Director, Institutional Sales - Foundations, Endowments and Healthcare
Core
Develop and cultivate relationships with existing Healthcare clients and prospects across the United States to drive new business and manage an assigned book of business.
Role type
Director, Institutional Sales (Healthcare)
Builds
A full range of investment options including traditional long-only strategies, alternatives, and multi-asset solutions for hospital systems and healthcare organizations.
Domain
Institutional Asset Management / Healthcare Industry
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Institutional relationship management, fundraising, alternative investments, investment strategy design, consultative selling, product fluency across asset classes, team leadership, mentorship
Preferred skills
Payer industry knowledge, network of industry referral relationships (investment bankers, legal/accounting firms, consultants), CFA designation
Technologies
None stated
Responsibilities
Design and implement sales strategy for Healthcare clients; Identify and pursue new investment opportunities through consultative dialogues; Develop a cohesive narrative around the firm's competitive advantage; Advance analytical and strategic support services; Develop product fluency across investment options; Lead support staff on assigned accounts; Mentor junior team members
Seniority
Director, strategic & team leadership
