Michigan Licensed Institutional Sales Manager

Job Summary

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

Key Responsibilities

• Promote the full range of asset management capabilities to institutional clients and prospects
• Drive revenue growth by collaborating with portfolio managers, client service staff, and marketing teams
• Manage both new business acquisition and servicing of existing accounts, focusing on complex accounts

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 must complete testing within 90 days of start date
• Typically 10 or more years of relevant experience
• Chartered Financial Analyst (CFA) certification is preferred