Associate Director – Sales & Client Service

Artisan Partners•Chicago, IL

3d•$100,000 - $150,000•Hybrid

About The Position

The Associate Director – Sales & Client Service is a key member of the Distribution team, supporting client relationships, consultant engagement, business development initiatives, product management activities, and operational processes across a global client base. Working closely with clients, consultants, relationship managers, and internal stakeholders, this role helps drive asset growth, deliver exceptional client service, and support new business opportunities across a broad range of investment strategies and vehicles. The successful candidate will combine strong investment knowledge, business judgment, and organizational skills to ensure a high standard of service throughout the client lifecycle.

Requirements

Undergraduate degree required
Prior experience in client service, sales support, relationship management, investor relations, investment operations, or a related function within asset management or financial services
Knowledge of investment products, including separate accounts, public and private commingled funds, and related investment structures
Experience with investment performance measurement concepts, including attribution analysis, performance reporting, and portfolio analytics, with the ability to interpret and communicate key findings to internal and external stakeholders
Experience supporting client onboarding, fundings, shareholder servicing, and operational workflows
Strong understanding of client servicing, consultant relations, and business development processes
Exceptional organizational, analytical, problem-solving, and critical-thinking skills, with the ability to manage multiple priorities and deadlines in a fast-paced environment
Excellent verbal and written communication skills, strong interpersonal abilities, and a demonstrated capacity to build collaborative relationships with clients, consultants, and colleagues across functional teams
Proficiency with Microsoft Office applications, including Outlook, Excel, Word, and PowerPoint
Self-motivated with a strong work ethic, proactive mindset, and ability to work independently while contributing to a team environment
FINRA Series 7 and 63 licenses required or willingness to obtain upon hire; successful completion of required examinations within 30 days of hire is expected

Nice To Haves

Salesforce or other CRM platform experience preferred

Responsibilities

Stay abreast of industry news, market trends, consultant activity, and search opportunities, identifying potential impacts on client relationships, sales opportunities, and business development initiatives
Serve as the team's central repository of relationship intelligence, including searches, opportunities, cash flow activity, relationship history, and key business developments
Manage operational aspects of existing products and support new product launches, product development initiatives, and ongoing regulatory requirements
Partner with relationship managers to support client and consultant relationships, develop a deep understanding of client needs and service expectations, and ensure timely issue resolution, operational compliance, and client satisfaction
Support and help manage a global client, consultant, and prospect base, navigating diverse time zones, regional business practices, and cultural nuances to facilitate effective communication, relationship development, and business growth
Coordinate, review, and support the completion of Requests for Proposal (RFPs), Requests for Information (RFIs), due diligence questionnaires (DDQs), and finalist presentations, partnering with internal stakeholders to ensure accuracy, consistency, and timely submission
Serve as a subject matter expert on investment vehicles, shareholder servicing, operational processes, and regulatory requirements for relationship managers and internal stakeholders
Coordinate across sales, marketing, operations, legal, compliance, trading, accounting, and shareholder services teams to support client servicing, business development efforts, and information sharing
Manage and monitor client fundings, onboarding activities, and cross-channel cash flow trends across pooled investment vehicles, coordinating with clients, consultants, custodians, and internal stakeholders
Provide shareholder support across pooled investment vehicles by facilitating trade and account maintenance requests, monitoring transactions, and serving as a liaison between clients and internal operations teams
Analyze, prepare, and distribute reporting and data for executive management, Distribution, Legal, Compliance, and other business stakeholders
Partner with intermediary and regional sales teams to coordinate sales initiatives, support business development efforts, and maintain consistency in client engagement activities
Maintain CRM systems to ensure client contacts, sales opportunities, campaign activity, pipeline reporting, and relationship notes are accurate and current
Collect, organize, and communicate portfolio, market, and product information to support client meetings, consultant presentations, and sales initiatives
Support strategic initiatives, special projects, and other ad hoc assignments as required, including providing administrative and operational support such as meeting, travel, and business activity coordination