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Aperio Group

Business Development Associate (West Coast)

Business Development & Client Experience – Sausalito, California
Department Business Development & Client Experience
Employment Type Active
Minimum Experience Mid-level

About the Firm

Aperio Group is a quantitative/index-oriented investment management firm. We specialize in three practice areas: active tax management, factor tilts, and Socially Responsive Indexing/ESG. With our depth of experience, we design and manage portfolios that reflect a client’s preferred risk profile and values while controlling tax costs and fees.

We recognize that our competitive advantage starts with our people and our culture. At Aperio, we work hard and move quickly as a well-coordinated team. We have exceptional people focused on providing extraordinary client service. If you are looking for an opportunity to grow and contribute in a fun, fast-paced environment, Aperio is the place for you.

Position Description

We are adding to our West Coast business development team and are looking for a Sausalito based Business Development Associate who is bright and articulate and has a sense of humor. This is a great opportunity to work for a growing investment management firm. The primary responsibility of the Business Development Associate is to serve as day-to-day liaison internally with our business development team and externally with our clients.

Accordingly, the ideal candidate will have excellent problem-solving skills, a high degree of attention to detail, and strong organizational and analytical abilities. He or she will also be highly proficient in Microsoft Office applications, particularly Excel, familiar with Salesforce (or other CRM software), and able to manage and prioritize multiple tasks.

Interested candidates must include a cover letter and salary expectations. To submit your application, please visit https://www.aperiogroup.com/contact/information/careers?start=3Please do not contact anyone at the company directly.

Duties and Responsibilities

Support internal and external sales initiatives for the business development team, primarily serving our West Coast region. Tasks will include:

  • Providing sales support for our clients and prospects in the Western part of the US
  • Scheduling and managing client calls and meetings (especially trip planning and handling client-/prospect-facing logistics such as confirming, calendaring, and prepping materials and background)
  • Administering and organizing client/prospect road shows
  • Responding to telephone and email inquiries and effectively discussing Aperio’s product offerings
  • Distributing marketing and research materials, as appropriate, to clients and prospects
  • Liaising with our portfolio management, operations, and process engineering teams to drive responsive and high-touch client and prospect service to help us broaden and deepen our relationships

 Manage Salesforce tasks, including:

  • Servicing and cultivating client relationships, such as scheduling and documenting client reviews
  • Keeping all client level information current and relevant
  • Tracking progress and status of all new business opportunities (opportunity management)
  • Creating and maintaining prospecting campaign lists
  • Managing and maintaining a thorough and detailed database to ensure the most efficient use of information
  • Segmenting contacts to allow for more targeted outreach
  • Effectively identifying firms and key contacts (prospects/influencers)—reactively and proactively

Produce ongoing sales reporting metrics for analytics and forecasting

Develop an extensive knowledge of the firm’s offerings and client base

Represent the company in a professional, positive manner and consistently maintain an appropriate level of confidentiality


Required Skills/Experience

  • Bachelor’s degree in Finance preferred
  • Minimum of two years of industry work experience
  • Excellent people skills, including the abilities to both ask relevant questions and exhibit effective listening
  • Professional demeanor with a positive attitude
  • Self-motivated and able to work both independently and in a collaborative manner
  • Excellent verbal and written communication skills
  • Strong organizational and time-management aptitude, including experience managing projects and processes
  • Acute attention to detail; strong proofing skills for text, data, and graphics
  • Efficient and process oriented
  • Experience utilizing Salesforce or other CRM software
  • Highly proficient in the use of Microsoft Word, Excel, PowerPoint, Outlook, and Adobe Acrobat
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  • Location
    Sausalito, California
  • Department
    Business Development & Client Experience
  • Employment Type
  • Minimum Experience
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