Managing Director, Institutional Sales Remote (anywhere in Massachusetts) + 1 more
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About the Role
Remote (anywhere in Massachusetts, Georgia)
The Company is seeking a Managing Director for Institutional Sales to join their team. The successful candidate will be responsible for acting as an institutional salesperson within a defined geographic territory, with a focus on the Southeast US. This role involves developing and implementing a sales strategy to raise brand awareness, cultivate new business relationships, and drive sales within the assigned region. The ideal candidate will have 12-15+ years of industry and related experience, with a strong background in business development of investment management services to institutions. A passion for the investment management business, extensive knowledge of investment markets, and a thorough understanding of equity and fixed income instruments and investment strategies are essential. Key responsibilities for the Managing Director include revenue generation, establishing and maintaining relationships across various client segments, and effectively leveraging market intelligence to identify and pursue sales opportunities. The role also requires a proven ability to manage the sales cycle, from early engagement to client onboarding, and a collaborative approach to working with internal teams. The candidate should be a self-starter, highly organized, detail-oriented, and possess excellent communication and presentation skills. A Bachelor's degree is required, with post-graduate education in a related area and/or CFA preferred. The position demands a professional with the ability to multitask, maintain accurate records, and uphold FINRA registrations in accordance with the company's licensing policy.
Functions:
- Sales/Revenue
About the Company
Investment manager and provider of retirement and education planning service
Industry
Investment Management
Type
Privately Held
Age
employees
1001-5000
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