Vice President, Institutional Sales

1. Sales and Relationship Management 

• Develop and execute a coordinated direct solicitation program aimed at winning investment mandates for pension plans, endowments, foundations and corporations.

• Develop detailed knowledge and understanding of the investment strategies. 

• Present knowledgeably on all aspects of investment management expertise to institutional prospects. Deliver regular sales presentations and RFP responses to institutional prospects.

• Work with the Director of the Business Development Group and Investment Management staff (i.e., portfolio managers, consultant relations, client services, legal/compliance, etc.) throughout the firm to design strategic sales solutions and due diligence presentations meeting specific client needs.

• Maintain close, positive, on-going relations with clients in order to our candidacy for future mandates.

• Maintain and develop relationships with Field Consultants

2. Business Management 

• Motivated and dedicated to building and maintaining relationships by working with institutional prospects and clients as a partner; understanding, anticipating and meeting their needs on a timely basis.

• Increase market awareness and enhance the brand name by hosting events, attending conferences, participating in associations and by increasing the firm's market visibility

 

Qualifications:

• University degree, preferably in business, finance or economics. CFA designation is preferred.

• 5-10 years of direct institutional investment sales experience with Public, EF, and Corporate Plans.

• Proven track record selling investment management products to institutional clientele.

• Knowledge of the investment industry, competitive products, distribution systems and consultant trends.

• Possess an enthusiastic, adaptable, forward thinking, self-motivated and energetic manner

• Superior communication and presentation skills

• Ability to work independently in order to develop a respected regional operation 

June 14, 2013 • Tags: , • Posted in: Financial

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