Institutional Client Advisor
1 week ago
The Vice President, Institutional Client Advisor will play a key role in driving business growth in the western United States. This individual will work closely with the Managing Director, Client Advisor to develop and execute strategies to expand the client base and increase revenue.
Responsibilities- Develop and maintain deep knowledge of the territory, including research and analysis of market trends and client needs.
- Build and maintain strong relationships with internal investment teams and external clients, including articulating the key features of the platform and investment strategies.
- Identify and pursue new business opportunities, including helping with RFPs and targeted sales campaigns.
- Progress current pipeline opportunities through the final sale.
- 7-10 years of direct institutional sales experience from the buy-side and/or sell-side.
- Experience covering real money clients, such as pension, endowments/foundations and/or single family offices is preferred but not required.
- Sophisticated in markets and covering complex clients.
- Knowledge of portfolio construction and role in portfolios of various asset classes.
- Knowledge of multiple asset classes is preferred; exhibits high degree of interest in financial markets and investment strategy; interest in expanding knowledge across a range of asset classes.
- Strong achievement in undergraduate degree.
- MBA is plus but not required.
- Willing to roll up sleeves and get things done.
- Highly motivated team-player with a desire to work on a wide range of projects, using multiple systems.
- Ability to work well with different individuals and contacts of all levels of the business in a high-pressure environment.
- Detail-oriented with strong organizational and follow up skills.
- Strong analytical and problem-solving skills.
- Excellent written and oral communication skills.
- Proficient in Microsoft Word, Excel, PowerPoint, Onenote and other tools such as evestment.
- Series 7 & 66 licenses required.
- Applicant must be based in the San Francisco metropolitan area, and is expected to be in the San Francisco office or traveling [3-4] days / week; i.e. working from home [1-2] days / week.
The salary range for this role is $150,000-$150,000. This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. This range is only applicable for jobs to be performed in California. An employee's pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, performance, shift, travel requirements, sales or revenue-based metrics, any collective bargaining agreements, and business or organizational needs. This job is also eligible for a discretionary bonus. We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance, 401(k), life insurance and other benefits to eligible employees.
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