VP, Client Service Manager - Aristotle Pacific Capital

Want to make an application Make sure your CV is up to date, then read the following job specs carefully before applying.

Who We Are :

With offices in Los Angeles, Newport Beach, Boston and Sarasota, Aristotle is a majority employee-owned investment management organization that specializes in equity and fixed income portfolio management for institutional and advisory clients worldwide.

Our mission is to help our clients reach their long-term financial goals with active portfolio management using our research-driven investment framework.

Aristotle attracts and retains talented investment professionals through a culture focused on research, investment management and client success.

We are currently seeking a Vice President Client Service Manager to join our team.

The Vice President Client Service Manager is an integral part of APC’s institutional and retail business development team.

The Vice President Client Service Manager will be responsible for leading the internal client service team, overseeing client reporting, spearheading client support, fulfilling ad-hoc requests, all while being a player coach on the team.

What You Will Do :

• Lead internal client service team and responsibilities.
• Oversee and assist in completing various aspects of internal business development functions.
• Including, but not limited to :
• Monthly, quarterly, ad hoc client reporting.
• Support existing clients and act as internal support for relationship management team.
• Update existing marketing materials (monthly, quarterly, annually) and industry databases.
• Complete Requests for Proposal (RFP’s), Requests for Information (RFI’s).
• Work on ad-hoc projects related to marketing APC’s products.
• Work with Bloomberg, FactSet, eVestment reporting and standardized reports.
• Role will officially report to the CEO, but is expected to be a daily support professional for external business development, client service, marketing, as well as develop the internal client service team.

What You Will Need :

• 10+ years of industry related work experience.
• Degree from an accredited college or university required.
• Graduate degree / Financial designation preferred.
• Demonstrated leadership abilities combined with strong interpersonal skills.
• Experience managing a team preferred.
• Excellent interpersonal and communication skills (verbal and written).
• Advanced proficiency in Microsoft PowerPoint, Excel, and Word.
• Strong attention to detail and a sense of ownership of responsibilities assigned.
• Deep knowledge of fixed income markets.
• Ready to contribute wherever needed and open to evolving responsibilities as business needs change and skills develop.
• Adapts effectively to shifting deadlines and priorities.
• Be adept at recognizing problems and independently recommending ways to improve productivity and efficiency.
• Team-oriented individual with a selfless approach.

What We Have to Offer :

• Robust Health, Dental, and Vision insurance for you and your dependents
• 401(K) Retirement Plan with Employer Matching
• A culture that values inclusivity
• Flexible Paid time off, including annual Employee Volunteer Day
• Life, Critical Illness, Disability, and Accidental Injury Insurance
• Employee Assistance Program
• Various Company events throughout the year
• Employee Discount Program

Is Aristotle Right for You?

• We place our clients’ interests first.
• We act with integrity.
• We achieve excellence through accountability and collaboration.
• We empower our employees.
• We are respectful.
• We value community.

Compensation Range : $150,000.00 - $190,000.00, plus discretionary bonus. Please note that the pay range provided is a good faith estimate for the position at the time of posting.

Actual compensation will be dependent on factors, including but not limited to, the individual’s qualifications, relevant experience, knowledge, skills, education, internal equity, and physical work location within the state.

This is a hybrid role, preference is to be located within commuting distance of our Newport Beach, CA office.

We are looking for exceptional individuals who are intelligent, enthusiastic, and curious, someone who will contribute to our expanding business.

An ideal candidate would not limit their contribution to the provided job description but would help us surpass our goals by continually finding ways to improve themselves and the firm.

If you would like the stability of a successful, established company and the growth opportunities of a dynamic environment, we look forward to hearing from you.

Note : The above description identifies the essential job functions and skills needed by the person or persons assigned to this position.

These job functions and skills are not intended to be a complete and exhaustive list of all responsibilities, duties and skills required.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions. The information contained herein is subject to change at the company's discretion.

No phone calls. No agencies or recruiters.

Aristotle is an Equal Employment Opportunity Employer. Aristotle will consider for employment, qualified applicants with criminal histories in a manner consistent with the requirements of the Fair Chance Initiative for Hiring Ordinance.

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