Position Overview:

SKBA is seeking a self-directed and organized individual to lead the company’s business development and

marketing efforts. The person filling the role will contribute meaningfully to an established and respected firm

and serve an essential role in growing the firm’s business. This position requires someone with capital markets

experience who demonstrates sound business judgment, initiative and impeccable communication skills. SKBA

seeks a person committed to maintaining a high-level of client satisfaction and who can thrive in a collaborative

and team-based work environment. The candidate will need to demonstrate coach and player characteristics.

Responsibilities Overview:

▪ Identify new business opportunities and actively engage various channels for business growth in separate

accounts, mutual funds, and platforms

▪ Manage and refine campaign messaging to effectively communicate firm’s philosophy and products through

our website, outgoing correspondence, presentation materials, and press releases

▪ Plan regular sales and marketing meetings and lead in the completion of next step and action items related

to new business opportunities, relationship development and expanding marketing messaging

▪ Operate as lead for direct sales campaigns and as the first point of contact for new business inquiries

▪ Oversee product and brand messaging so that the firm’s investment approach and product positioning is

accurately communicated in client materials, questionnaires, RFPs, and in databases

▪ Participate in relevant industry conferences and successfully communicate our investment approach and

products through one-on-one relationship development and speaking engagements

▪ Track sales and pipeline reports and manage the company’s CRM database

▪ Manage relationships with relevant technology and marketing vendors

▪ Oversee the completion of due diligence requests and RFPs/RFIs ensuring that company messaging is

effectively presented and communicated

▪ Maintain critical documents and support in various aspects of compliance documentation perindustry policies

and requirements

▪ Assume special project work and additional responsibilities as requested or assigned

SKBA Capital Management, LLC

www.skba.com

Qualifications:

▪ 7 - 10 years of experience as a marketing professional in the investment management or capital markets

industry

▪ Bachelor’s degree is required

▪ Series 6 or 7 and Series 63 and/or 65 required

▪ Familiarity and comfort operating within multiple business channels: separate accounts, mutual funds, and

SMA/UMA managed accounts

▪ Demonstrable experience generating new business

▪ Experience managing media content and developing effective campaign messaging in materials such as

pitchbooks, product brochures, fact sheets, and websites

▪ Proven experience with planning and executing marketing plans that resulted in growing mutual fund assets

and expanding client base

▪ Established relationships within the consultant community

▪ Driven to generate leads and demonstrate the persistence and enthusiasm to pursue new business

opportunities

▪ Working understanding of databases and effective means by which to present firm data and messaging

▪ Experience with industry conferences and public speaking

▪ Adept at Project Management with the ability to manage tasks and see projects to completion within a set

timeframe

Skills:

▪ Excellent organizational and project planning/implementation skills with proven track record of meeting

deadlines and goals

▪ Deep understanding of the investment industry and maintains current and relevant knowledge of product

positioning versus competitors

▪ Demonstrates sound business judgement and professionalism and is results-driven

▪ Strong written communication skills with the ability to develop product and firm messaging

▪ Effective and professional verbal communication skills with a high comfort level for networking and sales

▪ Demonstrates great follow-through and is detail oriented

▪ Strong skills in Microsoft Office (PowerPoint, Outlook, Excel and Word) and experience with CRM systems

▪ Desire to work in a boutique firm with a collaborative work environment

Position Specifics:

▪ This is a San Francisco financial district based position that offers a hybrid work schedule

▪ Travel is a component to this role in order to directly develop relationships and attend industry conferences

SKBA Capital Management jobs

Manager of Business Development and Marketing