Financial Institutions Director
Core
Leads strategic coverage of large, sophisticated investors (banks, wire houses) across the Americas, acting as a senior representative to drive long-term wealth creation.
Role type
Senior IC Financial Institutions Director
Builds
Strategic partnerships with financial institutions to grow assets under management and revenue.
Domain
Asset Management / Financial Services
Deliverable
client delivery
Required skills
Institutional sales, relationship management, business development, fixed income/liquidity/multi-asset/alternatives expertise, institutional investment processes, strategic account planning, negotiation, influencing senior executives, client-centric mindset, project management
Preferred skills
CFA, CAIA, MBA, advanced degree in Finance/Economics/Business Administration
Technologies
fund research platforms
Responsibilities
Serve as primary relationship owner for key financial institutions, originate and grow new mandates, develop and execute regional engagement strategies, oversee end-to-end client experience including fund approvals and reporting, partner with internal teams to deliver solutions, represent the firm externally through market engagement and thought leadership
Seniority
Senior, hands-on IC
