PRO Associate Relationship Manager Sales
Core
Associate Relationship Manager supporting institutional sales for personalized retirement outcomes, covering prospective clients and decision makers within a specific territory.
Role type
Associate Relationship Manager (Institutional Sales)
Builds
Institutional sales pipeline and client relationships for investment management solutions
Domain
Financial Services / Institutional Investment
Deliverable
client delivery
Required skills
Institutional sales experience, investment knowledge, financial analysis, cold calling, formal presentations, database management, travel
Preferred skills
Selling to high net worth individuals, geometric linking, cap/dollar/equal weightings, Alpha/Beta/Tracking Error/Information Ratio
Responsibilities
Follow up with designated and new leads, build relationships with plan decision makers, meet face to face, present to institutional prospective clients to close business, coordinate with Sales Relationship Managers, cold call to establish contacts, conduct formal presentations, prepare materials and strategize with senior management, explain FI policies, maintain and update databases on communication activity
Seniority
Professional level, entry-to-mid