Institutional Sales

4 days ago


Atlanta, United States TRC Talent Solutions Full time

TRC's client has a direct hire opportunity for a Product Manager ((Institutional Sales & Client Service)

This position is with a growing Investment Management firm headquartered here in Atlanta

The Product Manager will be responsible for institutional sales and client management liaising between the firm, existing and potential clients inclusive of plan sponsors, investment management consultants, broker-dealers and RIAs. This person would handle new business presentations as well as performance updates/consultations. It would require travel within the US (around 25%)



Core Responsibilities:

  • Work directly with other members of the Product Management Team, the Investment Team and the CEO to both develop and execute new business opportunities while also managing, fostering and growing existing relationships.
  • Serve as a liaison between the firm, existing and potential clients inclusive of plan sponsors, investment management consultants, broker-dealers and RIAs.
  • Lead client engagements inclusive of new business presentations, and quarterly and/or annual performance updates for existing clients
  • Effectively communicate the firm’s history, investment philosophy, investment process, rationale behind portfolio positioning and individual security holdings; be conversant on topical market and economic matters and discuss the firm’s views on such.


Qualifications:

  • Experience in the financial services industry
  • Demonstrated record of strong academic and professional achievement
  • Keen interest in the financial markets
  • Demonstrated ability to communicate clearly, concisely and persuasively
  • Superb presentation skills with an ability to adapt to different audience types
  • Ability to manage multiple tasks in a fast-paced, demanding and team-focused environment


Candidate Qualities:

Comfort interacting with different personality types in a variety of situations including formal board meetings, one-on-one meetings and social engagements

Requisite financial acumen to intelligently discuss the firm’s investment holdings

Observant, insightful, articulate, creative and highly motivated team player



  • Atlanta, Georgia, United States Disability Solutions Full time

    Are you a seasoned sales professional looking to leverage your expertise in Enterprise Technology Sales? We have an exciting opportunity at Disability Solutions for a Senior Sales Executive focused on financial institutions.About the RoleThis is a challenging and rewarding position that requires a highly motivated individual with 5-8 years of experience in...


  • atlanta, United States TRC Talent Solutions Full time

    TRC's client has a direct hire opportunity for a Product Manager ((Institutional Sales & Client Service) This position is with a growing Investment Management firm headquartered here in Atlanta! The Product Manager will be responsible for institutional sales and client management liaising between the firm, existing and potential clients inclusive of plan...


  • atlanta, United States Clayco Full time

    About Us:Clayco is a full-service, turnkey real estate development, master planning, architecture, engineering and construction firm that safely delivers clients across North America the highest quality solutions on time, on budget, and above and beyond expectations. With $5.8 billion in revenue for 2023, Clayco specializes in the "art and science of...


  • Atlanta, United States Clayco Full time

    About Us:Clayco is a full-service, turnkey real estate development, master planning, architecture, engineering and construction firm that safely delivers clients across North America the highest quality solutions on time, on budget, and above and beyond expectations. With $5.8 billion in revenue for 2023, Clayco specializes in the "art and science of...


  • Atlanta, United States Clayco Full time

    About Us:Clayco is a full-service, turnkey real estate development, master planning, architecture, engineering and construction firm that safely delivers clients across North America the highest quality solutions on time, on budget, and above and beyond expectations. With $5.8 billion in revenue for 2023, Clayco specializes in the "art and science of...


  • Atlanta, Georgia, United States Mastercard Full time $86,000 - $125,000

    Mastercard powers economies and empowers people worldwide, collaborating with customers to build a sustainable economy where everyone can prosper.We support a wide range of digital payments choices, making transactions secure, simple, smart, and accessible. Our technology and innovation, partnerships, and networks combine to deliver unique products and...


  • Atlanta, Georgia, United States Sands Investment Group Full time

    Sands Investment Group (SIG), a leading commercial real estate brokerage firm, is seeking an experienced Senior Commercial Real Estate Advisor to join its highly-selective Industrial Investment Sales Team in Atlanta, GA.About the RoleThe successful candidate will be responsible for generating leads, overseeing deal pipelines, and interfacing with clients...


  • Atlanta, Georgia, United States San Francisco Art Institute Full time

    As a Style Advisor at San Francisco Art Institute, you'll be responsible for delivering exceptional customer experiences, fostering long-term client relationships, and driving sales growth. With a passion for fashion and a keen eye for detail, you'll excel in a fast-paced environment, consistently meeting and exceeding sales targets.Key Qualifications:A...


  • Atlanta, Georgia, United States Comcast Corporation Full time

    Company OverviewComcast Corporation is a leading media and technology company that drives innovation to create the world's best entertainment and online experiences. We are a Fortune 50 leader, operating in various innovative and fascinating businesses, with career opportunities across a wide range of locations and disciplines.Estimated Salary: $80,000 -...


  • Atlanta, Georgia, United States Comcast Corporation Full time

    About this Role:The Enterprise Direct Sales team at Comcast Corporation is seeking a highly motivated and experienced professional to join our ranks as a Commercial Sales and Strategy Expert. As a key member of our sales team, you will be responsible for driving business growth through the sale of Comcast's commercial internet, video, and voice services to...


  • Atlanta, Georgia, United States Comcast Corporation Full time

    Job OverviewWe are seeking a highly motivated Sales Executive for Commercial Services to join our team at Comcast Corporation. As a Sales Executive, you will be responsible for selling Comcast's commercial internet, video, and voice services to mid-size and large businesses. This is a fantastic opportunity to build relationships with institutions in...


  • Atlanta, Georgia, United States Seacoast Bank Full time

    **Job Title:** Treasury Management Sales Officer**About the Role:** We are seeking an experienced Treasury Management Sales Officer to join our team at Seacoast Bank. In this role, you will be responsible for driving revenue growth through the sale of treasury management products and services. You will also be expected to build and maintain strong...

  • Sales Manager

    2 months ago


    Atlanta, United States MCR Hotels Full time

    The Sales Manager at the Aloft Atlanta Downtown will be responsible for the sales and revenue generating efforts with emphasis attaining the hotel goals of maximum revenue and profit while providing the guest with the highest level of quality service. Responsibilities: Meet or exceed pre-determined booking goals for guest room revenue Meet or exceed...


  • Atlanta, United States AEG Full time

    In order to be considered for this role, after clicking "Apply Now" above and being redirected, you must fully complete the application process on the follow-up screen.MANAGER, SALES & SERVICE (NATIONAL SALES CENTER) Atlanta, Ga (Hybrid/Remote) THE RUNDOWN Playfly Sports is looking for a Manager, Sales & Service to join our team in the National Sales...


  • Atlanta, Georgia, United States Canvas Forum Full time

    About the JobWe are a licensed real estate brokerage that helps buyers and sellers navigate the investment real estate transaction by bringing efficiency to an otherwise cumbersome marketplace. Our mission is simple: to foster connections between buyers and sellers in need in a fragmented industry, and do so in a manner that provides a positive solution for...


  • Atlanta, Georgia, United States Staffing Solutions Enterprises Full time

    Fast-Growing Medical Device Industry Career Opportunity">Are you a top-performing sales professional seeking a new challenge in the medical device industry? Look no further! Our client, a leading manufacturer of patient and clinician safety products, is seeking an experienced Business-to-Business (B2B) outside sales representative to join their team in...

  • Sales Associate

    6 months ago


    Atlanta, United States Granite Telecommunications Full time

    Granite delivers advanced communications and technology solutions to businesses and government agencies throughout the United States and Canada. We provide exceptional customized service with an emphasis on reliability and outstanding customer support and our customers include over 85 of the Fortune 100. Granite has over $1.85 Billion in revenue with more...

  • Sales Associate

    2 months ago


    Atlanta, United States Granite Telecommunications Full time

    As a Business Development Sales Associate, you will play a pivotal role in driving our business expansion through prospecting, cold calling, establishing new relationships, and closing deals that align with our solutions. Job Responsibilities: Prospecting and Lead Generation: Conduct thorough market research to identify potential clients and verticals that...

  • Sales Manager

    3 weeks ago


    Atlanta, United States SS&C Full time

    SS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Named to Fortune 1000 list as top U.S. company based on revenue, SS&C is headquartered in Windsor, Connecticut and has 20,000+ employees in over 90 offices in 35 countries. Some 18,000 financial services and healthcare...


  • Atlanta, Georgia, United States Fidelity TalentSource LLC Full time

    About This RoleWe are seeking a seasoned sales leader to join our team as a Vice President, Branch Leader at Fidelity Investments. In this role, you will be responsible for driving business growth and developing a high-performing sales team in a dynamic and rapidly changing environment.Key Responsibilities:Lead by Example: Demonstrate exceptional leadership...