Vice President, Institutional Sales About the Company Global investment management & financial services company
Industry
Financial Services
Type
Subsidiary of a Public Company
Founded
1875
Employees
1001-5000
Categories B2BEnterpriseSAASBusinessFinanceFinancial ServicesInvestingLife InsuranceAsset ManagementConsulting & Professional ServicesInvestment Management Specialties Investment ManagementFixed IncomeEquitiesPrivate CapitalMutual FundsETFsReal EstateQuantitativeGlobal InvestmentInstitutional Investingand Multi-asset class portfolios Business Classifications B2BEnterpriseSAAS About the Role The Company is in search of an experienced individual to join their sales team as a Vice President, Institutional Sales, with a focus on the Mid-West US. The successful candidate will be tasked with selling the company's investment strategies to a range of institutional investors, including pensions, corporates, endowments, and insurance companies. This role requires a professional with a strong track record in the institutional market, particularly in the Midwest, and a deep understanding of quantitative investing. The responsibilities include building and maintaining client relationships, implementing a strategic sales management process, and contributing to the team's global sales goals. The ideal candidate will have 5-7 years of direct sales experience, a Series 7 & 63 registrations, and a Bachelor's degree. A consultative sales style, excellent communication and presentation skills, and the ability to work both independently and as part of a team are essential.
Applicants for the Vice President, Institutional Sales position at the company should possess a Bachelor's degree, with a preference for those holding an advanced degree and/or CFA. The role demands a professional with a strong technical understanding of quantitative investing, the ability to communicate complex investment concepts effectively, and a proven track record of raising assets in the institutional market. The candidate should be a self-starter with a consultative style, strong analytical and problem-solving skills, and the ability to work in a client-focused, team-oriented environment. A high energy level, drive, and an entrepreneurial approach to client relationship management are also key attributes. The company values diverse talent and is committed to a culture of respect and collaboration.
Hiring Manager Title
Head of North America Sales
Travel Percent
Less than 10%
Functions Sales/RevenueAccount Management/Optimization
