Institutional Sales Resume Samples

The Guide To Resume Tailoring

Guide the recruiter to the conclusion that you are the best candidate for the institutional sales job. It’s actually very simple. Tailor your resume by picking relevant responsibilities from the examples below and then add your accomplishments. This way, you can position yourself in the best way to get hired.

  • Craft your perfect resume by picking job responsibilities written by professional recruiters

  • Pick from the thousands of curated job responsibilities used by the leading companies

  • Tailor your resume by selecting wording that best fits for each job you apply

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NM
N Maggio
Noemy
Maggio
63254 Hansen Stream
San Francisco
CA
63254 Hansen Stream
San Francisco
CA
Experience Experience
04/2016 – present
New York, NY
Director, Institutional Sales
New York, NY
Director, Institutional Sales
04/2016 – present
New York, NY
Director, Institutional Sales
04/2016 – present
  • Effectively manage the sales opportunity process from prospect identification and development through closing sales opportunities
  • Participate and support development of Canadian investment marketing and product development efforts
  • Develop and implement prospect strategies for pension plans, foundations and endowments
  • Implement direct sales efforts with the goal of growing discretionary investment management and advice solutions
  • Be a proactive point of contact between Canada and the broader Russell network
  • Communicate Russell's product and service offerings to prospects with various levels of financial sophistication
  • Develop sales methods and presentations for prospect audiences
06/2011 – 01/2016
New York, NY
Head of Institutional Sales
New York, NY
Head of Institutional Sales
06/2011 – 01/2016
New York, NY
Head of Institutional Sales
06/2011 – 01/2016
  • Providing support to other members of the sales and client service team and guidance to the support staff to achieve highest levels of performance
  • Increase sales through active networking during both official and un-official working hours
  • Developing and maintaining strong relationships with senior professionals and executive management of institutional organizations
  • Maintain the reputation of FT both in terms of work and public appearances
  • Manages direct reports
  • Provide input for internal annual strategic planning sessions and support the Country Head defining the overall plan
  • Achieving established sales through personal direction of all activities of the sales process
04/2007 – 02/2011
San Francisco, CA
Institutional Sales Manager
San Francisco, CA
Institutional Sales Manager
04/2007 – 02/2011
San Francisco, CA
Institutional Sales Manager
04/2007 – 02/2011
  • Identify, develop and maintain professional relationships with key Investment contacts in medium/large corporations in order to establish an effective network
  • Works closely with the Institutional Leadership team to ensure that there is a process for working on sales opportunities from existing clients
  • Report on all activity to senior management in an agreed format and within established timeframes
  • Works with Institutional Leadership team to develop sales and marketing campaigns to support clients and opportunities
  • Contribute to the development of the institutional sales strategy and implement - achieving sales targets within the timescales set
  • Working knowledge of all MS Office software
  • Extensive technical and product knowledge fund management offerings
Education Education
Bachelor’s Degree in Finance
Bachelor’s Degree in Finance
Chapman University
Bachelor’s Degree in Finance
Skills Skills
  • Strong interpersonal and communication skills
  • Well motivated and enthusiastic team player, able to work with others in a fast paced, dynamic environment
  • Investment product knowledge is an advantage particularly in fixed income and insurance
  • Sales for insurance products offered by the platform
  • Developing and maintaining competitor performance analysis
  • Experienced with both Power Point, Excel, and Access with a focus on working with databases
  • Directing the preparation of marketing strategy updates and commentary
  • Supporting targeted sell strategies and learning specialty investment products
  • Financial/Reporting analytical skills are
  • Experience within the financial sector, specifically insurance
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1

VP-institutional Sales Resume Examples & Samples

  • This territory is covering the Northeast United States**
  • Bachelor’s degree and a minimum of 10 years in the Securities Business
  • CFA preferred
  • At least 3 to 5 years of institutional sales and business development experience
  • FINRA licenses 7 & 63
  • Familiarity with Franklin Templeton's history and investment strategies
  • Proven sales / client retention track record
  • Ability to work collaboratively with many teams and handle a range of constituencies
  • Frequent travel ( 50%)
2

SVP, Institutional Sales Resume Examples & Samples

  • Provides oversight to the institutional sales and marketing staff while assisting in all aspects of the sales process
  • Assists in developing sales and target marketing campaigns and materials that are aligned with the organizational vision and strategies for growth
  • Coordinates the implementation of strategies across marketing and sales functions to support others in building and expanding financial services business
  • Develops and sponsors tactics to achieve strategic objectives across functional groups or within a business group
  • Participates in establishing objectives and developing processes, procedures and training to ensure efficient and timely daily work flow
  • Coordinates follow-up communications on behalf of sales persons
  • Assists with sales contract implementation in the non-affiliated offices
  • Ensures a marketing database is properly maintained
  • Updates proposal and hypothetical program
  • Prepares and submits specialized client reporting request
  • Prepares specialized financial reports, charts and graphs for sales associates
  • Schedules sales appointments with prospects and consultants on behalf of sales team
  • Creates new and updates existing final presentations for sales associates
  • Leads the work of assigned staff and performs management and supervisory activities, including identifying performance problems; reviewing performance; and participating in interviewing and selecting staff
  • Coaches and mentors subordinates, identifies training needs and recommends appropriate development programs
  • Establishes operating policy for groups managed
  • Company's working structure, policies, mission and strategies
  • Advanced concepts, principles and practices used in the securities industry
  • Advanced concepts, principles and practices of marketing and sales aspects
  • Managed investment portfolios and investment disciplines
  • Institutional investment management products
  • Broker/dealer operations
  • Interpreting and applying policies and procedures
  • Establishing departmental objectives
  • Detail orientation to ensure quality standards are met without impairing work flow
  • Follow-up to ensure resolution and completion of tasks
  • Perform human resource management activities
  • Plan, assign, monitor, review, evaluate and lead the work of others
  • Coach and mentor others
  • Identify training needs and develop subordinates
  • Effectively market the company and show resilience through the prospecting process
  • Implement changes to standard reporting procedures when required by specific situations and circumstances
  • Work independently, make non-routine decisions and resolve moderately complex accounting problems
  • Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment with frequent interruptions
  • Balance conflicting resource and priority demands
3

Associate China Institutional Sales Resume Examples & Samples

  • Develop, apply, and provide advice on investment strategies, products and services
  • Expected to contribute to efforts in developing new clients and expand coverage to new clients
  • Able to contribute to sales pitches, work on proposals, and coordinate activities throughout the whole sales process
  • Able to help with client service and provide adequate supports to senior client advisors
  • Responsible for coordinating with CPMs (product specialists), Operations, Risk, Legal and other internal departments to optimize product and service delivery for overall relationship
  • Mandarin native speaker with fluent English in both spoken and written
  • 4 years work experience in financial industry and most preferably in asset management industry
  • Prior experience as a Sales or Relationship Manager covering China institutions is preferable
  • Good knowledge of capital markets, investment products, and industry
  • Excellent presentation skills on market and products in both Mandarin and English
  • University degree is essential; CFA or CAIA chartered holder is preferred
  • Good at communication, cold calling, and networking
4

VP, National Institutional Sales & Service Resume Examples & Samples

  • The candidate must have a minimum 10 years’ experience and demonstrated success working in the institutional investment management industry in a sales and service function
  • An undergraduate degree is required, and an MBA and/or CFA designation is preferred
  • This professional has excellent interpersonal and communication/presentation skills, is highly motivated and goal-oriented, shows strong initiative and accountability, and can work well independently and within a team environment
  • A strong organizer with an emphasis on detail and risk management is important
  • An in-depth knowledge of sales strategies and investment products/markets, including competitive market trends, are vital
5

VP, Institutional Sales & Service Resume Examples & Samples

  • 70 %: Business Development – Profiles BMO GAM’s investment capabilities and solutions, and fosters and cultivates strong relationships with institutional investors and pension consultants primarily in Western Canada in order to grow BMO’s asset management business and achieve the firm’s aggressive growth targets. Institutional investors are broadly defined as pension plans (both DB and DC), foundations/endowments, insurance companies, first nations, and corporations. Promotes BMO GAM’s capabilities and develops strong relationships with other BMO lines of business such as commercial banking, corporate banking, and capital markets in order to source referrals for potential business opportunities. Leads and manages RFP response development from receipt of initial RFP through all sales cycle stages including all responses, presentations and close of the sale. In finalist presentation situations, maps out a preparation strategy and works closely with relevant portfolio managers to prepare and maximize the chances of a successful sale. Ensures a thorough understanding of competitor activities to identify potential opportunities and threats. Participates in and/or leads hosted events, forums, sponsored events and initiatives to support and highlight the firm’s institutional capabilities
  • 20 %: Relationship Management/Client Servicing - Acts as the primary Relationship Manager for third party clients primarily in Western Canada, and only for a brief transition period (which will be determined). Instils confidence in clients and consultants with a view to providing an exceptional client experience, enhancing the BMO brand, and protecting existing revenues. Generates ideas for a superior client service model and appropriate service standards
  • 10 %: Planning & Strategy – Assists in developing strategic and tactical plans to meet annual growth and retention targets. Prepares and updates annual territory business plan. Contributes to the continuous improvement of processes and procedures by identifying potential gaps, and providing input and recommendations on product launches and initiatives
  • The candidate must have a minimum 7 years’ experience and demonstrated success working in the institutional investment management industry in a sales and service function
  • An undergraduate degree is required, and an MBA or CFA designation is preferred
6

VP, Institutional Sales Resume Examples & Samples

  • Develops and executes a business plan to successfully cultivate direct institutional opportunities, within institutional channels including: Corporate Plan Sponsors, Taft-Hartley Funds, Public Funds, Endowments and Foundations, Outsourced CIO, and Insurance companies
  • Maintains a high level of activities and visibility within the institutional marketplace, including direct marketing, in-person dialogue/meetings, and attending industry conferences and events
  • Develops a pipeline of Institutional prospects/relationships within the assigned territory that will create consistent new business opportunities for Calamos Advisors
  • Generates opportunities and closes new institutional mandates within the assigned territory that allows institutional services to meet or exceed its asset raising goals and revenue targets
  • Utilizes required management reporting tools/systems to ensure accurate and timely reporting of activity and opportunities within the West Coast territory and probability of reaching sales targets
  • Collaboratively works with the broader Institutional team, to ensure we are meeting or exceeding best industry practices relative to marketing Calamos Advisors, LLC and servicing our clients
  • Coordinates internal resources working seamlessly with the Consultant Relations, Portfolio Specialist Group, Senior Management, and Investment teams
  • Professionally delivers introductory and finals presentations both independently and as part of a structured team
  • Skillfully communicates the firm’s investment philosophy, process and strategies
  • Attends industry events and conferences to increase visibility and promote firm capabilities
  • Assists with client relations by participating in client review meetings as needed
  • Bachelor’s degree in Finance, Business, Economics or Marketing. MBA encouraged. CFA or CIMA certification desired
  • FINRA Series 7 license required along with either the 63/65 or 66 or 63/CFA
  • Minimum 7-10 years investment management experience, with proven direct outside sales experience
  • Ability and willingness to travel on a consistent basis
  • Self-motivated and self-disciplined
  • Must be well organized with good time management skills
  • Comprehensive industry and product knowledge
  • PC skills in client relationship management database applications
7

Director, Institutional Sales, Nordics Resume Examples & Samples

  • Identifying, cold-calling, qualifying and meeting with pension funds and other institutions in Denmark, Sweden, Finland & Norway
  • Maintaining good relationships with key consultants in the market place and keeping them informed about Russell’s products and services
  • Effectively communicating the advantages and the unique selling propositions of Russell’s funds and Russell’s broad set of fiduciary investment management services via telephone calls, correspondence and presentations
  • Introducing other Russell colleagues at an appropriate stage of the sales process with a view to building a wider relationship with the prospect and closing new business opportunities
  • Building Russell’s business in line with agreed performance objectives and reporting progress on a regular basis in an agreed format
  • Enhancing Russell’s profile in the Nordic market by attendance at and participation in conferences and other industry events
  • Participation in corporate hospitality events and ensuring prospects from your list are included as appropriate
  • Extensive experience in the finance/ investment industry, typically gained in an investment management environment
  • Strong knowledge of investment finance and institutional investment industry
  • Good understanding of the asset management decision process in the Nordics
  • Good sales/communication skills
  • Self starter
  • Speaks fluent English and a preference for Danish or Swedish
  • Ability to apply quantitative methods and PC proficiency
  • Team skills and a hands on attitude
  • University undergraduate degree or equivalent qualification / equivalent experience required - Financial, or mathematical related subjects
  • University Masters / postgraduate degree or equivalent qualification / equivalent experience – preferred
  • Candidates who are studying or intending to study for CFA (or other finance related professional qualifications) will be preferred
8

Director Institutional Sales Resume Examples & Samples

  • Actively selling the complete range of Franklin Templeton strategies as well as Mutual Fund products to the defined client channels. Build best relation within the German institutional network; meet prospects and clients in an appropriate rhythm. Participates in relevant congresses and panels
  • Develop strong relationships internally as well as with clients. Identify cross selling possibilities within single client channels as well as relation to Client Service EMEA, Product Managers and Portfolio Managers
  • Proactively identify potential issues with clients and related consultants, discuss with Client Service EMEA and handle the issues appropriately
  • Have a thorough understanding of FTI Institutional products including the strengths and weaknesses of each product
  • Work with internal departments to ensure appropriate product knowledge as well as technical training is provided to enable the sales and client service persons to work more effectively
  • Researches the institutional market, monitor competition and identify new product opportunities and trends within the market environment. Interacts with Global and European Product Management in order to ongoingly improve our offering
  • Achieve and exceed Annual Sales targets and contribute to their definition
  • DIS to ensure compliance with regulatory and risk requirements for customers. Ensure team fully understands and fulfills their responsibilities
  • Maintain the reputation of FT both in terms of work and public appearances
  • University degree with concentration in finance or marketing or law preferred or equivalent work experience. Enhance and maintain skills via internal and external training
  • 10 years’ experience within Asset Management, as well as an extended network to key German Institutional clients, excellent current competitor knowledge
  • General knowledge of the institutional investment management and mutual fund business. I.e. knowledge of products (Funds, (closed, open), Private Equity, Loans, Pension Products) as well as macroeconomics
  • Proven ability to collaborate effectively with internal and external partners
  • Exceptional oral and written communication skills, fluent in German and English. For verbal updates in formal or informal settings, this requires exceptional organisational and investment knowledge, the ability to handle challenging questions and the ability to present the material in a logical, professional and understandable manner
  • Excellent leadership, team attitude and technical skills
  • Maintain a supportive, positive attitude within the organisation and with our clients and consultants Share appropriate information with colleagues
  • Maintain a genuinely positive attitude, diplomatic comprehension
9

Institutional Sales Director Resume Examples & Samples

  • Bachelor’s degree in economics or business administration preferred
  • Substantial years of hands-on sales/marketing experience, preferably in asset management in the Netherlands
  • Bilingual Dutch – English
  • Solid knowledge of mutual funds and investment solutions for institutional clients (including alternatives)
  • Good understanding of the Dutch institutional market (key actors; regulatory trends; market dynamics; product needs)
  • Ability to develop successful relationships with clients across all business channels (pension funds, insurance companies, foundations, corporations, etc.)
  • Ability to develop and maintain effective working relationships with all levels of staff, in a multicultural environment
  • Cross functional partnering
10

Fxlm Institutional Sales Business Unit Manager Resume Examples & Samples

  • Demonstrate a knowledge of financial markets, preferably in Foreign Exchange and Interest Rate products
  • Relay business knowledge, product knowledge, and requirements to business and internal support functions where required
  • Co-ordinate and participate actively in all relevant business initiatives as required
  • Valuing diversity. Demonstrates an appreciation of a diverse workforce. Appreciates differences in style or perspective and uses differences to add value to decisions or actions and organizational success
  • Foster excellent relationships between the businesses and various support functions
  • Communicate (written and oral) information within and between the businesses and support functions
  • Communicate effectively within the business management teams locally and globally
  • Communicate effectively within the wider global management teams
  • High level of computer literacy especially in the Microsoft Office product suite, preferably including the ability to code to basic macro level in excel and work proficiently in Microsoft Access and Powerpoint preferred
  • Significant exposure to foreign exchange and/or interest rate products would be an advantage
  • Experience in financial markets either in the business or business support functions
  • Strong understanding of data flows within the FXLM organisation
  • SQL writing and database skills a must especially the ability to deal with and easily manipulate large data sets
  • Excellent communications skills (written / verbal) at all organisational levels
  • Results/task orientated with excellent attention to detail
  • Ability to mange and prioritise effectively and resolve conflicting priorities
  • Ability to work well as part of a team and autonomously
  • Good MS Office skills including Excel and MS Powerpoint
  • Excellent academic background educated to a minimum of degree level or sufficient industry experience
11

VP, Institutional Sales & Service Resume Examples & Samples

  • Must have a strong and up to date knowledge of financial markets, consultant community, institutional client management, and different investment management styles
  • Minimum 5 - 10 years industry experience
  • University degree, CFA
  • Decisive and demonstrates sound judgment
  • Proven track record of successful direct sales experience
  • Excellent interpersonal, relationship management and communication skills
  • Highly motivated and adaptable
  • Bilingualism (French/English)
12

Principal, Institutional Sales Resume Examples & Samples

  • Develop and maintain customer relationships through prospecting and account maintenance
  • Bachelor#s degree in Accounting or Finance or Business related field. MBA or CFA preferred
  • Five years experience in banking, accounting or finance. Sales aptitude a must. Experience w/Bond Sales/working with institutional clients
  • NASD Series 7, 63 required
  • Thorough knowledge of and ability to use software programs such as Word, Excel, Lotus
  • 1-2-3, PowerPoint and MUNEX 2000
13

Associate, Institutional Sales Resume Examples & Samples

  • Communicates daily with institutional clients providing trade settlement data, coordinating the delivery/payment of securities, and other routine requests
  • . Researches and resolves inquiries and communicates resolution to appropriate parties
  • . May purchase and sell securities within scope of authority on behalf of the broker
  • . Carries out complex activities with significant financial, client, and/or internal business impact
  • . May have direct interaction with committees and/or Senior Management
  • . Able to serve as a key subject matter expert and mentor to other more junior level employees
  • . More technically sound in area of expertise and has broader knowledge of other areas
  • Delivers a work product that requires less revision
  • Able to facilitate discussions and reach decisions
14

Head of Institutional Sales Resume Examples & Samples

  • Actively selling the complete range of Franklin Templeton strategies as well as Mutual Fund products including alternative products and solutions to the defined client channels. Build best relation within the Swiss institutional network, meet prospects and clients in an appropriate rhythm. Participates in relevant congresses and panels
  • Presentation to sophisticated audiences within review meetings as well as congresses and other opportunities to represent the Franklin Templeton institutional approach
  • Develop strong relationships internally as well as with clients. Identify cross selling possibilities within single client channels as well as relation to Client Service, Product Managers and Portfolio Managers
  • The HOIS should be viewed as an expert source for the client on our products as well as a wide range of investment related topics
  • Proactively identify potential issues with clients and related consultants, discuss with Client Service and handle the issues appropriately
  • Continual effort to understand the investment advisor’s outlook and what is happening politically, economically and market specifically around the world
  • Maintain a supportive, positive attitude within the organisation and with our clients and consultants. Share appropriate information with colleagues
  • Lead and support the client service support person, setting direction and client service standards and delivery of the priorities required by external and internal clients, ensuring CRM Tool is appropriately maintained and frequently updated
  • Researches the institutional market, monitor competition and identify new product opportunities and trends within the market environment
  • The HOIS promote compliance with regulatory and risk requirements for customers. Ensure team fully understands and fulfills their responsibilities
  • Active customer follow-up ensuring prompt and efficient service
  • Increase sales through active networking during both official and un-official working hours
  • Responsible managing expenses (where possible identifying cost saving measures)
  • Responsible for all capital equipment allocated by the company
  • Manages direct reports
  • University degree with concentration in finance or marketing or law preferred or equivalent work experience
  • Enhance and maintain skills via internal and external training
  • 10 years experience within Asset Management, as well as knowledge of Client Relationship Management, primarily within the institutional market is essential
  • Exceptional oral and written communication skills. For verbal updates in formal or informal settings, this requires exceptional organisational and investment knowledge, the ability to handle challenging questions and the ability to present the material in a logical, professional and understandable manner
  • General understanding of personal computers and general knowledge of Microsoft software as well as presentation skills
  • Maintain a genuinely positive attitude, good behavior and manners, diplomatic comprehension
  • English business fluent as well as Swiss-German and French essential
  • Team head
  • Team player who earns respect and commitment by leading from the front
  • Proven ability to coach and develop others
15

Managing Director, Institutional Sales Resume Examples & Samples

  • Develop and implement a disciplined and systematic relationship/sales management process and a comprehensive plan to maximize client acquisition and retention
  • As a senior member of the firm, make significant contributions to its overall growth and success
  • Strong technical understanding of quantitative investing and an ability to communicate the firms investment style and performance to potential and existing clients as a proxy for the investment team
  • Excellent communication and presentation skills with an ability to relate to professionals at various levels within the firm, client organization and pension consultants as well as the ability to explain and discuss sophisticated investment products and strategy
  • A self-starter with a strong results orientation and the ability to work independently. At the same time, he/she needs to be able to contribute to a collegial and team oriented firm
  • A willingness and ability to travel extensively (including internationally if necessary)
16

Institutional Sales Liaison Resume Examples & Samples

  • High School Diploma or equivalent required, Bachelor's degree in business or related field preferred
  • Minimum 2 years investment industry experience required
  • Series 7 and 63 must be obtained within 12 months of hire
  • Must be highly proficient in Microsoft Access; general knowledge of Word, Excel and PowerPoint
  • Knowledge of administrative and clerical procedures and systems such as word processing, spread sheet applications, managing files and records, and other office procedures and terminology
  • General understanding of the investment brokerage industry and securities regulations
  • Basic knowledge of investment products
  • Ability to organize/prioritize
  • Strong interpersonal skills and focus on providing exemplary customer service
  • Excellent communication skills (both written and verbal)
  • Excellent grammar and possess phone/office etiquette
17

Senior Institutional Sales Director Resume Examples & Samples

  • Minimum of 5-7 years of related institutional sales experience, specifically with short duration investment products
  • Established contacts with corporate treasury departments
  • A demonstrated track record of developing new business
  • Prior experience working for an asset manager
  • Strong influencing and communication skills
  • Strong verbal and written communication essential
18

Intern, Institutional Sales Resume Examples & Samples

  • Support Directors/ARD’s in all facets of the sales process from initial contact, follow up requests, final reviews for RFP, final preparation and coordination of dry run presentations
  • Prepare presentation materials for use in client meetings, covering topics such as strategic asset allocation, portfolio implementation, and risk management
  • Utilize internal relationship management systems to identify new prospective client opportunities
  • Coordinate with corporate strategy group to perform competitive analysis
  • Liaise with investment management division to deliver timely market commentary and positioning
  • Strong problem solving skills – ability to perform qualitative and quantitative analysis
  • Ability to multitask in fast paced environment
  • Excellent oral and written communication skills - especially via e-mail and phone
  • Highly collaborative with a demonstrated track record of success in a team environment
19

Institutional Sales Analyst Resume Examples & Samples

  • Support numerous external sales people as an internal point person for existing and prospective Institutional Investors (ie. Public Pensions, Corporate Pensions, Endowments, and Foundations) and consultants
  • Maintain detailed knowledge of the firm’s various investment strategies and prepare thoughtful investment analysis in determining opportunities for cross-selling investment products
  • Assist with RFP’s, coordinate marketing materials for sales people, collaborate with marketing for generic sales presentations, customized client-specific pitch books, and product performance analyses
  • Establish excellent communications across functional areas of the firm—including portfolio management, marketing, legal and client service teams—to ensure seamless execution of business requests
  • Help maintain team pipeline information in firm CRM systems and prepare client activity reports for senior management
  • Maintain detailed client databases and coordinate mass client distributions and communications
20

Divisional VP, Institutional Sales Resume Examples & Samples

  • Driving sales results within the Division, through point of sale wholesalers (Regional Sales Vice Presidents)
  • Recruiting, training and managing 12-18 Regional Sales Vice Presidents located throughout the division
  • Managing the performance of the Regional Sales Vice Presidents against their individual sales goals and other performance metrics
  • Developing and maintaining relationships with key external distribution partners within the division
  • Collaborating effectively with all internal partners, including Underwriting, Training & Development, Sales Support, HR, Compliance and others
  • Managing divisional budget and expenses
  • Supervision of all regulatory and compliance related issues within the division
  • Successful track record of sales leadership, specifically in a point of sale environment
  • Demonstrated history of successful sales management experience, preferred
  • Broad knowledge of and experience with life insurance distribution, specifically in the Institutional space
  • Strong track record of meeting and exceeding sales results through other sales professionals
  • Proven track record of recruiting and developing high level sales talent
  • Ability to manage and coach effectively, from a geographical distance
  • High level aptitude for navigating a complex organization with multiple inputs
  • Capability to travel extensively throughout the territory
  • Series 6 or 7 AND 63 required
  • Series 26 Required for role, but can be obtained (per compliance regulations) after hire
21

Head of Institutional Sales Resume Examples & Samples

  • The execution of orders on behalf of the Institutional clients both domestic and foreign based. on their instructions,
  • Oversight of execution and performance of the Institutional Desk Sales team
  • Strong knowledge of procedures, the exchanges and the regulators
  • Working to achieve targets in trading, monitor and closely supervise Sales Team on achieving assigned targets
  • Liaising closely with Sales in order to scout and acquire new clients, locally, regionally and globally
  • Managing the Trading and Execution desk to ensure the desk is trading efficiently and work closely to internally set standards
  • Monitoring team and departments targets performance
22

Regional Institutional Sales Resume Examples & Samples

  • Develop and maintain institutional business with pension funds, endowments, financial institutions, statuary boards, family offices etc
  • Works closely with the top management in devising business development strategies
  • Customize investment strategy solutions to clients
  • Collaborate with other teams to ensure a good quality of service to clients
23

Administrative Assistant Americas Institutional Sales Resume Examples & Samples

  • Proficiency with Microsoft Office applications, data manipulation, database and Russell specific software
  • Prepare, submit, manage, track client and department PowerPoint presentations from inception to completion through compliance system (AdReview) -- regulatory compliance process
  • Anticipate, prepare, compile and maintain materials for PowerPoint presentation books with accurate data and exhibits
  • Coordinate, organize and negotiate project schedules to meet tight deadlines with high quality PowerPoint deliverables
  • Ability to understand and utilize various software systems to generate needed information – MS Dynamics and SharePoint
  • Manage meeting logistics – agendas, conference room set-up/clean-up, catering orders, A/V requirements, client reservations, transportation
  • Proactively prioritize and facilitate your own workload/daily calendar
  • Participate in front desk receptionist/telephone coverage
  • Prepare and process travel/corporate expenses
  • 3 - 5 years of administrative support experience
  • This experience must include providing support for multiple executives with busy schedules
  • Outstanding organizational, follow through and time management skills
  • Excellent verbal and written communication: good command of English and grammar
  • Advanced PowerPoint skills
  • Solid proofreading skills; meticulous attention to detail and quality of work product
  • Proactive team player with positive “Can-Do” attitude
  • Bright, enthusiastic individual, with strong interpersonal skills and diplomacy
  • Highly adaptable and able to work in a fast paced priority driven environment
  • Exposure to Marketing or Corporate Communication is preferred
  • Exceptional level of professionalism including strong team orientation, being open and approachable as well as courteous
  • Bachelor’s Degree preferred Investment/financial industry experience preferred
24

Gsam Institutional Sales Resume Examples & Samples

  • Working closely with senior members of the team to develop and maintain relationships with existing clients
  • Acting as the clients' point of access into GSAM and the wider organization
  • Proactively servicing clients to provide resolution to their various enquiries
  • Developing the team’s understanding of clients’ objectives, structure, portfolios, and information needs
  • Developing relationships internally across various GSAM product teams, including Fixed Income & Currency, Equity, Quantitative Strategies, Alternative Investments, Global Portfolio Solutions, as well as other functions such as risk & performance, legal, compliance and operations
  • Coordination and preparation of marketing materials, including presentations, client reports, request for proposals
  • Attending client and/or prospect meetings, as required
  • Organizing client events and conferences, including contributing to setting the agenda of topics
  • Conducting competitor/market research and analyses
  • Participation in cold-calling/prospecting activities
  • Developing & maintaining target client lists
  • Working with team to develop sales strategy for target clients and strategic planning of sales and relationship management business
  • Contributing to internal strategy meetings
  • Keeping current on GSAM’s investment products
  • General knowledge of financial markets and asset management preferred
  • Fluency in English and Arabic is essential
  • 4 years’ experience including experience in a sales or client-orientated role preferred
  • Ability to communicate clearly and concisely, oral and written, with both clients and internal contacts
  • Strong client and sales orientation
  • Excellent interpersonal skills, team player
  • Good commercial instincts
  • University graduate or equivalent
25

IMD, Gsam, Institutional Sales Frankfurt Resume Examples & Samples

  • A minimum of 2-4 years of relevant work experience
  • Strong organisational skills and ability to multi-task
  • Team player with the ability to use own initiative and to prioritise
  • Excellent written and verbal communication and interpersonal skills along with a strong client service attitude
  • Good judgement of appropriate conduct
  • Attention to accuracy and detail
  • Ability to meet tight deadlines and to work under pressure
  • Microsoft Office skills
26

Director, Institutional Sales Resume Examples & Samples

  • Develop sales methods and presentations for prospect audiences
  • Conduct one-on-one and investment committee sales presentations with prospects
  • Develop institutional relationships
  • Implement direct sales efforts with the goal of growing discretionary investment management and advice solutions
  • Develop and implement prospect strategies for pension plans, foundations and endowments
  • Communicate Russell's product and service offerings to prospects with various levels of financial sophistication
  • Participate and support development of Canadian investment marketing and product development efforts
  • Bachelor degree required; Master’s degree or CFA an asset
  • Completion of CSC and Exempt Market Products exam
  • 10+ years of experience with a proven success record of institutional sales - Portfolio Management sales experience with retirement plans, endowments and foundations highly preferred
  • In-depth investment industry knowledge, including capital market theory and investment strategies that relate to the implementation of the Russell investment philosophy
  • Strong prospecting, lead generation and relationship management skills
  • A high-energy level with the ability to influence and lead
  • Ability to work self-directed and also be a contributing team member
  • Outstanding communication, presentation and consensus building skills required, in addition to proven team leadership and project management experience
  • Strong business judgment, resource management, business development and negotiation skills
  • Bilingualism an asset
27

Institutional Sales Manager Resume Examples & Samples

  • Contribute to the development of the institutional sales strategy and implement - achieving sales targets within the timescales set
  • Identify, develop and maintain professional relationships with key Investment contacts in medium/large corporations in order to establish an effective network
  • Conduct effective, professional presentations on the agreed Invesco /Invesco Perpetual product range to investment consultants/trustees/investment officers/managers/pension fund managers in a manner that supports business objectives and delivers clear, concise and relevant info
  • Develop and regularly maintain contact tracking information for all key contacts so that accurate, up-to-date information is stored regarding these contacts
  • Establish close liaison with other members of the institutional team, Product Directors and Fund Managers as appropriate
  • Identify and actively develop effective relationships with Key Investment Consultants, the public sector and corporate FTSE companies in order to promote the business and achieve objectives
  • Ensure all activities are in line with Treating Customers Fairly(TCF) outcomes
  • Substantial experience of investment, clients and the UK institutional business
  • Experience of all matters pertaining to a client and prospects base
  • Excellent understanding of company products, global institutional business and regulatory requirements and business risk
  • Needs excellent knowledge of the institutional industry, investment consultants, corporates and clients in the UK Institutional marketplace
  • Knowledge of investment theory and practice
  • Up to date knowledge of current economic environment, regulations and relevant initiatives by competitors
  • Results focused
  • Strong influencing skills and excellent communication skills
  • Self-motivated, disciplined, organised and flexible
  • Resilience and decisive
  • Ability to work in pressurised and complex organisation
  • Entrepreneurial and business skills
  • Degree education, ideally with relevant financial services industry professional qualifications
28

Citi Velocity Institutional Sales Rates Resume Examples & Samples

  • Rates product experience
  • Line sales experience
  • Passion for and interest in technology and analytics
  • Series 7 & 63
29

Assistant, Institutional Sales Resume Examples & Samples

  • 1) Sales Support
  • 1) Provide sales support to all members of the team; including, but not limited to
  • Provide professional and consistent phone coverage to ensure prompt attention to requests and inquiries
  • Facilitate servicing of phone and communication devices; ie. fax machines, copiers, blackberries
  • Assist sales and trading in the research and resolution of administrative/operational issues
  • Client communications, transaction processing, interfacing with back and mid-office operations
  • Liaising with trading and investment banking regarding new issues transactions and material distribution
  • Accurate maintenance of excel-based and online order books
  • Use internal contacts and resources to arrange meetings
  • Maintain and develop knowledge of client systems/applications, including Salesforce.com and our internal web-based research library database
  • 2) Maintain a proactive, client service focus in order to meet their needs
  • Respond to inquiries from clients, regulatory agencies, or members of the business community in a professional manner and determine acceptable solutions
30

VP, Taiwan Institutional Sales Resume Examples & Samples

  • Degree or above in Marketing, Finance or Economics
  • A successful track record in the Taiwan Market
  • Direct investment management experience is a plus; frequent travel expected
  • Fluent in English & Mandarin
31

IMD, Gsam, Institutional Sales Resume Examples & Samples

  • Preference for a minimum of 3-5 years of experience in a client-facing role (preferably at an asset manager)
  • Preference for a working knowledge with Swiss Institutional clients
  • Good understanding of financial markets and financial products
  • Excellent interpersonal skills, team orientation
  • Fluency in Swiss German and English
32

Director, Institutional Sales Resume Examples & Samples

  • Continue to build Russell’s institutional presence and profile in Canada with institutional prospects with assets over $2 billion
  • Grow net revenues and profitability of all client accounts through implementation services (including transition management) and multi-asset solutions
  • Gain access to, and deepen dialogue with, senior decision makers
  • Be a proactive point of contact between Canada and the broader Russell network
  • Develop a strategic account plan for each prospect and a detailed territory sales plan
  • Provide reliable information on clients’ implementation services and investment plans to help Russell in its ongoing efforts to build effective solutions
  • The ideal candidate has a minimum of 10-15 years of experience in the institutional asset management industry, gained in sales/business development roles
  • The candidate has a strong track record of building and maintaining relationships with clients. He/she has demonstrated access to high level decision makers, including investment committees and boards of directors, in client and prospective client organizations
  • The candidate is recognized and respected for his/her ability to develop business with new and existing clients, and thrives in an environment where a good deal of his/her success is measured by growth in revenues and profitability
  • The candidate possesses in-depth investment knowledge, including capital market theory and investment strategies that relate to the implementation of the Russell investment solutions
  • The candidate has an advanced academic background including a graduate degree in business, a CFA, and/or the Canadian Securities Course or Exempt Market Products licenses
33

Institutional Sales Product Manager Resume Examples & Samples

  • Demonstrated success in delivering large books of work across multiple project teams and locations, prioritizing objectives and managing internal and external dependencies
  • The ability to provide transparency and actionable next steps on the program of work, clearly communicating progress and status to multiple levels of the organisation
  • A good understanding of the FXLM business, processes and flows to steer the program of work
  • Familiarity with SDLC and agile development methodologies
  • Bachelors or Masters degree in Computer Science, Information Science or related technical or quantitative discipline from a top tier University
  • Working knowledge of business intelligence and data visualization tools (e.g. Oracle BI, Business Objects, Cognos, Microstrategy, Qlikview etc)
  • Advanced level SQL skills; ability to query multi-TB databases
  • Positive attitude and hard-working
34

Intern, Institutional Sales Resume Examples & Samples

  • Work closely with Sales Directors in collecting prospect information, preparing for initial contact, follow-up requests, final meetings, and review of final RFP's
  • Partner with Sales Directors to build and manage territory plans
  • Perform competitor and market analysis
  • Utilize various communications and client relationship management systems to track prospect interactions, needs, and trends
  • Support Sales in ad hoc projects and analysis
  • Knowledge of the institutional money manager and pension communities
  • Proven sales acumen and/or potential for sales success
  • Ability to establish and manage industry partnerships
  • Excellent organizational and project management skills
35

Institutional Sales Taiwan, VP Resume Examples & Samples

  • Improve the awareness and presence if BNYM IM at TW market, and work towards establishing buy ratings for the range of products and services amongst consultants
  • Clearly articulate the objectives and process of investment products and services
  • Work within the matrix environment of a global institution, having the flexibility to work effectively and collaboratively in a large and complex organization
  • Act as first point of contact for prospects, consultants, independent trustees, financial intermediaries, investment SITEs, master agent responding to inquiries regarding products or services
  • Analyze the competitive landscape alongside product management to ensure intelligence data is correct and product development efforts are focused
  • Establish, implement and maintain a regional sales strategy identifying key targets
  • Coordinate the delivery of marketing materials needed in the sales process
  • As necessary, ongoing organization and maintenance of Client/Prospect database
  • Cross sell investment products and services to existing asset servicing clients
  • Foster a sense of teamwork, assisting others when needed/required
  • Make a positive contribution to BNYM IM’s culture, values and approach
  • Degree in business/marketing, finance, economics or related disciplines
  • Master degree related to business/marketing preferred
  • Experience/connections at Taiwan investment management industry a plus
  • 5 - 7 years and above direct investment management experience is a plus; frequent travel expected
36

Benelux Institutional Sales Team-assistant Resume Examples & Samples

  • Assist with event management and client communications as required
  • Handle busy calendars (organize complex meetings, luncheons, dinners and conference calls, etc.)
  • Prepare Travel & Expense reports using the in house expense system (TEEMS)
  • Copying, faxing and filing
  • Liaising with different suppliers: couriers, parking, ordering stationery, printer/fax, cleaning, service engineers
  • Processing of invoices for the office
  • Handle large volume of telephone calls
  • Other daily ad-hoc tasks as required
  • Previous experience of supporting a team (at all levels), preferably within Financial Services but not essential
  • Excellent organisational skills, strong attention to detail plus the ability to work under pressure is essential. The ideal candidate will have a positive, focused, proactive and resourceful approach with a “can do” attitude
  • Effective team player with exceptional communication skills
  • Desire to learn the business and to contribute more broadly to the team’s efforts
  • Must be highly proficient in Outlook, PowerPoint, Excel and Word
  • Fluency in Dutch and English is essential
37

Managing Director, Institutional Sales Resume Examples & Samples

  • Bachelor’s degree required, degree in Finance, Business or related field preferred
  • 7+ years of recent, relevant financial product sales experience, preferably selling Public Pension, Corporate Pension and/or Endowment & Foundations products to institutional investors within a defined territory
  • Series 7, 63 and 3 (or ability to obtain within a defined period of time after start date)
  • Ability/willingness to work in the US Western region, which will likely require working from a home office
  • Ability and desire to travel up to 50% of the time
38

Intern, UK Institutional Sales Resume Examples & Samples

  • Project manage content delivery and execution of sales campaigns , working with the sales team, investment division, and marketing team
  • Market research, including
  • Collate data around key individuals at our target companies including contact details and useful networks
  • Key market trends, which we can position for and feed into our strategy
  • Competitor trends
  • Assist in the production of client presentations and meeting materials
  • A basic understanding of the financial services sector, especially fund management
  • Good organisational skills and the ability to meet deadlines
  • Ability to work well in a team as well as independently
  • Ability to look beyond current sales procedures and devise new and more effective ones
  • Tenacious attitude to problem solving
  • PC literacy, in particular familiarity with Microsoft applications such as PowerPoint, Word and Excel
  • University undergraduate degree or equivalent qualification / equivalent experience
39

Institutional Sales Assistant Resume Examples & Samples

  • Provide administrative support to Institutional Sales Team finding innovative ways to improve efficiencies and productivity
  • Manage phones (primary point), travel arrangements, T&E report submission and handle catering for marketing meetings
  • Maintenance of Impact, RBC’s contact relationship management system, and other firm databases
  • Handle client research requests and conference registrations/one on one signups
  • Assist with data resource submission processes to buy side accounts as needed
40

ECM Institutional Sales Assistant Resume Examples & Samples

  • Liaises with clients and sales professionals to facilitate corporate access and analyst meetings
  • Acts as liaison to the Corporate and Analyst Marketing desk, including some responsibility for allocating meetings for regional marketing trips and events
  • Performs day to day tasks for individual salespeople, in addition to general office management
  • Ability to learn both general and nuanced information for each client account under the sales assistant’s purview
  • Assisting in marketing sponsored events to appropriate clients
  • Analyzing problems and establishing solutions in a fast paced environment
  • Multi-task and prioritize under pressure
  • Maintain currency in sales/ trading polices and procedures
  • Minimum (0) Zero to 3 (three) years’ experience in a sales and marketing environment or financial services industry
41

ECM Institutional Sales Assistant, Registered Resume Examples & Samples

  • Provides general support to assigned Institutional Equity Sales professionals and/or teams
  • May perform various sales related duties as directed with supervision
  • Operates standard office equipment and uses required software applications
  • Basic concepts of financial services and Equity Capital Markets
  • Work under tight deadlines using personal initiative without close supervision
  • Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment
  • Communicate effectively, both orally and in writing
  • Establish and maintain effective working relationships with others
42

Manager, Institutional Sales Resume Examples & Samples

  • Proactively provide differentiated sales & service solutions to institutional investors
  • Deliver sales & service solutions through the presentation of options with a recommendation that clearly articulates the value to the client
  • Undertake pre-contact planning for all client calls/meetings
  • Demonstrate commitment to take ownership of client problems at first point of contact
  • Introduce and refer clients to enterprise partners to meet the client’s broader advice needs
  • Develop, manage and action a personal development plan that ensures skills/knowledge are up to date. Ensuring sales, relationship management and product knowledge is at an appropriate level to manage the complexity of the portfolio
  • Keep current and up to date on industry/business trends and major events (through First Research, newspapers, magazines, associations and websites)
  • Strong sales orientation with a passion for fulfilling on client needs; pre-call, client discovery/active listening, contact management strategy, objection handling, closing the deal and asking for the business
  • A high degree of fixed income & equity markets knowledge and an appreciation of investment risks
  • Entrepreneurial, self-motivated to achieve above average results
  • Continuous learner with a deep curiosity about his/her diverse clients and keeps up to date with changes in client’s needs
  • Effective communication, written & oral with cultural sensitivity
  • Proficiency with Microsoft Office suite and knowledge of industry software (Depend, Netex 360, Global Vision)
  • University degree ideally in Finance/Management/Accounting/Economics or related experience in Investment Management environment is required
43

VP, Institutional Sales Resume Examples & Samples

  • Preferred: Master Degree in Business or CFA
  • Strong rolodex of institutional contacts
  • Investment Management knowledge
  • Product knowledge relating to HSBC solutions
  • A proven track record of selling investment solutions to large sophisticated institutional plan sponsors
  • Client service orientation enabling effective cross selling to existing clients
  • Evidence of working closely with other teams to influence colleagues at all levels of the business
44

Ishares Institutional Sales Specialist Resume Examples & Samples

  • Develop a deep understanding of client needs and challenges, and deliver solutions to meet those needs
  • Educate clients on the ever-changing market landscape, and assist them to continue to evolve their processes toward best practice
  • Work collaboratively with other teams within BlackRock to address client needs in a cohesive way
  • Be the fixed income specialist within the team, bringing deep insight of the asset class and developing insight into how ETFs can assist fixed income investors
  • Act as a thought leader on the important issues facing institutional clients including portfolio construction, risk management, trading and liquidity management and the impact of regulatory changes
  • Be a champion for the Australian iShares Institutional client. Work with BlackRock teams globally to develop solutions that directly serve Australian clients’ needs
  • Maintain a comprehensive understanding of client usage of iShares ETFs – including seeking confirmation of client usage of off-shore products
  • Tertiary qualified in a Business, Finance, Commerce or Economics discipline (post-graduate qualifications such as CFA are preferred)
  • Minimum of 5+ years experience in a trading or investment related role
  • Thorough knowledge of global investment markets, with a focus on listed and OTC markets, trading and regulatory environments
  • Demonstrated understanding of the ways institutional clients achieve investment exposure, including direct investment, swaps, futures and other derivatives
  • Broad knowledge of various types of institutional investors including superannuation funds, asset managers, insurers and consultants
  • Demonstrated understanding the opportunities and challenges facing each of these types of clients
  • An ability to operate effectively within a global matrix organization. Proven capability to develop and leverage effective stakeholder relationships
  • An in-depth knowledge of fixed income markets
  • Highly developed communication and presentation skills with a demonstrated ability to present ideas effectively to clients and promote ideas internally
45

Associate Director, UK Institutional Sales Resume Examples & Samples

  • Generate and pursue new business leads for Russell's range of services and solutions to professional investors, with a focus on identifying both AUM and Implementation Service opportunities
  • Proven sales experience within the financial services/investment industry
  • UK Pension Fund or Insurance industry experience
  • Significant experience selling investment management services to large UK institutions
  • Experience selling Multi Asset fund products and other similar solutions to institutional clients
  • Existing client contacts within the Insurance segment and a profile within the UK pensions industry would be viewed favorably
  • A keen interest and detailed knowledge of the global capital markets and how investment managers operate within them. Actual portfolio management experience desirable but not necessary
  • Broad knowledge of the investment consulting, investment management and pensions industry in the UK including an understanding of the objectives and operations of UK pension funds and of the UK regulatory environment
  • Good knowledge and understanding of all major asset class investments, with the ability to articulate investment processes knowledgeably and credibly
  • A good understanding of the mechanics of Multi-Asset funds
  • Exceptional planning and organizational skills, particularly with respect to pursuing sales targets
  • An ability to juggle external and internal priorities
  • Excellent communications skills (written and oral) with the ability to adapt communication style as appropriate, advanced interpersonal and presentation skills
  • Strong self-motivation, energy and tenacity with the ability to thrive in a pressurized environment
  • Strong relationship management, negotiation skills and prospect facing exposure
  • Ability to meet deadlines without sacrificing quality; effective time management
  • Commitment to professional excellence and capable of exercising professional judgement
  • University undergraduate degree or equivalent qualification / equivalent experience - Business, finance, economics preferred
46

Institutional Sales Resume Examples & Samples

  • Sales for insurance products offered by the platform
  • Supporting targeted sell strategies and learning specialty investment products
  • Developing and maintaining competitor performance analysis
  • Directing the preparation of marketing strategy updates and commentary
  • Investment product knowledge is an advantage particularly in fixed income and insurance
  • Experienced with both Power Point, Excel, and Access with a focus on working with databases
  • Must be detail oriented and have an analytical mindset with the ability to deliver key insights through ‘out of the box’ thinking
  • Well motivated and enthusiastic team player, able to work with others in a fast paced, dynamic environment
  • Financial/Reporting analytical skills are a plus
  • Experience within the financial sector, specifically insurance
  • Experience in Insurance of Fixed income required
  • CFA or CFA candidacy is a plus
47

FX Institutional Sales, Director Resume Examples & Samples

  • FX Sales, facing clients within the financial services and banking industries
  • Minimum of 10 years experience
  • Sales experience facing financial clients
  • Quantitative background
  • Native level fluency in written and spoken Japanese, business level English
  • Background working for a Japanese bank
48

Director, FX Institutional Sales Resume Examples & Samples

  • Tertiary qualified and/or relevant professional industry accreditation preferred
  • FX pricing and trade execution experience in all major markets
  • Knowledge of FX risk management products, ranging from vanilla to exotics
  • Proven ability to interact with clients and persuasively present relevant solutions with a view to achieving an agreed outcome
  • A self-starter who is results orientated with a demonstrated ability to operate effectively within a team environment
49

VP-institutional Sales & Service Resume Examples & Samples

  • Deep knowledge of the US asset management market and equity investments
  • 8-10 years of Consultant Relations/Institutional Sales experience with an excellent understanding of, and new business background, in the Institutional market
  • Undergraduate Degree in a business discipline or an equivalent combination of training and experience
  • Demonstrated track record of success in Sales and Consultant Relations and the development of key client relationships
  • Strong consultant relationships with firms based in the western United States
  • Clear understanding of the sales process and the ability to develop a consultative sales program ensuring long-term success
  • A developed, professional, disciplined, and consistent sales approach using qualitative/quantitative measures
  • Ability to identify client needs and suggest appropriate positioning of strategies and/or value added solution
  • Capacity to function independently while providing appropriate and meaningful feedback to senior management on issues and opportunities
  • Strong verbal and presentation skills
  • Propensity to act as a consummate team player with the flexibility to adapt to an entrepreneurial environment
  • FINRA Series 7 and 63 registrations
  • Master's Degree or CFA Charter Holder
  • FINRA Series 24
50

SVP, Institutional Sales Resume Examples & Samples

  • Provides insight to the institutional sales and marketing staff while assisting in all aspects of the sales process
  • Collaborate in developing sales and target marketing campaigns and materials that are aligned with the organizational vision and strategies for growth
  • Assists in the implementation of strategies across marketing and sales functions to support others in building and expanding financial services business
  • Participate in developing and sponsors tactics to achieve strategic objectives across functional groups or within a business group
  • Ensures a properly maintained CRM
  • Prepares specialized financial reports, charts and graphs for sales management
  • Helps create new and updates existing final presentations for sales
  • Coaches and mentors as appropriate, identifies training needs and assists in development programs
  • Identify training needs and develop team members
  • Bachelor’s Degree (B.A.) in Finance or related field and a minimum seven (7) to ten (10) years of experience in the financial services industry with a minimum of five (5) years demonstrated financial services sales experience
51

Institutional Sales Associate Core Institutional Group Resume Examples & Samples

  • Support Senior Relationship Managers with all on-going sales, service and communication with clients and prospects
  • Interface with portfolio managers, investment product specialists, compliance officers, consultant relations staff, operations and portfolio administration personnel, to meet clients’ needs
  • Cultivate strong relationships with a roster of clients, becoming the "go-to" person for account specific information which can include security level (bonds, stocks, derivatives) information, portfolio investment performance, investment guideline compliance, clarifications and modification, cash inflows and redemptions
  • Pursue consultative relationships and new business opportunities and help execute prospective client campaigns to help meet predetermined commercial objectives
  • Write and publish client meeting summary notes posted to firm wide client relationship management systems
  • Develop asset class fluency across BlackRock's product range - including fixed income, equity, hedge funds, real estate, private equity and fund of funds
  • 4+ years of relationship management experience
  • BA/BS degree in related field (Economics, Finance or Accounting). MBA or CFA is strongly desired
  • Solid industry and investment knowledge. Proficiency across a wide range of traditional and alternative Investment products. Clear awareness of key issues affecting institutional investors. A working knowledge of our competitors
  • Self-managed, highly driven by relationship management and revenue generation
  • Strong professional and personal integrity
52

Institutional Sales Director Resume Examples & Samples

  • Identify, develop and maintain strong relationships with the key stakeholders in the institutional public/private pensions sector in Germany
  • Contribute to and implement Fidelity´s Germany strategy in institutional asset management, specifically for the identified target client group
  • Identify client needs early and propose approach and/or develop investment solutions in collaboration with investment management and product management
  • Participate in the product development process in general when needed (through recommendations, explanation of requirements and the regulatory framework) as well as in the development of marketing strategies
  • Work closely with the Head of Institutional Sales and Relationship DB, the Institutional Marketing team, Business and Client Services and other Fidelity teams
  • Deep knowledge of the German institutional asset management market, with a focus on public/private pensions institutions, and a genuine interest in asset management for institutional investors
  • Deep knowledge of the regulatory and investment frameworks which clients have to deal with
  • Mature calibre, able to deal with senior and sophisticated clients
  • Positive and proactive approach, welcoming with enthusiasm new initiatives and opportunities aimed to grow the business
  • Result orientation, able to work independently
  • Good PC knowledge (Windows, Word, Excel, PowerPoint)
53

Institutional Sales Manager Resume Examples & Samples

  • 8-10 years of experience marketing investment strategies to the institutional marketplace calling on corporate, public, and endowment pension funds
  • Bachelor’s degree; MBA or CFA is a plus
  • Strong relationships with appropriate industry contacts, including investment consultants is required
  • Quantifiable track record of success selling and building relationships within the institutional marketplace
  • Proven ability to identify, cultivate, and raise assets from new business prospects over a long sales cycle
  • Strong consultative, relationship based selling skills
  • Must be able to operate in a team environment
  • Familiarity with Sales Force CRM
  • FINRA Series 7 required
54

Prime Clearing Services / Institutional Sales Resume Examples & Samples

  • Sales and marketing coverage of international institutions operating in Asia, trading into Asia and those originating from Asia
  • Identify business strategy and define client target lists; formulate and execute a sales plan around institutional clients in APAC
  • Continuously generate feedback from management and market in order to identify sales opportunities and pursue them in the plan
  • Participate in industry events on an ad-hoc basis as one mode of promoting sales
  • Promote cross selling opportunities to other business lines within SG
  • Excellent communication/marketing/sales skills. High proficiency of spoken Mandarin is required
  • Basic IT skill requirement
  • Knowledge of SG procedures and guidelines
55

Institutional Sales Resume Examples & Samples

  • Minimum of 5+ years of asset management sales experience
  • Licenses: Series 7 and 63 required
  • Investment Management industry sales processes / business methodologies
  • Competitor knowledge, including products
  • Strong relationship building skills - creativity, patience and persistence in identifying and pursuing new relationships as well as maintaining and deepening existing relationships over the long term
56

Institutional Sales Analyst M / F-vie Milan Resume Examples & Samples

  • Support the Senior Sale on structuring products in cooperation with engineering team, including historical simulations of investment scenarios and product performance
  • Management of the life cycle of the products afterthe issue date
  • Contact with institutional clients
  • Ideas generation
  • Product valuations and analysis
  • Setup and development of dedicated reporting to Sales Manager
  • Day to day use of internal pricing contribution systems
  • Support in the commercial follow up with clients/ ongoing campaign
57

Director, Institutional Sales Resume Examples & Samples

  • Build and execute a business plan to raise assets and drive significant revenue growth in a defined institutional channel by identifying and cultivating prospects and existing clients
  • Execute on AUM and revenue growth goals with new and existing clients and consultant partners
  • Develop and augment relationships with plan sponsor professional staff, Investment Committee/Board of Trustee members, investment consultant staff and other influencers to effectively position Eaton Vance and our affiliate firm capabilities
  • Effectively manage the sales opportunity process from prospect identification and development through closing sales opportunities
  • Leverage dynamic territory team model to effectively work with Consultant Relations and Relationship Management teams in order to create a consistent market approach
  • Strengthen existing institutional relationships and maximize growth opportunities by developing and executing proactive, creative and ongoing contact initiatives within territory team model
  • Build relationships with EV and affiliate firm investment teams to grow internal and external credibility and effectively leverage capabilities and resources to win new mandates while assisting in development and retention of existing relationships
  • Effectively relay market intelligence and demand trends internally to improve existing messaging while proactively acting as a catalyst to develop new solutions
  • Demonstrate the core values of the firm and champion established internal and industry best practices
58

Managing Director, Institutional Sales Resume Examples & Samples

  • Highly proficient in explaining capital markets and positioning the benefits of ETFs and asset allocation solutions
  • Series 7 & 66 is required
  • This position will be located in Texas or Ilinois
59

Institutional Sales & Service Manager Resume Examples & Samples

  • Provide direct support to our customers: Respond in a timely, accurate, and courteous manner to all e-mails and phone calls from students, faculty and administrators from partner institutions
  • Facilitate orders, shipments, deliveries, access, introductions of faculty to partner, and reports required for program delivery
  • Work with academic leadership to ensure programs are staffed and partner needs are communicated
  • Become the point of contact for all partners after the program has "closed" in Sales Force and net bob has booked
  • Assist in facilitating the renewal process of partners, where appropriate
  • Liaise internally with Kaplan stakeholders in academics, business ops, institutional operations, and institutional reporting
  • Provide partner feedback to help influence product/ institutional development and academic quality
  • Support KPS Director team by prospecting, researching, and setting appointments for new customer leads
  • Project management, customer service, and previous sales experience required
  • Successful candidates will be highly organized and detail oriented
  • Applicants must demonstrate excellent presentation skills
  • Location
  • KPS Sales and Service Specialists will be Connected Workforce employees. (No company office will be available.)
  • Required and approved business expenses are reimbursable according to company policies
60

Director Institutional Sales Resume Examples & Samples

  • Implementing and driving short and long-term sales and distribution strategy through identifying and cultivating prospects
  • Identifying and assessing the prospect’s investment objectives and determine appropriate investment solutions
  • Working with the Consultant Relations team to make the consultant marketplace more aware of AUIM's overall product lineup
  • Representing all AUIM investment capabilities
  • Maintain ongoing knowledge of AAM’s products, investment process, philosophy and performance, as well as keep current on investment strategies, market conditions and key occurrences in the global marketplace
  • Review and coordinate all prospect communications (presentations, RFPs, RFIs, questionnaires, ad hoc requests, etc.)
  • Create, develop and deliver sales presentations to prospects, coordinating the involvement of other relevant internal constituencies as needed
  • As a member of the AUIM distribution team, directors are expected to lead by example and work with team members to build and sustain a successful third party business
  • Willingness to explore new skills to enhance selling effectiveness
  • Minimum 7 years of experience in the financial services industry in a similar role, with a minimum of 5 years sales experience
  • Proven track record in asset management institutional business development
  • Series 3, 7 and 63 required. Upon hire into this role, employees must obtain required licenses within 120 days
  • CFA and/or MBA preferred
  • Approximately 50% of travel is required
61

GT Institutional Sales Resume Examples & Samples

  • Establish, maintain and build strong relationships with new and existing institutional clients based in Japan and in the Asia region
  • Sale of Fixed Income, FX & FX Derivatives, Interest Rate Derivatives, Credits & Credit Derivatives and Structured Notes
  • Analyze and understand customers' needs and customize appropriate solutions to meet these needs
  • Advise clients and provide them with trade ideas
  • Take orders and execute on behalf of clients
  • Cross sell products/services from other business division such as investment bank and asset management
  • Minimum 5-7 years relevant working experience with sales-structuring experience
  • The individual should possess excellent communication skills, and need to be a high energy, highly efficient professional; results-oriented and able to deal with pressure
  • Strong working knowledge of the Microsoft Office suite (Excel, Powerpoint, Access)
  • Candidates with CFMAS Modules 1B, 5, 6, and 6A plus 8 ideal
62

Sales Manager, China Institutional Sales Resume Examples & Samples

  • Develop new institutional business opportunities in China, with key prospects, clients and consultants
  • Work on detailed analysis such as asset liabilities, data research and analysis, investment return, etc. in particular for pension and insurance clients
  • Develop strong relationships with prospects and clients
  • Serve assigned clients who have segregated accounts
  • Serve as the advisor to qualified domestic investors on stock connect product
  • Customize investment solutions to suit investment needs of prospects and clients
  • Contribute ideas for new products which will be suitable to the markets assigned
  • Win new business in China with the objective to achieve a mutually agreed sales target each year
  • Development of strong relationships leads to new mandates or injections into existing funds
  • Minimum 5+ years’ of experience in sales or investment within the financial industry in China
  • Experience working with international firms
  • Experience in handling sophisticated institutional clients at a senior level
  • Excellent language skills in Mandarin and English
  • Strong analytical skills including data collection and research skills
  • Highest level of integrity
63

Manager / Senior Manager, Institutional Sales Resume Examples & Samples

  • Develop new institutional business opportunities in the South East Asia region, with key prospects, clients and consultants
  • Service assigned South East Asia clients who have segregated accounts
  • Complete RFPs, consultant reports and client reports in a timely and efficient manner
  • Win new business in Singapore & other ASEAN countries with the objective to achieve a mutually agreed sales target each year
  • Achieve activity statistics for the region
  • Contribution in helping the team to reach the leadership position objective in the next three years
  • Quality of ideas initiated to enhance corporate or product position in the market
  • RFPs and reports are completed in a timely and efficient manner
  • Obtain and act on feedback from other departments /offices/ Investment centers on the quality of support / work done
  • Obtain and act on feedback from prospect/ client, if any
  • At least 5 years’ experience in marketing or investment with funds management or related company
  • Strong pension experience is a plus
  • Experience in handling clients with SEA background is preferred
  • Experience in client servicing and dealing with sophisticated institutional clients at a senior level
  • A good understanding of financial concepts
  • Excellent written English skills, for example, a previous history of writing reports (preferably within the finance industry in the write up of market reports)
  • Accurate, articulate, presentable and showing initiative
64

Head of Institutional Sales Resume Examples & Samples

  • Marketing investment solutions through consultation with pension plan sponsors to ensure a clear understanding of their needs so that the appropriate products and services are effectively presented
  • Focusing on business development and sales
  • Interfacing with consultants, customers and prospects
  • Achieving established sales through personal direction of all activities of the sales process
  • Supporting the development of a strategic sales plan to identify quality new business relationships
  • Collaborating with other internal partners to obtain new customers and supporting relationships and cross selling with existing customers
  • Effectively presenting Sun Life Institutional Investments (Canada) Inc.’s investment products and services to external customers and industry organizations through written, verbal and electronic media
  • Developing and maintaining strong relationships with senior professionals and executive management of institutional organizations
  • Raising awareness of Sun Life Institutional Investments (Canada) Inc.’s investments and services through targeted prospecting activities
  • Implementing long term relationship growth strategies for key territory prospects
  • Using expertise of market and competitive environments to help position services appropriately
  • Providing support to other members of the sales and client service team and guidance to the support staff to achieve highest levels of performance
  • Outstanding relationship builder: strong sales skills and strong influencing and negotiating skills
  • Ability to work across teams, and manage through influence; promoting a team versus individual approach
  • Proven expertise in the institutional money management business in the areas of marketing or sales: has an established record of raising assets in the Canadian Institutional marketplace
  • The ability to successfully develop strong working relationships with executive management in the prospect organization and internally
  • Strong established relationships with major consulting firms
  • Extensive knowledge of institutional investment offerings
  • The ability to travel frequently is required
  • LI-JW1
65

Institutional Sales Business Partner Markets Finance Resume Examples & Samples

  • Accounting qualification advisable but not essential
  • Good Product Knowledge and Markets Knowledge
  • Familiarity with Markets Sales MI
  • Strong IT Skills and knowledge of Qlikview
66

Administrative Assistant Iv-institutional Sales Resume Examples & Samples

  • Provide administrative support for senior staff
  • Oversee general office management activities
  • Coordinate key meetings and events on behalf of Principal Global Investors’ Product Team
  • Schedule travel, both domestic and international
  • Judgment is required to resolve problems and make recommendations for solutions and actions
  • Bachelor’s degree preferred, Associates degree required
  • A minimum of 6 years of experience as an administrative assistant, preferably in the Financial Service industry
  • Proficient in Microsoft office suite; Word, Excel and PowerPoint
  • Prefer those with ability to type 45-55 wpm
  • Excellent oral/written communication (including grammar and spelling), problem solving and basic math skills
  • Ability to prioritize assignments, adapt to changes in daily tasks when necessary, and multi-task throughout each day
  • Position requires tact, ability to maintain confidentiality and good customer service and interpersonal skills
67

Institutional Sales & Marketing Executive Resume Examples & Samples

  • Regional Sales and Marketing Services
  • Provides sales, marketing and client support to the Institutional Business Development Teams
  • Leverages best practice across different countries and markets
  • Global Marketing
  • Channel management with Distribution Partners (FIAM, GEODE, Fidelity Canada)
  • Contribution to and coordination of Global Marketing Activities (Thought Leadership, Institutional Identity, Digital, Product Development, Fund Launches, Pricing)
  • Proven sales support experience within Financial Services
  • Experience of dealing with compliance and understanding of regulatory impact
  • Excellent communication, proof-reading and editing skills
  • Good influencing and communication skills to forge effective relationships with key stakeholders
  • Resourceful, a quick learner who demonstrates initiative and works well autonomously as well as in a team environment
  • Ability to interact with people at all levels; internal, external and cross-border
  • Ability to work under pressure and to meet tight deadlines
  • Strong technical financial knowledge and numeric skills
  • IMC qualified or with an active interest in achieving the qualification
  • European language skills esp. French and/or Italian and/or German (written / oral) would be an advantage
68

Institutional Sales Tokyo Resume Examples & Samples

  • Develop and execute strategic and tactical regional sales plan to maximize ASV growth and exceed quarterly regional ASV goals on an individual and team basis
  • Identify, develop and close sales opportunities at existing clients
  • Support, advice and mentor junior sales members and consultants to maximize their effectiveness and FactSet’s client penetration
  • Apply a disciplined and high quality sales process based on high activity, focus on well-qualified high value opportunities and strong execution of trials and negotiations. Instill this approach in the Japan GBB team
  • Assume day-to-day leadership of the FactSet Japan GBB team, be the point person for the team and for operational topics related to the Japan GBB business
69

Defined Contribution Institutional Sales Resume Examples & Samples

  • Manage key relationships within the region, raise assets from new and existing clients, and provide best-in-class client service
  • Collaborate with other account executives across BlackRock to develop opportunities and manage relationships with large/mega plan sponsors
  • Work closely with BlackRock investment professionals to support the development of innovative products/solutions to meet the changing needs of plan sponsors in the DC market
  • Develop and drive new opportunities from beginning to end: initial pitch, finals presentations, client onboarding, ongoing account reviews and client service
  • Play a key leadership role within the DC business in New York and the business broadly, representing key initiatives within the firm
  • Minimum 6-10 years in a DC sales and client service role with a leading retirement services firm
  • Extensive experience with DC plan sponsors (ideally large/mega sponsors) and a proven track record of growing revenues
  • Deep knowledge of DC industry trends, regulation and operations
  • Experience covering the East Coast market is highly preferred
  • Strong investment acumen and a high degree of fluency and comfort in structuring and positioning investment solutions for DC plan sponsors. Understands value-added consultative interactions that extend beyond specific products
  • Multi-asset experience, including target date funds, is preferred
  • Previous experience in a significant leadership capacity
  • Strategic thinker committed to collaboration and team environment
  • Possess high energy, motivation, and a commitment to excellence
  • An undergraduate degree is required and an MBA, other advanced degree, or CFA are preferred
70

Institutional Sales Trainee Resume Examples & Samples

  • Answer client inquires over the phone and via email
  • Assist Institutional Sales team with daily activities
  • Troubleshoot trade problems, check hedges and confirm trades with clients and dealers back office teams
  • Maintain databases and files
  • Support the administrative needs of the office
  • Obtain the necessary knowledge and skills to be successful in the brokerage industry
  • Bachelor's degree required (Finance or Econ preferred)
  • Must have or be willing to obtain Series 7 & 63 licenses within one year of hire
  • Desire to learn the Institutional Sales business
  • Strong PC skills including knowledge of MS office products and the Bloomberg Terminal
  • 1-2 years previous industry or sales experience preferred
  • Team player, comfortable working in a loud, fast-paced, deadline-drive environment
  • Ability to maintain a positive attitude even under extreme pressure
  • Ability to interact professionally with clients and colleagues
  • Highly motivated, self-starter with an entrepreneurial spirit interested in working in a competitive environment
71

Intern, Institutional Sales Resume Examples & Samples

  • 2017 Summer Intern – Institutional Sales, Sales & Marketing
  • Major in Finance / Economics, 2nd and 3rd year preferred
  • Minimum GPA 3.0 or equivalent preferred
  • Keen interest in developing a career in financial services
  • Proficiency in English, Putonghua and Cantonese
  • Strong verbal and written communication as well as presentation skills
  • Solid analytical skills and attention to detail
  • Eagerness to learn and a desire to be a team player
  • Proficient computer skills in Microsoft Office’s applications, Bloomberg and MorningStar
72

Senior Institutional Sales Director Southeast Resume Examples & Samples

  • Minimum of 10 years of experience in financial services, specifically in institutional sales with strong contacts that include: Defined Benefit, Defined Contribution and traditional 3rd party institutional plans
  • FINRA registrations include a series 3, Series 7 & Series 63/66 required within specified time frame
  • Strong business acumen with a comprehensive knowledge of long term investment products
  • Prior experience with complex long term institutional accounts
  • Demonstrated experience being a team player
73

VP of Institutional Sales Resume Examples & Samples

  • Independently solicits and procures new business from advisors managing $100 million or more in assets under management
  • Promote, sell and secure assets from new and existing advisor relationships
  • Activity to include but not limited to: making cold calls, meeting with existing and prospective clients, attending industry trade shows and events
  • Clearly communicates the features and benefits of the TD Ameritrade Institutional products, services and platform offering to attract and retain assets
  • Minimum sales targets and activity metrics to be met which will be consistent with the business plan for the assigned territory
  • Understands the features and benefits of the TD Ameritrade Institutional products, services and platform offering
  • Applies knowledge and expertise to develop new business and expands existing relationships
  • Understands the investment advisor business and keeps current with industry and market developments
  • Penetrates the regional market, familiarizing established accounts with new products, services and developments
  • Understands relevant applications, resources, policies, markets rules and regulations
  • Effectively applies selling techniques to increase net new assets
  • Meets prospecting objectives of call activity, quarterly meetings, internal referrals and Single Sales Objective requirements
  • Successfully qualifies and profiles prospects to generate new opportunities, effectively identifying and aligning with advisor needs
  • Challenges and probes to introduce alternative products, services and investment options
  • Keeps current on all aspects of the advisor's business, financial history, assets under management, objectives and challenges insofar as importance and impact to effectively match prospect's needs to TD Ameritrade's Institutional products, services and platform offering
  • Skillfully, tactfully and successfully overcomes advisor objections, resolves skepticism, misunderstanding, potential drawbacks and lack of interest
  • Identifies and independently acts upon opportunities to bring in new business and achieve objectives
  • Participates in trade show and conventions
74

Institutional Sales Manager, Southeast Asia Resume Examples & Samples

  • Provide overall sales coverage for new business opportunities and existing client mandates in SEA
  • Assist with the preparation and production of relevant client materials, including sales presentation, pitch book, due diligence materials, regular product and performance update and ad hoc market update etc
  • Answer client queries and follow up in detailed, accurate and timely fashion
  • Work in conjunction with the Regional Institutional Team and SEA marketing to assist and organize institutional client events and seminars for institutional clients from the region
  • Liaise with the Oversight teams to ensure all sales documents have relevant disclaimer and are in full compliance with internal policies; as well as fall within Gatekeeper protocols
  • Responsible for sending out relevant Fidelity publications, market news & articles produced by Marketing and Investment Communications to clients and prospects as appropriate
  • Maintain and update sales databases (eg Salesforce) and other relevant sources to produce updated and accuracy pipeline and related sales reports
  • Help identify current client and market trends / opportunities
  • Following relevant developments in the press/online
  • Liaise with the respective product teams to deliver relevant client solutions
  • Provide administrative support setting up internal and client meetings and coordinate the logistics of client events
  • Build a comprehensive knowledge of key products relevant to the market, as well as a deep working knowledge of products offered by the other Fidelity-related entities, including Fidelity Institutional Asset Management and GEODE Capital
  • Bachelor's degree preferably with a business concentration. Advanced degree or CFA qualification strongly preferred
  • Minimum of 5 – 10 years related experience
  • Excellent communication and inter-personnel skills
  • Can do attitude. Energetic and creative in handling client enquiries
  • Ability to multi task and manage various requests from clients/prospects and internal parties
  • Work independently, ability to thoughtfully challenge decisions or recommendations as appropriate
  • Analytical ability to collate and report relevant facts and figures
  • High degree of responsiveness is needed with quick turnaround, impeccable follow-up, with a focus on exceeding expectations
  • Focus on personal excellence and the delivery of world class service is required
  • Able to work under pressure and meet tight delivery deadlines
  • Flexible and positive attitude to work
  • Ability to take ownership and deliver results
  • Asian language skills are an advantage
75

Institutional Sales Co-op Resume Examples & Samples

  • Act as a primary liaison/contact for sales personnel in local and global satellite offices
  • Maintain/update team databases and folders on shared drives to ensure files are current, accurate and accessible by team
  • Perform administrative tasks for the team as needed, such as meeting support, processing invoices, conference registrations, sponsorships, and new hire setups
  • Interface with investment department and senior management in coordination of meetings
  • Assist in the set-up of meetings; including creating meeting agendas, coordinating presentation materials and recording meeting minutes as required. Communicate meeting information as necessary. Assist with meeting setup/cleanup of catering
  • Create customized marketing and sales presentations for full spectrum of institutional investment products based on relevant product, benchmark, and data information. Use initiative in creating ad hoc materials (due diligence, product, etc.) to enhance sales process
  • Utilize SalesLogix CRM database as central resource to maintain and track all appropriate contacts and activities. Generate regular and custom activity/opportunity/consultant reports as necessary. Think creatively about how the team can best leverage the CRM system to meet sales goals
  • Coordinate all aspects of MFSI prospect meetings and external events such as roadshows, product focused events and industry conferences. Represent MFS at industry conferences/events as requested. Manage all details with event planning and external vendors working within department budget. Manage coordination and production of all materials. Act as primary contact to all external attendees to MFSI sponsored events
  • Process correspondence, prepare presentation materials independently and with direction from sales personnel and ensure timely completion and delivery of these materials
  • Assist other teams with in the department and perform additional duties as requested
  • Seeking students with a strong interest in financial services, ideally in sales and marketing. Creativity, flexibility, and a sincere interest in learning are highly valued
  • Team-oriented, yet able to work independently, providing simultaneous support to several individuals
  • Strong communication, organizational and interpersonal skills, with a keen attention to detail
  • Must be extremely adaptable and resourceful, and able to thrive in a fast paced environment
76

Institutional Sales Executive Resume Examples & Samples

  • Achieves established sales and retention goals through personal direction of all executive and staff level activities of the sales process
  • Develops a strategic sales plan to efficiently identify quality new business relationships and leverage Vanguard capabilities for maximum success
  • Effectively presents Vanguard's investments and services to prospects, clients and industry organizations through written, verbal and electronic media
  • Develops strong relationships with senior and executive management of prospect and client organizations
  • Raises awareness of Vanguard's investments and services through targeted prospecting activities
  • Implements long term relationship growth strategies for key territory prospects
  • Provides support to other members of the Sales & RM team and guidance to the support staff to achieve highest levels of performance
  • Supports corporate initiatives and actively participate in programs as appropriate
  • Eight to ten years financial services experience with at least five years in a senior level client or prospect relationship role. Three to five years of successful institutional sales experience preferred
  • Proven ability to think and perform strategically, bringing innovative solutions to complex client or prospect situations
  • Strong knowledge of the institutional competitive environment
  • Advanced degree (MBA) and professional designations (i.e. CIMA, CFP, CFA) preferred
  • Excellent command of English is a must and proficiency in the language of the target markets is highly recommended
77

VP / Director, Institutional Sales Resume Examples & Samples

  • Responsible for developing Institutional revenues with an assigned portfolio of Institutional Clients, in particular banks, insurance companies, asset managers, and securities houses based in Hong Kong
  • Liaise with engineering team to come up with tailor made solution to institutional clients
  • Liaise with DCM, syndication, trading, and e-commerce team to facility both primary (public and private) and secondary credit flow activities
  • Cross selling within the Global Market platform as required by SG Management
  • Excellent knowledge of HK FICC markets, including trading, operations and regulations
  • Existing portfolio of HK institution clients
  • Solid product knowledge / technical skills in cross asset derivative products (foreign exchange, rates, equity, credit, securitization, and commodity)
  • Good understanding of the types of product/strategies most likely to suit HK and China offshore investors
78

Institutional Sales Director Resume Examples & Samples

  • Promote and sell current MIM product throughout the UK and continental Europe; expand scope to include new product range as it is developed
  • Develop and monetize new relationships with decision makers with institutional investors and their consultants
  • Execute the MIM sales process systematically, including contacting prospective clients, in-person meetings and presentations
  • Co-ordinate across other functional areas of the business such as portfolio management, private capital debt originations, fixed income portfolio management, real estate, accounting/finance and research to facilitate a collaborative approach to winning mandates
  • Provide feedback to senior investment strategy professionals on how the product is being received with individual subsections of the investor community, and make constructive suggestions of how to improve this
  • Contribute to the development of high quality marketing material, providing updates according to changes in investor appetite or market environment
  • Develop and maintain understanding of MIM products and services for separately managed accounts
  • Develop and maintain knowledge of other competing products within the marketplace and their impact on MIM strategies
  • Provide continuous input for Investor Services, leveraging MetLife’s scale to deliver best-in-class client services. Investor interaction must be characterized by timeliness, accuracy and transparency
  • Closely co-ordinate with the RFP and Investor Services colleagues to produce timely and thoughtful responses to Requests for Information, Requests for Proposals, Due Diligence questionnaires and further ad hoc questions from investors
  • Recommend innovative marketing tools and strategies that may further enhance the experience of investors
  • Ability to develop relationships with decision makers of institutional investors and their consultants and convert these relationships into sales
  • Ability to sell a diverse range of fixed income and/or alternative product (ideally including real estate or infrastructure equity or debt investments)
  • Knowledge of UK, German and Nordic institutional investors (insurers, retirement & consultants) is a plus
  • Knowledge of the institutional investment decision making process and the role of consultants and advisors
  • Understanding of what it takes to succeed in a large institution; ability to work as the sole business development professional in a regional satellite office, if applicable
  • Entrepreneurial and motivated individual with an interest in building and developing a business
  • Strong internal communication; ability to build relationships with senior investment and sales professionals in the UK and Europe
  • Has the ability to work well with others in a complex, performance orientated environment
79

Global Treasury Institutional Sales Structured Products Resume Examples & Samples

  • Good technical degree in Business, Economics, Engineering or Finance
  • Master’s degree in Finance or Financial Engineering is a plus
  • Institutional client base in Asia would be a plus
  • Excel proficiency is a must, macro creation in VBA would be an advantage
  • Minimum 5-7 years relevant working experience with rates or FX structuring experience. Alternative a derivatives sales role in a top tier bank
  • Knowledge of CVA, RWAs and funding calculations would be a plus
  • Highly motivated individual who can work well in a team
  • Results-oriented and able to deal with pressure
  • Willingness to learn with positive attitude
80

China Institutional Sales Resume Examples & Samples

  • Prior exposure to Chinese institutional AM investors, particular good connection with the SWF investors in China
  • 10 years+ direct investment management experience; frequent travel expected
  • Fluent in Mandarin and English, fluent in Cantonese is preferred
81

Institutional Sales, Latam Resume Examples & Samples

  • Minimum of 5 years of asset management institutional sales experience
  • Must be proficient/fluent in Spanish
  • Preferred: Master Degree in Business and/or CFA
  • Strong relationships with institutional contacts
  • Knowledge of Industry trends and regulatory knowledge
  • Product knowledge relating to HSBC Global Asset Management solutions
  • A proven track record of selling investment solutions to Institutional Clients
82

Institutional Sales Manager Resume Examples & Samples

  • Management and development of relationships with existing clients, acting as the primary contact for a number of Swiss based institutional clients (mainly pension funds) and supporting mandate retention and cross selling activities
  • Identification and acquisition of new institutional clients
  • Developing and maintaining a deep understanding of the investment strategies managed by LOIM and represented across various asset classes (including risk based multi-asset, smart beta, absolute return and high conviction strategies)
  • Deal with ad-hoc enquiries from clients and prospects, in addition to frequent face-to-face meetings with clients on both a formal and informal basis
  • Interacting with investment consultants
  • Developing effective working relationships with colleagues (including marketing/RFP teams, product specialists and investment teams) to effectively manage all aspects of the clients' requirements
  • Take part in events, external conferences and seminars to represent, build relationships, and identify business opportunities
  • University degree followed by a minimum of 10 years' asset management industry experience
  • Excellent verbal and written communications skills in Swiss German, German and English
  • Strong interpersonal skills with the ability to foster new relationships
  • Excellent understanding of the financial market / investment products
83

Cib-institutional Sales Resume Examples & Samples

  • Analytical and management skills
  • Manage working under pressure
  • Ability to handle several activities simultaneously
  • Creative and proactive approach to problem solving and execution
  • Proficiency Excel required
  • Studdying: Finance, Engineering (Industrial, Chemical, Civil etc), Math, Actuary (4th to 6th semester)
  • Coursesr and Certifications: Excel
  • Software: Excel, Visual Basic
  • Working hours (up to 30h/week): 7:00am -2:00pm - time adjustable
84

Institutional Sales Manager Resume Examples & Samples

  • Works with Institutional Leadership team to develop sales and marketing campaigns to support clients and opportunities
  • Responsible for the development and execution of a prospect model incorporating CRM, sales reporting tools and analysis for prospective and existing Institutional clients
  • Meets or exceeds budgeted levels of business from prospective or existing Institutional clients of Vanguard from the agreed client list
  • Promotes Vanguard’s Institutional products, service and investment management style to prospects and asset consultants
  • Identifies new Institutional business opportunities arising within the agreed client list
  • Works closely with the Institutional Leadership team to ensure that there is a process for working on sales opportunities from existing clients
  • Supports the response to RFPs from prospective Institutional clients in the agreed subset of prospects
  • Ensures that the team maintains current and comprehensive client details/activity reports for our sales opportunities on our CRM system
  • Help develop strategic plans for the Institutional market
  • Leads or participates in special projects and performs other duties as required
  • Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred
  • Eight to ten years financial services experience with at least five years managing sales or relationship teams
  • Exceptional leadership, organizational and interpersonal skills. Excellent analytical skills, problem solving, verbal and written communication
  • Proven ability to successfully develop strong working relationships
  • Proven experience in coaching and developing a team
  • Extensive technical and product knowledge fund management offerings
  • Working knowledge of all MS Office software
85

Im-institutional Sales Manager Resume Examples & Samples

  • To achieve sales targets within budget towards French Institutions (Insurers, Pensions, corporates, consultants)
  • To maintain and achieve activity targets
  • To manage account database efficiently and keep up to date at all times
  • Ensure necessary focus on key accounts
  • Ensure close interaction with other members of the sales team with a view to sharing best practice
  • Be responsible for feeding back to sales, marketing and management, developing marketing intelligence
  • Develop a portfolio of Tier 1 and 2 institutional Clients which includes both prospects and management
  • Be up to date on the requirements and on any regulation change in the Institutional Segment in France
  • Provide accurate and appropriate management information to Senior Management
  • Thorough knowledge of BNY Mellon’s Financial products
  • Knowledge of asset management industry
  • Investment Management Certificate preferred
86

Defined Contribution Institutional Sales Analyst Resume Examples & Samples

  • Initially providing broad-based dynamic sales support across both US Institutional and Consultant channels, transitioning over time to focus primarily on the DC Consultant Relations channel
  • Support Senior Institutional Sales and Consultant Relations professionals, and interface with the GCR team, DC Sales team, and broader US Institutional sales teams on on-going sales, service, strategy education, and communication with Institutional DC clients and prospects
  • Support Senior Institutional Sales and Consultant Relations professionals in building and retaining client relationships
  • Field, respond to, and accommodate day-to-day requests regarding strategy information, pricing inquiries, and other ad hoc client and consultant requests
  • Assist Account Managers in on-boarding of new accounts and complex implementations in coordination with the DC Product Management team and BlackRock’s on-boarding & operational teams
  • Track activities and maintain contact information in BlackRock’s CRM platform. Help develop meaningful reporting metrics
  • Contribute to developing business plans for the Institutional DC team, help build Institutional DC client/prospect data base
  • Coordinate and structure portfolio reviews and research presentation meeting materials
  • In coordination with DC Institutional Sales, DC Consultant Relations, DC Strategy and GCR contribute to writing, coordinating, and executing investment management proposals, including formal RFPs, under tight deadlines
  • Learn and excel in using BlackRock’s proprietary systems to gather information about products, fund vehicles, client holdings, and other critical information
  • Provide support for DC Institutional Sales and Consultant Relations, broader team initiatives, and special projects
  • Expand knowledge about products, services and sales techniques
  • Attend some client/consultant/prospect meetings with plans to assume ownership of smaller relationships over time with team Directors, VP’s, and Associates
  • Has, or is willing to obtain, the series 7 and 63 licenses
  • High proficiency in Microsoft Office and an aptitude for learning new applications
  • Organized and detail-oriented with strong time management skills
  • Demonstrated analytical ability, maturity and judgment
  • Thrives in a fast-paced environment with a proactive, “can do” attitude
  • Motivated by sales and revenue retention
  • Effective team player; able to work with people of all levels
  • Has a high level of self-motivation, with strong integrity & ethics
87

Institutional Sales Analyst Resume Examples & Samples

  • Coordinate all aspects of the existing client relationship, working closely with the Sales/Consultant Relations Professional and investment centers to ensure all client/consultant servicing needs are addressed in a timely manner
  • Serve as a day-to-day contact for client needs and ensure delivery against reporting needs of the client by working with internal business partners
  • Coordinate the on-boarding of assigned new business, working with internal groups (e.g., Legal, Compliance, Operations) to review investment management agreements and investment guidelines of the client to thoroughly understand requirements
  • Develop a thorough understanding IVZ capabilities and external research using the Internet, programs such as Money Market Directory, iiSearches, Findaily and other sources of industry
  • Work with key stakeholders, Marketing and RFP/Database teams, to create various types of sales analysis and respond to new business opportunities
  • Create compelling, tailored materials for use with clients, prospects, or consultants as necessary. Assemble information from Invesco and outside sources, and coordinate with the Admin team on production and distribution
  • Support development of and track performance against execution of territory reviews and business plans for clients, prospects and consultants assigned
  • Participate in specific NAI business initiatives to improve overall team performance, in particular efforts related to enhanced reporting or marketing initiatives
  • Good general investment industry knowledge
  • 1 - 2 years of sales/investments experience is preferred
  • Team player and self-motivated
  • Client service orientation
  • Proficient computer skills, including Microsoft Office products, Internet, etc
  • Initiative and good judgment coupled with an ability to work under pressure
  • Exhibits Integrity
  • Embraces a fiduciary culture - acts in the best interests of clients who have chosen Invesco as a steward of their investments
  • Conducts business in accordance with the highest standards of legal and ethical conduct
  • Maintains Client Focus – Keeps clients (internal and external) first and foremost
  • Understands client needs or service requirements and delivers solutions or service that meet or exceed client expectations
  • Builds Partnerships
  • Interacts with others - clients, colleagues, and the community - in ways that strengthen connections and build trust and harmony while creating a positive influence on the Company's success
  • Achieves Excellence
  • Contributes to the success of Invesco, the worldwide organization, by demonstrating high performance standards and achieving business unit goals in the most effective and efficient manner
  • Planning and Execution
  • Effectively manages assignments and projects from inception to completion ensuring all goals are attained and results are maintained effectively
  • Flexibility/Adaptability
  • Is open and adaptable to change and remains calm and persistent when faced with obstacles
  • Decision-Making/Analytical Skills
  • Able to assess situations and make rational decisions based on facts and circumstances
88

VP, Institutional Sales Resume Examples & Samples

  • Manage the project lifecycle
  • Partner with Senior Business Leaders and key stakeholders agree the overall priorities within the program all the time actively managing expectations
  • Day to day management of the work stream to ensure the successful delivery of institutional sales projects across FXLM managing risks and making corrective action where needed
  • Identify and manage upstream and downstream project dependencies bringing teams together securing resources and commitments from the Technology Leads to ensure smooth deliveries
  • Proactively and clearly report to stakeholders on program progress, risks, issues and mitigation plans
  • Provide post-launch evaluation of all projects including tracking open issues to resolution and business value added
  • Work across the group to identify best practices and common solutions for Sales initiatives
  • Provide architectural oversight on the implementation across groups and ensure the platform strategy converges to a common approach for Sales across Markets
  • Interact closely with each of the global teams to understand the competitive landscape and drive the future project roadmap to meet the evolving requirements
  • The ability to provide transparency and actionable next steps on the program of work, clearly communicating progress and status to multiple levels of the organization
  • Experience in the full project lifecycle from specifications to delivery, including ensuring projects meet requirements and all details are fully considered
  • Detailed understanding of the regulatory and controls environment and how this impacts Sales so that we responsibly drive the program of work and future roadmap
  • A good understanding of the FXLM business, processes and flows to steer the program of work would be an advantage
  • Bachelors or Master’s degree in Computer Science, Information Science, financial or quantitative discipline from a top tier University is expected
  • Excellent written and verbal communication skills; ability to transform business requirements into precise technical specifications
  • Strong analysis skills; ability to create business analysis from scratch, ability to troubleshoot data quality issues, ability to conduct exploratory and descriptive analysis of business datasets
  • Should be comfortable with doing data investigations that require a high degree of accuracy with tight timescales
  • SQL skills; ability to query databases
  • Basic understanding of development languages (e.g. Java, C#)
  • Positive attitude and hard working
89

Associate Institutional Sales Director Resume Examples & Samples

  • Identifies and cultivates prospects and clients, identifies new business opportunities
  • Achievement of defined institutional annual institutional gross sales, net sales & AUM targets
  • Maintaining and expanding existing relationships
  • Expand the existing market share
  • Responsible for retention of existing accounts where reasonably expected to do so
  • Ability to open doors, network and build a significant prospect base in the assigned region
  • Demonstrates excellent sales skills, in-depth product knowledge and experience to cover the large complex accounts
  • Regular accompanied visits to key clients & prospects with the Country Head and or Regional Head
  • Assists in defining and creation of annual institutional sales strategy together with the Country Head Implements the strategy via, regular interaction with the Country Head, clients, portfolio managers and client services team
  • Actively promotes the complete range of Franklin Templeton’s investment strategies in the Equity, Fixed Income and Alternative asset classes
  • Researches the market for new product opportunities
  • Interacts with the required internal departments to follow-up on client queries which pertain to sales and client servicing responsibilities
  • Participates in relevant institutional client events as required
  • Provide inputs on RFI’s/RFP’s pertaining to clients &prospects
  • Develops strong working relationships with colleagues both locally and abroad
  • Ensure adherence to relevant compliance requirements for both clients and the business unit under the directions of local compliance team
  • Follow the client servicing /territory coverage model
  • Coordinate and lead client portfolio reviews
  • Keep the management informed of market intelligence, trends and competitor activities in the region
  • Ensure adherence to local/regional/ global compliance requirements
  • Ensure submission of all MIS reports to management on time
  • Ensure that CRM system is updated with client contacts and sales activities on a regular basis
90

Dir Institutional Sales Resume Examples & Samples

  • Works closely with Representative Director and the Managing Director of Institutional Sales to develop marketing strategy to manage assigned territory. Prepares necessary presentation materials based on composite data of MFS products. Serves existing clients of the assigned territory to maintain the clients and cross sell products. Submits reports to Representative Director
  • Works with pension consultants and financial consultants so they understand the nature of our funds, to whom they appeal, their performance, how they are sold, commission structure, load structure and the market strategy of the portfolio managers running the funds
  • Develops sales leads by applying advanced selling techniques and methods. Runs hypothetical illustrations and organizes sales proposals for large potential accounts
  • Documents and follows up on sales leads to meet assigned sales goals
  • Contacts assigned sales prospects to provide detailed information about MFS products and nurture opportunities to generate sales
  • Conducts conference calls with consultants and their clients to discuss MFS products
  • Utilizes strong communication and presentation skills and continuously updates sales presentations and communications
  • Performs additional duties as requested
91

Emerging Markets Institutional Sales Specialist Resume Examples & Samples

  • Sell all Emerging Markets debt assets to investors and financial institutions to achieve their desired issuing, hedging, and investment objectives
  • Actively maintain client relationships with detailed profile information, segmented by product interest and opportunity size to ultimately grow efficiencies
  • Identify opportunities to increase electronic execution via DB‘s Autobahn electronic execution platform or other forms of EMS
92

Municipal Bond Institutional Sales Bank Qualified Specialist Resume Examples & Samples

  • Know and understand Municipal Bonds credits
  • Know and understand bank qualified paper and the nuances of banks needs for this type of paper
  • Extensive daily interaction with our Institutional Clients
  • Participate in the day to day operations with clients, traders and other salespersons to execute trades
  • Present and participate in trade ideas to ensure a flow of activity
  • Work with the research/analytics team to understand and properly discuss credit situations to our clients
  • Work with the Municipal Derivative Desk to enhance customer funding options
  • Actively market our Negotiated and Competitive new issue product
  • Actively prospect for new community bank business
  • Work closely with BQ trader/underwriter to provide color on actions of market participants and to aid in the distribution of inventory and new issue BQ product
  • 3-5 year Municipal Bond sales experience
  • Series 7 & 63 required
  • Knowledge of Excel/PowerPoint/Bloomberg
  • Ability and temperament to deliver in a high pressure environment and work independently
  • Excellent communication skills and time management skills
  • Superior problem solving abilities
  • Thorough knowledge of community bank needs and investing strategies
  • Ability to have broad market discussions regarding economic trends and conditions
93

SVP, Institutional Sales Resume Examples & Samples

  • Strong understanding of investing and an ability to communicate the firm’s investment philosophy and process to investors and asset consultants
  • Ability to communicate both quantitative and qualitative investment processes
  • Consultative style with strong analytical and problem solving skills
  • Excellent communication and presentation skills with an ability to relate to professionals at various levels within the firm, client organization and asset consultants
  • An entrepreneurial attitude to building direct asset owner relationships
  • Bachelor’s Degree (B.A.) in Finance or related field and a minimum seven (7) to ten (10) years of experience in the financial services industry with a minimum of five (5) years demonstrated consultant relations experience
  • MBA or CFA designation is strongly preferred
94

Institutional Sales Resume Examples & Samples

  • Maintaining good relationships with institutional clients to customers and assist in the application of Know Your Customer (KYC)
  • Able to provide information about customers' needs
  • Providing reports and feedback on customer fund development through verbal or written presentations
  • Working with the team in order to help improving the business and fund under management of Manulife Asset Management Indonesia
  • Mastering the strategy and policy of Manulife Asset Management Indonesia for further implementation in term of the service
  • Acting as a MAMI's representative for institutional clients and promote MAMI in important events in the industry
  • Understanding and following the compliance rules in MAMI and Standard of Professional Conduct
  • Fostering good relationships with general insurance associations, pension funds and other associations
  • Cooperating with several top clients and associates in organizing joint events
95

Institutional Sales Analyst Resume Examples & Samples

  • Support several external sales people as an internal point person for existing and prospective Institutional Investors (i.e. Public Pensions, Corporate Pensions, Endowments, and Foundations)
  • Analyze opportunities for cross-selling investment strategies in order to build team pipeline by maintaining detailed knowledge of each client or prospect’s portfolio
  • Support senior management in creating focus client business plans, developing strategic partnership opportunities and strengthening cross-divisional sales efforts with Morgan Stanley’s Institutional Securities Group
  • Collaborate with investment teams, marketing and compliance for sales presentations, customized client-specific pitch books, and product performance analyses
  • Communicate with support functions of the firm including product management, marketing, legal and operations teams to ensure seamless execution of business requests