market and have a proven ability to “close business” with senior level, busy executives.
Responsibilities & Duties Include:
Develop key contacts and recruit new, high level contacts to add to the potential speaker, advisory board and attendee pipeline.
Work with conference programmers and investor relations team to develop key target lists for each conference.
Assist in building out VIP contact database with specific attributes and relevant intelligence.
Research competitive industry conferences for potential speakers, ambassadors and attendees.
Assist with advisory board development and recruitment.
Attend P&I Conferences making connections with asset owners speaking and attending the meeting. Additionally, set appointments with other asset owners not in attendance and in close proximity.
Follow up with conference attendees to get feedback on the conference experience and communicate back to the P&I Team.
Gather intelligence from the asset owner community and communicate to P&I Team to facilitate new product and topic ideas.
Other duties as needed.
3+ years’ experience in a business or sales development role within a financial consulting, financial services media, financial conferences, or other financial service provider company.
Bachelor's Degree required.
Proven track record in establishing and maintaining solid client relationships.
Must have previous experience with financial services industry and be well versed in financial strategies.
Background building rapport in a face to face setting with high level financial professionals.
Background establishing/maintaining engagement and conversation on high level financial strategies and trends in an extremely professional manner.
Must be a self-starter with the ability to work independently with minimal supervision and as part of a team.
Willingness to provide outstanding customer service. A flexible, can do attitude.
Effective and confident verbal and written communication skills.
Superior organizational skills and attention to detail.
Background of providing outstanding customer service, nurturing professional relationships and follow up a must.
Computer proficiency in Microsoft Word, Excel and Salesforce required.
Ability and willingness to travel 10-25%.
Prior experience in a similar role with a competitor.
Bachelor’s Degree in Finance or related field.
Financial conference background.
Financial designation such as a CFA or CAIA certification.
Existing relationships with asset owners.
Every other Monday,
Pensions & Investments
delivers critical financial news to executives responsible for the investment of large institutional assets such as pension funds, endowments and foundations. It reaches top corporate executives and government leaders, pension fund managers, investment advisers, consultants, and financial institutions. It is the world’s leading newspaper for institutional investing.
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offers a competitive salary, a generous benefits package, profit-sharing and a friendly work environment. This is a great time to join our organization — a profitable, well-established publishing leader.
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Crain Communications, Inc.
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