Senior Relationship Manager, Southeast Territory

Job Description

Spearhead comprehensive sales strategies aimed at engaging institutional investors, including pensions, endowments, foundations, OCIOs, insurance firms, and sovereign entities. Establish fresh client connections and transform potential clients into committed mandates spanning both public and private investment approaches. Develop and sustain a robust pipeline, providing transparent insights into conversion likelihoods and timelines. Act as the primary relationship manager for pivotal institutional clients, overseeing enduring engagement tactics and safeguarding asset retention. Provide consistent, top-tier interactions encompassing portfolio assessments, market analyses, and personalized client solutions.

Qualifications

1. Possess a bachelor's degree or an equivalent combination of education and practical experience. 2. Have a minimum of 10 years of relevant professional experience. 3. Hold Series 7 and 63 licenses. 4. Demonstrate at least 5 years of experience in selling products to institutional clients.

Benefits

- Competitive compensation - Annual bonus eligibility - A generous retirement plan - Hybrid work schedule - Health and wellness benefits, including online therapy - Paid time off for vacation, illness, medical appointments, and volunteering days - Family care resources, including fertility and adoption benefits