Vice President, Advisor Business Development recruitment

REPORTING RELATIONSHIPS:

 

This position will report to our Senior Vice President of Client Services and Sales.

 

ROLE AND RESPONSIBILITIES:

 

With a growing recognition of the importance of Asia??s role in globally diversified investment portfolios, we are seeking an individual to join the U.S. Client Services Sales team who will concentrate on proactively expanding Matthews?? business relationships with wealth management organizations. Target institutions include private bank trust organizations, wrap providers, and independent wealth managers (RIA and multi-family offices) most receptive to Matthews?? investment capabilities. The primary investment vehicle will be the Matthews Asia Funds.

The individual will be responsible for outlining and executing on a business plan to grow Matthews?? presence in this segment. This includes the setting, ongoing measurement and achievement of goals which ultimately lead to increased assets under management.  The individual will assume responsibility for a number of existing wealth management organizations, towards the goal of expanding Matthews?? assets, available investment strategies, and industry presence.

 

The individual will work closely with Matthews?? San Francisco-based U.S. and global sales and client services professionals who serve a broad array of institutional and financial intermediaries, including consultants and manager research professionals, independent RIAs, bank and broker/dealer-affiliated advisors, supermarkets and retirement platform providers. The individual will also work closely with Matthews?? marketing and investment teams.

 

This position will be based in Matthews?? headquarters in San Francisco, and require national travel, as appropriate. Travel will include one-on-one prospecting meetings (with members of the Matthews investment team, when appropriate), participation in selective institutional industry conferences, and Matthews-hosted events (eg, educational roundtables).

 

The ideal candidate should have a high degree of integrity and professionalism, exhibit strategic thinking and a natural talent for networking, and have prior asset management business development experience with wealth management organizations utilizing an educationally-based, consultative approach.

 

Successful candidates will have demonstrable:

 

·         Prior achievements in a consultative sales/relationship management role, with demonstrated relationships with private bank trust organizations, wrap providers, and independent wealth managers (RIA and multi-family offices)

·         Proven ability to outline and execute on a business plan, which includes setting and measuring against milestones, and ultimately increasing AUM

·         Innate networking capabilities?"the ability to leverage connections found through Matthews existing client base and colleagues as well as institutional conferences and personal industry connections

·         Capacity to build positive and effective internal relationships?"with U.S. and global business development peers, marketing, investment team, and legal/operations

·         Experience with broad global asset allocation topics and in representing global/international investment strategies

·         Long-term conviction for Asia, general understanding of Asian cultures, and intellectual curiosity about the region

·         High level of integrity, honesty, diligence and loyalty

·         Drive and ambition for professional success

·         Excellent (written and verbal) communication and presentation skills

 

QUALIFICATIONS

 

This position requires:

 

·         Minimum 7 years financial services sales experience

·         Bachelors degree, Masters degree and/or CFA preferred

·         Ability to grow, develop and maintain working relationships with various levels of decision makers (CIO, directors of research, international equity analysts, advisors) at across a wide scope of wealth management organizations

·         Ability to persuade opinion on Asia??s role within global asset allocation, and position Matthews strategies in a concise and compelling manner

·         Strategic business building mindset, with timely administrating of sales plans, prospecting profiles, call reports, and marketing initiatives

·         Excellent (written and verbal) communication and presentation skills

·         Excellent client and co-worker references

·         Series 6 or 7 and 63 licenses