Great Lakes Advisors-posted 9 months ago
$141,000 - $190,000/Yr
Full-time • Senior
Chicago, IL

Great Lakes Advisors is seeking a Managing Director, Institutional Sales & Client Service to focus on Institutional Clients and Consultants. The role involves initiating and coordinating GLA contact with Staff, Consultants, and other referral sources in the broader institutional pension fund, consulting, and corporate fund arena to drive AUM growth across firm-wide investment strategies. The Managing Director will attain sales goals through coordinated and efficient activity, maintaining a sufficient pipeline of new and existing opportunities, and moving those opportunities forward to close business. This position acts as the main Relationship Manager with the new and existing client base and promotes the 'high touch' GLA client model. The focus will also be on new business development through prospects and their consultants, maintaining assigned client relationships, driving high visibility and communication with clients and their consultants, cross-selling additional strategies, and documenting all activity within the Salesforce CRM system.

  • Initiate and coordinate GLA contact with Staff, Consultants, and other referral sources in the institutional pension fund, consulting, and corporate fund arena.
  • Drive AUM growth across firm-wide investment strategies.
  • Attain sales goals through coordinated and efficient activity.
  • Maintain a sufficient pipeline of new and existing opportunities.
  • Act as the main Relationship Manager with new and existing client base.
  • Promote the 'high touch' GLA client model.
  • Focus on new business development through prospects and their consultants.
  • Maintain assigned client relationships and drive high visibility and communication with clients and their consultants.
  • Cross-sell additional strategies.
  • Document all activity within the Salesforce CRM system.
  • Bachelor's degree in Economics, Finance, or Business is required.
  • Advanced degree and/or CFA encouraged.
  • Highly knowledgeable with investment strategies of all kinds.
  • Industry experience as part of an institutional investment management sales team.
  • Proficiency with Microsoft Office suite (Excel, Word, Outlook, PowerPoint, etc.), Salesforce, and Advent preferred.
  • Excellent verbal and written communication skills.
  • Self-starter with entrepreneurial spirit.
  • Proven team player.
  • Medical insurance
  • Dental insurance
  • Vision insurance
  • 401(K)
  • Paid time off
  • Eligibility to earn an annual bonus
© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service