Job Summary

This role would lead the institutional sales function by driving the acquisition, growth, and retention of institutional clients, including pension fund administrators, insurance companies, government institutions, corporations, and not-for-profits. The job holder will develop and implement sales strategies to increase the firm’s assets under management (AUM) from institutional sources and ensure the delivery of tailored investment solutions aligned with client objectives

Requirements

Sales Strategy & Execution

• Develop and execute the institutional sales plan in line with overall business objectives and targets.
• Identify new institutional business opportunities and pursue them to conversion.
• Lead the preparation of proposals, investment presentations, and bids to institutional clients.
• Ensure alignment of sales activities with product strategy and investment capabilities.

Client Relationship Management

• Maintain and grow relationships with key institutional clients and prospects.
• Understand client mandates and deliver customized investment solutions that address their portfolio requirements.
• Provide ongoing service, including investment performance updates, portfolio reviews, and responses to client queries.

Team Leadership

• Provide direction, coaching, and performance management to institutional sales team members.
• Foster a results-driven culture and ensure team targets are met or exceeded.
• Lead training and development initiatives for team members to enhance technical and client service skills.

Stakeholder Engagement

• Interface with internal teams such as Investment, Product, Operations, Legal, and Compliance to ensure seamless client onboarding and service.
• Represent the firm at industry events and maintain relationships with regulators, trustees, and consultants.

Sales Reporting & Compliance

• Monitor and report institutional sales pipeline, performance metrics, and AUM growth.
• Ensure all sales activities are conducted in compliance with internal policies and regulatory requirements.
• Coordinate with Compliance to ensure that sales materials and client engagements adhere to guidelines