Vice President, Institutional Sales, Client Relationship Manager
Core
Drive business development, sales operations, and client relationship management for Nicola's institutional asset management division, securing new clients and managing existing relationships to achieve ambitious AUM growth.
Role type
Senior Vice President, Institutional Sales and Client Relationship Manager
Builds
Institutional client relationships and business development pipelines for private investments including real estate, private equity, infrastructure, and commercial mortgages.
Domain
Wealth Management / Institutional Asset Management
Required skills
Strategic business development, institutional sales, client relationship management, pipeline management, negotiation, market analysis, regulatory compliance, cross-functional leadership, financial acumen, networking
Preferred skills
MBA, CFA or CIM designation, provincial securities commission registration, experience with foundations/endowments/trusts/pensions/family offices
Technologies
Salesforce CRM
Responsibilities
Formulate strategic business development frameworks and tactics to secure institutional client profiles; acquire new institutional relationships through networking, referrals, and RFPs; manage and deepen relationships with existing clients to identify new opportunities; lead high-level negotiations and deal closure; collaborate with investment teams to develop customized portfolios; represent the firm at industry conferences and client events.
Seniority
Senior, hands-on IC with strategic leadership