Seafarer Capital Partners · 13 hours ago
Director, Business Development and Client Services
San Francisco Bay Area
Full-time
Hybrid
Senior Level, Lead/Staff
$200K/yr - $500K/yr
10+ years expSeafarer Capital Partners, LLC is a boutique investment advisory firm focused on global emerging markets. They are seeking a Director to manage key client relationships and develop new business, requiring both in-office and remote work with occasional travel.
AdviceFinanceFinancial Services
Responsibilities
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 through 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
Qualification
Required
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 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
Must be a U.S. citizen or authorized to work in the U.S. on a permanent basis
Preferred
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
Benefits
401(k) Plan with a matching contribution from Seafarer.
Equity incentive program.
Medical, dental, and vision coverage.
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 reimbursement.
Paid parental leave.
Company
Seafarer Capital Partners
Seafarer Capital Partners is an investment adviser specializing in bottom-up, fundamental investing.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Andrew Foster
Founder and Chief Investment Officer
Recent News
Morningstar, Inc.
2025-02-04
Company data provided by crunchbase