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Job description
An asset management and insurance holding company with a substantial book of assets under management across a diversified platform. The investment management division runs multiple strategies including diversified credit, GP solutions, real estate credit, and specialty sectors, complemented by an insurance and retirement solutions business.
The Opportunity
This is a newly created seat on the Investment Grade Origination team, built around relationship development, pipeline management, and top-of-funnel screening. The person in this role owns the front end of the origination process: building and maintaining the relationship database, proactively developing new counterparty relationships, and taking the first conversation with a prospective sponsor, sourcing partner, or borrower to assess whether there's a realistic path to a transaction that fits the firm's investment strategy.
The goal is to bring in new sourcing relationships, free up senior team bandwidth for opportunities with real momentum, and make sure nothing worth pursuing slips through. This is a full seat on a close-knit, senior team - you'll sit in on internal deal discussions and contribute perspective beyond origination. Expect meaningful travel, more than the underwriting members of the team, to build presence and network in the market.
What You'll Own
Proactive identification and development of relationships with direct issuers, sponsors, private credit platforms, Wall Street desks, and other sourcing partners across target markets
Primary ownership of Salesforce: logging interactions, maintaining relationship and pipeline records, and building dashboards that give the team visibility into coverage and pipeline health
Introductory conversations with prospective counterparties to assess fit on asset class, structure, size, and strategic relevance, and determine what warrants senior team involvement
Outreach strategy: tracking coverage gaps, surfacing relationships worth re‑engaging, and proposing where the team should focus next
Representation at industry conferences, sponsor meetings, and networking events
Contribution to deal and market discussions as a full member of the team
What You Bring
A few years of experience in a relationship-oriented, sales‑adjacent role within institutional fixed income, private credit, or insurance investment solutions (exact tenure flexible for the right person)
Strong verbal and written communication with the ability to build rapport across bankers, sponsors, and direct issuers
Working knowledge of credit and fixed income concepts sufficient to run an informed first conversation; prior underwriting or credit analysis exposure a plus but not required
Self‑starter who is organized, proactive, and comfortable owning a process with real autonomy
Salesforce or comparable CRM experience strongly preferred
Progress toward CFA and/or MBA a plus
Willing and eager to travel regularly for conferences and in‑person relationship building
Compensation
Competitive base salary plus performance bonus. Comprehensive benefits package.
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Worksite address
des moines, IA, 50319, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.