Commercial Director of Funds

New York City, New York
Monday-Friday 8am-5pm EST
Hybrid

As a leading business, legal, tax, and digital brand services company, we provide knowledge-based solutions to a wide range of clients, including 90% of the Fortune 500. With our expansive presence across multiple industries, we offer continuous growth opportunities in both solutions and career development. If you're driven by uncapped earnings potential and thrive in a dynamic, fast-paced sales environment, this could be the perfect role for you.

We are seeking an experienced and strategic Commercial Director of Funds to drive business development and sales efforts targeting investment firms and institutional investors. The ideal candidate will have a deep understanding of the investment and fund management industries and a proven track record in selling complex financial solutions, including investment funds, asset management services, or fund-related software solutions. This role is responsible for identifying new business opportunities, building strategic relationships, and delivering revenue growth by positioning our financial offerings as key solutions to investors’ needs.

Some of the things you will be doing:

Identify and secure new business opportunities with investment firms, hedge funds, private equity firms, asset managers, and other institutional investors. Build and maintain strong relationships with key decision-makers within investment firms, focusing on new client acquisition and expanding existing relationships. Conduct in-depth market research to understand the needs and challenges of the investment community, leveraging this insight to drive product positioning and sales strategies. Collaborate with the product and solution teams to tailor our offerings to the specific needs of institutional investors. Deliver consultative sales presentations and product demos that emphasize the value and performance of our investment solutions. Lead negotiations with clients, ensuring favorable terms that align with company objectives, and manage complex deal structures and pricing discussions. Represent the company at industry events, conferences, and trade shows. Build and maintain a strong network within the investment community.

What technical skills, experience, and qualifications do you need to be successful in this role?

5+ years of sales experience, with at least 1-2 years in a commercial sales role focused on investment or financial services (e.g., asset management, private equity, hedge funds). Proven success in exceeding sales targets and driving revenue growth through strategic business development and solution-based selling. Deep understanding of the investment and fund management industries, including knowledge of investment products, fund structures, and investor behaviors. Ability to engage in consultative selling to understand client needs and offer tailored financial solutions. Strong negotiation skills, particularly when navigating complex contracts and pricing discussions with senior-level clients. Excellent verbal, written, and interpersonal communication skills; ability to influence and build relationships with key stakeholders. Proficiency with CRM tools (e.g., Salesforce), sales analytics platforms, and Microsoft Office Suite.

Preferred Qualifications:

Previous experience selling financial products, fund management solutions, or related services to institutional investors. Established network within the investment and fund management industry. Experience managing large, complex sales cycles and enterprise-level clients. Bachelor’s degree in Business, Finance, Economics, or a related field; MBA or equivalent advanced degree is a plus.

 

At CSC, compensation decisions are dependent on a number of factors including job location and the knowledge and experience of each individual. A reasonable estimate of the current range is $125,000 to $175,000.

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