4 часа назад
SVP, Institutional Sales Manager - Taft Hartley
200 000 - 230 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
SVP, Institutional Sales Manager - Taft Hartley (Institutional Asset Management): Driving new business and growing institutional assets across Taft-Hartley defined benefit and defined contribution retirement plans with an accent on trustee relationships, consultant coverage, and multi-asset-class solutions. Focus on executing a national sales strategy, managing the pipeline, building institutional partnerships, and delivering measurable asset acquisition and revenue growth.
Location: New York, New York, United States of America; extensive travel required across the United States
Base salary: $200,000–$230,000 per year, plus discretionary bonus
Company
is a global asset manager providing traditional, alternative, and investment solution strategies to institutional and other clients.
What you will do
- Execute a national institutional sales plan for Taft-Hartley retirement plans across defined benefit and defined contribution plans.
- Drive new institutional assets under management and revenue growth.
- Develop target-market and relationship strategies with trustees, plan executives, CIOs, consultants, recordkeepers, and other decision-makers.
- Manage the sales pipeline and coordinate sales efforts across distribution, investment, product, marketing, and client relationship teams.
- Support client retention and growth while maintaining an active presence at industry conferences, forums, and events.
- Maintain relationship intelligence, meeting notes, and pipeline updates in Microsoft Dynamics CRM.
Requirements
- At least 10 years of institutional investor sales and/or consultant coverage experience.
- Significant experience in the Taft-Hartley or broader institutional retirement market, preferably across both DB and DC plans.
- Established relationships with Taft-Hartley plans, trustees, investment staff, consultants, and other market participants.
- Experience representing multiple asset classes, ideally including equities, fixed income, and alternatives.
- Strong understanding of Taft-Hartley governance, fiduciary structures, consultant influence, and DB/DC investment needs.
- Bachelor’s degree required; MBA and/or CFA preferred.
Culture & Benefits
- Inclusive, supportive, and collaborative working environment.
- Annual discretionary bonus and recognition rewards.
- Three weeks of paid time off in the first year, plus holidays, sick leave, parental and caregiving leave, bereavement leave, and other paid leave.
- Medical, dental, vision, insurance, disability, and wellbeing benefits.
- 401(k) plan with an 85% company match up to IRS limits.
- Employee stock investment plan, learning resources, career development programs, and education reimbursement.
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
19 часов назад
Senior Sales Manager (U.S. Fund Administration)
164 600 - 288 000$
5 часов назад
Asset Owner Sales Specialist (Financial Services)
125 000 - 163 000$
9 часов назад
Business Development Director (Asset Management)
191 800 - 303 310$
9 минут назад
Wealth Strategist/Sales Rep (Wealth Management)
158 010 - 276 460$
4 часа назад
Sr. Wealth Strategist
158 010 - 276 460$
18 часов назад
New Business Specialist (Wealth Management)
90 820 - 154 280$