Job description

Location: Cincinnati, OH (On-Site) Department: Client Development About The Role / Position Summary The Client Development Analyst is an integral part of FEG’s Client Development Department, which is comprised of the Marketing, Pipeline, and Sales Teams. This department leads the firm’s business development and client engagement efforts from establishing brand awareness to new client acquisition and onboarding. The Client Development Analyst coordinates and executes RFI/RFP responses using effective project management skills – across FEG service lines – to support the firm’s new business and client retention efforts. What You’ll Do / Position Responsibilities Proposal Management • Produce and deliver accurate and timely proposals and other custom materials for current and prospective clients. • Effectively understand and communicate FEG’s brand, service capabilities, and value propositions to support new client acquisitions and maintain existing client relationships. • Coordinate with Sales and Advisory Teams to establish proposal timelines and determine content that aligns with the Team’s vision, service line strategy, and the needs/requirements of the prospect. • Effectively coordinate with subject matter experts (SMEs) and contributing departments to obtain information necessary for proposal completion. • Manage follow-up work associated with proposals moving to the next phase of the sales process and provide ad hoc finals support, as needed. • Cross-train to assist in the production of custom presentation materials and collateral to support sales and marketing efforts. • Provide support for a wide variety of marketing activities including, but not limited to, development and maintenance of marketing collateral, occasional email marketing, strategic campaigns, and general website updates. Process Management & Optimization • Support the proposal management database (Loopio) and CRM by inputting data per designated processes. • Contribute to and help maintain the team’s internal roadmap. You’ll Enjoy This Job If You… / Skills & Characteristics • Listen and learn while still taking full ownership of individual scope of work. • Take pride in having and continuing to develop expert financial data domain knowledge. • Enjoy ensuring clients have excellent customer service. • Care about data quality and consistency. • Create & follow processes while thinking through efficiencies. • Engage collaboratively with clients, investment teams and peers. • Prioritize effectively and decisively across complex teams and competing priorities. • Enjoy working in and learning about the financial investment industry. What We Expect / Qualifications • Bachelor’s degree or equivalent years of service. For certain positions, we accept a high school diploma, GED, or National Career Readiness Certificate (NCRC). • 1-2 years of work experience in marketing, sales and/or other relevant experience. • Ability to identify and resolve/escalate complex problems with minimal guidance. • Excellent written communication, organization, creativity, and time management skills; results-driven with a strong commitment to deadlines. • Experienced in Microsoft Office, Excel, PowerPoint and SharePoint with strong attention to detail, excellent written and verbal communication skills and high work ethic. What We Offer / Benefits & Compensation • Competitive compensation and bonus opportunities commensurate with qualifications and performance. • Employer-paid life/STD/LTD and subsidized Medical, Dental, & Vision plans. • Wealth Benefits including company contributions into 401(k) and ESOP programs. • Paid Time Off (Holidays, PTO, Parental Leave) and flexible/hybrid working. • Employee-led culture committees dedicated to enabling a happy and healthy company culture. Why FEG? / About the Company FEG is an independently owned advisory firm that provides investment consulting, outsourced chief investment officer (OCIO), and research services to predominantly institutional clients 1 , such as university endowments, private and public foundations, religious organizations, healthcare institutions, corporate retirement plans, and select family offices. Founded in 1988, FEG has served communities, both directly and by helping our clients fulfill their missions, for over 35 years. FEG employs 135+ professionals across offices in Cincinnati, Ohio, Dallas, Texas, and Indianapolis, Indiana, with approximately $91.4 billion 2 in client assets under advisement. LIMITATIONS AND DISCLAIMER The above job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and skills required for the position. All job requirements are subject to possible modification to reasonably accommodate individuals with disabilities. Some requirements may exclude individuals who pose a direct threat or significant risk to the health and safety of themselves or other employees. This job description in no way states or implies that these are the only duties to be performed by the employee occupying this position. Employees will be required to follow any other job-related instructions and to perform other job-related duties requested by their supervisor in compliance with Federal and State Laws. Requirements are representative of minimum levels of knowledge, skills and/or abilities. To perform this job successfully, the employee must possess the abilities or aptitudes to perform each duty proficiently. Continued employment remains on an “at-will” basis. 1 Institutional clients include Charitable organizations, Community Foundations, Corporate, Healthcare, Higher Education, Independent Schools, Insurance, Native American Tribes, Private Foundations, Public Funds, Religious organizations, and Taft Hartley. Nonprofit clients include Charitable organizations, Community Foundations, Healthcare (nonprofit), Higher Education, Independent Schools, Private Foundations, and Religious Organizations. 2 As of December 31, 2024. Assets under Advisement (AUA) include discretionary and non-discretionary assets of FEG and its affiliated entities. These assets are typically non-discretionary. Some asset values may not be readily available at the most recent quarter-end; therefore, the previous quarter’s values were used and may be higher or lower depending on current market conditions. Of the $91.4bn in AUA, FEG’s total assets under management (AUM) of $16.6bn includes discretionary ($14.3bn) and non-discretionary AUM ($2.3bn). FEG Investment Advisors is an Equal Opportunity Employer. FEG Investment Advisors does not discriminate in its employment decisions based on race, religion, color, national origin, sex (including pregnancy, gender identity and sexual orientation), age (40 or older), disability, veteran or military status, genetic information, or any other basis that would violate any applicable federal, state, or local law.

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