Senior Associate (or Associate), Investor Relations - Private Wealth Americas

Position Information

Hiring Manager:
Director
Department:
Private Wealth Americas
Department Overview

The Private Wealth Americas ("PWA") Team is a component of the Investor Partners Group ("IPG") that is responsible for the equity and debt fundraising activities of the Firm. PWA focuses on delivering compelling investment solutions and gold-standard client service to the private wealth market via wirehouses, regional broker-dealers, private banks, registered investment advisors and other intermediaries. PWA oversees sales and marketing, business development, relationship management and business operations specific to the private wealth channel in North and South America. The team collaborates closely with other departments to develop and execute fundraising and client-service initiatives in line with the Firm's objectives.

Position Responsibilities

This individual will support PWA's fundraising and relationship management efforts in the private wealth channel.

Primary duties and responsibilities include, but are not limited to:

• Supporting external sales team with ongoing business development, client service and communication with prospects and clients
• Assisting in identifying potential sales opportunities and target clients
• Overseeing inquiries that are received via the team's general mailboxes or hotlines
• Developing and maintaining knowledge of Golub Capital product offerings, systems and processes to support and service client relationships
• Updating pipeline information and managing client / prospect relationship information in the Firm's CRM
• Collaborating with senior members of the Direct Lending Team, Product Specialists, Compliance and Operations to organize client meetings and coordinate presentation material content
• Summarizing client and prospect meetings in the CRM
• Preparing and reviewing meeting preparation materials for external sales team

Candidate Requirements

Qualifications & Experience:

• Bachelor's degree required
• 2+ years of experience in a similar sales support / inside sales capacity at a buy-side firm
• Experience with broker-dealer and wirehouse sales channels
• Experience working within a CRM database; Microsoft Dynamics experience is a plus
• Excellent interpersonal, communication and presentation skills
• Ability to multi-task, problem solve and adapt to changing priorities
• Client-centric approach, dedicated to delivering outstanding client experiences and solutions
• Ability to work in a team-oriented sales environment where sharing information and collaboration are essential for success
• Ability to maintain exceptional attention to detail while managing multiple responsibilities in a fast-paced environment
• Series 7 and Series 63
• Enthusiastic about working in office and creating a Gold Standard hybrid work culture

Critical Competencies for Success

Our Gold Standards Model defines key behaviors and competencies across 4 dimensions: Leadership, Achieving Results, Personal Effectiveness and Thinking Critically. These behaviors and competencies drive our ability to win together.

• Leadership: Role models in this area consistently focus on the right goals and priorities and continually develop themselves and others. Always team players, they influence and engage with others to contribute to a supportive and inclusive culture where all feel welcome.
• Achieving Results: Role models in this area are high achievers who develop careful plans and deliver consistently and effectively. They hold themselves and others accountable for delivering high quality results, and they remove barriers to ensure others can contribute and grow.
• Personal Effectiveness: Role models in this area build strong relationships, treat others with respect and communicate effectively. They are driven to exceed expectations and are adaptable to changing circumstances.
• Thinking Critically: Role models in this area understand our business, rely on analytical reasoning and seek diverse perspectives to solve problems. They are forward thinking, anticipating issues and addressing them in advance.

The department-specific competencies define the knowledge, skills and abilities that are needed to successfully perform the functional or technical work of this role.

• Industry Knowledge: Demonstrates an understanding of the Firm's position in the industry, specifically with regard to direct lending and asset management, as well as the competitive landscape. Monitors industry trends and changes and recognizes their relevancy and implications to the Firm.
• Firm and Product Knowledge: Demonstrates an understanding of the Firm's investment strategies, client base, products and investor needs, including the Firm's structure and competitive advantage in the marketplace.
• Innovation: Embodies an agile and creative mindset to help develop new solutions, continuously improve and optimize existing processes and impose structure in ambiguous circumstances through people, process and technology.
• Project / Program Management: Manages projects and / or programs through planning, identifying resources, executing, monitoring and communicating project activities and assessing impacts of the project decisions.
• Analytics: Surfaces, sources, analyzes and interprets data to identify trends and inform strategy and business decisions.
• Data and Content Stewardship: Follows appropriate policies and procedures to enter and manage data and content, including evaluating issues with data and content and taking appropriate steps to address them. Communicates with others regarding data and content stewardship to ensure accuracy and integrity and encourages others to uphold data and content stewardship practices.
• Relationship Management: Creates ways to engage others, cultivate trust and build long-term win-win partnerships with investors, business partners and internal teams.

Compensation and Benefits
For New York Only: It is expected that the base salary range for this position will be $140,000 to $165,000 for a Senior Associate and $125,000 to $140,000 for an Associate. Actual salaries may vary based on factors such as skills, experiences and qualifications for the role. The total compensation package for this position may also include other elements and discretionary awards in addition to a full range of medical, financial and / or other benefits (including 401(k) eligibility and various paid time off benefits such as vacation, sick time and parental leave) dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment. If hired, the employee will be in an 'at-will position' and the Firm reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time including for reasons related to individual performance, Firm or individual department / team performance and market factors.

Golub Capital is an Equal Opportunity Employer.

Due to the highly regulated nature of Golub Capital's business and because of the sensitivity of the information that all personnel have access to, Golub Capital performs extensive and thorough pre-hire screens to ensure that its personnel act with expected levels of integrity, professionalism and personal responsibility.