Senior Vice President, Institutional Client Advisor

About the Company

Leading company in the space.

Industry
Financial Services

Type
Public Company

Founded
1947

Employees
5001-10,000

Categories

• Hedge Funds
• Financial Services
• Asset Management
• Consulting & Professional Services
• Professional Services
• Wealth Management
• Fund Families
• Investment Services
• Mutual Funds

Specialties

• by bringing together multiple
• specialized investment teams in a single firm
• we are able to offer investment expertise across styles and asset classes
• all supported by the strength and resources of one of the world’s largest asset managers.
• all supported by the strength resources of one of the world’s largest asset managers.

Business Classifications

• B2B

About the Role

The Company, a global investment management firm with a rich history dating back to 1947, is seeking a Senior Vice President (SVP), Institutional Client Advisor for the Western region of the US. This role is pivotal in driving new business from institutional investors, including public and corporate funds, endowments, foundations, insurance companies, and healthcare organizations. The successful candidate will be responsible for developing and executing a strategic plan to acquire new institutional assets and revenue, coordinating sales efforts across multiple asset classes, and maintaining strong client relationships at senior levels. The SVP will work closely with various internal teams, including distribution, investment, legal, compliance, and operations, to enhance the firm's proactive presence and competitive edge.Applicants should have a minimum of 10 years of experience in institutional investor sales or consultant coverage, with a proven track record of sales success and strategic business development. The role requires a strong understanding of the asset management industry, the ability to represent a broad range of asset classes, and a client-centric mindset. The ideal candidate will be results-oriented, possess strong commercial acumen, and have the capability to construct and implement strategic plans. A Bachelor's degree is required, with an MBA and/or CFA preferred. The position demands extensive travel and a high level of professionalism, self-motivation, and accountability.

Hiring Manager Title
Head of US Institutional

Travel Percent
Less than 10%

Functions

• Finance