Director, Team North, NAI
Core
Lead institutional business development and client coverage for public, corporate, and nonprofit organizations with $3-20b in assets across the northeast US.
Role type
Director, Institutional Business Development
Builds
Client relationships and sales plans for institutional asset owners
Domain
Financial services / Investment Management
Deliverable
client delivery
Required skills
Institutional client-facing experience, knowledge of institutional ecosystem (sponsors, consultants, competitors), closed-end fund raising experience, team leadership, strategic planning
Preferred skills
Existing institutional relationships in northeast US, CFA/CAIA designations
Technologies
N/A
Responsibilities
Lead business development and client servicing for institutional clients, build understanding of asset owner 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 promptly
Seniority
Director, strategic leadership & team management
