Institutional Sales Consultant
Company
ACR Alpine Capital ResearchLocation
Saint Louis, MOCompensation
CompetittivePosition Type
PermanentEmployment type
Full timeUpdated
Jun 14, 2013
Responsibilities: developing,
expanding and supporting the firm's relationships within the
institutional distribution channel. Segments to include institutional
consultants, Corporate Plans (DB and DCIO), Endowments & Foundations
and Public Pension Plans. In addition, experience selling in other
distribution channels including broker dealers and RIA's is beneficial.
- Develop a successful marketing and sales strategy in key markets which will be achieved through winning new mandates from prospective clients. Prudent asset growth is critical.
- Manage the entire sales process from developing an opportunity, delivering presentations and closure, systematically performing ongoing follow up.
- Effectively communicate the investment philosophy, process and performance of ACR’s products and services.
- Particiapte in periodic strategic budgeting and sales projection planning.
- Provide consultation in the ongoing development of marketing materials and business initiatives.
- Maintain and update business development activities in company CRM system.
- Assist in overseeing RFP process and maintenance of consultant databases.
- Work closely with Director of CS & BD and investment team to strategically position the firm to attract institutional assets.
- Oversee consultant/institutional communication process including updated performance data, strategy and market updates.
QUALIFICATIONS: The successful candidate will be a highly energetic investment professional with 10+ years of institutional sales/ experience with a track record of raising assets within an investment management firm .LOCATION-FLEXIBLE
- Through knowledge of institutional investment principles and practices, and ability to articulate investment philosophy, process and value proposition.
- Proven ability to communicate and build credibility.
- Ability to develop and execute a sales plan, manage a sales process and leverage internal resources effectively.
- Extensive client contact and relationships.
- Experience selling within multiple distribution channels including RIA, broker dealer and institutional marketplace.
- Highest level of integrity, and ethical standards.
- High degree of initiative seeking an opportunity in an entrepreneurial and growth oriented environment.
- StrategicAbility and willingness to travel.
- MBA or CFA preferred.
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