Stay in Touch



Motif Capital - Inst'l Product Mgr – Independent Broker Dealer channel



Motif Investing



San Mateo, CA, US


Motif Capital (MCM) seeks a resourceful and energetic individual with experience in driving sales/business development activities within the Independent Broker Dealer (IBD) channel. The IBD Institutional Product Manager will be responsible for leading Motif Capital’s brand awareness within the channel and raising assets through client outreach and engagement. MCM’s unique data-driven methodology and technology has the potential to deliver a suite of unique and differentiated investment products and solutions. We are looking for an individual who is excited about our core proposition and is able to communicate it effectively within the IBD market. Responsibilities include, but are not limited to:

 Help formulate strategic plan for growing assets under management within the channel Proactively researching new client relationships in a systematic manner and prioritizing engagements
 Introducing MCM to prospects, communicating the firm’s core proposition and educating prospects
 Drafting and updating client presentations, pitch books, summary presentations, in addition to other sales/business development related collateral Developing strong relationships and mining for new business opportunities Assume ownership and manage interactions with clients through all phases of the sales cycle (acquisition, investment, and retention) Exploring other partnership types that could generate revenue for the firm Job Requirements: BA/BS with strong record of academic achievement
 5+ years of experience in strategy, business development, or a sales management role, preferably for a financial services, investment products or advisory service business
 Measurable success in sales/business development within the IBD channel and expanding market footprint Series 65/66 license holder or commitment to obtain the license/s within 30 days Strong organizational and project management skills
 Excellent interpersonal skills, teamwork orientation
 High energy level, ability to multitask, strong work ethic
 Resourceful self-starter, able to bring projects to conclusion
 Effective communicator, verbally and through well-organized, concise reports
 Proficiency in use of Excel, Word, Power Point, Salesforce, or similar sales management tool, or ability to become proficient quickly 
 Enthusiasm about working in a smaller, entrepreneurial organization High degree of professional integrity Ability to travel and work across time zones About Motif Capital: Motif Capital Management is a next-generation global equity investment manager that specializes in the management of thematic investment strategies for financial institutions such as private wealth management, investment companies, endowments, and family offices. Our unique disciplined, scientific, and transparent approach to thematic investing relies on combining data-driven insights with objective fundamental research, algorithmic portfolio design and cutting-edge technology & analytics. Our goal is to work with our institutional partners to act on the economic, socio-political, and technological forces that are shaping the global economy for the benefit of their clients’ portfolios. Learn more at Motif Capital Management, Inc. is an SEC registered investment advisory firm located in San Mateo, California. The company is privately held and a wholly owned subsidiary of Motif Investing Inc. About Motif Investing: Motif Investing is an online broker-dealer that is transforming the way retail investors invest and manage wealth. Motif Investing offers self-directed investors a concept-driven trading platform that enables them to trade “motifs”—intelligently-weighted basket of stocks and ETFs built around themes, investing styles or multi-asset models— for low fees. Based in San Mateo, the company's investors includes Goldman Sachs, JPMorgan Chase, Balderton Capital, Renren, Foundation Capital, Ignition Partners, Norwest Venture Partners, and Wicklow Capital, with notable board members including former SEC Chairman Arthur Levitt and former Boston Consulting Group CEO Carl Stern. Learn more at

Apply for the job

Subscribe to our blog.


Blog & Newsletter Signup