US Institutional Sales - Vice President/Director
Core
Position Man's product suite with institutional investors across the United States, focusing on promotion, servicing, and business development for pension funds, insurance companies, and financial institutions.
Role type
Senior IC institutional sales executive (Vice President/Director)
Builds
Institutional investment allocations and bespoke solutions for US pension funds, insurance companies, and financial institutions
Domain
Asset management / Financial services
Deliverable
client delivery
Required skills
Institutional sales, relationship management, prospecting, structured account management, strategic presentations, regulatory compliance
Preferred skills
Established network within US institutional investor community
Technologies
CRM systems, presentation tools
Responsibilities
Identify and maintain relationships with key investment contacts; manage designated accounts through prioritization, research, and cold/warm calls; conduct professional presentations to investment officers and trustees; close sales opportunities; organize industry events and seminars; report activity to senior management
Seniority
Senior, hands-on IC with strategic account ownership
