User Growth & Business Development Manager

Roles & Responsibilities

Key Responsibilities

• Identify, prospect, and establish relationships with HNWI / UHNWI, family offices, and institutional investors, building a sustainable pipeline of qualified prospects for the firm’s fund products.
• Lead fundraising and distribution efforts for fund products, and other investment offerings, ensuring achievement of individual and team sales targets through structured sales campaigns and direct client engagement.
• Deliver high-quality investment presentations and product pitches tailored to client needs, providing clear explanations of fund strategies, risk-return profiles, and the firm’s broader value proposition.
• Oversee the entire sales process including prospect identification, due diligence support, contract negotiation, execution, and post-sale servicing, ensuring a seamless client experience from start to finish.
• Partner with compliance and operations teams to coordinate the full onboarding process, including completion of KYC / AML documentation, account setup, and ensuring adherence to all regulatory requirements. Provide ongoing account management support to clients, ensuring timely responses to inquiries and consistent delivery of service standards.
• Maintain accurate and up-to-date records of client interactions, sales activity, and pipeline development in CRM systems. Prepare periodic reports for management to monitor sales performance, pipeline status, and market opportunities.
• Contribute to marketing and client engagement initiatives by assisting with the planning and execution of client events, briefings, and roadshows. Support guest invitation processes, coordinate logistics, and ensure proper follow-up with participants to maximize client engagement outcomes.

Qualifications

Tell employers what skills you have

CRM

Market Research

Wealth Management

Account Management

Asset Management

Investment Strategies

Due Diligence

Fundraising

Business Acumen

Private Banking

Sales Process

Economics

Compliance

Communication Skills

Presentation Skills

Sales and Business Development

Regulatory Requirements

Business Development

Financial Services

Contract Negotiation