Institutional Sales Associate

6 days ago

New York, New York, United States Alger Full time
About the Role

The Associate, Institutional Sales & Service position is a critical role within the institutional sales group at Alger. This position will direct and execute key tasks to deliver optimal service and improve client retention and growth for our institutional client base.

Key Responsibilities
  • Client Satisfaction: Demonstrate personal responsibility for quickly and accurately responding to client needs and delivering high-quality materials and services to clients.
  • Personal Drive: Personal drive to learn, achieve, and win in a team-first environment. Commitment to lead by example on effort and achievement in a fast-paced culture.
  • Software Proficiency: Develop proficiency in various software capabilities that assist in providing client and strategy information.
  • Process Innovation: Consistently strive to improve processes and data flow to better serve clients and help streamline the sales process.
  • Team Player: Demonstrate commitment to shared team goals; encourage team members to contribute their ideas and skills; collaborate with colleagues in other departments to ensure successful client and consultant interactions.
  • Industry Knowledge: Remain current and competent on issues and events that have an impact on our business and industry.
Qualifications
  • Education: Undergraduate Degree and ideally more than 3 years of experience in client service, sales, operations, portfolio management support or an equivalent combination of training and experience.
  • Cumulative GPA: Cumulative Grade Point Average (GPA) of 3.0 or above in a 4.0 scale.
  • FINRA Series: FINRA Series 7 and 63 preferred (if not, successful attainment required after hiring).
  • Institutional Experience: Institutional asset management experience is preferred.
  • CFA Designation: Advancement towards the CFA designation or an equivalent combination of training and experience preferred, but not required.
Skills
  • Communication: Successful candidates will have the confidence to interact professionally at the senior level, effective communication skills, excellent interpersonal skills, and flexibility to travel when required.
  • Analytical Skills: Strong analytical skills are a must.
  • Customer Focus: Customer and results-oriented.
  • Attention to Detail: Strong attention to detail and accuracy; ability to anticipate and act independently.
  • Leadership: High energy, motivated, and proven leadership skills.
  • Business Knowledge: Knowledge of business and investing, and eager to expand knowledge in all aspects of the institutional asset management business.
Compensation

Base salary anticipated to be $90-120k, plus discretionary bonus and outstanding benefits.

  • Institutional Equity Sales Professional

    6 days ago

    New York, New York, United States Piper Sandler & Co Full time

    **Job Summary**We are seeking a detail-oriented and hard-working Institutional Equity Sales Associate to join our team at Piper Sandler & Co. in New York City.**Responsibilities:**Provide general support to a team of equity salespeople while learning the research product and developing client relationships.Liaise with institutional clients, research,...

  • Head of Financial Institution Sales

    2 weeks ago

    New York, New York, United States Visa Full time

    Director of Financial Institution SalesBecome a pivotal player in a leading global payments and technology firm dedicated to enhancing connectivity through innovative, dependable, and secure payment solutions. We are in search of a Director of Financial Institution Sales to spearhead sales growth and contribute significantly to the establishment of a new...

  • Head of Financial Institution Sales

    2 weeks ago

    New York, New York, United States Visa Full time

    Director of Financial Institution SalesBecome a pivotal player in a leading global payments and technology organization dedicated to fostering connections worldwide through innovative, secure, and reliable payment solutions. Visa is on the lookout for a Director of Financial Institution Sales to spearhead sales initiatives and contribute significantly to the...

  • Head of Financial Institution Sales

    2 weeks ago

    New York, New York, United States Visa Full time

    Director of Financial Institution SalesBecome a pivotal part of a leading global organization in the payments and technology sector, dedicated to fostering connections worldwide through cutting-edge, dependable, and secure payment solutions. Visa is on the lookout for a Director of Financial Institution Sales to spearhead sales growth and play an integral...

  • Head of Institutional Credit Sales

    2 weeks ago

    New York, New York, United States MUFG - Mitsubishi UFJ Financial Group, Inc. Full time

    Position OverviewThe Director of Credit Solutions for Institutional Clients will be responsible for managing relationships with institutional investors across a diverse portfolio of credit offerings.Key ResponsibilitiesDevelop and maintain strong client relationships to understand their investment needs and provide tailored credit solutions.Collaborate...

  • Institutional Fixed Income Sales Representative

    4 days ago

    New York, New York, United States Odeon Capital Group Full time

    Job Opportunity at Odeon Capital GroupJob Title: Institutional Fixed Income SalesJob Summary:Odeon Capital Group is seeking a highly motivated and experienced Institutional Fixed Income Sales professional to join our team. As a key member of our sales team, you will be responsible for generating revenue through the sale of fixed income products to...

  • Sales Director

    4 days ago

    New York, New York, United States Selby Jennings Full time

    About the RoleWe are seeking a highly skilled Sales Director to join our team at Selby Jennings. As a key member of our sales team, you will be responsible for driving sales growth and revenue expansion in the global financial institutions sector.Key ResponsibilitiesMeet Sales Goals: Collaborate with the Regional Head of Sales to set and achieve quarterly...

  • Institutional Fixed Income Sales Specialist

    3 days ago

    New York, New York, United States Siebert Williams Shank Full time

    About the RoleSiebert Williams Shank & Co., LLC is a leading financial services firm seeking a highly skilled Institutional Fixed Income Sales Specialist to join its team. As a Specialist in Corporate bonds and Agency debt products, you will be responsible for building and maintaining relationships with clients, providing expert advice on fixed income...

  • Director of Financial Institution Sales

    5 days ago

    New York, New York, United States Visa Full time

    Job Description**About the Role**Visa is seeking a highly skilled and experienced professional to join our team as a Director of Financial Institution Sales. This role will be responsible for driving sales acceleration and building a new ecosystem in the fast-moving world of payments.Key Responsibilities:Achieve or exceed global and North America Visa Direct...

  • Institutional Markets Sales Consultant

    2 weeks ago

    New York, New York, United States Eurasia Group Full time

    Job OverviewAbout Eurasia GroupEurasia Group stands as the premier global firm specializing in political risk analysis and consulting. Our mission is to equip clients with insights into how political events influence market dynamics, enabling them to navigate uncertainties and seize opportunities in their investment ventures. Our expertise spans both...

  • Institutional Giving Associate

    4 days ago

    New York, New York, United States Upwardly Global Full time

    Job DescriptionJob Title: Institutional Giving AssociateJob Summary:Upwardly Global is seeking a highly skilled and detail-oriented Institutional Giving Associate to support our Development Team in securing and managing corporate, foundation, and government grants. The ideal candidate will have a proven track record of writing effective proposals and impact...

  • Head of Institutional Credit Sales

    2 weeks ago

    New York, New York, United States MUFG - Mitsubishi UFJ Financial Group, Inc. Full time

    Position OverviewThe role involves overseeing relationships with institutional investors across a diverse portfolio of credit offerings.Key ResponsibilitiesClient Relationship Management: Cultivate and maintain strong partnerships with institutional clients, ensuring their needs are met through tailored credit solutions.Collaboration: Work in close...

  • Head of Institutional Credit Sales

    1 week ago

    New York, New York, United States MUFG - Mitsubishi UFJ Financial Group, Inc. Full time

    Position OverviewThe role involves overseeing relationships with institutional investor clients across a diverse array of credit offerings.Key ResponsibilitiesClient Relationship Management: Cultivate and maintain strong connections with institutional investors, ensuring their needs are met with tailored credit solutions.Collaboration: Work in close...

  • Institutional Markets Sales Consultant

    2 weeks ago

    New York, New York, United States Eurasia Group Full time

    Job OverviewAbout Eurasia GroupEurasia Group stands as the premier global political risk research and consulting firm. Our mission is to equip clients with the insights necessary to navigate the complexities of political developments that influence market dynamics. We provide comprehensive analysis across both developed and emerging markets, addressing...

  • Head of Institutional Sales and Capital Markets

    6 days ago

    New York, New York, United States Pagaya Full time

    About the RoleWe are seeking a seasoned professional to lead our Institutional Sales and Capital Markets efforts. As the Head of Institutional Sales and Capital Markets, you will play a critical role in shaping our capital markets funding and financing strategy, as well as serving as the key senior member of the team on investor relations.Key...

  • Head of Institutional Sales

    2 weeks ago

    New York, New York, United States StoneX Group Inc. Full time

    Overview Connecting clients to markets - and talent to opportunity With a robust workforce and a vast network of retail and institutional clients across multiple continents, StoneX Group Inc. stands as a prominent, publicly traded entity, dedicated to bridging clients with global markets. Our focus lies in innovation, fostering human connections, and...

  • Vice President of Financial Institution Sales

    1 week ago

    New York, New York, United States Visa Full time

    Director of Financial Institution SalesBecome a pivotal part of a global innovator in payment solutions, dedicated to enhancing connectivity through cutting-edge, dependable, and secure financial transactions. Visa is on the lookout for a Director of Financial Institution Sales to spearhead sales growth and significantly contribute to the establishment of a...

  • Vice President of Financial Institution Sales

    1 week ago

    New York, New York, United States Visa Full time

    Director of Financial Institution SalesBecome a pivotal player in a leading global organization specializing in payment solutions and technology, dedicated to fostering connections worldwide through cutting-edge, dependable, and secure payment methods. Visa is on the lookout for a Director of Financial Institution Sales to spearhead sales initiatives and...

  • Vice President of Financial Institution Sales

    1 week ago

    New York, New York, United States Visa Full time

    Director of Financial Institution SalesBecome a part of a global innovator in payment solutions and technology, dedicated to enhancing global connectivity through secure and efficient payment systems. Visa is in search of a Director of Financial Institution Sales to spearhead sales initiatives and play a pivotal role in establishing a new ecosystem within...

  • Institutional Services Associate

    1 week ago

    New York, New York, United States First Eagle Investments Full time

    About Us:First Eagle is a distinguished, privately held investment management firm based in New York, overseeing approximately $138 billion in assets under management. With a legacy that traces back to 1864, our firm is dedicated to delivering compelling real returns for our clients over the long term. This commitment remains at the heart of our mission,...