Endowment and Foundation Specialist
Core
Territory team leader driving asset and revenue growth in the OCIO business for institutional clients within an assigned division.
Role type
Senior IC sales practitioner (institutional OCIO)
Builds
Institutional OCIO business and revenue
Domain
Financial services / Institutional Asset Management
Required skills
Institutional sales, OCIO solutions, alternative investments, RFP structuring, relationship management, public speaking, investment policy expertise
Preferred skills
Non-profit sector experience, investment committee engagement, market segmentation strategy
Technologies
GWIM investment solutions, UST investment strategy
Responsibilities
Prospect for institutional business, drive sales process for complex opportunities, act as initial point of contact for new deals, cultivate consultant networks, present at industry conferences, define market tier/segmentation strategy
Seniority
Senior, hands-on IC