Director, Institutional Consulting

Focusfinancialpartners

Denver, CO, United States
Base: $125,000; bonus/equity: commission; benefits...
On-site
Develop and execute sales strategy
Cultivate relationships with institutional investors
Serve as primary point of contact
As the Director, Institutional Consulting covering the Denver, CO area for our institutional and advisory business, you will play a crucial role in expanding our client base, driving sales revenue, and building strong relationships with institutional investors and financial advisors

Job Summary

  • As the Director, Institutional Consulting covering the Denver, CO area for our institutional and advisory business, you will play a crucial role in expanding our client base, driving sales revenue, and building strong relationships with institutional investors and financial advisors.
  • Leveraging your industry knowledge and sales expertise you will be responsible for promoting our investment strategies and solutions to key decision-makers, fostering long-term partnerships, and achieving sales targets.
  • Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 days per week, or as assigned by their team leader.

Matching Summary

As the Director, Institutional Consulting covering the Denver, CO area for our institutional and advisory business, you will play a crucial role in expanding our client base, driving sales revenue, and building strong relationships with institutional investors and financial advisors.

Salary

Base: $125,000; Bonus/Equity: commission; Benefits: comprehensive benefits package

Skills & Requirements

Must-have

  • Develop and execute sales strategy
  • Cultivate relationships with institutional investors
  • Serve as primary point of contact
  • Conduct client presentations
  • Achieve assigned sales targets
  • Track sales activities in CRM

Nice-to-have

  • Collaborate with internal teams
  • Participate in industry events

Key Requirements

  • Bachelor's degree in finance, economics, business, or related field
  • Series 7 and Series 65 licenses required
  • Demonstrated expertise in business development across wirehouse firms & RIAs
  • Ability to build and maintain relationships
  • Willingness to travel frequently

Work Rights

Not specified

Tailored Resume

Cover Letter