Remote Institutional Sales & Relationship Manager

Jobgether•New York, NY

5d•Remote

About The Position

This position is posted by Jobgether on behalf of a partner company. We are currently looking for a Remote Institutional Sales & Relationship Manager. In this impactful role, you will drive the sales strategy and relationship management within the Institutional Advisory Group. Collaborating closely with portfolio managers and client service staff, you will promote comprehensive asset management capabilities to institutional clients. Your efforts will be paramount in acquiring new business and maintaining fruitful partnerships within your assigned territory, contributing to overall revenue growth and client satisfaction.

Requirements

Bachelor's degree or equivalent experience.
10+ years of experience in portfolio management, sales, or relationship management.
FINRA series 6 or 7, 63 licensed or complete testing within 90 days.
Chartered Financial Analyst (CFA) certification preferred.
Strong understanding of capital markets and institutional products.
Excellent analytical, problem-solving, and communication skills.
Proven ability to manage client relationships effectively.

Nice To Haves

Chartered Financial Analyst (CFA) certification preferred.

Responsibilities

Develop and implement sales strategies to promote asset management services.
Build and maintain strong relationships with institutional clients and partners.
Collaborate with team members to coordinate marketing efforts and client service.
Analyze client needs and tailor solutions to meet those requirements.
Oversee the acquisition of new accounts and servicing of existing clients.
Supervise junior staff and ensure high performance in sales activities.