FIA Associate Relationship Manager - Sales
Core
Professional level employee responsible for coverage of institutional prospective clients (consultants, corporate/pension plans, endowments, foundations, etc.) within a specific territory, actively following up leads, building relationships, and closing business.
Role type
Associate Relationship Manager - Sales (Institutional)
Builds
Institutional sales pipeline and client relationships for Fisher Investments
Domain
Financial Services / Investment Management
Deliverable
client delivery
Required skills
Institutional sales experience, investment knowledge, mathematical/financial concepts (Alpha, Beta, Tracking Error, Information Ratio), cold calling, formal presentations, database management, travel
Preferred skills
Selling to institutions or high net worth individuals, previous institutional investment experience
Technologies
Proprietary firm systems
Responsibilities
Follow up designated new leads, meet face to face with plan decision makers and consultants, conduct formal presentations to convey investment philosophy, cold call to establish contacts, prepare materials and strategize with senior management, maintain and update client/prospect databases, travel to meet prospective clients
Seniority
Professional level, 5+ years experience