Base: $146,000 to $255,000; bonus/equity: incentiv...
Hybrid
7+ years client coverage experience
Track record closing business with institutional clients
Strong interpersonal and relationship building skills
The role is primarily responsible for acquiring new institutional clients as well as additional revenues from an existing client base focusing on pensions, endowments, and foundations
Job Summary
The role is primarily responsible for acquiring new institutional clients as well as additional revenues from an existing client base focusing on pensions, endowments, and foundations.
Candidates must have a proven track record of developing business and maintaining relationships with the institutional client base in the Central region of the US.
The position offers access to a range of personalized benefits including healthcare, company perks, and retirement plans within a hybrid working model.
Matching Summary
The role is primarily responsible for acquiring new institutional clients as well as additional revenues from an existing client base focusing on pensions, endowments, and foundations.
Salary
Base: $146,000 to $255,000; Bonus/Equity: Incentive compensation not specified; Benefits: Personalized plan including healthcare and retirement
Skills & Requirements
Must-have
7+ years client coverage experience
Track record closing business with institutional clients
Strong interpersonal and relationship building skills
Current knowledge of investment products and regulations
Ability to operate independently and manage time efficiently
Nice-to-have
Self-motivated creative thinker
Team-oriented collaborative approach
CFA or MBA credentials
Experience with consultants advising asset owners
Key Requirements
Minimum Bachelors Degree
Series 7 and Series 63 licenses required
7 years' experience in asset management client coverage
Relationships with institutional asset owners and consultants