FINRA Licensed Institutional Sales Manager

Job Summary

A company is looking for an Institutional Sales & Relationship Manager.

Key Responsibilities

• Promote the full range of asset management capabilities to institutional clients and prospects
• Acquire new business and service existing accounts while collaborating with portfolio managers and marketing teams
• Supervise junior employees and manage complex accounts to drive revenue growth

Required Qualifications

• Bachelor's degree or equivalent experience
• Experience in portfolio management, sales, marketing, or relationship management with institutional clients
• FINRA series 6 or 7, 63 licensed or ability to complete testing within 90 days of start date
• Typically has 10 or more years of relevant experience
• Chartered Financial Analyst (CFA) certification is preferred