What are the responsibilities and job description for the Institutional Sales position at Confidential Company?
We are an entrepreneurial firm with $9 billion in assets under management, with offices in New York and Germany. More than 20% of our clients are insurance companies, and our differentiated credit investment strategies offer unique solutions for institutional insurance portfolios.
Position Overview:
We are seeking an Institutional Sales / Business Development professional with experience servicing and marketing to the insurance market. The successful candidate will have at least ten years of experience marketing investment strategies to insurance companies, a proven track record of raising institutional assets, and established relationships within the insurance market.
Key Responsibilities:
- Drive institutional asset growth by developing and executing targeted marketing strategies across long‑only and alternative offerings
- Identify and originate new institutional client opportunities and manage the onboarding of new relationships
- Collaborate with senior leadership, marketing colleagues, and investment teams to coordinate business development initiatives
- Develop a comprehensive understanding of the firm’s investment capabilities and communicate them effectively to prospective clients
Requirements:
- Deep, active relationships across public and private pensions, insurance companies, consultants, and other large institutional allocators
- Consistent and verifiable success in raising institutional capital at an individual level
- Proven ability to operate autonomously in a fast‑paced, entrepreneurial organization
- High‑energy, competitive, and results‑focused with exceptional drive and discipline
- Minimum of 10 years experience
- Strong academic background from a leading institution; Bachelor’s degree required, MBA and/or CFA preferred