Guidepoint Global, Llc

Client Outreach Specialist

Guidepoint Global, Llc$100K — $150K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 3+ years of experience in institutional sales, business development, or account management.
  • Bachelor's degree required.
  • Strong relationship building skills with high-profile clients.
  • Broad knowledge of the sales process from lead generation to relationship management.
  • Deep understanding of the institutional investment process.
  • Excellent communication skills, capable of addressing clients in hedge funds and private equity.
  • Proficient organizational skills and ability to work independently.

Responsibilities

  • Promote and represent the Guidepoint Insights product to institutional clients.
  • Increase penetration and usage of the Insights product within existing client base.
  • Utilize a high-touch approach to engage clients through multiple channels.
  • Map client preferences to ensure appropriate content delivery.
  • Build critical relationships with Portfolio Managers and Analysts to address their research needs.
  • Conduct outbound prospecting to generate new account leads.
  • Collaborate with analysts to summarize insights from teleconferences.

Benefits

  • 15 PTO days, 10 legal holidays, and sick days.
  • Comprehensive medical, dental, and vision plans.
  • 401(k) matching up to 10% of employee contributions.
  • Commuter benefits and corporate gym rate.
  • Development opportunities through LinkedIn Learning.
  • Complimentary office snacks and beverages.
  • Social events including Friday happy hour and 'Summer Fridays'.
  • Participation in year-round corporate athletic leagues.
Full Job Description
Overview:

The Insights product is an offering for Guidepoint's Institutional investment and corporate clients, that offers teleconferences, surveys, and in-person events. The teleconferences live in a transcript library portal, which covers a wide of industries/topics that enables our clients to make informed decisions. All content features experts from Guidepoint's proprietary global network and is conceptualized and hosted by former investment professionals (i.e. private equity/hedge fund), sell-side equity research analysts, and industry professionals.

This is a hybrid role in New York City.

What You'll Do:
  • Promote and represent the Guidepoint Insights product to our institutional clients including traditional asset managers, hedge funds, family offices and private equity firms.
  • Focus on increasing penetration and usage of the Insights product across Guidepoint's existing client base.
  • Using a high-touch approach (phone, email, Bloomberg, in-person meetings), highlight upcoming events to the appropriate clients and foster dialogue with Guidepoint sector specialists.
  • Correctly map client preferences (sector focus, frequency of email notifications) across organizations to ensure the right content is delivered to the right individuals.
  • Form critical relationships with Portfolio Managers and Analysts to understand their research needs, collect feedback and explain our value proposition.
  • Conduct outbound prospecting to help generate new account leads.
  • Work closely with the Guidepoint's analysts to understand key upcoming events and summarize takeaways from recent teleconferences.

What You Have:
  • Excellent communicator capable of calling on high-profile clients at hedge funds, mutual funds and private equity.
  • Broad based knowledge of the sales process from lead generation to relationship management.
  • Comprehensive understanding of the institutional investment process.
  • Strong relationship building skills.
  • Demonstrated ability to work in a fast-paced, team-oriented entrepreneurial environment.
  • Meticulous organizational skills.
  • Ability to work independently and handle increasing responsibility over time.
  • Minimum of 3 years of institutional sales, business development or account management experience.
  • Bachelor's degree.

What We Offer:

The annual base salary range for this position is $100,000 to $150,000. Additionally, this position is eligible for an annual discretionary bonus based on performance.

You will also be eligible for the following benefits:
  • 15 PTO days, 10 legal holidays, and sick days
  • Comprehensive medical, dental, and vision plans
  • Will match up to 10% of employee contribution for 401(k), life insurance, paid time-off and parental leave plans
  • Commuter benefits and a corporate gym rate
  • Development opportunities through the LinkedIn Learning platform
  • Free snacks and beverages in the office
  • Friday happy hour and "Summer Fridays"
  • Year-round corporate athletic league
  • Casual work environment, team building, and other social events


#LI-SP1

#LI-Hybrid

Base salary may vary depending on job-related knowledge, skills, and experience, as well as geographic location.

Compensation

$100,000-$150,000 USD

About Guidepoint Global, Llc

Guidepoint is a leading expert network firm that connects business decision-makers with experts across various industries. The company offers a range of services, including primary research, diligence, and advisory services. Guidepoint has a global presence, with offices in the United States, Europe, and Asia.
Learn more about Guidepoint Global, Llc
Size
1,000 employees
Industry

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