About the Role
The role involves leading sales strategy for institutional clients, expanding market reach, and building long-term partnerships with asset managers, pension funds, and financial institutions.
Responsibilities
- Lead the development and execution of sales strategies targeting institutional investors
- Identify and pursue new business opportunities within asset management firms and insurance companies
- Build and maintain senior-level relationships with key decision-makers
- Collaborate with research and portfolio management teams to tailor client solutions
- Present investment strategies and performance to prospective and current clients
- Drive revenue growth through targeted outreach and market analysis
- Manage the sales pipeline and ensure accurate forecasting
- Represent the firm at industry events, conferences, and client meetings
- Monitor competitive landscape and adapt approach accordingly
- Ensure compliance with regulatory standards in all client interactions
- Translate client feedback into product and service improvements
- Work closely with marketing to develop compelling client materials
- Oversee the preparation of RFPs and due diligence questionnaires
- Maintain up-to-date knowledge of financial regulations and market trends
- Support onboarding of new institutional accounts
Compensation
Competitive base salary plus performance-based bonus
Work Arrangement
Hybrid with primary office location
Team
Part of the senior client acquisition team reporting to the Head of Sales
Why Join Us
- Opportunity to shape the growth of a growing investment firm
- Work with a team of experienced professionals in capital markets
- Access to advanced research and analytics for client engagement
- Culture that values integrity, performance, and client focus
Travel Expectations
- Regular travel to client sites and industry events across North America
- Approximately 30% of time spent on travel
Not available for this position
