

The primary responsibility of the Institutional Sales role is to identify opportunities and develop relationships with Institutional investors and investment consultants in assigned institutional market channels. Key Responsibilities / Duties: • Identifies and cultivates prospects and/or clients • Initiates and follows up on new business opportunities. • Leads new business meetings and closes sales to institutional investors and consultants. • Leverages the organization’s relationship with existing institutional accounts by developing and executing proactive, creative, and ongoing contact initiatives. • Develops and maintains relationships with sub-advisors and consultants. • Acts as a liaison to the investment management groups to ensure active, enthusiastic support of the sales and marketing process. • Collaborates with Marketing team on product and sales materials to ensure they are current and focused for the applicable presentation, conference, or opportunity.