Institutional Sales & Relationship Manager - REMOTE

Jobgether

4d•Remote

About The Position

This position is posted by Jobgether on behalf of a partner company. We are currently looking for an Institutional Sales & Relationship Manager. In this role, you will play a crucial part in driving revenue growth while managing relationships with institutional clients. You will work closely with various teams to promote the full range of asset management capabilities. With responsibilities across sales and relationship management, you will engage with complex accounts and leverage your expertise to acquire new business as well as service existing clients. Your contributions will directly impact the success of our partner's objectives in the financial services sector.

Requirements

Bachelor's degree or equivalent experience.
Experience in portfolio management, sales, marketing, or relationship management with institutional clients.
FINRA series 6 or 7, 63 licensed or must complete testing within 90 days of start date.
10 or more years of relevant experience.
Strong analytical and problem-solving skills.
Excellent presentation and communication skills.

Nice To Haves

Chartered Financial Analyst (CFA) certification is a plus.

Responsibilities

Promote asset management capabilities to institutional prospects and clients.
Collaborate with portfolio managers, client service staff, and marketing teams.
Drive revenue growth through acquiring new business and servicing existing accounts.
Manage relationships with complex and large accounts.
Demonstrate strong performance results consistently.
Supervise and mentor junior employees as needed.