They are seeking a dynamic and experienced mid-level Institutional Sales individual to lead up efforts focused around cultivating and managing relationships with institutional clients. The ideal candidate will have a proven track record of driving revenue growth, building strong client relationships, and providing exceptional service in the financial services industry.
Responsibilities:
- Develop and execute strategies to identify, target, and acquire new institutional clients, including pension funds, endowments, foundations, and family offices.
- Build and maintain strong relationships with existing institutional clients, serving as their primary point of contact and addressing their investment needs.
- Collaborate with investment professionals to effectively communicate our investment strategies, performance, and value proposition to prospective and existing clients.
- Conduct presentations, meetings, and due diligence sessions with institutional investors to showcase our investment products and capabilities.
- Stay informed about industry trends, market developments, and competitor activities to identify opportunities and risks for our business.
- Work closely with the marketing and product teams to develop marketing materials, presentations, and other collateral to support sales efforts.
Qualifications:
- Bachelor's degree in Finance, Business Administration, or a related field; MBA or CFA preferred.
- Minimum of 4-8 years of experience in institutional sales within the financial services industry, with a focus on alternative investments and hedge funds.
- Proven track record of successfully meeting or exceeding sales targets and driving revenue growth.
