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Account Manager – Wealth Management – Remote (Madrid, Spain)

Account Manager – Wealth Management – Remote (Madrid, Spain)

Everet MarshPalma, Balearic Islands, Spain
Hace 9 días
Descripción del trabajo

Location : Remote (Madrid, Spain), Investment team based in A Coruña

A specialist asset management firm with a strong track record across both listed UCITS funds and private equity closed-ended funds. With an entrepreneurial culture and a client-centric mindset, the firm is dedicated to providing innovative investment solutions to institutional investors and wealth management platforms. The team prides itself on deep product expertise, strong investor relationships, and a dynamic approach to fund distribution.

The Opportunity

This is a high-profile opportunity for an experienced Account Manager to join the distribution and investor relations team based in Madrid . You will work closely with the investment team located in A Coruña , managing and developing relationships within the institutional distribution channel, with a particular focus on wealth management clients. The role offers the chance to work across both liquid (UCITS) and illiquid (private equity) strategies, driving business development and strengthening the firm’s presence in key markets.

Key Responsibilities

Develop and manage relationships with institutional investors, wealth managers, and private banks

Drive distribution of both UCITS and private equity closed-ended funds across target channels

Act as a trusted point of contact for clients, providing product updates and investment insights

Partner with investment and product teams in A Coruña to tailor solutions for client needs

Support capital raising initiatives and contribute to the development of the distribution strategy

Represent the firm at client meetings, conferences, and industry events

What We’re Looking For

4–7 years of experience in fund distribution, investor relations, or institutional sales

Strong network within the institutional / wealth management distribution channel

Knowledge of both UCITS and private equity fund structures

Proven ability to raise and manage assets across multiple strategies

Excellent communication, relationship management, and presentation skills

Self-starter with an entrepreneurial mindset and ability to thrive in a dynamic environment

Degree educated in Finance, Economics, Business, or related discipline

Why Join?

Work across both liquid and private equity strategies in a growing, entrepreneurial firm

Direct responsibility for institutional relationships and capital raising activities

Join a collaborative team with a flat structure and high visibility to senior leadership

Competitive compensation package with strong performance-based incentives

Opportunity to make a real impact on the growth trajectory of the business

Apply now with your CV to explore this opportunity.

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Account Manager Madrid • Palma, Balearic Islands, Spain

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