Institutional Equity Sales

4 weeks ago


Seattle WA United States Selby Jennings Full time

They are seeking a dynamic and experienced mid-level Institutional Sales individual to lead up efforts focused around cultivating and managing relationships with institutional clients. The ideal candidate will have a proven track record of driving revenue growth, building strong client relationships, and providing exceptional service in the financial services industry.

Responsibilities:

  • Develop and execute strategies to identify, target, and acquire new institutional clients, including pension funds, endowments, foundations, and family offices.
  • Build and maintain strong relationships with existing institutional clients, serving as their primary point of contact and addressing their investment needs.
  • Collaborate with investment professionals to effectively communicate our investment strategies, performance, and value proposition to prospective and existing clients.
  • Conduct presentations, meetings, and due diligence sessions with institutional investors to showcase our investment products and capabilities.
  • Stay informed about industry trends, market developments, and competitor activities to identify opportunities and risks for our business.
  • Work closely with the marketing and product teams to develop marketing materials, presentations, and other collateral to support sales efforts.

Qualifications:

  • Bachelor's degree in Finance, Business Administration, or a related field; MBA or CFA preferred.
  • Minimum of 4-8 years of experience in institutional sales within the financial services industry, with a focus on alternative investments and hedge funds.
  • Proven track record of successfully meeting or exceeding sales targets and driving revenue growth.


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