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7 дней назад

Director, Taft-Hartley Institutional Sales

220 000 - 225 000$
Формат работы
hybrid
Тип работы
fulltime
Грейд
director
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
Director, Taft-Hartley Institutional Sales (Institutional Asset Management): Leading business development and relationship management for Taft-Hartley clients and prospects with an accent on trustee engagement, territory sales planning, and institutional investment solutions. Focus on presenting complex investment capabilities to boards and committees, coordinating cross-functional resources, and managing client needs across public markets, private markets, fixed income, liquidity, and defined contribution offerings.

Location: United States; hybrid workplace model with at least four full days per week in an hirify.global office. The salary range is listed for New York, NY.

Salary: $220K–$225K base per year, plus incentive pay.

Company

hirify.global is a global investment management firm providing investment strategies and vehicles to clients worldwide.

What you will do

  • Lead business development and client relationship management for Taft-Hartley clients and prospects within the assigned territory.
  • Build and deepen relationships with trustees, investment committees, plan professionals, consultants, and other institutional influencers.
  • Develop territory sales plans, identify client needs, prioritize opportunities, manage the sales pipeline, and coordinate internal resources.
  • Prepare for and participate in board, trustee, consultant, and investment committee meetings.
  • Present investment capabilities, performance updates, market perspectives, and client-specific recommendations.
  • Position solutions across public markets, private markets, fixed income, liquidity, and defined contribution offerings.

Requirements

  • 10+ years of institutional sales, client service, consultant relations, or investment-related experience, preferably with direct Taft-Hartley exposure.
  • Experience building trusted relationships with trustees, investment committees, consultants, plan professionals, and institutional decision-makers.
  • Strong understanding of multiemployer plan governance, fiduciary considerations, consultant influence, board dynamics, and trustee communication.
  • Knowledge of institutional asset management, plan sponsors, consultants, competitors, and investment strategy positioning.
  • Ability to explain complex investment concepts, performance results, and market developments clearly to trustee and committee audiences.
  • FINRA Series 3, 7, 63, and 65, or the ability to obtain the required registrations within an agreed-upon timeframe.

Nice to have

  • CFA, CAIA, or demonstrated progress toward an investment-related designation.

Culture & Benefits

  • Hybrid workplace model requiring at least four full days per week in an hirify.global office.
  • Flexible paid time off.
  • 401(k) matching of 100% up to the first 6%, with a discretionary supplemental contribution.
  • Health and wellbeing benefits, parental leave, and an employee stock purchase plan.

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