Associate Director, Institutional Sales
About The Position
The role primarily partners with senior sales executives to create and implement sales activities around investment strategies, market dynamics, and competitive positioning to drive sales and accelerate revenue growth of the North American Institutional team. This role contributes to the development and execution of a strategic sales plan to increase assets from institutional investors in North America. It involves researching the asset allocation, investment structures, decision making, and key criteria of prospective institutional investors for meeting preparation and advancement of sales plans. Performing quantitative, competitive and performance analysis in partnership with institutional team members, investment professionals, senior management, risk, and other teams to advance and support the sales process is also a key responsibility. The role requires inputting, updating, and documenting all elements of the sales process (including activity, contacts, opportunities, and sales pipelines) within the CRM system. Additionally, the Associate Director will take ownership and responsibility for the completion and accuracy of sales-related deliverables and marketing content including RFPs, presentations, and thought leadership. All these responsibilities require establishing and building relationships with internal teams and external firms that are essential partners to effectively achieve objectives. Other duties as assigned will also be part of the role.
Requirements
- Two or more years’ experience in the financial services industry; institutional investment management or institutional consulting background preferred.
- Bachelor’s Degree or equivalent experience.
- Ability to obtain Series 7 and 63 licenses within 6 months of hire.
Nice To Haves
- Self-starter and motivated professional.
- Ability to anticipate and work independently.
- Finance or economics background or strong demonstrated interest; must be intellectually curious about the financial and capital markets.
- Ability to establish effective relationships with a broad spectrum of people.
- Excellent verbal and written communication skills.
- Strong attention to detail and accuracy.
- Strong organizational skills with the ability to manage multiple tasks simultaneously.
- Strong technology skills including Excel, PowerPoint, database tools, intermediate programming, etc.
- Ability to work under pressure and meet deadlines.
Responsibilities
- Partner with senior sales executives to create and implement sales activities around investment strategies, market dynamics, and competitive positioning to drive sales and accelerate revenue growth of the North American Institutional team.
- Contribute to the development and execution of a strategic sales plan to increase assets from institutional investors in North America.
- Research the asset allocation, investment structures, decision making, and key criteria of prospective institutional investors for meeting preparation and advancement of sales plans.
- Perform quantitative, competitive and performance analysis in partnership with institutional team members, investment professionals, senior management, risk, and other teams to advance and support the sales process.
- Input, update, and document all elements of the sales process (including activity, contacts, opportunities, and sales pipelines) within the CRM system.
- Take ownership and responsibility for the completion and accuracy of sales related deliverables and marketing content including RFPs, presentations, and thought leadership.
- Establish and build relationships with internal teams and external firms that are essential partners to effectively achieve objectives.
- Carry out other duties as assigned.
Benefits
- Hybrid working and reasonable accommodations
- Generous Holiday policies
- Paid volunteer time to step away from your desk and into the community
- Support to grow through professional development courses, tuition/qualification reimbursement and more
- Maternal/paternal leave benefits and family services
- Complimentary subscription to Headspace – the mindfulness app
- Corporate membership to ClassPass and other health and well-being benefits
- Unique employee events and programs including a 14er challenge
- Complimentary beverages, snacks and all employee Happy Hours
- Annual discretionary bonus award from the profit pool
- Competitive compensation
- Pension/retirement plans
- Various health, wellbeing and lifestyle benefits
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
Number of Employees
501-1,000 employees
