The primary responsibility of the Institutional Sales role is to identify opportunities and develop relationships with Institutional investors and investment consultants in assigned institutional market channels.

Key Responsibilities / Duties:

• Identifies and cultivates prospects and/or clients

• Initiates and follows up on new business opportunities.

• Leads new business meetings and closes sales to institutional investors and consultants.

• Leverages the organization’s relationship with existing institutional accounts by developing and

executing proactive, creative, and ongoing contact initiatives.

• Develops and maintains relationships with sub-advisors and consultants.

• Acts as a liaison to the investment management groups to ensure active, enthusiastic support of

the sales and marketing process.

• Collaborates with Marketing team on product and sales materials to ensure they are current and

focused for the applicable presentation, conference, or opportunity.

• Works closely with team members to further develop sales opportunities.

Work Experience / Knowledge:

• Minimum 3+ years of professional working experience.

• Must have demonstrated ability to create sales/relationship opportunities with clients, prospects

and consultants in assigned market segments.

• Must have excellent sales skills and in-depth product and broad investment knowledge.

Skills / Other Personal Attributes Required:

• Strong communication and presentation skills

• Ability to work well with a variety of people at all levels of the organization

• Demonstrated ability to close business

• General understanding of the financial markets and investment vehicles