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This position is posted by Jobgether on behalf of a partner company. We are currently looking for a Remote Institutional Sales & Relationship Manager. In this impactful role, you will drive the sales strategy and relationship management within the Institutional Advisory Group. Collaborating closely with portfolio managers and client service staff, you will promote comprehensive asset management capabilities to institutional clients. Your efforts will be paramount in acquiring new business and maintaining fruitful partnerships within your assigned territory, contributing to overall revenue growth and client satisfaction.
Accountabilities
- Develop and implement sales strategies to promote asset management services.
- Build and maintain strong relationships with institutional clients and partners.
- Collaborate with team members to coordinate marketing efforts and client service.
- Analyze client needs and tailor solutions to meet those requirements.
- Oversee the acquisition of new accounts and servicing of existing clients.
- Supervise junior staff and ensure high performance in sales activities.
Requirements
- Bachelor's degree or equivalent experience.
- 10+ years of experience in portfolio management, sales, or relationship management.
- FINRA series 6 or 7, 63 licensed or complete testing within 90 days.
- Chartered Financial Analyst (CFA) certification preferred.
- Strong understanding of capital markets and institutional products.
- Excellent analytical, problem-solving, and communication skills.
- Proven ability to manage client relationships effectively.
Benefits
- Healthcare benefits (medical, dental, vision).
- Life insurance options.
- Short-term and long-term disability coverage.
- Parental leave and pregnancy disability benefits.
- 401(k) plan with employer contribution.
- Generous paid vacation policy.
- Up to 11 paid holidays per year.
- Adoption assistance.
- Sick and Safe Leave accruals.
Why Apply Through Jobgether?
We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team.
We appreciate your interest and wish you the best!
Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.
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We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
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