Client Outreach Specialist
Guidepoint - New York, NY
Hiring: Client Outreach Specialist Company: Guidepoint Location: New York, NY Job Posted Time: 2026-09-02 18:02:18 Employment Type: Hybrid Target Skills & Keywords : HBase, Make, Plaid About the job Experience: •3 years of institutional sales, business development or account management experience. Required Skills: •Promote and represent the Guidepoint Insights product to our institutional clients including traditional asset managers, hedge funds, family offices and private equity firms. •Focus on increasing penetration and usage of the Insights product across Guidepoint's existing client base. •Using a high-touch approach (phone, email, Bloomberg, in-person meetings), highlight upcoming events to the appropriate clients and foster dialogue with Guidepoint sector specialists. •Correctly map client preferences (sector focus, frequency of email notifications) across organizations to ensure the right content is delivered to the right individuals. •Form critical relationships with Portfolio Managers and Analysts to understand their research needs, collect feedback and explain our value proposition. •Conduct outbound prospecting to help generate new account leads. •Work closely with the Guidepoint’s analysts to understand key upcoming events and summarize takeaways from recent teleconferences. •What You Have: •Excellent communicator capable of calling on high-profile clients at hedge funds, mutual funds and private equity. •Broad based knowledge of the sales process from lead generation to relationship management. •Comprehensive understanding of the institutional investment process. •Strong relationship building skills. •Demonstrated ability to work in a fast-paced, team-oriented entrepreneurial environment. •Meticulous organizational skills. •Ability to work independently and handle increasing responsibility over time. Compensation: •The annual base salary range for this position is $100,000 to $150,000. Additionally, this position is eligible for an annual discretionary bonus based on performance. •You will also be eligible for the following benefits: •15 PTO days, 10 legal holidays, and sick days •Comprehensive medical, dental, and vision plans •Will match up to 10% of employee contribution for 401(k), life insurance, paid time-off and parental leave plans •Commuter benefits and a corporate gym rate •Development opportunities through the LinkedIn Learning platform •Free snacks and beverages in the office •Friday happy hour and “Summer Fridays” •Year-round corporate athletic league Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!