7 дней назад
Institutional Sales Executive - Corporate Segment - East Coast (Asset Management)
158 010 - 268 640$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Institutional Sales Executive - Corporate Segment - East Coast (Asset Management): Driving new institutional business and asset growth across the U.S. corporate segment through investment management, retirement, OCIO, and sub-advisory solutions with an accent on complex relationship development, consultative selling, and enterprise collaboration. Focus on originating and closing institutional mandates, building strategic distribution partnerships, and managing the full sales cycle across equities, fixed income, alternatives, and multi-manager offerings.
Location: New York, NY; preferred locations include New York or Boston. Applicants must be authorized to work in the U.S. without employment-based visa sponsorship.
Salary: $158,010–$268,640 USD base pay annually, plus potential discretionary bonus and equity component.
Company
provides wealth management, asset servicing, asset management, and banking services to institutional and private clients worldwide.
What you will do
- Develop and execute a business development strategy for the U.S. corporate segment on the East Coast.
- Originate, cultivate, and close institutional investment mandates and strategic partnerships.
- Build relationships with corporate executives, benefits leaders, investment committees, fiduciaries, consultants, advisors, and intermediaries.
- Lead prospecting, qualification, discovery, proposals, finalist presentations, negotiations, and implementation.
- Develop sub-advisory relationships with asset managers, retirement providers, banks, wealth managers, and other financial institutions.
- Drive asset and revenue growth across equities, fixed income, alternatives, OCIO, multi-manager solutions, collective investment trusts, mutual funds, ETFs, and separately managed accounts.
Requirements
- 10+ years of institutional sales, business development, or relationship management experience in asset management.
- Demonstrated success raising assets from institutional investors and intermediary partners.
- Direct experience developing sub-advisory relationships and strategic distribution partnerships.
- Strong knowledge of institutional asset management, capital markets, equities, fixed income, alternatives, OCIO, and multi-asset programs.
- Bachelor’s degree and Series 7 and 63 licenses required.
- U.S. work authorization without current or future employment-based visa sponsorship is required.
Nice to have
- CFA, CAIA, MBA, or another advanced investment designation.
- Established relationships in corporate retirement, healthcare, and sub-advisory channels.
- Experience gathering assets across traditional and alternative investment strategies.
Culture & Benefits
- Flexible and collaborative work culture within a large global financial organization.
- Retirement benefits including 401(k) and pension plans.
- Medical, dental, vision, spending account, disability, life, and accident insurance.
- Paid time off, parental and caregiver leave, and other well-being benefits.
- Approximately 65–80% travel is expected.
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