Description
data analytics
automation
tech deployment
process scaling
pitch materials
team leadership
The Director of Investment Management Pitches and Pursuits will shape and execute the global strategy for pitch and pursuit initiatives targeting private‑wealth and institutional investors. Reporting to investment‑management leadership, the role drives win‑rate improvements, streamlines processes, and ensures consistent messaging across regions while nurturing leads and retaining clients.
- Lead a global team to develop segment‑specific strategies aligned with business objectives and regional priorities.
- Integrate firmwide industry trends, competitive positioning, and client preferences into pursuit strategies.
- Collaborate with senior leaders (CIOs, Global Head of Capital Markets, Heads of Institutional and Private Wealth) to create joint solutions for new business pursuits.
- Partner with capital raisers and marketing teams to produce tailored pitch materials for diverse investor audiences, including pension funds, sovereign wealth funds, endowments, foundations, RIAs, family offices, broker‑dealers, banks, and wirehouses.
- Ensure consistent brand and marketing messaging across regions in all pursuit materials.
- Work with fund managers, senior capital markets, and investment‑management leadership to develop new fund‑pitch materials that meet capital‑raiser needs.
- Enable regional and channel teams to deliver high‑impact client pitches while adhering to global brand standards.
- Coordinate with marketing communications on the firmwide message calendar, providing input on new business opportunities and client trends.
- Identify and deploy technologies to improve process efficiency and support scalable operations.
- Use data analytics to track material effectiveness, spot trends, and refine marketing approaches.
- Implement data integrations and automations to share content across materials and regions.
- Create mechanisms for continuous market feedback and translate insights into actionable initiatives to boost win rates.
- Develop scalable processes and measurement methodologies to evaluate effectiveness globally.
- Build, manage, and develop a high‑performing global business‑development team, offering coaching, feedback, and career development.
- Allocate team resources strategically to balance competing priorities and maintain sustainable workloads.
Requirements
mba
bachelor's
10+ years
crm
excel
regulatory
Candidates must hold a bachelor’s degree in a relevant field and have at least ten years of experience in financial‑services marketing, investor relations, or business development. Preferred qualifications include an MBA, expertise with CRM platforms, Excel, PowerPoint, and data‑automation tools, as well as a strong grasp of regulatory considerations and global investment‑market dynamics.
- Demonstrate hands‑on leadership during critical pitches, tight deadlines, or peak demand periods.
- Bachelor’s degree in Marketing, Communications, Finance, Business, or related field.
- Minimum 10 years of experience in financial services marketing, investor relations, or business development with institutional or retail investors.
- MBA preferred but not required.
- Proficiency with CRM platforms (e.g., Salesforce), Excel, PowerPoint, document‑generation platforms, data integrations, and automations.
- Strong understanding of regulatory considerations in private‑wealth marketing.
- Knowledge of investment markets across the Americas, EMEA, and APAC.
- Change‑agent mindset driving transformation, innovation, and continuous improvement.
- Strategic thinking aligned with long‑term vision and business goals.
- Adaptability to thrive in dynamic, uncertain environments.
- Ability to build mutually beneficial alliances with individuals and groups.
Benefits
When you join Hines, you begin a career propelled by a clear vision and guided by industry‑setting leaders. The firm’s legacy of innovation and excellence has earned it a spot on Fast Company’s World’s Most Innovative Companies list and U.S. News & World Report’s Best Companies to Work For in 2024. Hines offers limitless opportunities to grow and leave a lasting impact.
Compensation is competitive, with a base salary range of $173,000‑$257,000 plus bonus in New York and experience‑based pay in Houston. Hines manages a $93.2 billion portfolio across diverse property types, invests heavily in employee development, and provides comprehensive benefits, generous vacation, and an inclusive environment that values diversity and the growth of its 5,000 employees worldwide.
Training + Development
Information not given or found
