Investor Relations – RIAs & Family Office (Midwest) - Director

Overview

Marathon is a leading global credit manager with over $23 billion of capital under management. The firm was founded in 1998 and is managed by Bruce Richards, CEO & Chairman, and Louis Hanover, CIO, and employs approximately 190 professionals, with a 20-member Executive Committee and 8 Partners that include Christine Chartouni, Ed Cong, Jason Friedman, Jeff Jacob, Jamie Raboy, and Andy Springer. Its corporate headquarters are in New York City, and it has offices in London, Miami, Los Angeles, and Luxembourg. Marathon is a Registered Investment Adviser with the Securities and Exchange Commission. For more information, please visit the company’s website at www.marathonfund.com.

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We are seeking to hire a highly qualified individual (must be located in Los Angeles, Miami, or New York) to work very closely with the Head of Intermediary Solutions in Client Solutions. This role will also have high visibility and connectivity with the global head of business development, senior management, portfolio managers and investment professionals across the
firm. Client coverage area is primarily the US and possibly Canada, Europe & Asia to the extent clients have a global and integrated team.

Responsibilities

• Build consultative relationships and grow market share with key centers of influence across RIAs (primary focus), family offices, high-net-worth investors, private banks and wirehouse community (relationships can span national accounts / CIO due diligence, financial advisors, and end clients).
• Work in partnership with the Head of Intermediary Solutions, broader client solutions team and senior management to develop and maintain relationships with RIAs and other clients to drive sales and AUM growth across episodic and evergreen funds.
• Initiate calls to investors and meet face-to-face to discuss investment opportunities.
• Effectively articulate the firm’s investment philosophy and suite of investment solutions across global credit:
• Asset-Based Lending / Specialty Finance (equipment leasing, healthcare, consumer) corporate credit (performing, stressed and distressed), Structured Credit (RMBS, CMBS, CLOs, ABS), Emerging Markets (hard currency), Real Estate (Residential & Commercial).
• Lead investor meetings and presentations of strategy, investment philosophy and financial performance.
• Develop and maintain in-depth knowledge of financial markets, Marathon products and services and competitive landscape.
• Detailed oversight and maintenance of CRM system (Salesforce) capturing client interactions and meeting notes.
• Represent the firm at regional and national conferences.
• Provide management with assistance on sales reporting and data for overall business updates and planning.
• Generate and maintain continuous touchpoints by email, phone, Zoom and in-person with clients to build rapport, trust, and connectivity; assist with client service inquiries and requests.

Qualifications

• This position requires candidates to work in person at our New York, Miami, or Los Angeles locations.
• 5-10+ years’ experience in a credit-focused (ideally private and public alternatives) marketing or sales role with strong proficiency in industry trends for intermediary and wealth clients.
• Clear grasp of the high-net-worth and intermediary investor community (RIAs, Private Banks, Wirehouses, broker dealers and OCIO) and be able to participate and drive a coordinated sales process and collaborate with various internal business groups to achieve capital raising objectives.
• Strong understanding of financial markets with particular knowledge of alternative private and public credit strategies in both private and registered structures (including ETFs, interval funds, BDCs)
• Successful track record in developing new and managing existing relationships within the intermediary and high net-worth community.
• Solid comprehension of the marketing and operational elements of private wealth firms
• Excellent organizational and time management skills to succeed in an intense, fast paced environment.
• Excellent communication and presentation skills.
• Strong organizational skills; ability to prioritize targets and handle a busy calendar of meetings
• Ability to work independently or collaboratively with teams.
• Ability and desire to work in dynamic and demanding environment.
• Excellent academic credentials including an undergraduate degree from a top tier institution; MBA, CFA or / or CAIA preferred
• Travel Required

The average salary for this role varies by level (Director $200-225K base) and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, location, skills, training, certifications, and education, and in addition we will also consider internal equity and market data. We do not anticipate that candidates hired will begin at the top of the range however, from time to time, it may occur on a case by case basis. Marathon benefits highlights includes (but are not limited to) Medical/Pharmacy, Dental, Vision, HSA, FSA, STD/LTD, Life Insurance, PTO, Commuter Benefits, and company provided lunches.