Endowment & Foundation Specialist
Core
Territory team leader driving asset and revenue growth in the institutional business (endowments, foundations, pensions) within an assigned division.
Role type
Senior IC sales practitioner (institutional asset management)
Builds
Institutional OCIO business and complex investment solutions for non-profits and foundations
Domain
Institutional Asset Management / Non-profit Sector
Required skills
Asset allocation expertise, Alternative investments knowledge (hedge funds, private capital, real estate), RFP structuring, Investment policy navigation, Public speaking, Relationship management
Preferred skills
CIMA or CFA certification, Marketing OCIO services to nonprofits, Selling to investment committees and trustees
Technologies
GWIM investment solutions, UST investment strategy
Responsibilities
Prospect for institutional business, Drive sales process for opportunities sourced by FAs, Act as initial point of contact for new opportunities, Generate prospect referrals, Present at industry conferences, Define division implementation of market tier/segmentation strategy
Seniority
Senior, hands-on IC