Institutional Sales Director

2 weeks ago


Malvern, Pennsylvania, United States Pacer ETFs Full time
Pacer ETFs Institutional Sales Role

About Pacer ETFs

Pacer ETFs is a leading provider of exchange-traded funds (ETFs) with over $40 billion in assets under management. We have established relationships with every broker-dealer platform and their advisor network, and we are now seeing demand for our solutions from other business areas such as strategists, OCIO firms, and institutional clients.

Job Summary

We are seeking an experienced Institutional Salesperson to grow Pacer ETFs and other strategies through multiple institutional channels, including public and private retirement plans, institutional consultants, E&Fs, Taft Hartley, ETF aggregators, and strategist platforms.

Key Responsibilities

  • Develop, support, and expand relationships with institutional investors in North America by promoting Pacer strategies with various client types.
  • Construct and execute a strategic sales plan to acquire new institutional clients and raise assets within the domestic institutional market.
  • Deliver impactful presentations and further the sales process.
  • Be responsible for the entire sales process, from start to finish, including coordinating new prospect meetings to final presentations.
  • Educate and deliver to prospects and clients the benefits of specific allocations of our strategies and the impact to the plan or investor.
  • Update and record sales calls and activities, sales and market data, CRM, and pipeline reports.
  • Deliver investor feedback to senior management about current product construct and actively contribute to new product ideas.
  • Willingness to travel extensively for meetings with potential investors; 30-50% travel across North America.
  • Ability to demonstrate how to prioritize and achieve sales measurements and sales targets.
  • Strong investment acumen and knowledge of multi-asset class portfolio management is needed.
  • Existing industry relationships with investment consultants, corporate DC and DB plans can help accelerate the success of sales initiatives.
  • MBA, CFA a plus
  • FINRA 7, 63 or obtained within 6 months of hire.

Requirements

This person must be a self-starter, extremely motivated, and committed to delivering high-quality service through lengthy sales cycles. This person needs to be a team player and will use internal and external resources available to them to build a loyal client base. Strong verbal and written communication skills are required.



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