7 дней назад
Director, Taft-Hartley Institutional Sales
220 000 - 225 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
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 office. The salary range is listed for New York, NY.
Salary: $220K–$225K base per year, plus incentive pay.
Company
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 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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