Institutional Sales Executive

Job Summary

A company is looking for an Institutional & Intermediary Sales Lead with client-facing responsibilities in the Americas.

Key Responsibilities

• Source, pursue, and develop new investors for asset management
• Meet target AUM and revenue objectives while servicing wealth and institutional clients
• Build strategies and pipelines for new business across various asset classes

Required Qualifications

• 7-10 years of experience in the industry with a track record of revenue and asset raising success
• Experience with a high-quality institution in the wealth and institutional marketplace
• Undergraduate degree required; MBA, other graduate degree, or CFA is a plus
• Registered representative: FINRA Series 7 & 63 is a plus