обновлено 4 дня назад
Dir Institutional Distr Centrl
125 000 - 150 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Dir Institutional Distr Centrl (Institutional Sales/Investment Management): Driving new business and servicing institutional clients across a Central U.S. territory, with an accent on pension, retirement, and not-for-profit asset pools. Focus on building asset-owner relationships, understanding investment priorities, designing account sales plans, and coordinating client requests across institutional sales teams.
Location: Downers Grove, Illinois, United States; hybrid schedule with at least four full days per week in an office. The role covers institutional clients across IA, NE, IL, ND, SD, KY, OH, MI, WI, KS, MO, and MN.
Salary: $125,000–$150,000 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 servicing for institutional clients across the assigned Central U.S. territory.
- Build an understanding of asset owners’ organizational structures, decision-making authority, and investment priorities.
- Execute account sales plans and develop efficient relationship-management approaches.
- Establish and maintain regular communication with institutional asset owners.
- Coordinate client requests accurately and promptly with internal sales and business teams.
- Collaborate with the territory Managing Director, Consultant Relations, Defined Contribution, Global Liquidity, and other teams.
Requirements
- 5–10 years of institutional sales or analyst experience.
- Financial services or investment management experience, including knowledge of institutional sponsors, consultants, competitors, and investment instruments.
- Experience with institutional asset-owner relationships in the Central U.S. is preferred.
- Ability to manage multiple workstreams, competing priorities, and complex client relationships.
- FINRA Series 3, 7, 63, and 65 licenses.
- CFA designation or demonstrated progress toward the designation.
Culture & Benefits
- Hybrid workplace model with at least four office days per week.
- Flexible paid time off.
- 401(k) matching of 100% on the first 6% with a discretionary supplemental contribution.
- Health and wellbeing benefits, parental leave, and an employee stock purchase plan.
- Collaborative and inclusive work environment with equal employment opportunity practices.
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