Regional Director, Traditional Institutional Group
Core
Develop relationships with institutional investors in an assigned territory to understand investment needs and identify selling opportunities.
Role type
Senior IC institutional sales director
Builds
Long-term client relationships and specialized support for institutional investors
Domain
Asset Management / Institutional Sales
Deliverable
client delivery
Required skills
institutional sales, defined contribution, defined benefit, endowment & foundation clients, technical investment discussions, strategic planning, team leadership, business process knowledge, investment philosophy articulation, time management
Preferred skills
MBA, CFA, extensive knowledge of institutional investment business, proven track record of success
Technologies
None stated
Responsibilities
Develop, coordinate and implement marketing and sales and client service programs for institutional clients and prospects; Work with senior Institutional Services team members to fully develop all opportunities in the region; Build and maintain deep relationships with staff at all levels of a client's business; Provide constructive feedback on strategies and trends to the executive, sales and investment management teams; Lead complex technical investment discussions, including review meetings, with a sophisticated audience; Act as an intellectual contributor and a trusted advisor to our prospects and clients
Seniority
Senior, hands-on IC
