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Everet Marsh

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

7 days ago

Vitoria-Gasteiz

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.