Location: Flexible

About Bright Investments
Bright Investments is a long-only public equities manager focused on mid- and large-cap investments in the Energy, Financials, Healthcare, Technology and Utilities sectors.

Role Summary
You will be responsible for developing relationships with foundations, endowments, and other prospective institutional and ultra-high-net-worth clients with the objective of gathering assets.

Responsibilities

• Build and maintain strong relationships with clients and prospects. This involves understanding client needs, providing tailored solutions, and ensuring satisfaction with the services offered.

• Develop and implement strategic sales plans to drive growth.

• Create and conduct pitch presentations to potential clients.

Qualifications

• 5+ years of relevant experience as a high performer in institutional/ultra-high-net-worth sales, investment consultant relations, or a related position. Will also consider other roles that have demonstrated deep relationships with institutional and ultra-high-net-worth investors.

• Demonstrated depth of knowledge regarding asset management.

• Strong communication skills; able to describe and pitch investment products to clients with a wide range of degrees of financial sophistication.

• Ability to maintain self-motivation in a flexible and collegial environment.

Strongly Preferred

• MBA, CFA, CFP, CIMA, CIMP, AIF, CEPA, or other designations demonstrating knowledge and interest in this field.

• Demonstrated compatibility with a long-only, US-only, long-term-oriented fundamental investment strategy.