Monday, May 5, 2014

Institutional Sales Rep, Federated Investors – Western US

Institutional Sales Representative, Federated Investors – Western US

Since our founding in 1955, Federated Investors, Inc. has grown to become one of the nation’s largest investment managers, with assets under management of approximately $364 billion.

We have 135 domestic and international equity, fixed income and money market funds, as well as a variety of separately managed account options. We deliver a diversified product line to financial intermediaries to help them reach a variety of investment goals for their clients. Product performance combined with breadth and innovation, have enabled Federated Investors to achieve substantial asset growth over its 58-year history.

For additional information about Federated Investors visit


  •  Bachelor degree in a business related field required; CFA, CFP, and/or Master degree preferred
  •  Minimum five years of field sales experience required
  •  Knowledge of financial markets required
  •  In-depth knowledge of competitors’ financial products required
  •  Must possess/obtain FINRA Series 7 and 66 immediately
  • This position will join the Institutional Sales division and will call directly on corporations, endowments, foundations and government entities.
  • Create a business plan including prioritization of prospects within a broad geographic territory.
  • Effectively communicate Federated’s investment philosophy, process, strategies and performance to prospective clients
  • Analyze all available information related to the prospects current portfolio needs, and position the firm’s investment solutions utilizing a consultative process during group presentations, one-on-one presentations and industry/association conferences
  • Coordinate team, agenda and materials necessary for all presentations
  • Provide management with written and oral feedback on discussions with clients and prospects
  • Coordinate internal support to further the sales process; i.e., Requests for Proposals, final presentations, customized sales and marketing materials, quarterly and annual client reviews, etc.
 Must be open to irregular hours, heavy travel
 Territory – western US.

  •  Exceptional interpersonal skills, oral communication and presentation skills
  •  Strong organization and time management skills
  •  Ability to collaborate with a team and execute responsibilities independently
  •  Detail oriented with a high degree of accuracy and timely follow through
  •  Dedicated, assertive with a strong work ethic
  •  Must possess/maintain a valid driver’s license
  •  Will be required to sign an employment agreement
Federated Investors, Inc. offers a competitive salary and benefits package along with a professional environment.

For consideration, go to:

Only those candidates in whom we have an interest will be contacted.

No comments: