Tuesday, June 24, 2014

VP, Institutional Sales and Marketing - So Cal

VP, Institutional Sales and Marketing - Southern California
Title: VP, Institutional Sales and Marketing (917-001-111)
Location: Southern California
Compensation: Commensurate with experience
  • Develop/execute a coordinated direct solicitation program aimed at winning investment mandates for pension plans/endowments/foundations/corporations
  • Develop detailed knowledge and understanding of firm investment strategies
  • Present knowledgeably on all aspects of investment management expertise to institutional prospects
  • Deliver regular sales presentations/RFP responses to institutional prospects
  • Work with the Director of the Business Development group and investment management staff (portfolio managers/consultant relations/client services/legal/compliance) throughout the firm to design strategic sales solutions and due diligence presentations meeting specific client needs
  • Maintain close, positive, on-going relations with clients in order to strengthen candidacy for future mandates
  • Maintain/develop relationships with Field Consultants
  • Build and maintain relationships by working with institutional prospects/clients as a partner; understanding, anticipating and meeting their needs on a timely basis
  • Increase market awareness and enhance firm’s brand name by hosting events/attending conferences/participating in associations and by increasing market visibility
  • 10+ years of direct institutional investment sales experience is desired
  • Experience with wide geographic coverage desirable; strong relationships in California and Texas coverage would be ideal
  • BA/BS degree required; MBA and/or CFA preferred
  • Generalist institutional client experience preferred, but relationships in the following spaces particularly desirable: public pensions, corporate, foundations and endowments
  • Knowledge of competitive products/distribution systems/consultant trends
  • Track record of stability and success ideal
  • Superior integrity, work ethic, and written/verbal communication and presentation skills
  • Drive to succeed and ability to develop relationships and win final presentations will be key measures of success
  • Must be able to travel
If interested in this opening, please email your resume as an attachment to:
Tony Pietrzak
BCI - Financial Services Recruiting

No comments: