My client, a West-Coast boutique multi-manager investment firm with $800M AUM, is seeking an Institutional Equity Sales individual to join their team.

They are seeking a dynamic and experienced mid-level Institutional Sales individual to lead up efforts focused around cultivating and managing relationships with institutional clients. The ideal candidate will have a proven track record of driving revenue growth, building strong client relationships, and providing exceptional service in the financial services industry.

Responsibilities:

• Develop and execute strategies to identify, target, and acquire new institutional clients, including pension funds, endowments, foundations, and family offices.
• Build and maintain strong relationships with existing institutional clients, serving as their primary point of contact and addressing their investment needs.
• Collaborate with investment professionals to effectively communicate our investment strategies, performance, and value proposition to prospective and existing clients.
• Conduct presentations, meetings, and due diligence sessions with institutional investors to showcase our investment products and capabilities.
• Stay informed about industry trends, market developments, and competitor activities to identify opportunities and risks for our business.
• Work closely with the marketing and product teams to develop marketing materials, presentations, and other collateral to support sales efforts.

Qualifications:

• Bachelor's degree in Finance, Business Administration, or a related field; MBA or CFA preferred.
• Minimum of 4-8 years of experience in institutional sales within the financial services industry, with a focus on alternative investments and hedge funds.
• Proven track record of successfully meeting or exceeding sales targets and driving revenue growth.