Director, Business Development and Client Services

Role

Seafarer Capital Partners, LLC seeks an individual to manage key client relationships and develop new business within a boutique investment advisory firm focused on global emerging markets. The position is designed as a full-time role (exempt status).

Location

The firm’s office is located in Larkspur, California. The Director is required to be located in California. The position involves both in-office and remote work each week (i.e., a “hybrid” schedule). The role requires travel, estimated at 10 – 15 weeks per year.

Reporting

This position reports to Seafarer’s Managing Director of Business Development and Client Services.

Responsibilities

The Director will be a senior member of Seafarer’s business development and client service team. Specific responsibilities will include:

• Servicing of Seafarer’s client base, including ongoing efforts to communicate and meet with existing and prospective clientele. Long-term success will be defined by the quality, depth and stability of the client relationships.
• Contribute significantly to Seafarer’s efforts to build AUM via all client channels, including institutional, retirement, and various wealth management segments.
• Support strategic planning and management. Coordinate with Managing Director to organize the business area, including development of business plans, strategic resource allocation, and benchmarking against performance targets.
• Create and execute a detailed business plan for Seafarer to leverage its capabilities to meet firm goals.
• Support key decision-making regarding resource allocation across various channels.
• Manage projects associated with business development and client service, including the RFP process, CRM, and consultant databases.
• Contribute to a team effort by servicing clients in various channels.
• Provide input into Seafarer’s marketing and communication efforts.
• Provide input into Seafarer’s product development efforts.
• Perform as an asset class expert resource to provide unique insights on global equities for clients.

Qualifications

This position requires:

• Bachelor’s degree.
• Master’s degree, CFA, CIMA® and/or CFP®
• Minimum of 10 years of work experience in a similar or related position, with first-hand experience interacting with investors in multiple channels. Must demonstrate strong knowledge of distribution methods, operations, gatekeepers, and service parameters for mutual funds, private funds, and institutional separate account based relationships in each channel.
• Excellent communication and presentation skills.
• Series 6 or 7 and 63 licenses.
• Candidate must demonstrate entrepreneurial drive and a strong work ethic. Must demonstrate a leadership mentality within a small company and a dynamic environment.
• Candidate must demonstrate an ability to think and plan strategically, setting a strong foundation for a business development and client service effort that will grow.
• Professional experience and / or analysis of global equities highly preferred; foreign language skills also preferred.
• The ideal candidate will embody the highest levels of integrity, professionalism, and attention to detail, combined with a drive to build a company of lasting value.
• Must be a U.S. citizen or authorized to work in the U.S. on a permanent basis.

Compensation and Benefits

• Compensation includes base salary and semi-annual discretionary cash bonus. The pay range for this position is $200,000 – $500,000; $400,000 is typical. The range is determined largely by individual performance and associated discretionary bonus.
• 401(k) Plan with a matching contribution from Seafarer.
• Equity incentive program. Seafarer is a 100% employee owned firm. Employees become eligible (but are not guaranteed) to participate in the Firm’s equity incentive program beginning one year after their start date.
• Medical, dental, and vision coverage. Employees and eligible dependents have access to medical plan options from United Healthcare (PPO) and Kaiser (HMO), dental coverage from Delta Dental, and vision coverage from Vision Service Plan (VSP). Seafarer covers a significant portion of the monthly premium costs. If an employee waives healthcare coverage, Seafarer shares premium savings with the employee.
• Short-term disability insurance coverage provided to employees at no cost.
• Paid holidays: the Firm follows the NYSE holiday schedule.
• Paid time off (PTO): 20 days of PTO per year (includes sick leave).
• Remote work allowance for employees.
• Educational expense reimbursement program.
• Public transit commute subsidy.
• Paid parental leave.

To Apply

Please send your resume, cover letter, and any other relevant documentation for consideration to:

apply@seafarerfunds.com

Please note:

• In the email subject line, include your name and the position title (Director, BD&CS).
• You may direct questions to Seafarer Human Resources at apply@seafarerfunds.com.

Seafarer Capital Partners is an Equal Employment Opportunity Employer and a Certified California Green Business.