13 дней назад
Regional Director, Traditional Institutional Group
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Regional Director, Traditional Institutional Group (Institutional Investment Sales): Developing institutional client relationships and sales programs for investment management services in an assigned U.S. territory with an accent on client advisory, investment communication, and institutional sales strategy. Focus on leading complex technical investment discussions, identifying opportunities, and coordinating sales, consulting, marketing, portfolio management, and analytics teams.
Location: Austin, United States; hybrid
Company
provides investment management services and develops long-term relationships with institutional investors and financial advisors.
What you will do
- Develop relationships with institutional investors and prospects across an assigned U.S. territory.
- Coordinate marketing, sales, and client service programs for institutional clients.
- Build relationships with decision-makers and staff at all levels of client organizations.
- Lead complex technical investment discussions and client review meetings.
- Provide feedback on investment strategies and market trends to executive, sales, and investment management teams.
- Coordinate with sales, consulting, marketing, portfolio management, and analytics teams to deliver high-quality client service.
Requirements
- At least 10 years of investment sales experience, preferably at an institutional asset manager.
- Experience with defined contribution, defined benefit, endowment, and foundation clients.
- Extensive knowledge of the institutional investment business and a proven record of success.
- Strong written and verbal communication skills, including the ability to explain technical investment approaches clearly.
- Strong academic background; an MBA and/or CFA is preferred.
- SIE, Series 7, and Series 63/66 licenses, or completion within the first 8 weeks of employment. This role is not eligible for immigration sponsorship.
Culture & Benefits
- Hybrid work environment.
- Comprehensive benefits supporting employees, families, and careers.
- Educational initiatives and career development programs.
- Culture focused on integrity, initiative, accountability, and consistent quality.
- Programs and events recognizing the firm’s history, culture, and growth.
Будьте осторожны: если работодатель просит войти в их систему, используя iCloud/Google, прислать код/пароль, запустить код/ПО, не делайте этого - это мошенники. Обязательно жмите "Пожаловаться" или пишите в поддержку. Подробнее в гайде →
Похожие вакансии
14 дней назад
Director of Client Development (Global Family Office)
130 530 - 228 380$
13 дней назад
Director, Exchange Sales (Digital Assets)
185 000 - 285 000$
13 дней назад
Associate Relationship Manager, Investments
74 200 - 126 200$
13 дней назад
Director, Exchange Sales (Crypto)
185 000 - 285 000$
13 дней назад
Nasdaq Dorsey Wright - Internal Sales Representative (Fintech)
14 дней назад
Virtual Financial Advisor
23 - 80$