Director of Institutional Sales
We are partnered with a leading asset manager seeking a Director of Institutional Sales to support the continued growth of its institutional distribution platform, with a particular focus on the insurance channel. This opportunity is ideal for a motivated business development professional looking to take the next step in their career and assume greater responsibility within a highly respected investment organization.
Key Responsibilities
- Partner directly with a senior distribution leader to execute strategic growth initiatives across the insurance market and broader institutional investor landscape.
- Identify, research, and cultivate prospective client relationships to generate new business opportunities.
- Drive prospecting efforts through lead generation, market mapping, and pipeline development activities.
- Assist in developing and executing territory coverage plans and market segmentation strategies.
- Prepare client-facing materials, meeting agendas, and follow-up communications.
- Participate in client meetings, industry conferences, and relationship-building efforts.
- Contribute to the ongoing expansion of the firm's insurance distribution capabilities.
- Collaborate with investment, marketing, and client-facing teams to support broader business development initiatives.
Qualifications
- Bachelor's degree required.
- 8+ years of experience in Institutional Sales, External Wholesaling, Client Service, Relationship Management, or a similar institutional-facing role.
- Direct experience covering insurance companies or working within the insurance investment market is required.
- Fixed income experience is strongly preferred.
- Demonstrated track record of success within traditional asset management, investment management, or institutional financial services.
- Highly motivated, entrepreneurial, and eager to grow within an institutional sales function.
- Collaborative team player with a proactive mindset, strong interpersonal skills, and a willingness to take ownership while contributing to a growing business.
FAQs
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