Vice President Institutional Sales
📋 Role Overview & Responsibilities
My client, a West-Coast boutique multi-manager investment firm with $800M+ AUM, is seeking an Institutional Equity Sales individual to join their team.
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.
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This position is located in Seattle, WA with potential relocation and sponsorship assistance depending on candidate qualifications.
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