AVP Institutional Sales

Manulife • Usa, CA

1d • Remote

About The Position

Manulife is a leading international financial services provider dedicated to helping people make decisions easier and live better. This AVP Institutional Sales role is crucial for business development, aiming to advance the firm’s strategy to expand its institutional business across the Western region of the USA. The position holds sole responsibility for public equity and fixed income institutional distribution, while also collaborating with specialist sales teams for alternative credit, private equity, private credit, and private real asset platforms to generate revenue. Key aspects include developing and executing strategic sales plans, establishing and growing relationships with institutional clients, and coordinating with various internal teams such as private market sales, RFP, Client Service, and Consultant Relations. The role also involves partnering with institutional marketing to enhance brand awareness and create new business opportunities across public equity and fixed income strategies.

Requirements

• 10+ years of experience within an asset management firm which works with institutional investors.
• Must possess a solid understanding of the Investment Industry and Institutional Market.
• Extensive knowledge of multiple asset classes including fixed income, equities, alternative credit and to a lesser extent private equity, private credit and private real asset strategies.
• Must have the ability to articulate complex investment processes clearly, knowledgeably, and credibly.
• Proven track record of success of raising assets on an individual basis including a wide network of institutional investor relationships across corporate and public pension plans, endowments, foundations, health care organizations, multi family offices and other institutional pools of capital.
• Ability to build trusted relationships and act as an investment thought partner with senior investment professionals internally and externally.
• Organizational intelligence and ability to navigate a large global organization.
• A self-starter with the ability to work both independently and collaboratively and the drive to build and develop a business in a complex, performance-oriented environment.
• Excellent written, oral, and presentation skills.
• Extensive travel required within assigned territory.
• A bachelor’s degree in business or economics, preferably with a concentration in finance.
• FINRA Series 7/63 will be required.

Nice To Haves

• MBA and / or CFA is preferred.

Responsibilities

• Responsible for business development, helping to advance the firm’s strategy to grow the institutional business across the Western region of the USA.
• Responsible for covering all asset classes but with sole responsibility for public equity and fixed income institutional distribution.
• Also responsible for covering our alternative credit platform, and our private equity, private credit and private real asset platforms, collaborating closely with the specialist sales teams for those platforms to generate revenue in those asset classes.
• Develop and implement a strategic sales plan which includes identifiable milestones and objectives related to establishing and expanding relationships with institutional clients.
• Attaining agreed-upon targets and maximizing the achievement of new business relationships and market penetration.
• Coordinate with the private market sales team to develop leads and assist in closing new business where appropriate.
• Partner with the RFP, Client Service and Consultant Relations teams to produce timely and thoughtful responses to Requests for Information, Requests for Proposals, Due Diligence Questionnaires, and other ad hoc questions from potential and existing clients.
• Collaborate with institutional marketing to develop thoughtful campaigns and outreach to increase Manulife’s brand awareness and drive new business opportunities across both public equity and fixed income strategies.
• Provide regular reporting of activities, pipeline of new sales opportunities, large client focuses and product initiatives to Sales Leadership.

Benefits

• Opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance.
• Wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage.
• Adoption/surrogacy and wellness benefits.
• Employee/family assistance plans.
• Various retirement savings plans (including pension/401(k) savings plans and a global share ownership plan with employer matching contributions).
• Financial education and counseling resources.
• Generous paid time off program in the U.S. includes up to 11 paid holidays, 3 personal days, 150 hours of vacation, and 40 hours of sick time (or more where required by law) each year.
• Full range of statutory leaves of absence.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior