Institutional Sales & Relationship Manager - Remote

Overview

This position involves driving revenue growth and managing relationships with institutional clients in the financial services sector.

In Short

• Promote asset management capabilities to institutional prospects and clients.
• Collaborate with portfolio managers, client service staff, and marketing teams.
• Drive revenue growth through acquiring new business and servicing existing accounts.
• Manage relationships with complex and large accounts.
• Demonstrate strong performance results consistently.
• Supervise and mentor junior employees as needed.

Requirements

• Bachelor's degree or equivalent experience.
• Experience in portfolio management, sales, marketing, or relationship management with institutional clients.
• FINRA series 6 or 7, 63 licensed or must complete testing within 90 days of start date.
• 10 or more years of relevant experience.
• Chartered Financial Analyst (CFA) certification is a plus.
• Strong analytical and problem-solving skills.
• Excellent presentation and communication skills.

Benefits

• Comprehensive healthcare coverage (medical, dental, vision).
• Life insurance options.
• Short-term and long-term disability benefits.
• Paid parental leave and pregnancy disability coverage.
• 401(k) plan with employer contributions.
• Generous paid vacation and holiday opportunities.
• Adoption assistance programs.
• Accruals for sick and safe leave.