Institutional Portfolio Specialist

Western U.S.
Compensation is competitive and commensurate with experience.
May 24, 2021
Jun 23, 2021
Job Function
Institutional Sales
Industry Sector
Asset Management
CFA Charterholder
Employment Type
Full Time

About Royce Investment Partners:  Small-cap specialist with unparalleled knowledge and experience, offering distinct investment approaches to meet a variety of investors’ goals.

• Pioneers of small-cap investing with more than 45 years of investment success
• US, international, and global investment strategies that pursue approaches
with different risk profiles
• Portfolio managers have significant investments in the strategies they manage
• Royce Investment Partners is a Specialist Investment Manager of Franklin
Resources, Inc.

Job Title: Institutional Portfolio Specialist

Description: To serve as Product Specialist / Institutional Portfolio Manager with Franklin Templeton partners, salesperson working directly with prospects on behalf of Royce, and relationship manager for existing Royce clients. Territory to be assigned by geography.


• Corporate, E&F
• Consultants
• National Accounts
• Large Plans
• RIA’s / Bank Trusts / Family Offices with over $1 B in AUM
• Platforms
• Private Bank
• International: Asia Pacific

Sample of Activities:
• Create and execute business & territory management plans.
• Promote model, recommended list, and platform adoption with clients/prospects in territory.
• ratings coverage of Royce strategies in the consulting community.
• Reaching out quarterly to key internal partners and external clients and prospects with Royce Thought Leadership.
• All clients with $1 mil or more with Royce to be contacted quarterly and offered an update meeting.
• Outreach to any new clients over $500k while coordinating with FT partners.
• Track interactions with clients, prospects, and FT partners in SalesForce.
• Maintain sales pipeline.
• Stay on top of markets to be conversant with institutional / professional buyers.
• Leverage technology such as MMD, SalesForce, Opportunity Hunter, and Tableau to maximize efficiency in the role.
• Extensive travel expected, both solo and with members of the investment and management teams.
• Line-up speaking opportunities in territory such as CFA Society events, in-territory luncheons, and breakfasts. These would be either solo or with members of the investment or management teams.

• Track record of sales success
• CFA charter holder
• 5+ years of territory management experience
• Institutional sales & relationship management experience
• Strong presentation skills
• Passionate about investing and conversant on markets
• Continuous learner, hardworking, team-oriented, and ethical
• Willingness to travel

• West Coast – preference for San Francisco / San Mateo but open to the person who is the best fit. Los Angeles, Seattle, Portland and Denver are also desirable.

Compensation: Competitive and commensurate with experience.

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