Managing Director, Institutional Sales

This is a fully remote position, open to applicants in California.

📋 Description

• Spearhead business development to enhance the institutional sector across the Western United States.

• Oversee all asset classes, focusing primarily on the distribution of public equity and fixed income to institutional clients.

• Collaborate with specialized sales teams to cover alternative credit, private equity, private credit, and private real asset platforms.

• Formulate and execute strategic sales plans that include milestones, objectives, targets, and goals for market penetration.

• Build and nurture relationships with institutional clients.

• Work in tandem with private market sales teams to generate leads and support the closing of new business opportunities.

• Collaborate with the RFP, Client Service, and Consultant Relations teams on RFI, RFP, DDQ, and other ad hoc requests.

• Partner with institutional marketing to drive campaigns and outreach efforts aimed at enhancing brand visibility and creating business prospects.

• Provide updates on activities, sales pipeline, key client focuses, and product initiatives to Sales Leadership.

• Engage in extensive travel within the designated territory.

⛳️ Requirements

• A minimum of 10 years of experience in an asset management firm working with institutional investors.

• Strong understanding of the investment sector and the institutional market landscape.

• In-depth knowledge of fixed income, equities, alternative credit, private equity, private credit, and private real asset strategies.

• Capability to clearly and knowledgeably articulate complex investment processes.

• Demonstrated individual success in raising assets.

• Extensive network of relationships with institutional investors, including corporate and public pension plans, endowments, foundations, healthcare organizations, multifamily offices, and other institutional capital sources.

• Proven ability to cultivate trusted relationships and serve as an investment thought partner to senior investment professionals.

• Strong organizational acumen with the ability to navigate a large global organization effectively.

• Capacity to work both independently and collaboratively.

• Motivation to build and grow a business in a complex, performance-driven environment.

• Exceptional written, verbal, and presentation communication skills.

• Bachelor’s degree in business or economics, ideally with a concentration in finance.

• FINRA Series 7/63 certification is mandatory.

• MBA and/or CFA designation is preferred.

• Willingness to travel extensively within the assigned region.

🏝️ Benefits

• Flexible work environment.

• Support for well-being and inclusion.

• Health insurance coverage.

• Dental insurance options.

• Mental health benefits.

• Vision insurance plans.

• Short- and long-term disability insurance.

• Life and AD&D insurance.

• Benefits for adoption and surrogacy.

• Wellness programs.

• Employee and family assistance plans.

• Retirement savings plans.

• Pension and 401(k) savings plans.

• Global share ownership plan with employer matching contributions.

• Financial education and counseling resources.

• Up to 11 paid holidays.

• 3 personal days off.

• 150 hours of vacation time.

• 40 hours of sick leave (or more as required by law).

• Statutory leaves of absence.

• Incentive programs and compensation linked to business and individual performance.