Associate, Institutional Business Development
Core
Supporting senior Institutional Sales, Consultant Relations, and Relationship Management colleagues in driving business plans and maximizing sales efficiency.
Role type
Associate, Institutional Business Development
Builds
Sales and client relationship processes for institutional asset management
Domain
Wealth & Investments / Asset Management
Deliverable
client delivery
Required skills
Institutional asset management experience, Salesforce proficiency, market intelligence analysis, RFP screening and coordination, industry conference outreach, investment product knowledge, capital markets understanding
Preferred skills
Understanding of public funds, corporate, endowment, foundation, Taft-Hartley, and insurance market segments
Technologies
Salesforce
Responsibilities
Shadowing senior team members to understand territory and client relationships, coordinating external meetings and follow-ups, maintaining client and pipeline data accuracy, utilizing market intelligence tools for lead generation, identifying target audiences for focus strategies, screening and coordinating RFPs, and managing industry conference attendee lists and outreach strategies