- Serve as the primary salespersona and relationship manager for institutional clients
- Build and maintain strong relationships with new and existing institutional clients, including hedge funds, pensions, endowments, foundations, and family offices
- Successfully manage the integration of clients into the institutional product suite.
- Be a subject matter expert for any client queries.
- Understand the complexity of your client and manage the multi-product client workflows and strategies to ensure that the best service is provided to the Institutional Clients.
- 5-7+ years of prior experience in prime services sales or sales to institutional clients