HEFF Sales

Return to search results HEFF Sales West Region   Americas Business Unit   Asset Management Location   San Francisco Job Description   Lazard is one of the world’s preeminent financial advisory and asset management firms. Our people and culture make the difference. While global in presence and reach, ours is a close, collaborative community of just over 3,000 professionals. Lazard is a place of continuous knowledge sharing, skill development and relationship building, where professionals grow and succeed together. Our entrepreneurial culture, flat structure and embrace of individual differences, allow creative ideas, original concepts, and unique perspectives to drive our business forward — and for careers to take flight. Many of the world’s leading investors — from individuals to institutions across the globe — have entrusted Lazard Asset Management. We pride ourselves in uncovering the best investment opportunities for our clients. The purpose of our asset management business is to help our clients invest for the future — whether it’s for retirement, to grow and preserve inter-generational wealth, or to benefit the organizations that make our world smarter, healthier and more sustainable. Lazard Asset Management is seeking an experienced Business Development and Sales Professional to focus on cultivating and expanding relationships within the Healthcare, Endowments & Foundations, and Family Offices (HEFF) channel in the West Coast territory. The successful candidate will represent Lazard's full suite of asset management products across various classes and will play a pivotal role in enhancing our market presence and driving asset growth.  We’ll trust you to: Identify, develop, and maintain relationships with institutional clients in the HEFF channel on the west coast.Represent Lazard's comprehensive array of products, including equities, fixed income, alternative investments, and multi-asset solutions.Develop and execute strategic sales and business development plans tailored to the needs of Healthcare, Endowments & Foundations, and Family Offices client demand.Collaborate with internal teams, including portfolio management, marketing, and research, to deliver tailored solutions and insights to clients.Conduct market analysis to identify trends, opportunities, and competitive positioning within the sector.Organize and participate in industry events, conferences, and client meetings to enhance Lazard's visibility and client engagement.Provide expertise and thought leadership to clients, delivering presentations and insights that demonstrate Lazard's value proposition.Achieve targeted sales goals and objectives and communicate updates with leadership.Leveraging existing relationships across Institutional landscape to create opportunities for the broader sales team to raise assets (including relationships with Corporate & Public Pension plans).  You’ll need to have:  Bachelor’s degree ; CAIA or CFA preferred ; Series 7, 63, and willingness to take Series 31 exam7+ years of experience in business development, sales, or client relationship management within financial services, with a focus on institutifonal clients.Proven track record of success in sales and client expansion, particularly within the HEFF channel.In-depth understanding of asset management products and market dynamics.Strong interpersonal and communication skills, with the ability to influence and negotiate effectively.Ability to work independently and collaboratively within a team-oriented environment.Willingness to travel within the West Coast to meet with clients and attend events.   What we offer:We strive to enhance the total health and well-being of our employees through comprehensive, competitive benefits. Our goal is to offer a highly individualized employee experience that enables you to balance your commitments to career, family, and community. When you work for Lazard, you are working for an organization that cares about your unique talents and passions and will continue to invest in the development of your career.We expect the base salary range for this role to be approximately $140,000 – $160,000 USD. Various factors contribute to determining the actual base compensation offered, including but not limited to the applicant’s years of relevant experience, career tenure, qualifications, level of education attained, certifications or other professional licenses held, relevant skills for the role. Base salary is one component of Lazard’s compensation package, which also includes comprehensive benefits and typically includes incentive compensation. Does this sound like you?Apply! We'll get in touch and let you know the next steps. Representation at LazardLazard is an intellectual capital business committed to delivering the best advice and solutions to clients. To achieve these objectives, we focus on attracting, developing and retaining the best talent. We believe that a workforce comprised of people who represent a wide array of backgrounds, experiences and perspectives creates a rich variety of thought that empowers us to challenge conventional wisdom, solve problems creatively and make better decisions.Lazard was built on the premise that a multicultural firm can best serve a global clientele. As a global firm that has grown organically from local roots in different countries, we have a deep tradition of respecting and appreciating individual differences. Doing so has been core to our success for over 175 years. We are committed to sustaining an environment where every colleague is supported in their professional pursuits, can maximize their individual potential and contribute to our collective success. #LI-CR1 This opportunity is closed to applications.