Relationships Director - Investment - Institutional Clients

Manage key client relationships at a senior level with CIOs and portfolio managers to identify and diligently pursue new potential business, and retain existing business. Develop and execute strategy to cross sell to existing client base.
Drive new revenue and new mandate generation across products and client types.
Lead robust client and prospect meeting and engagement activity.
Initiate brand building and sales activity with investors not currently engaged in discussions. Develop and execute strategy to uncover and develop mandates that will have the most commercial impact.
Develop product fluency across product offerings - including fixed income, equities, alternatives and risk systems.
Clearly and concisely articulate multiple market narratives and product characteristics to sophisticated institutional investors.
Work collaboratively with partners to drive new business opportunities and solve complex client issues and challenges.
Lead support staff on assigned client relationships to provide client service and implement sales strategy.
Mentor junior team members and contribute to the team s overall development.

Qualifications: 
Substantial experience in institutional fundraising with deep relationships across range of institutional investor clients and strong understanding of the asset management sales process as it relates to institutional investors. (Track record of success selling to public and corporate pension plans and/or family offices highly beneficial).
Proven sales background ability to drive results in an autonomous working environment and in close collaboration with colleagues across business units.
Track record of building strong client relationships and being viewed as a trusted advisor . Experience in raising capital for institutional products.
Strong communication skills ability to clearly and concisely articulate market views and product or platform characteristics to sophisticated institutional investors both in written work and presentations to large and small audiences.
Deep industry and investment knowledge. Strong proficiency across a wide range of traditional and alternative investment products. Clear awareness of key issues affecting institutional investors.
Strong intellectual ability and interpersonal skills to establish his/her credibility with the senior leaders throughout the Firm and throughout the institutional investor community.
Collaborative and cooperative approach to a team based sales model.
Passion for the financial markets and business development.
Ability to lead by example high ethical standards and strong work ethic.
Minimum 10-years experience.
Significant travel expected.
Relevant regulatory licenses. Graduate degree or CFA Preferred.

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