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Introduction:

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

Responsibilities:

• Identifies and cultivates prospects and/or clients within family offices, funds, asset managers, and brokerages
• Initiates and follows up on new business opportunities.
• Leads new business meetings and closes sales to institutional investors and consultants.
• Leverages the organizations 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.

Requirements:

• 5+ years of professional working experience.
• Relevant experience in Investment/Wealth Management or Financial Services is preferred.
• 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.
• 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