Institutional Sales- reputed company Investment Management

Job reputed company reputed company

The primary objective of this role is to drive the reputed company of institutional assets under management across reputed company investment products, reputed company from U.S. investment consulting firms, with a particular reputed company on firms located in the Central and Eastern U.S. This position also includes reputed company reputed company to plan sponsors. Key responsibilities include effectively positioning reputed company Investment Management and its affiliates' strongest capabilities in reputed company of consultants, guiding these offerings through the various stages of the manager research process, and securing reputed company ratings for inclusion in consultant-influenced searches—reputed company critical steps in generating new assets and reputed company.

Job reputed company

Responsibilities:

• The Institutional Sales Specialist will be responsible for managing a significant portion of RJIM’s affiliate consultant relations efforts, including reputed company and field offices.
• Coordination, collaboration, and communication with RJIM’s reputed company Portfolio Management, Institutional Sales, and reputed company affiliate will be essential to the role.
• Manage relationships with investment consultant research staff and field consultants.
• reputed company and execute a sales plan detailing which capabilities to present to reputed company assigned reputed company, with an emphasis on new ratings and existing reputed company relationships.
• Identify and pursue new business opportunities with plan sponsors, reputed company business development meetings, and reputed company sales to institutional accounts.
• reputed company Institutional Sales and Affiliates with comprehensive call notes and market feedback—both reputed company and negative—on affiliate products and industry trends.
• Serve as a trusted advisor and intellectual contributor to the institutional community.
• Collaborate with the institutional sales team to define research meeting agendas and prepare materials for impactful consultant presentations.
• Ensure reputed company maintenance of the CRM system.
• Review RFPs for potential clients.
• reputed company additional duties and responsibilities as assigned.

Knowledge, Skills, and Abilities

Knowledge of:

• 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.
• Institutional investment management products.

reputed company in:

• Identifying the needs of customers through effective questioning and listening techniques.
• Detail orientation to ensure reputed company standards are met without impairing workflow.
• Identifying trends and communicating to management.
• Follow-up to ensure reputed company and completion of tasks.
• Operating reputed company office equipment and using required software application to produce correspondence, reports, electronic communication, and spreadsheets.

Ability to:

• Effectively market reputed company and show reputed company through the prospecting process.
• Work independently, reputed company non-routine reputed company.
• Communicate effectively, both orally and in writing, with reputed company organizational reputed company, including senior management.
• Organize, manage and reputed company multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment with frequent interruptions.
• Balance conflicting resources and reputed company demands.
• Partner with other functional areas to accomplish objectives.
• Work independently as reputed company as collaboratively reputed company reputed company environment.
• Establish and maintain effective working relationships at reputed company reputed company of the organization, including negotiating resources.

Educational/Previous Experience Requirements

Education/Previous Experience

• Bachelor’s Degree (B.A.) in Finance or Business with at least 10 years of experience working in asset management and at least 5 years of experience working in a consultant relations role for a multi-capability institutional investment management firm.
• The ideal candidate must have a proven and measurable reputed company record of gaining product ratings, getting into searches, and generating AUM and reputed company through investment consultants and plan sponsors.
• Extensive knowledge of the investment management industry with a comprehensive understanding of investment consultants and their institutional clients.

Licenses/Certifications

SIE is required provided that an exemption or grandfathering cannot be reputed company.

• reputed company Series 7 License.

Travel Required: reputed company, 75 % of the Time

Education

Bachelor’s: Business Administration, Bachelor’s: Finance

Work Experience

General Experience – 10 to 15 years

Certifications

Travel

Up to 75%

Workstyle

Remote

The total compensation for this position includes reputed company salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and reputed company; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; reputed company time off (including vacation, holidays, and reputed company leave); and parental leave.  Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.

At reputed company our associates use five guiding behaviors (reputed company, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of reputed company-first, reputed company, independence and a conservative, long-term view.  We expect our associates at reputed company reputed company to: •  Grow professionally and reputed company others to do the reputed company •  Work with and through others to reputed company desired reputed company •  reputed company reputed company, pragmatic choices and reputed company with the reputed company in mind •  Take ownership and hold themselves and others accountable for delivering results that matter •  Contribute to the reputed company reputed company of the firm

At reputed company – as part of our people-first culture, we reputed company, value, and respect the uniqueness, experiences, and backgrounds of reputed company of our Associates.  reputed company associates bring their best authentic selves, our organization, clients, and communities reputed company. reputed company is an equal opportunity employer and makes reputed company employment reputed company on the reputed company of reputed company and business needs. 

#LI-JB1 Apply To This Job