Dir Institutional Distr Centrl
Core
Driving new business and maintaining existing relationships with institutional asset owners (pension, retirement, not-for-profit) in the Central US, providing investment solutions for pools between $3–10 billion.
Role type
Director, Institutional Sales
Builds
Investment solutions for mid-large institutional asset pools
Domain
Financial services / Investment Management
Deliverable
client delivery
Required skills
Institutional sales, asset owner relationship management, investment instruments knowledge, sales planning, stakeholder navigation, creative problem-solving
Preferred skills
Existing Central US institutional asset owner relationships, CFA designation
Technologies
N/A
Responsibilities
Lead business development and client servicing for institutional clients; Build understanding of asset owners' organizational structures and investment priorities; Execute sales plans by evaluating client needs and designing relationship management approaches; Establish and maintain regular communication with asset owners; Coordinate client requests
Seniority
Director, hands-on IC
