Vice President, Institutional Sales

SSI Investment Management
Los Angeles, USA
Aug 08, 2017
Aug 14, 2017
Job Function
Industry Sector
Finance - General
Employment Type
Full Time

Key Responsibilities:

• Identify and generate new business opportunities by developing and fostering relationships with institutional investors and consultants;

• Increase assets under management for firm's investment products and vehicles;

• Work with senior executives to provide superior sales in the Institutional marketplace;

• Assess client investment objectives, convey firm's investment strategies and present portfolio results to maintain and retain client relationships;

• Effectively articulate firm's investment philosophy, process, products and performance to prospects, clients, consultants, and RIAs and to differentiate our firm from competitors;

• Meet revenue goals by generating leads and managing complete sales process;

• Maintain extensive telephone and written contact with clients, prospects and consultants in Client Relationship Management (Satuit) database;

• Provide regular reporting on activities, new sales opportunities, client focus and product initiatives to firm's Board of Directors; and

• Maintain involvement in industry and networking organizations in order to foster relationships with the consultant community and prospective clients.

Required Skills:

• Strong oral and written communication skills with the ability to articulate complex investment strategies;

• Highly organized, detail-oriented, and self-motivated with a strong work ethic;

• Approachable, collaborative, ability to be an integral and proactive member of a functioning sales team; 

• Ability to work independently as well as in a team environment while under tight deadlines;

• Possess highest level of integrity, discretion, honesty, commitment and professionalism;

• Collegial; consensus builder with strong listening skills; and

• Ability to travel extensively.

Required Experience:

• A Bachelor's degree is required, MBA or CFA preferred;

• Minimum seven years sales and marketing experience in an institutional environment with key targets (South/Southeast Region preferred) including Corporations, Foundations, Endowments, Insurance Companies, Public Funds, High Net Worth individuals and Taft-Hartley plans;

• High level of Institutional knowledge and background in Institutional markets; and

• Proven ability and success in Institutional Sales.

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