Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Associate Director - Sales & Client Service

$100k - $150k
Full-time

Artisan Partners

The Associate Director – Sales & Client Service is a key member of the Distribution team, supporting client relationships, consultant engagement, business development initiatives, product management activities, and operational processes across a global client base. Working closely with clients, consultants, relationship managers, and internal stakeholders, this role helps drive asset growth, deliver exceptional client service, and support new business opportunities across a broad range of investment strategies and vehicles. The successful candidate will combine strong investment knowledge, business judgment, and organizational skills to ensure a high standard of service throughout the client lifecycle. Location: Chicago, IL | San Francisco, CA Salary Range: $100,000–$150,000 Specific placement within the provided range will be determined by an individual’s geographic location as well as relevant experience and skills for the role. Base salary is only one component of our total compensation package. Associates may be eligible for a discretionary bonus, which is determined upon Firm and individual performance. Responsibilities The candidate is expected to: Stay abreast of industry news, market trends, consultant activity, and search opportunities, identifying potential impacts on client relationships, sales opportunities, and business development initiatives Serve as the team's central repository of relationship intelligence, including searches, opportunities, cash flow activity, relationship history, and key business developments Manage operational aspects of existing products and support new product launches, product development initiatives, and ongoing regulatory requirements Partner with relationship managers to support client and consultant relationships, develop a deep understanding of client needs and service expectations, and ensure timely issue resolution, operational compliance, and client satisfaction Support and help manage a global client, consultant, and prospect base, navigating diverse time zones, regional business practices, and cultural nuances to facilitate effective communication, relationship development, and business growth Coordinate, review, and support the completion of Requests for Proposal (RFPs), Requests for Information (RFIs), due diligence questionnaires (DDQs), and finalist presentations, partnering with internal stakeholders to ensure accuracy, consistency, and timely submission Serve as a subject matter expert on investment vehicles, shareholder servicing, operational processes, and regulatory requirements for relationship managers and internal stakeholders Coordinate across sales, marketing, operations, legal, compliance, trading, accounting, and shareholder services teams to support client servicing, business development efforts, and information sharing Manage and monitor client fundings, onboarding activities, and cross-channel cash flow trends across pooled investment vehicles, coordinating with clients, consultants, custodians, and internal stakeholders Provide shareholder support across pooled investment vehicles by facilitating trade and account maintenance requests, monitoring transactions, and serving as a liaison between clients and internal operations teams Analyze, prepare, and distribute reporting and data for executive management, Distribution, Legal, Compliance, and other business stakeholders Partner with intermediary and regional sales teams to coordinate sales initiatives, support business development efforts, and maintain consistency in client engagement activities Maintain CRM systems to ensure client contacts, sales opportunities, campaign activity, pipeline reporting, and relationship notes are accurate and current Collect, organize, and communicate portfolio, market, and product information to support client meetings, consultant presentations, and sales initiatives Support strategic initiatives, special projects, and other ad hoc assignments as required, including providing administrative and operational support such as meeting, travel, and business activity coordination Qualifications The successful candidate will possess high attention to detail and commitment to producing accurate, high-quality work. Additionally, the ideal candidate will possess: Undergraduate degree required Prior experience in client service, sales support, relationship management, investor relations, investment operations, or a related function within asset management or financial services Knowledge of investment products, including separate accounts, public and private commingled funds, and related investment structures Experience with investment performance measurement concepts, including attribution analysis, performance reporting, and portfolio analytics, with the ability to interpret and communicate key findings to internal and external stakeholders Experience supporting client onboarding, fundings, shareholder servicing, and operational workflows Strong understanding of client servicing, consultant relations, and business development processes Exceptional organizational, analytical, problem-solving, and critical-thinking skills, with the ability to manage multiple priorities and deadlines in a fast-paced environment Excellent verbal and written communication skills, strong interpersonal abilities, and a demonstrated capacity to build collaborative relationships with clients, consultants, and colleagues across functional teams Proficiency with Microsoft Office applications, including Outlook, Excel, Word, and PowerPoint; Salesforce or other CRM platform experience preferred Self-motivated with a strong work ethic, proactive mindset, and ability to work independently while contributing to a team environment FINRA Series 7 and 63 licenses required or willingness to obtain upon hire; successful completion of required examinations within 30 days of hire is expected Privacy Notice for California Applicants Artisan Partners Limited Partnership is an equal opportunity employer. Artisan Partners does not discriminate on the basis of race, religion, color, national origin, gender, age, disability, marital status, sexual orientation or any other characteristic protected under applicable law. All employment decisions are made on the basis of qualifications, merit and business need. #LI-Hybrid/span>

Vacancy posted 14 hours ago
Similar jobs that could be interesting for youBased on the Associate Director - Sales & Client Service in Chicago, IL vacancy
  • $100k - $125k

     ...Associate Director, Private Wealth Client Services Chicago Office - Chicago, IL 60606 Overview Salary Range $100,000.00 - $125,000.00 Salary/year Level Experienced Description About Cresset Cresset is a firm built by clients, for clients. As an independent... 
    Suggested
    Full time
    Temporary work
    Work at office
    Local area

    Cresset Capital

    Chicago, IL
    21 hours ago
  • $90k - $120k

    Associate Director, Client Management The Associate Director, Client Management is responsible for leading campaign activation for a portfolio of Influential’s clients. The Associate Director plays a critical role in operationalizing Influential’s ways of working, supporting... 
    Suggested
    Work at office
    Flexible hours

    Publicis Media

    Chicago, IL
    4 days ago
  • $105.17k - $151.1k

     ...Samsung, Visa and more. Overview The Associate Director, Strategy oversees a strategy team and...  ...learnings across the full suite of the client's activities. The ideal candidate...  ...information, marital status, military service and veteran status, or any other... 
    Suggested
    Temporary work
    Freelance
    Work at office
    Local area
    Flexible hours

    Publicis Groupe Holdings B.V

    Chicago, IL
    2 days ago
  • $106.78k - $153.41k

    Job Description The Associate Director, Strategy oversees a strategy team and manages cross-channel...  ...learnings across the full suite of the client’s activities. The ideal candidate for...  ...information, marital status, military service and veteran status, or any other characteristic... 
    Suggested
    Temporary work
    Freelance
    Work at office
    Local area
    Flexible hours

    UNAVAILABLE

    Chicago, IL
    1 day ago
  • $97.38k - $139.97k

     ...and provide insight on financial implications of change ~ Lead in development of career path for staff ~ Manage client and regional finance team meetings on financial metrics ~ Appropriately represent and encourage growth within department... 
    Suggested
    Temporary work
    Freelance
    Flexible hours

    Publicis Groupe Holdings B.V

    Chicago, IL
    1 day ago
  • $208.74k - $240.06k

    Sales Executive - Associate Director, Chicago (Insurance) At EY, we’re all in to shape your future with confidence. We’ll help you succeed in a globally...  ...high growth potential. You will deliver exceptional client service by understanding client issues and challenges,... 
    Work experience placement
    Summer holiday
    Flexible hours

    Ernst & Young Oman

    Chicago, IL
    2 days ago
  •  ...Associate Director, Media Sales (CHI) Chicago, US Verve has created a more efficient and privacy-...  ...across the globe and with an eye on servicing forward-thinking advertising customers...  ...with the media strategy and client services teams on campaign planning... 
    Work at office

    Jun Group | Verve

    Chicago, IL
    4 days ago
  • $64k - $68k

     ...that outperform industry benchmarks and client expectations. Now 20+ years strong,...  ...building it. Mission The Associate Client Services Manager owns the day-to-day execution...  ...opportunities are surfaced and handed to sales or senior CS with enough lead time to... 
    Work experience placement
    Local area

    Kargo

    Chicago, IL
    3 days ago
  • $86.7k - $130.1k

     ...center driving revenue growth through effective sales and upselling strategies while ensuring superior customer service and satisfaction. Key Roles and...  ...years of related sales experience. Our Associate Director-Sales Loyalty (Spanish) earn between $86700... 
    Full time
    Temporary work
    Work at office
    Local area
    Relocation

    AT&T

    Chicago, IL
    22 days ago
  • $120k - $135k

     ...Associate Director, Sales & Business Development - Chicago, IL Fitch Learning is a leader in financial services training. With unrivaled breadth and depth, we deliver learning solutions...  ...focused on sales by developing strategic client relationships, generating new... 
    Temporary work
    Apprenticeship
    Work at office
    Immediate start
    3 days per week

    Fitch Group

    Chicago, IL
    19 days ago
  • $85k - $95k

     ...Associate Account Director (Healthcare Communications) At Real Chemistry, making the world a healthier place...  ...global agency, we provide a full suite of services across healthcare communications and marketing to our clients, including top players in the pharmaceutical... 
    Work experience placement
    Local area
    Remote work

    Real Chemistry

    Chicago, IL
    2 days ago
  • $95k - $125k

     ...people IN the story. Our success is built on a deep commitment to client service and to our people. We embrace creativity and collaboration,...  ...is seeking a curious, creative, and media-savvy Account Director to join our team in Chicago. This role is part of our Corporate... 
    Work at office
    Local area

    Circa - IPG DXTRA

    Chicago, IL
    2 days ago
  • $98.8k - $143.35k

     ...risk to unlock opportunity, helping our clients navigate uncertainty with clarity, speed,...  ...Competencies Strong track record in B2B sales or business development within insurance,...  ...Revenue generated from additional products/services sold to existing clients. Client... 
    Full time

    慨正橡扯

    Chicago, IL
    4 days ago
  • $134k

    Sr. Director, Client Services: Pet/Paper/Non-Foods Job Locations US-CA-San Diego | US-TN-Nashville...  ...space opportunities, and driving new sales opportunities, specifically in the...  ...responsibilities, duties and skills required of associates so classified. The Company is... 
    Full time
    Contract work
    Work at office

    Advantage Solutions

    Chicago, IL
    4 days ago
  • $100k - $130k

     ...focus on representing brands in sports, we provide our clients with a full-service marketing approach, including sponsorship consulting,...  ...rEvolution is on the hunt for a talented, driven Associate Creative Director - a big thinker, savvy conceptor, vivid writer, cultural... 
    Full time
    Work at office
    Local area
    Flexible hours

    rEvolution

    Chicago, IL
    21 hours ago
  • $66k - $87k

    Associate Director of Sales, Growth & Expansion Remote - Boston, Philadelphia, Chicago preferred The big picture: Axios is a media company dedicated...  ...$100 monthly work-from-home stipend Tele-mental health services through Headspace OneMedical membership, including tele-... 
    Apprenticeship
    Work experience placement
    Local area
    Remote work
    Work from home

    Axios

    Chicago, IL
    1 day ago
  • Clearwater Analytics (CWAN) in Chicago seeks a leader in the Client Servicing Division who will oversee teams and enhance client servicing effectiveness. This role demands deep asset management expertise and proficiency in investment accounting. The ideal candidate drives... 

    Clearwater Analytics (CWAN)

    Chicago, IL
    1 day ago
  •  ...Solutions (GWS) Local is a hard services-led, tailored facility...  ...management solutions to our clients. We focus on empowering our...  ...About the Role: As a CBRE Associate Director, you will oversee a team responsible...  ...needed. Consult with Sr. sales professionals to define... 
    Hourly pay
    Work at office
    Local area
    Visa sponsorship

    CBRE

    Chicago, IL
    4 days ago
  •  ...Associate Director, Campaign Manager Our client is a global leader in addressable media solutions. They focus on three...  ...dynamics and managerial client service experience Become an expert in...  ...a client service focused role ~ Sales, pitching and business development... 
    Work experience placement

    MRINetwork

    Chicago, IL
    21 hours ago
  •  ...bottom - we give you the tools you need to succeed and the autonomy to reach your goals. We are seeking a Tax Director to join the Private Client Services (PCS) practice, able to sit in a number of our offices. We are seeking someone who thrives in a growing environment... 
    Work experience placement
    Private practice
    Local area

    EisnerAmper

    Chicago, IL
    1 day ago
  • $166k - $280k

     ...presence among professional services organizations. You'll embark...  ..., working with extraordinary clients spanning every industry, regardless...  ...Services practice, Tax Directors oversee the efforts of and work...  ...developing, training, and mentoring Associates, Senior Associates, and... 
    Work experience placement
    Private practice
    Work at office
    Local area

    Andersen

    Chicago, IL
    2 days ago
  • Epsilon is seeking a professional in Chicago, Illinois to manage an array of clients in the Financial Services and Insurance sectors. This role involves building relationships, driving growth in existing accounts, and acquiring new clients while utilizing Epsilon's extensive... 

    UNAVAILABLE

    Chicago, IL
    1 day ago
  • Senior Director, Head of Client Operations We are seeking a highly motivated and experienced Senior Director, Head of Client Operations for AIM...  ...Investment Management) to lead and scale the firm’s client service and operational infrastructure. The ideal candidate will oversee... 

    Advyzon

    Chicago, IL
    4 days ago
  • $200k - $285k

    JPMorgan Chase & Co. is seeking an AI Strategy Director to lead AI initiatives within the Client Onboarding and Service team. This pivotal role will involve driving AI-powered transformation, collaborating with cross-functional teams, and enhancing client experiences through... 

    JPMorgan Chase & Co.

    Chicago, IL
    21 hours ago
  •  ...counties, and special districts across the Midwest United States, maintaining a strong culture of analytical excellence and customer service in a supportive, collaborative, and results-driven environment. The Impact: This position is critical to maintaining our... 
    Second job
    Live in
    Work at office
    Local area
    Worldwide
    Flexible hours
    2 days per week

    S&P Global

    Chicago, IL
    8 days ago
  • $97.4k - $162.3k

     ...thinking and shape the world we live in. To start a career that is out of the ordinary, please apply... Job Details Senior Director, Client Service Locations: (Hybrid) Atlanta, GA, New York, NY, Norwalk, CT, Detroit, MI, Boston, MA or Chicago, IL AT&T specific role -... 
    Full time
    Work experience placement
    Live in
    Work at office
    Flexible hours
    Shift work

    Kantar

    Chicago, IL
    2 days ago
  • $160k - $308k

     ...Miami, Tampa Lead Negotiator - Associate Director Job Summary The Lead...  ...manage the EY deal team, and the client’s team, to a collaborative...  ...closed” Collaborate with the EY sales lead on relationship mapping...  ...Instill exceptional client service into the end-to-end... 
    Contract work
    Summer holiday
    Flexible hours

    Ernst & Young Oman

    Chicago, IL
    2 days ago
  • $70k

     ...of their own homes. About the Role We are seeking a Head of Client Success & Sales to own and scale all client-facing functions across the...  ...offshore staffing solutions Conduct discovery calls, present service offerings, and handle objections Develop and refine sales scripts... 
    Remote work

    Pomelo

    Chicago, IL
    4 days ago
  • $70k

    A boutique staffing firm in Chicago is seeking a Head of Client Success & Sales to lead client acquisition and manage relationships. In this role, you'll be responsible for new client sales and ensuring high-quality experiences for existing clients. The ideal candidate... 
    Remote job

    Pomelo

    Chicago, IL
    4 days ago
  • $100k - $120k

     ...Associate Director, Social Media Remote - USA At Real Chemistry, making the world a healthier place isn...  ...a global agency, we provide a full suite of services across healthcare communications and marketing to our clients, including top players in the pharmaceutical... 
    Fixed term contract
    Work experience placement
    Local area
    Remote work

    Real Chemistry

    Chicago, IL
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Associate Director - Sales & Client Service. Be the first to apply!