Director, Institutional Sales
About The Position
The Client Relationship Director will develop and deepen client relationships across the North American institutional market, representing Baillie Gifford’s full range of public and private company investment capabilities. The territory will include parts of the West and/or Midwest. The role will represent the firm’s investment capabilities and broader proposition to consultants, ensuring they have a deep and current understanding of the firm and its strategies. Working with colleagues in Consultant Relations, Investments, and the wider Clients Department, the Director will identify and develop business opportunities, bring market intelligence into the firm, and contribute to the development of the U.S. Institutional Sales strategy. The role also involves collaboration across teams, contributing to knowledge sharing and staff development, and maintaining strong investment knowledge.
Requirements
- At least 10 years of experience selling to sophisticated institutional investors, including corporate and public pensions, endowments, foundations, family offices, and insurers.
- Existing relationships with institutional clients in the West and/or Midwest regions.
- Strong investment knowledge and the ability to discuss investment strategies, portfolios, and market developments with sophisticated audiences.
- Sound commercial judgment and a track record of identifying, developing, or influencing new business opportunities.
- A creative and disciplined approach to cultivating and deepening new and existing relationships.
- Ability to gather market intelligence and use it to strengthen internal priorities, positioning, and decision-making.
- Experience influencing and collaborating across teams.
- Strong presentation and communication skills, including confidence representing the firm with senior audiences.
- Evidence of contributing to team development, strategic initiatives, product work, or knowledge sharing.
- FINRA Series 7 and 63 licenses are required and must be obtained within six months.
- Ability to build trusted relationships with sophisticated clients and prospects and to form well-reasoned views from a range of information.
- Ability to develop an understanding of the firm and its investment capabilities, collaborate across teams, exercise commercial judgment, take ownership, operate with ambiguity, and represent the firm externally with maturity and credibility.
Nice To Haves
- Undergraduate degree preferred.
Responsibilities
- Develop and execute a strategic business plan to expand the firm’s public and private company strategies in the U.S. institutional channel, focusing on the West and Midwest.
- Source new leads and deepen existing client relationships through sustained business development activity.
- Identify, secure, and close institutional relationships and mandates across the firm’s investment capabilities.
- Capture and share investor feedback to inform new product development ideas.
- Attend selected conferences and industry events to build prospective meetings and increase the Baillie Gifford brand’s visibility in the U.S. institutional channel.
- Collaborate with colleagues in sales, consultant relations, investor relations, and investments to share ideas, best practices, and relationships.
- Serve as a culture carrier, trusted colleague, and informal mentor.
- Maintain and expand investment knowledge through independent research and portfolio discussions with the team.
- Collaborate with other departments and contribute to knowledge sharing within the firm.
- Participate in internal product groups, projects, and staff development as appropriate.
Benefits
- Annual discretionary bonus
- Employer-paid medical coverage
- Employer-paid dental coverage
- Employer-paid vision coverage
- Short- and long-term disability coverage
- 401(k) plan
- Paid time off
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What This Job Offers
Job Type
Full-time
Career Level
Director
Education Level
No Education Listed
