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Head Institutional Sales | Scrabble

Posted on March 30, 2023

Job Description

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.

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