FINRA Licensed Institutional Sales Manager

A company is looking for an Institutional Sales & Relationship Manager.

Key Responsibilities

Promote the full range of asset management capabilities to institutional clients and prospects

Acquire new business and service existing accounts while collaborating with portfolio managers and marketing teams

Supervise junior employees and manage complex accounts to drive revenue growth

Required Qualifications

Bachelor's degree or equivalent experience

Experience in portfolio management, sales, marketing, or relationship management with institutional clients

FINRA series 6 or 7, 63 licensed or ability to complete testing within 90 days of start date

Typically has 10 or more years of relevant experience

Chartered Financial Analyst (CFA) certification is preferred