Institutional Sales Resume Samples

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N Maggio

Noemy

Maggio

63254 Hansen Stream

San Francisco

+1 (555) 884 7220

63254 Hansen Stream

San Francisco

Phone

p +1 (555) 884 7220

Experience Experience

San Francisco, CA

Institutional Sales Manager

San Francisco, CA

Jaskolski-Thiel

San Francisco, CA

Institutional Sales Manager

Identify, develop and maintain professional relationships with key Investment contacts in medium/large corporations in order to establish an effective network
Works closely with the Institutional Leadership team to ensure that there is a process for working on sales opportunities from existing clients
Report on all activity to senior management in an agreed format and within established timeframes
Works with Institutional Leadership team to develop sales and marketing campaigns to support clients and opportunities
Contribute to the development of the institutional sales strategy and implement - achieving sales targets within the timescales set
Working knowledge of all MS Office software
Extensive technical and product knowledge fund management offerings

New York, NY

Head of Institutional Sales

New York, NY

Hartmann, Bins and Hammes

New York, NY

Head of Institutional Sales

Providing support to other members of the sales and client service team and guidance to the support staff to achieve highest levels of performance
Increase sales through active networking during both official and un-official working hours
Developing and maintaining strong relationships with senior professionals and executive management of institutional organizations
Maintain the reputation of FT both in terms of work and public appearances
Manages direct reports
Provide input for internal annual strategic planning sessions and support the Country Head defining the overall plan
Achieving established sales through personal direction of all activities of the sales process

present

New York, NY

Director, Institutional Sales

New York, NY

Walker LLC

present

New York, NY

Director, Institutional Sales

present

Effectively manage the sales opportunity process from prospect identification and development through closing sales opportunities
Participate and support development of Canadian investment marketing and product development efforts
Develop and implement prospect strategies for pension plans, foundations and endowments
Implement direct sales efforts with the goal of growing discretionary investment management and advice solutions
Be a proactive point of contact between Canada and the broader Russell network
Communicate Russell's product and service offerings to prospects with various levels of financial sophistication
Develop sales methods and presentations for prospect audiences

Education Education

Bachelor’s Degree in Finance

Chapman University

Bachelor’s Degree in Finance

Skills Skills

Strong interpersonal and communication skills
Well motivated and enthusiastic team player, able to work with others in a fast paced, dynamic environment
Investment product knowledge is an advantage particularly in fixed income and insurance
Sales for insurance products offered by the platform
Developing and maintaining competitor performance analysis
Experienced with both Power Point, Excel, and Access with a focus on working with databases
Directing the preparation of marketing strategy updates and commentary
Supporting targeted sell strategies and learning specialty investment products
Financial/Reporting analytical skills are
Experience within the financial sector, specifically insurance

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15 Institutional Sales resume templates

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VP-institutional Sales Resume Examples & Samples

This territory is covering the Northeast United States**
Bachelor’s degree and a minimum of 10 years in the Securities Business
CFA preferred
At least 3 to 5 years of institutional sales and business development experience
FINRA licenses 7 & 63
Familiarity with Franklin Templeton's history and investment strategies
Proven sales / client retention track record
Ability to work collaboratively with many teams and handle a range of constituencies
Frequent travel ( 50%)

SVP, Institutional Sales Resume Examples & Samples

Provides oversight to the institutional sales and marketing staff while assisting in all aspects of the sales process
Assists in developing sales and target marketing campaigns and materials that are aligned with the organizational vision and strategies for growth
Coordinates the implementation of strategies across marketing and sales functions to support others in building and expanding financial services business
Develops and sponsors tactics to achieve strategic objectives across functional groups or within a business group
Participates in establishing objectives and developing processes, procedures and training to ensure efficient and timely daily work flow
Coordinates follow-up communications on behalf of sales persons
Assists with sales contract implementation in the non-affiliated offices
Ensures a marketing database is properly maintained
Updates proposal and hypothetical program
Prepares and submits specialized client reporting request
Prepares specialized financial reports, charts and graphs for sales associates
Schedules sales appointments with prospects and consultants on behalf of sales team
Creates new and updates existing final presentations for sales associates
Leads the work of assigned staff and performs management and supervisory activities, including identifying performance problems; reviewing performance; and participating in interviewing and selecting staff
Coaches and mentors subordinates, identifies training needs and recommends appropriate development programs
Establishes operating policy for groups managed
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
Managed investment portfolios and investment disciplines
Institutional investment management products
Broker/dealer operations
Interpreting and applying policies and procedures
Establishing departmental objectives
Detail orientation to ensure quality standards are met without impairing work flow
Follow-up to ensure resolution and completion of tasks
Perform human resource management activities
Plan, assign, monitor, review, evaluate and lead the work of others
Coach and mentor others
Identify training needs and develop subordinates
Effectively market the company and show resilience through the prospecting process
Implement changes to standard reporting procedures when required by specific situations and circumstances
Work independently, make non-routine decisions and resolve moderately complex accounting problems
Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment with frequent interruptions
Balance conflicting resource and priority demands

Associate China Institutional Sales Resume Examples & Samples

Develop, apply, and provide advice on investment strategies, products and services
Expected to contribute to efforts in developing new clients and expand coverage to new clients
Able to contribute to sales pitches, work on proposals, and coordinate activities throughout the whole sales process
Able to help with client service and provide adequate supports to senior client advisors
Responsible for coordinating with CPMs (product specialists), Operations, Risk, Legal and other internal departments to optimize product and service delivery for overall relationship
Mandarin native speaker with fluent English in both spoken and written
4 years work experience in financial industry and most preferably in asset management industry
Prior experience as a Sales or Relationship Manager covering China institutions is preferable
Good knowledge of capital markets, investment products, and industry
Excellent presentation skills on market and products in both Mandarin and English
University degree is essential; CFA or CAIA chartered holder is preferred
Good at communication, cold calling, and networking

VP, National Institutional Sales & Service Resume Examples & Samples

The candidate must have a minimum 10 years’ experience and demonstrated success working in the institutional investment management industry in a sales and service function
An undergraduate degree is required, and an MBA and/or CFA designation is preferred
This professional has excellent interpersonal and communication/presentation skills, is highly motivated and goal-oriented, shows strong initiative and accountability, and can work well independently and within a team environment
A strong organizer with an emphasis on detail and risk management is important
An in-depth knowledge of sales strategies and investment products/markets, including competitive market trends, are vital

VP, Institutional Sales & Service Resume Examples & Samples

70 %: Business Development – Profiles BMO GAM’s investment capabilities and solutions, and fosters and cultivates strong relationships with institutional investors and pension consultants primarily in Western Canada in order to grow BMO’s asset management business and achieve the firm’s aggressive growth targets. Institutional investors are broadly defined as pension plans (both DB and DC), foundations/endowments, insurance companies, first nations, and corporations. Promotes BMO GAM’s capabilities and develops strong relationships with other BMO lines of business such as commercial banking, corporate banking, and capital markets in order to source referrals for potential business opportunities. Leads and manages RFP response development from receipt of initial RFP through all sales cycle stages including all responses, presentations and close of the sale. In finalist presentation situations, maps out a preparation strategy and works closely with relevant portfolio managers to prepare and maximize the chances of a successful sale. Ensures a thorough understanding of competitor activities to identify potential opportunities and threats. Participates in and/or leads hosted events, forums, sponsored events and initiatives to support and highlight the firm’s institutional capabilities
20 %: Relationship Management/Client Servicing - Acts as the primary Relationship Manager for third party clients primarily in Western Canada, and only for a brief transition period (which will be determined). Instils confidence in clients and consultants with a view to providing an exceptional client experience, enhancing the BMO brand, and protecting existing revenues. Generates ideas for a superior client service model and appropriate service standards
10 %: Planning & Strategy – Assists in developing strategic and tactical plans to meet annual growth and retention targets. Prepares and updates annual territory business plan. Contributes to the continuous improvement of processes and procedures by identifying potential gaps, and providing input and recommendations on product launches and initiatives
The candidate must have a minimum 7 years’ experience and demonstrated success working in the institutional investment management industry in a sales and service function
An undergraduate degree is required, and an MBA or CFA designation is preferred

VP, Institutional Sales Resume Examples & Samples

Develops and executes a business plan to successfully cultivate direct institutional opportunities, within institutional channels including: Corporate Plan Sponsors, Taft-Hartley Funds, Public Funds, Endowments and Foundations, Outsourced CIO, and Insurance companies
Maintains a high level of activities and visibility within the institutional marketplace, including direct marketing, in-person dialogue/meetings, and attending industry conferences and events
Develops a pipeline of Institutional prospects/relationships within the assigned territory that will create consistent new business opportunities for Calamos Advisors
Generates opportunities and closes new institutional mandates within the assigned territory that allows institutional services to meet or exceed its asset raising goals and revenue targets
Utilizes required management reporting tools/systems to ensure accurate and timely reporting of activity and opportunities within the West Coast territory and probability of reaching sales targets
Collaboratively works with the broader Institutional team, to ensure we are meeting or exceeding best industry practices relative to marketing Calamos Advisors, LLC and servicing our clients
Coordinates internal resources working seamlessly with the Consultant Relations, Portfolio Specialist Group, Senior Management, and Investment teams
Professionally delivers introductory and finals presentations both independently and as part of a structured team
Skillfully communicates the firm’s investment philosophy, process and strategies
Attends industry events and conferences to increase visibility and promote firm capabilities
Assists with client relations by participating in client review meetings as needed
Bachelor’s degree in Finance, Business, Economics or Marketing. MBA encouraged. CFA or CIMA certification desired
FINRA Series 7 license required along with either the 63/65 or 66 or 63/CFA
Minimum 7-10 years investment management experience, with proven direct outside sales experience
Ability and willingness to travel on a consistent basis
Self-motivated and self-disciplined
Must be well organized with good time management skills
Comprehensive industry and product knowledge
PC skills in client relationship management database applications

Director, Institutional Sales, Nordics Resume Examples & Samples

Identifying, cold-calling, qualifying and meeting with pension funds and other institutions in Denmark, Sweden, Finland & Norway
Maintaining good relationships with key consultants in the market place and keeping them informed about Russell’s products and services
Effectively communicating the advantages and the unique selling propositions of Russell’s funds and Russell’s broad set of fiduciary investment management services via telephone calls, correspondence and presentations
Introducing other Russell colleagues at an appropriate stage of the sales process with a view to building a wider relationship with the prospect and closing new business opportunities
Building Russell’s business in line with agreed performance objectives and reporting progress on a regular basis in an agreed format
Enhancing Russell’s profile in the Nordic market by attendance at and participation in conferences and other industry events
Participation in corporate hospitality events and ensuring prospects from your list are included as appropriate
Extensive experience in the finance/ investment industry, typically gained in an investment management environment
Strong knowledge of investment finance and institutional investment industry
Good understanding of the asset management decision process in the Nordics
Good sales/communication skills
Self starter
Speaks fluent English and a preference for Danish or Swedish
Ability to apply quantitative methods and PC proficiency
Team skills and a hands on attitude
University undergraduate degree or equivalent qualification / equivalent experience required - Financial, or mathematical related subjects
University Masters / postgraduate degree or equivalent qualification / equivalent experience – preferred
Candidates who are studying or intending to study for CFA (or other finance related professional qualifications) will be preferred

Director Institutional Sales Resume Examples & Samples

Actively selling the complete range of Franklin Templeton strategies as well as Mutual Fund products to the defined client channels. Build best relation within the German institutional network; meet prospects and clients in an appropriate rhythm. Participates in relevant congresses and panels
Develop strong relationships internally as well as with clients. Identify cross selling possibilities within single client channels as well as relation to Client Service EMEA, Product Managers and Portfolio Managers
Proactively identify potential issues with clients and related consultants, discuss with Client Service EMEA and handle the issues appropriately
Have a thorough understanding of FTI Institutional products including the strengths and weaknesses of each product
Work with internal departments to ensure appropriate product knowledge as well as technical training is provided to enable the sales and client service persons to work more effectively
Researches the institutional market, monitor competition and identify new product opportunities and trends within the market environment. Interacts with Global and European Product Management in order to ongoingly improve our offering
Achieve and exceed Annual Sales targets and contribute to their definition
DIS to ensure compliance with regulatory and risk requirements for customers. Ensure team fully understands and fulfills their responsibilities
Maintain the reputation of FT both in terms of work and public appearances
University degree with concentration in finance or marketing or law preferred or equivalent work experience. Enhance and maintain skills via internal and external training
10 years’ experience within Asset Management, as well as an extended network to key German Institutional clients, excellent current competitor knowledge
General knowledge of the institutional investment management and mutual fund business. I.e. knowledge of products (Funds, (closed, open), Private Equity, Loans, Pension Products) as well as macroeconomics
Proven ability to collaborate effectively with internal and external partners
Exceptional oral and written communication skills, fluent in German and English. For verbal updates in formal or informal settings, this requires exceptional organisational and investment knowledge, the ability to handle challenging questions and the ability to present the material in a logical, professional and understandable manner
Excellent leadership, team attitude and technical skills
Maintain a supportive, positive attitude within the organisation and with our clients and consultants Share appropriate information with colleagues
Maintain a genuinely positive attitude, diplomatic comprehension

Institutional Sales Director Resume Examples & Samples

Bachelor’s degree in economics or business administration preferred
Substantial years of hands-on sales/marketing experience, preferably in asset management in the Netherlands
Bilingual Dutch – English
Solid knowledge of mutual funds and investment solutions for institutional clients (including alternatives)
Good understanding of the Dutch institutional market (key actors; regulatory trends; market dynamics; product needs)
Ability to develop successful relationships with clients across all business channels (pension funds, insurance companies, foundations, corporations, etc.)
Ability to develop and maintain effective working relationships with all levels of staff, in a multicultural environment
Cross functional partnering

Fxlm Institutional Sales Business Unit Manager Resume Examples & Samples

Demonstrate a knowledge of financial markets, preferably in Foreign Exchange and Interest Rate products
Relay business knowledge, product knowledge, and requirements to business and internal support functions where required
Co-ordinate and participate actively in all relevant business initiatives as required
Valuing diversity. Demonstrates an appreciation of a diverse workforce. Appreciates differences in style or perspective and uses differences to add value to decisions or actions and organizational success
Foster excellent relationships between the businesses and various support functions
Communicate (written and oral) information within and between the businesses and support functions
Communicate effectively within the business management teams locally and globally
Communicate effectively within the wider global management teams
High level of computer literacy especially in the Microsoft Office product suite, preferably including the ability to code to basic macro level in excel and work proficiently in Microsoft Access and Powerpoint preferred
Significant exposure to foreign exchange and/or interest rate products would be an advantage
Experience in financial markets either in the business or business support functions
Strong understanding of data flows within the FXLM organisation
SQL writing and database skills a must especially the ability to deal with and easily manipulate large data sets
Excellent communications skills (written / verbal) at all organisational levels
Results/task orientated with excellent attention to detail
Ability to mange and prioritise effectively and resolve conflicting priorities
Ability to work well as part of a team and autonomously
Good MS Office skills including Excel and MS Powerpoint
Excellent academic background educated to a minimum of degree level or sufficient industry experience

VP, Institutional Sales & Service Resume Examples & Samples

Must have a strong and up to date knowledge of financial markets, consultant community, institutional client management, and different investment management styles
Minimum 5 - 10 years industry experience
University degree, CFA
Decisive and demonstrates sound judgment
Proven track record of successful direct sales experience
Excellent interpersonal, relationship management and communication skills
Highly motivated and adaptable
Bilingualism (French/English)

Principal, Institutional Sales Resume Examples & Samples

Develop and maintain customer relationships through prospecting and account maintenance
Bachelor#s degree in Accounting or Finance or Business related field. MBA or CFA preferred
Five years experience in banking, accounting or finance. Sales aptitude a must. Experience w/Bond Sales/working with institutional clients
NASD Series 7, 63 required
Thorough knowledge of and ability to use software programs such as Word, Excel, Lotus
1-2-3, PowerPoint and MUNEX 2000

Associate, Institutional Sales Resume Examples & Samples

Communicates daily with institutional clients providing trade settlement data, coordinating the delivery/payment of securities, and other routine requests
. Researches and resolves inquiries and communicates resolution to appropriate parties
. May purchase and sell securities within scope of authority on behalf of the broker
. Carries out complex activities with significant financial, client, and/or internal business impact
. May have direct interaction with committees and/or Senior Management
. Able to serve as a key subject matter expert and mentor to other more junior level employees
. More technically sound in area of expertise and has broader knowledge of other areas
Delivers a work product that requires less revision
Able to facilitate discussions and reach decisions

Head of Institutional Sales Resume Examples & Samples

Actively selling the complete range of Franklin Templeton strategies as well as Mutual Fund products including alternative products and solutions to the defined client channels. Build best relation within the Swiss institutional network, meet prospects and clients in an appropriate rhythm. Participates in relevant congresses and panels
Presentation to sophisticated audiences within review meetings as well as congresses and other opportunities to represent the Franklin Templeton institutional approach
Develop strong relationships internally as well as with clients. Identify cross selling possibilities within single client channels as well as relation to Client Service, Product Managers and Portfolio Managers
The HOIS should be viewed as an expert source for the client on our products as well as a wide range of investment related topics
Proactively identify potential issues with clients and related consultants, discuss with Client Service and handle the issues appropriately
Continual effort to understand the investment advisor’s outlook and what is happening politically, economically and market specifically around the world
Maintain a supportive, positive attitude within the organisation and with our clients and consultants. Share appropriate information with colleagues
Lead and support the client service support person, setting direction and client service standards and delivery of the priorities required by external and internal clients, ensuring CRM Tool is appropriately maintained and frequently updated
Researches the institutional market, monitor competition and identify new product opportunities and trends within the market environment
The HOIS promote compliance with regulatory and risk requirements for customers. Ensure team fully understands and fulfills their responsibilities
Active customer follow-up ensuring prompt and efficient service
Increase sales through active networking during both official and un-official working hours
Responsible managing expenses (where possible identifying cost saving measures)
Responsible for all capital equipment allocated by the company
Manages direct reports
University degree with concentration in finance or marketing or law preferred or equivalent work experience
Enhance and maintain skills via internal and external training
10 years experience within Asset Management, as well as knowledge of Client Relationship Management, primarily within the institutional market is essential
Exceptional oral and written communication skills. For verbal updates in formal or informal settings, this requires exceptional organisational and investment knowledge, the ability to handle challenging questions and the ability to present the material in a logical, professional and understandable manner
General understanding of personal computers and general knowledge of Microsoft software as well as presentation skills
Maintain a genuinely positive attitude, good behavior and manners, diplomatic comprehension
English business fluent as well as Swiss-German and French essential
Team head
Team player who earns respect and commitment by leading from the front
Proven ability to coach and develop others

Managing Director, Institutional Sales Resume Examples & Samples

Develop and implement a disciplined and systematic relationship/sales management process and a comprehensive plan to maximize client acquisition and retention
As a senior member of the firm, make significant contributions to its overall growth and success
Strong technical understanding of quantitative investing and an ability to communicate the firms investment style and performance to potential and existing clients as a proxy for the investment team
Excellent communication and presentation skills with an ability to relate to professionals at various levels within the firm, client organization and pension consultants as well as the ability to explain and discuss sophisticated investment products and strategy
A self-starter with a strong results orientation and the ability to work independently. At the same time, he/she needs to be able to contribute to a collegial and team oriented firm
A willingness and ability to travel extensively (including internationally if necessary)

Institutional Sales Liaison Resume Examples & Samples

High School Diploma or equivalent required, Bachelor's degree in business or related field preferred
Minimum 2 years investment industry experience required
Series 7 and 63 must be obtained within 12 months of hire
Must be highly proficient in Microsoft Access; general knowledge of Word, Excel and PowerPoint
Knowledge of administrative and clerical procedures and systems such as word processing, spread sheet applications, managing files and records, and other office procedures and terminology
General understanding of the investment brokerage industry and securities regulations
Basic knowledge of investment products
Ability to organize/prioritize
Strong interpersonal skills and focus on providing exemplary customer service
Excellent communication skills (both written and verbal)
Excellent grammar and possess phone/office etiquette

Senior Institutional Sales Director Resume Examples & Samples

Minimum of 5-7 years of related institutional sales experience, specifically with short duration investment products
Established contacts with corporate treasury departments
A demonstrated track record of developing new business
Prior experience working for an asset manager
Strong influencing and communication skills
Strong verbal and written communication essential

Intern, Institutional Sales Resume Examples & Samples

Support Directors/ARD’s in all facets of the sales process from initial contact, follow up requests, final reviews for RFP, final preparation and coordination of dry run presentations
Prepare presentation materials for use in client meetings, covering topics such as strategic asset allocation, portfolio implementation, and risk management
Utilize internal relationship management systems to identify new prospective client opportunities
Coordinate with corporate strategy group to perform competitive analysis
Liaise with investment management division to deliver timely market commentary and positioning
Strong problem solving skills – ability to perform qualitative and quantitative analysis
Ability to multitask in fast paced environment
Excellent oral and written communication skills - especially via e-mail and phone
Highly collaborative with a demonstrated track record of success in a team environment

Institutional Sales Analyst Resume Examples & Samples

Support numerous external sales people as an internal point person for existing and prospective Institutional Investors (ie. Public Pensions, Corporate Pensions, Endowments, and Foundations) and consultants
Maintain detailed knowledge of the firm’s various investment strategies and prepare thoughtful investment analysis in determining opportunities for cross-selling investment products
Assist with RFP’s, coordinate marketing materials for sales people, collaborate with marketing for generic sales presentations, customized client-specific pitch books, and product performance analyses
Establish excellent communications across functional areas of the firm—including portfolio management, marketing, legal and client service teams—to ensure seamless execution of business requests
Help maintain team pipeline information in firm CRM systems and prepare client activity reports for senior management
Maintain detailed client databases and coordinate mass client distributions and communications

Divisional VP, Institutional Sales Resume Examples & Samples

Driving sales results within the Division, through point of sale wholesalers (Regional Sales Vice Presidents)
Recruiting, training and managing 12-18 Regional Sales Vice Presidents located throughout the division
Managing the performance of the Regional Sales Vice Presidents against their individual sales goals and other performance metrics
Developing and maintaining relationships with key external distribution partners within the division
Collaborating effectively with all internal partners, including Underwriting, Training & Development, Sales Support, HR, Compliance and others
Managing divisional budget and expenses
Supervision of all regulatory and compliance related issues within the division
Successful track record of sales leadership, specifically in a point of sale environment
Demonstrated history of successful sales management experience, preferred
Broad knowledge of and experience with life insurance distribution, specifically in the Institutional space
Strong track record of meeting and exceeding sales results through other sales professionals
Proven track record of recruiting and developing high level sales talent
Ability to manage and coach effectively, from a geographical distance
High level aptitude for navigating a complex organization with multiple inputs
Capability to travel extensively throughout the territory
Series 6 or 7 AND 63 required
Series 26 Required for role, but can be obtained (per compliance regulations) after hire

Head of Institutional Sales Resume Examples & Samples

The execution of orders on behalf of the Institutional clients both domestic and foreign based. on their instructions,
Oversight of execution and performance of the Institutional Desk Sales team
Strong knowledge of procedures, the exchanges and the regulators
Working to achieve targets in trading, monitor and closely supervise Sales Team on achieving assigned targets
Liaising closely with Sales in order to scout and acquire new clients, locally, regionally and globally
Managing the Trading and Execution desk to ensure the desk is trading efficiently and work closely to internally set standards
Monitoring team and departments targets performance

Regional Institutional Sales Resume Examples & Samples

Develop and maintain institutional business with pension funds, endowments, financial institutions, statuary boards, family offices etc
Works closely with the top management in devising business development strategies
Customize investment strategy solutions to clients
Collaborate with other teams to ensure a good quality of service to clients

Administrative Assistant Americas Institutional Sales Resume Examples & Samples

Proficiency with Microsoft Office applications, data manipulation, database and Russell specific software
Prepare, submit, manage, track client and department PowerPoint presentations from inception to completion through compliance system (AdReview) -- regulatory compliance process
Anticipate, prepare, compile and maintain materials for PowerPoint presentation books with accurate data and exhibits
Coordinate, organize and negotiate project schedules to meet tight deadlines with high quality PowerPoint deliverables
Ability to understand and utilize various software systems to generate needed information – MS Dynamics and SharePoint
Manage meeting logistics – agendas, conference room set-up/clean-up, catering orders, A/V requirements, client reservations, transportation
Proactively prioritize and facilitate your own workload/daily calendar
Participate in front desk receptionist/telephone coverage
Prepare and process travel/corporate expenses
3 - 5 years of administrative support experience
This experience must include providing support for multiple executives with busy schedules
Outstanding organizational, follow through and time management skills
Excellent verbal and written communication: good command of English and grammar
Advanced PowerPoint skills
Solid proofreading skills; meticulous attention to detail and quality of work product
Proactive team player with positive “Can-Do” attitude
Bright, enthusiastic individual, with strong interpersonal skills and diplomacy
Highly adaptable and able to work in a fast paced priority driven environment
Exposure to Marketing or Corporate Communication is preferred
Exceptional level of professionalism including strong team orientation, being open and approachable as well as courteous
Bachelor’s Degree preferred Investment/financial industry experience preferred

Gsam Institutional Sales Resume Examples & Samples

Working closely with senior members of the team to develop and maintain relationships with existing clients
Acting as the clients' point of access into GSAM and the wider organization
Proactively servicing clients to provide resolution to their various enquiries
Developing the team’s understanding of clients’ objectives, structure, portfolios, and information needs
Developing relationships internally across various GSAM product teams, including Fixed Income & Currency, Equity, Quantitative Strategies, Alternative Investments, Global Portfolio Solutions, as well as other functions such as risk & performance, legal, compliance and operations
Coordination and preparation of marketing materials, including presentations, client reports, request for proposals
Attending client and/or prospect meetings, as required
Organizing client events and conferences, including contributing to setting the agenda of topics
Conducting competitor/market research and analyses
Participation in cold-calling/prospecting activities
Developing & maintaining target client lists
Working with team to develop sales strategy for target clients and strategic planning of sales and relationship management business
Contributing to internal strategy meetings
Keeping current on GSAM’s investment products
General knowledge of financial markets and asset management preferred
Fluency in English and Arabic is essential
4 years’ experience including experience in a sales or client-orientated role preferred
Ability to communicate clearly and concisely, oral and written, with both clients and internal contacts
Strong client and sales orientation
Excellent interpersonal skills, team player
Good commercial instincts
University graduate or equivalent

IMD, Gsam, Institutional Sales Frankfurt Resume Examples & Samples

A minimum of 2-4 years of relevant work experience
Strong organisational skills and ability to multi-task
Team player with the ability to use own initiative and to prioritise
Excellent written and verbal communication and interpersonal skills along with a strong client service attitude
Good judgement of appropriate conduct
Attention to accuracy and detail
Ability to meet tight deadlines and to work under pressure
Microsoft Office skills

Director, Institutional Sales Resume Examples & Samples

Develop sales methods and presentations for prospect audiences
Conduct one-on-one and investment committee sales presentations with prospects
Develop institutional relationships
Implement direct sales efforts with the goal of growing discretionary investment management and advice solutions
Develop and implement prospect strategies for pension plans, foundations and endowments
Communicate Russell's product and service offerings to prospects with various levels of financial sophistication
Participate and support development of Canadian investment marketing and product development efforts
Bachelor degree required; Master’s degree or CFA an asset
Completion of CSC and Exempt Market Products exam
10+ years of experience with a proven success record of institutional sales - Portfolio Management sales experience with retirement plans, endowments and foundations highly preferred
In-depth investment industry knowledge, including capital market theory and investment strategies that relate to the implementation of the Russell investment philosophy
Strong prospecting, lead generation and relationship management skills
A high-energy level with the ability to influence and lead
Ability to work self-directed and also be a contributing team member
Outstanding communication, presentation and consensus building skills required, in addition to proven team leadership and project management experience
Strong business judgment, resource management, business development and negotiation skills
Bilingualism an asset

Institutional Sales Manager Resume Examples & Samples

Contribute to the development of the institutional sales strategy and implement - achieving sales targets within the timescales set
Identify, develop and maintain professional relationships with key Investment contacts in medium/large corporations in order to establish an effective network
Conduct effective, professional presentations on the agreed Invesco /Invesco Perpetual product range to investment consultants/trustees/investment officers/managers/pension fund managers in a manner that supports business objectives and delivers clear, concise and relevant info
Develop and regularly maintain contact tracking information for all key contacts so that accurate, up-to-date information is stored regarding these contacts
Establish close liaison with other members of the institutional team, Product Directors and Fund Managers as appropriate
Identify and actively develop effective relationships with Key Investment Consultants, the public sector and corporate FTSE companies in order to promote the business and achieve objectives
Ensure all activities are in line with Treating Customers Fairly(TCF) outcomes
Substantial experience of investment, clients and the UK institutional business
Experience of all matters pertaining to a client and prospects base
Excellent understanding of company products, global institutional business and regulatory requirements and business risk
Needs excellent knowledge of the institutional industry, investment consultants, corporates and clients in the UK Institutional marketplace
Knowledge of investment theory and practice
Up to date knowledge of current economic environment, regulations and relevant initiatives by competitors
Results focused
Strong influencing skills and excellent communication skills
Self-motivated, disciplined, organised and flexible
Resilience and decisive
Ability to work in pressurised and complex organisation
Entrepreneurial and business skills
Degree education, ideally with relevant financial services industry professional qualifications

Citi Velocity Institutional Sales Rates Resume Examples & Samples

Rates product experience
Line sales experience
Passion for and interest in technology and analytics
Series 7 & 63

Assistant, Institutional Sales Resume Examples & Samples

1) Sales Support
1) Provide sales support to all members of the team; including, but not limited to
Provide professional and consistent phone coverage to ensure prompt attention to requests and inquiries
Facilitate servicing of phone and communication devices; ie. fax machines, copiers, blackberries
Assist sales and trading in the research and resolution of administrative/operational issues
Client communications, transaction processing, interfacing with back and mid-office operations
Liaising with trading and investment banking regarding new issues transactions and material distribution
Accurate maintenance of excel-based and online order books
Use internal contacts and resources to arrange meetings
Maintain and develop knowledge of client systems/applications, including Salesforce.com and our internal web-based research library database
2) Maintain a proactive, client service focus in order to meet their needs
Respond to inquiries from clients, regulatory agencies, or members of the business community in a professional manner and determine acceptable solutions

VP, Taiwan Institutional Sales Resume Examples & Samples

Degree or above in Marketing, Finance or Economics
A successful track record in the Taiwan Market
Direct investment management experience is a plus; frequent travel expected
Fluent in English & Mandarin

IMD, Gsam, Institutional Sales Resume Examples & Samples

Preference for a minimum of 3-5 years of experience in a client-facing role (preferably at an asset manager)
Preference for a working knowledge with Swiss Institutional clients
Good understanding of financial markets and financial products
Excellent interpersonal skills, team orientation
Fluency in Swiss German and English

Director, Institutional Sales Resume Examples & Samples

Continue to build Russell’s institutional presence and profile in Canada with institutional prospects with assets over $2 billion
Grow net revenues and profitability of all client accounts through implementation services (including transition management) and multi-asset solutions
Gain access to, and deepen dialogue with, senior decision makers
Be a proactive point of contact between Canada and the broader Russell network
Develop a strategic account plan for each prospect and a detailed territory sales plan
Provide reliable information on clients’ implementation services and investment plans to help Russell in its ongoing efforts to build effective solutions
The ideal candidate has a minimum of 10-15 years of experience in the institutional asset management industry, gained in sales/business development roles
The candidate has a strong track record of building and maintaining relationships with clients. He/she has demonstrated access to high level decision makers, including investment committees and boards of directors, in client and prospective client organizations
The candidate is recognized and respected for his/her ability to develop business with new and existing clients, and thrives in an environment where a good deal of his/her success is measured by growth in revenues and profitability
The candidate possesses in-depth investment knowledge, including capital market theory and investment strategies that relate to the implementation of the Russell investment solutions
The candidate has an advanced academic background including a graduate degree in business, a CFA, and/or the Canadian Securities Course or Exempt Market Products licenses

Institutional Sales Product Manager Resume Examples & Samples

Demonstrated success in delivering large books of work across multiple project teams and locations, prioritizing objectives and managing internal and external dependencies
The ability to provide transparency and actionable next steps on the program of work, clearly communicating progress and status to multiple levels of the organisation
A good understanding of the FXLM business, processes and flows to steer the program of work
Familiarity with SDLC and agile development methodologies
Bachelors or Masters degree in Computer Science, Information Science or related technical or quantitative discipline from a top tier University
Working knowledge of business intelligence and data visualization tools (e.g. Oracle BI, Business Objects, Cognos, Microstrategy, Qlikview etc)
Advanced level SQL skills; ability to query multi-TB databases
Positive attitude and hard-working

Intern, Institutional Sales Resume Examples & Samples

Work closely with Sales Directors in collecting prospect information, preparing for initial contact, follow-up requests, final meetings, and review of final RFP's
Partner with Sales Directors to build and manage territory plans
Perform competitor and market analysis
Utilize various communications and client relationship management systems to track prospect interactions, needs, and trends
Support Sales in ad hoc projects and analysis
Knowledge of the institutional money manager and pension communities
Proven sales acumen and/or potential for sales success
Ability to establish and manage industry partnerships
Excellent organizational and project management skills

Institutional Sales Taiwan, VP Resume Examples & Samples

Improve the awareness and presence if BNYM IM at TW market, and work towards establishing buy ratings for the range of products and services amongst consultants
Clearly articulate the objectives and process of investment products and services
Work within the matrix environment of a global institution, having the flexibility to work effectively and collaboratively in a large and complex organization
Act as first point of contact for prospects, consultants, independent trustees, financial intermediaries, investment SITEs, master agent responding to inquiries regarding products or services
Analyze the competitive landscape alongside product management to ensure intelligence data is correct and product development efforts are focused
Establish, implement and maintain a regional sales strategy identifying key targets
Coordinate the delivery of marketing materials needed in the sales process
As necessary, ongoing organization and maintenance of Client/Prospect database
Cross sell investment products and services to existing asset servicing clients
Foster a sense of teamwork, assisting others when needed/required
Make a positive contribution to BNYM IM’s culture, values and approach
Degree in business/marketing, finance, economics or related disciplines
Master degree related to business/marketing preferred
Experience/connections at Taiwan investment management industry a plus
5 - 7 years and above direct investment management experience is a plus; frequent travel expected

Benelux Institutional Sales Team-assistant Resume Examples & Samples

Assist with event management and client communications as required
Handle busy calendars (organize complex meetings, luncheons, dinners and conference calls, etc.)
Prepare Travel & Expense reports using the in house expense system (TEEMS)
Copying, faxing and filing
Liaising with different suppliers: couriers, parking, ordering stationery, printer/fax, cleaning, service engineers
Processing of invoices for the office
Handle large volume of telephone calls
Other daily ad-hoc tasks as required
Previous experience of supporting a team (at all levels), preferably within Financial Services but not essential
Excellent organisational skills, strong attention to detail plus the ability to work under pressure is essential. The ideal candidate will have a positive, focused, proactive and resourceful approach with a “can do” attitude
Effective team player with exceptional communication skills
Desire to learn the business and to contribute more broadly to the team’s efforts
Must be highly proficient in Outlook, PowerPoint, Excel and Word
Fluency in Dutch and English is essential

Managing Director, Institutional Sales Resume Examples & Samples

Bachelor’s degree required, degree in Finance, Business or related field preferred
7+ years of recent, relevant financial product sales experience, preferably selling Public Pension, Corporate Pension and/or Endowment & Foundations products to institutional investors within a defined territory
Series 7, 63 and 3 (or ability to obtain within a defined period of time after start date)
Ability/willingness to work in the US Western region, which will likely require working from a home office
Ability and desire to travel up to 50% of the time

Intern, UK Institutional Sales Resume Examples & Samples

Project manage content delivery and execution of sales campaigns , working with the sales team, investment division, and marketing team
Market research, including
Collate data around key individuals at our target companies including contact details and useful networks
Key market trends, which we can position for and feed into our strategy
Competitor trends
Assist in the production of client presentations and meeting materials
A basic understanding of the financial services sector, especially fund management
Good organisational skills and the ability to meet deadlines
Ability to work well in a team as well as independently
Ability to look beyond current sales procedures and devise new and more effective ones
Tenacious attitude to problem solving
PC literacy, in particular familiarity with Microsoft applications such as PowerPoint, Word and Excel
University undergraduate degree or equivalent qualification / equivalent experience

Institutional Sales Assistant Resume Examples & Samples

Provide administrative support to Institutional Sales Team finding innovative ways to improve efficiencies and productivity
Manage phones (primary point), travel arrangements, T&E report submission and handle catering for marketing meetings
Maintenance of Impact, RBC’s contact relationship management system, and other firm databases
Handle client research requests and conference registrations/one on one signups
Assist with data resource submission processes to buy side accounts as needed

ECM Institutional Sales Assistant Resume Examples & Samples

Liaises with clients and sales professionals to facilitate corporate access and analyst meetings
Acts as liaison to the Corporate and Analyst Marketing desk, including some responsibility for allocating meetings for regional marketing trips and events
Performs day to day tasks for individual salespeople, in addition to general office management
Ability to learn both general and nuanced information for each client account under the sales assistant’s purview
Assisting in marketing sponsored events to appropriate clients
Analyzing problems and establishing solutions in a fast paced environment
Multi-task and prioritize under pressure
Maintain currency in sales/ trading polices and procedures
Minimum (0) Zero to 3 (three) years’ experience in a sales and marketing environment or financial services industry

ECM Institutional Sales Assistant, Registered Resume Examples & Samples

Provides general support to assigned Institutional Equity Sales professionals and/or teams
May perform various sales related duties as directed with supervision
Operates standard office equipment and uses required software applications
Basic concepts of financial services and Equity Capital Markets
Work under tight deadlines using personal initiative without close supervision
Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment
Communicate effectively, both orally and in writing
Establish and maintain effective working relationships with others

Manager, Institutional Sales Resume Examples & Samples

Proactively provide differentiated sales & service solutions to institutional investors
Deliver sales & service solutions through the presentation of options with a recommendation that clearly articulates the value to the client
Undertake pre-contact planning for all client calls/meetings
Demonstrate commitment to take ownership of client problems at first point of contact
Introduce and refer clients to enterprise partners to meet the client’s broader advice needs
Develop, manage and action a personal development plan that ensures skills/knowledge are up to date. Ensuring sales, relationship management and product knowledge is at an appropriate level to manage the complexity of the portfolio
Keep current and up to date on industry/business trends and major events (through First Research, newspapers, magazines, associations and websites)
Strong sales orientation with a passion for fulfilling on client needs; pre-call, client discovery/active listening, contact management strategy, objection handling, closing the deal and asking for the business
A high degree of fixed income & equity markets knowledge and an appreciation of investment risks
Entrepreneurial, self-motivated to achieve above average results
Continuous learner with a deep curiosity about his/her diverse clients and keeps up to date with changes in client’s needs
Effective communication, written & oral with cultural sensitivity
Proficiency with Microsoft Office suite and knowledge of industry software (Depend, Netex 360, Global Vision)
University degree ideally in Finance/Management/Accounting/Economics or related experience in Investment Management environment is required

VP, Institutional Sales Resume Examples & Samples

Preferred: Master Degree in Business or CFA
Strong rolodex of institutional contacts
Investment Management knowledge
Product knowledge relating to HSBC solutions
A proven track record of selling investment solutions to large sophisticated institutional plan sponsors
Client service orientation enabling effective cross selling to existing clients
Evidence of working closely with other teams to influence colleagues at all levels of the business

Ishares Institutional Sales Specialist Resume Examples & Samples

Develop a deep understanding of client needs and challenges, and deliver solutions to meet those needs
Educate clients on the ever-changing market landscape, and assist them to continue to evolve their processes toward best practice
Work collaboratively with other teams within BlackRock to address client needs in a cohesive way
Be the fixed income specialist within the team, bringing deep insight of the asset class and developing insight into how ETFs can assist fixed income investors
Act as a thought leader on the important issues facing institutional clients including portfolio construction, risk management, trading and liquidity management and the impact of regulatory changes
Be a champion for the Australian iShares Institutional client. Work with BlackRock teams globally to develop solutions that directly serve Australian clients’ needs
Maintain a comprehensive understanding of client usage of iShares ETFs – including seeking confirmation of client usage of off-shore products
Tertiary qualified in a Business, Finance, Commerce or Economics discipline (post-graduate qualifications such as CFA are preferred)
Minimum of 5+ years experience in a trading or investment related role
Thorough knowledge of global investment markets, with a focus on listed and OTC markets, trading and regulatory environments
Demonstrated understanding of the ways institutional clients achieve investment exposure, including direct investment, swaps, futures and other derivatives
Broad knowledge of various types of institutional investors including superannuation funds, asset managers, insurers and consultants
Demonstrated understanding the opportunities and challenges facing each of these types of clients
An ability to operate effectively within a global matrix organization. Proven capability to develop and leverage effective stakeholder relationships
An in-depth knowledge of fixed income markets
Highly developed communication and presentation skills with a demonstrated ability to present ideas effectively to clients and promote ideas internally

Associate Director, UK Institutional Sales Resume Examples & Samples

Generate and pursue new business leads for Russell's range of services and solutions to professional investors, with a focus on identifying both AUM and Implementation Service opportunities
Proven sales experience within the financial services/investment industry
UK Pension Fund or Insurance industry experience
Significant experience selling investment management services to large UK institutions
Experience selling Multi Asset fund products and other similar solutions to institutional clients
Existing client contacts within the Insurance segment and a profile within the UK pensions industry would be viewed favorably
A keen interest and detailed knowledge of the global capital markets and how investment managers operate within them. Actual portfolio management experience desirable but not necessary
Broad knowledge of the investment consulting, investment management and pensions industry in the UK including an understanding of the objectives and operations of UK pension funds and of the UK regulatory environment
Good knowledge and understanding of all major asset class investments, with the ability to articulate investment processes knowledgeably and credibly
A good understanding of the mechanics of Multi-Asset funds
Exceptional planning and organizational skills, particularly with respect to pursuing sales targets
An ability to juggle external and internal priorities
Excellent communications skills (written and oral) with the ability to adapt communication style as appropriate, advanced interpersonal and presentation skills
Strong self-motivation, energy and tenacity with the ability to thrive in a pressurized environment
Strong relationship management, negotiation skills and prospect facing exposure
Ability to meet deadlines without sacrificing quality; effective time management
Commitment to professional excellence and capable of exercising professional judgement
University undergraduate degree or equivalent qualification / equivalent experience - Business, finance, economics preferred

Institutional Sales Resume Examples & Samples

Sales for insurance products offered by the platform
Supporting targeted sell strategies and learning specialty investment products
Developing and maintaining competitor performance analysis
Directing the preparation of marketing strategy updates and commentary
Investment product knowledge is an advantage particularly in fixed income and insurance
Experienced with both Power Point, Excel, and Access with a focus on working with databases
Must be detail oriented and have an analytical mindset with the ability to deliver key insights through ‘out of the box’ thinking
Well motivated and enthusiastic team player, able to work with others in a fast paced, dynamic environment
Financial/Reporting analytical skills are a plus
Experience within the financial sector, specifically insurance
Experience in Insurance of Fixed income required
CFA or CFA candidacy is a plus

FX Institutional Sales, Director Resume Examples & Samples

FX Sales, facing clients within the financial services and banking industries
Minimum of 10 years experience
Sales experience facing financial clients
Quantitative background
Native level fluency in written and spoken Japanese, business level English
Background working for a Japanese bank

Director, FX Institutional Sales Resume Examples & Samples

Tertiary qualified and/or relevant professional industry accreditation preferred
FX pricing and trade execution experience in all major markets
Knowledge of FX risk management products, ranging from vanilla to exotics
Proven ability to interact with clients and persuasively present relevant solutions with a view to achieving an agreed outcome
A self-starter who is results orientated with a demonstrated ability to operate effectively within a team environment

VP-institutional Sales & Service Resume Examples & Samples

Deep knowledge of the US asset management market and equity investments
8-10 years of Consultant Relations/Institutional Sales experience with an excellent understanding of, and new business background, in the Institutional market
Undergraduate Degree in a business discipline or an equivalent combination of training and experience
Demonstrated track record of success in Sales and Consultant Relations and the development of key client relationships
Strong consultant relationships with firms based in the western United States
Clear understanding of the sales process and the ability to develop a consultative sales program ensuring long-term success
A developed, professional, disciplined, and consistent sales approach using qualitative/quantitative measures
Ability to identify client needs and suggest appropriate positioning of strategies and/or value added solution
Capacity to function independently while providing appropriate and meaningful feedback to senior management on issues and opportunities
Strong verbal and presentation skills
Propensity to act as a consummate team player with the flexibility to adapt to an entrepreneurial environment
FINRA Series 7 and 63 registrations
Master's Degree or CFA Charter Holder
FINRA Series 24

SVP, Institutional Sales Resume Examples & Samples

Provides insight to the institutional sales and marketing staff while assisting in all aspects of the sales process
Collaborate in developing sales and target marketing campaigns and materials that are aligned with the organizational vision and strategies for growth
Assists in the implementation of strategies across marketing and sales functions to support others in building and expanding financial services business
Participate in developing and sponsors tactics to achieve strategic objectives across functional groups or within a business group
Ensures a properly maintained CRM
Prepares specialized financial reports, charts and graphs for sales management
Helps create new and updates existing final presentations for sales
Coaches and mentors as appropriate, identifies training needs and assists in development programs
Identify training needs and develop team members
Bachelor’s Degree (B.A.) in Finance or related field and a minimum seven (7) to ten (10) years of experience in the financial services industry with a minimum of five (5) years demonstrated financial services sales experience

Institutional Sales Associate Core Institutional Group Resume Examples & Samples

Support Senior Relationship Managers with all on-going sales, service and communication with clients and prospects
Interface with portfolio managers, investment product specialists, compliance officers, consultant relations staff, operations and portfolio administration personnel, to meet clients’ needs
Cultivate strong relationships with a roster of clients, becoming the "go-to" person for account specific information which can include security level (bonds, stocks, derivatives) information, portfolio investment performance, investment guideline compliance, clarifications and modification, cash inflows and redemptions
Pursue consultative relationships and new business opportunities and help execute prospective client campaigns to help meet predetermined commercial objectives
Write and publish client meeting summary notes posted to firm wide client relationship management systems
Develop asset class fluency across BlackRock's product range - including fixed income, equity, hedge funds, real estate, private equity and fund of funds
4+ years of relationship management experience
BA/BS degree in related field (Economics, Finance or Accounting). MBA or CFA is strongly desired
Solid industry and investment knowledge. Proficiency across a wide range of traditional and alternative Investment products. Clear awareness of key issues affecting institutional investors. A working knowledge of our competitors
Self-managed, highly driven by relationship management and revenue generation
Strong professional and personal integrity

Institutional Sales Director Resume Examples & Samples

Identify, develop and maintain strong relationships with the key stakeholders in the institutional public/private pensions sector in Germany
Contribute to and implement Fidelity´s Germany strategy in institutional asset management, specifically for the identified target client group
Identify client needs early and propose approach and/or develop investment solutions in collaboration with investment management and product management
Participate in the product development process in general when needed (through recommendations, explanation of requirements and the regulatory framework) as well as in the development of marketing strategies
Work closely with the Head of Institutional Sales and Relationship DB, the Institutional Marketing team, Business and Client Services and other Fidelity teams
Deep knowledge of the German institutional asset management market, with a focus on public/private pensions institutions, and a genuine interest in asset management for institutional investors
Deep knowledge of the regulatory and investment frameworks which clients have to deal with
Mature calibre, able to deal with senior and sophisticated clients
Positive and proactive approach, welcoming with enthusiasm new initiatives and opportunities aimed to grow the business
Result orientation, able to work independently
Good PC knowledge (Windows, Word, Excel, PowerPoint)

Institutional Sales Manager Resume Examples & Samples

8-10 years of experience marketing investment strategies to the institutional marketplace calling on corporate, public, and endowment pension funds
Bachelor’s degree; MBA or CFA is a plus
Strong relationships with appropriate industry contacts, including investment consultants is required
Quantifiable track record of success selling and building relationships within the institutional marketplace
Proven ability to identify, cultivate, and raise assets from new business prospects over a long sales cycle
Strong consultative, relationship based selling skills
Must be able to operate in a team environment
Familiarity with Sales Force CRM
FINRA Series 7 required

Prime Clearing Services / Institutional Sales Resume Examples & Samples

Sales and marketing coverage of international institutions operating in Asia, trading into Asia and those originating from Asia
Identify business strategy and define client target lists; formulate and execute a sales plan around institutional clients in APAC
Continuously generate feedback from management and market in order to identify sales opportunities and pursue them in the plan
Participate in industry events on an ad-hoc basis as one mode of promoting sales
Promote cross selling opportunities to other business lines within SG
Excellent communication/marketing/sales skills. High proficiency of spoken Mandarin is required
Basic IT skill requirement
Knowledge of SG procedures and guidelines

Institutional Sales Resume Examples & Samples

Minimum of 5+ years of asset management sales experience
Licenses: Series 7 and 63 required
Investment Management industry sales processes / business methodologies
Competitor knowledge, including products
Strong relationship building skills - creativity, patience and persistence in identifying and pursuing new relationships as well as maintaining and deepening existing relationships over the long term

Institutional Sales Analyst M / F-vie Milan Resume Examples & Samples

Support the Senior Sale on structuring products in cooperation with engineering team, including historical simulations of investment scenarios and product performance
Management of the life cycle of the products afterthe issue date
Contact with institutional clients
Ideas generation
Product valuations and analysis
Setup and development of dedicated reporting to Sales Manager
Day to day use of internal pricing contribution systems
Support in the commercial follow up with clients/ ongoing campaign

Director, Institutional Sales Resume Examples & Samples

Build and execute a business plan to raise assets and drive significant revenue growth in a defined institutional channel by identifying and cultivating prospects and existing clients
Execute on AUM and revenue growth goals with new and existing clients and consultant partners
Develop and augment relationships with plan sponsor professional staff, Investment Committee/Board of Trustee members, investment consultant staff and other influencers to effectively position Eaton Vance and our affiliate firm capabilities
Effectively manage the sales opportunity process from prospect identification and development through closing sales opportunities
Leverage dynamic territory team model to effectively work with Consultant Relations and Relationship Management teams in order to create a consistent market approach
Strengthen existing institutional relationships and maximize growth opportunities by developing and executing proactive, creative and ongoing contact initiatives within territory team model
Build relationships with EV and affiliate firm investment teams to grow internal and external credibility and effectively leverage capabilities and resources to win new mandates while assisting in development and retention of existing relationships
Effectively relay market intelligence and demand trends internally to improve existing messaging while proactively acting as a catalyst to develop new solutions
Demonstrate the core values of the firm and champion established internal and industry best practices

Managing Director, Institutional Sales Resume Examples & Samples

Highly proficient in explaining capital markets and positioning the benefits of ETFs and asset allocation solutions
Series 7 & 66 is required
This position will be located in Texas or Ilinois

Institutional Sales & Service Manager Resume Examples & Samples

Provide direct support to our customers: Respond in a timely, accurate, and courteous manner to all e-mails and phone calls from students, faculty and administrators from partner institutions
Facilitate orders, shipments, deliveries, access, introductions of faculty to partner, and reports required for program delivery
Work with academic leadership to ensure programs are staffed and partner needs are communicated
Become the point of contact for all partners after the program has "closed" in Sales Force and net bob has booked
Assist in facilitating the renewal process of partners, where appropriate
Liaise internally with Kaplan stakeholders in academics, business ops, institutional operations, and institutional reporting
Provide partner feedback to help influence product/ institutional development and academic quality
Support KPS Director team by prospecting, researching, and setting appointments for new customer leads
Project management, customer service, and previous sales experience required
Successful candidates will be highly organized and detail oriented
Applicants must demonstrate excellent presentation skills
Location
KPS Sales and Service Specialists will be Connected Workforce employees. (No company office will be available.)
Required and approved business expenses are reimbursable according to company policies

Director Institutional Sales Resume Examples & Samples

Implementing and driving short and long-term sales and distribution strategy through identifying and cultivating prospects
Identifying and assessing the prospect’s investment objectives and determine appropriate investment solutions
Working with the Consultant Relations team to make the consultant marketplace more aware of AUIM's overall product lineup
Representing all AUIM investment capabilities
Maintain ongoing knowledge of AAM’s products, investment process, philosophy and performance, as well as keep current on investment strategies, market conditions and key occurrences in the global marketplace
Review and coordinate all prospect communications (presentations, RFPs, RFIs, questionnaires, ad hoc requests, etc.)
Create, develop and deliver sales presentations to prospects, coordinating the involvement of other relevant internal constituencies as needed
As a member of the AUIM distribution team, directors are expected to lead by example and work with team members to build and sustain a successful third party business
Willingness to explore new skills to enhance selling effectiveness
Minimum 7 years of experience in the financial services industry in a similar role, with a minimum of 5 years sales experience
Proven track record in asset management institutional business development
Series 3, 7 and 63 required. Upon hire into this role, employees must obtain required licenses within 120 days
CFA and/or MBA preferred
Approximately 50% of travel is required

GT Institutional Sales Resume Examples & Samples

Establish, maintain and build strong relationships with new and existing institutional clients based in Japan and in the Asia region
Sale of Fixed Income, FX & FX Derivatives, Interest Rate Derivatives, Credits & Credit Derivatives and Structured Notes
Analyze and understand customers' needs and customize appropriate solutions to meet these needs
Advise clients and provide them with trade ideas
Take orders and execute on behalf of clients
Cross sell products/services from other business division such as investment bank and asset management
Minimum 5-7 years relevant working experience with sales-structuring experience
The individual should possess excellent communication skills, and need to be a high energy, highly efficient professional; results-oriented and able to deal with pressure
Strong working knowledge of the Microsoft Office suite (Excel, Powerpoint, Access)
Candidates with CFMAS Modules 1B, 5, 6, and 6A plus 8 ideal

Sales Manager, China Institutional Sales Resume Examples & Samples

Develop new institutional business opportunities in China, with key prospects, clients and consultants
Work on detailed analysis such as asset liabilities, data research and analysis, investment return, etc. in particular for pension and insurance clients
Develop strong relationships with prospects and clients
Serve assigned clients who have segregated accounts
Serve as the advisor to qualified domestic investors on stock connect product
Customize investment solutions to suit investment needs of prospects and clients
Contribute ideas for new products which will be suitable to the markets assigned
Win new business in China with the objective to achieve a mutually agreed sales target each year
Development of strong relationships leads to new mandates or injections into existing funds
Minimum 5+ years’ of experience in sales or investment within the financial industry in China
Experience working with international firms
Experience in handling sophisticated institutional clients at a senior level
Excellent language skills in Mandarin and English
Strong analytical skills including data collection and research skills
Highest level of integrity

Manager / Senior Manager, Institutional Sales Resume Examples & Samples

Develop new institutional business opportunities in the South East Asia region, with key prospects, clients and consultants
Service assigned South East Asia clients who have segregated accounts
Complete RFPs, consultant reports and client reports in a timely and efficient manner
Win new business in Singapore & other ASEAN countries with the objective to achieve a mutually agreed sales target each year
Achieve activity statistics for the region
Contribution in helping the team to reach the leadership position objective in the next three years
Quality of ideas initiated to enhance corporate or product position in the market
RFPs and reports are completed in a timely and efficient manner
Obtain and act on feedback from other departments /offices/ Investment centers on the quality of support / work done
Obtain and act on feedback from prospect/ client, if any
At least 5 years’ experience in marketing or investment with funds management or related company
Strong pension experience is a plus
Experience in handling clients with SEA background is preferred
Experience in client servicing and dealing with sophisticated institutional clients at a senior level
A good understanding of financial concepts
Excellent written English skills, for example, a previous history of writing reports (preferably within the finance industry in the write up of market reports)
Accurate, articulate, presentable and showing initiative

Head of Institutional Sales Resume Examples & Samples

Marketing investment solutions through consultation with pension plan sponsors to ensure a clear understanding of their needs so that the appropriate products and services are effectively presented
Focusing on business development and sales
Interfacing with consultants, customers and prospects
Achieving established sales through personal direction of all activities of the sales process
Supporting the development of a strategic sales plan to identify quality new business relationships
Collaborating with other internal partners to obtain new customers and supporting relationships and cross selling with existing customers
Effectively presenting Sun Life Institutional Investments (Canada) Inc.’s investment products and services to external customers and industry organizations through written, verbal and electronic media
Developing and maintaining strong relationships with senior professionals and executive management of institutional organizations
Raising awareness of Sun Life Institutional Investments (Canada) Inc.’s investments and services through targeted prospecting activities
Implementing long term relationship growth strategies for key territory prospects
Using expertise of market and competitive environments to help position services appropriately
Providing support to other members of the sales and client service team and guidance to the support staff to achieve highest levels of performance
Outstanding relationship builder: strong sales skills and strong influencing and negotiating skills
Ability to work across teams, and manage through influence; promoting a team versus individual approach
Proven expertise in the institutional money management business in the areas of marketing or sales: has an established record of raising assets in the Canadian Institutional marketplace
The ability to successfully develop strong working relationships with executive management in the prospect organization and internally
Strong established relationships with major consulting firms
Extensive knowledge of institutional investment offerings
The ability to travel frequently is required
LI-JW1

Institutional Sales Business Partner Markets Finance Resume Examples & Samples

Accounting qualification advisable but not essential
Good Product Knowledge and Markets Knowledge
Familiarity with Markets Sales MI
Strong IT Skills and knowledge of Qlikview

Administrative Assistant Iv-institutional Sales Resume Examples & Samples

Provide administrative support for senior staff
Oversee general office management activities
Coordinate key meetings and events on behalf of Principal Global Investors’ Product Team
Schedule travel, both domestic and international
Judgment is required to resolve problems and make recommendations for solutions and actions
Bachelor’s degree preferred, Associates degree required
A minimum of 6 years of experience as an administrative assistant, preferably in the Financial Service industry
Proficient in Microsoft office suite; Word, Excel and PowerPoint
Prefer those with ability to type 45-55 wpm
Excellent oral/written communication (including grammar and spelling), problem solving and basic math skills
Ability to prioritize assignments, adapt to changes in daily tasks when necessary, and multi-task throughout each day
Position requires tact, ability to maintain confidentiality and good customer service and interpersonal skills

Institutional Sales & Marketing Executive Resume Examples & Samples

Regional Sales and Marketing Services
Provides sales, marketing and client support to the Institutional Business Development Teams
Leverages best practice across different countries and markets
Global Marketing
Channel management with Distribution Partners (FIAM, GEODE, Fidelity Canada)
Contribution to and coordination of Global Marketing Activities (Thought Leadership, Institutional Identity, Digital, Product Development, Fund Launches, Pricing)
Proven sales support experience within Financial Services
Experience of dealing with compliance and understanding of regulatory impact
Excellent communication, proof-reading and editing skills
Good influencing and communication skills to forge effective relationships with key stakeholders
Resourceful, a quick learner who demonstrates initiative and works well autonomously as well as in a team environment
Ability to interact with people at all levels; internal, external and cross-border
Ability to work under pressure and to meet tight deadlines
Strong technical financial knowledge and numeric skills
IMC qualified or with an active interest in achieving the qualification
European language skills esp. French and/or Italian and/or German (written / oral) would be an advantage

Institutional Sales Tokyo Resume Examples & Samples

Develop and execute strategic and tactical regional sales plan to maximize ASV growth and exceed quarterly regional ASV goals on an individual and team basis
Identify, develop and close sales opportunities at existing clients
Support, advice and mentor junior sales members and consultants to maximize their effectiveness and FactSet’s client penetration
Apply a disciplined and high quality sales process based on high activity, focus on well-qualified high value opportunities and strong execution of trials and negotiations. Instill this approach in the Japan GBB team
Assume day-to-day leadership of the FactSet Japan GBB team, be the point person for the team and for operational topics related to the Japan GBB business

Defined Contribution Institutional Sales Resume Examples & Samples

Manage key relationships within the region, raise assets from new and existing clients, and provide best-in-class client service
Collaborate with other account executives across BlackRock to develop opportunities and manage relationships with large/mega plan sponsors
Work closely with BlackRock investment professionals to support the development of innovative products/solutions to meet the changing needs of plan sponsors in the DC market
Develop and drive new opportunities from beginning to end: initial pitch, finals presentations, client onboarding, ongoing account reviews and client service
Play a key leadership role within the DC business in New York and the business broadly, representing key initiatives within the firm
Minimum 6-10 years in a DC sales and client service role with a leading retirement services firm
Extensive experience with DC plan sponsors (ideally large/mega sponsors) and a proven track record of growing revenues
Deep knowledge of DC industry trends, regulation and operations
Experience covering the East Coast market is highly preferred
Strong investment acumen and a high degree of fluency and comfort in structuring and positioning investment solutions for DC plan sponsors. Understands value-added consultative interactions that extend beyond specific products
Multi-asset experience, including target date funds, is preferred
Previous experience in a significant leadership capacity
Strategic thinker committed to collaboration and team environment
Possess high energy, motivation, and a commitment to excellence
An undergraduate degree is required and an MBA, other advanced degree, or CFA are preferred

Institutional Sales Trainee Resume Examples & Samples

Answer client inquires over the phone and via email
Assist Institutional Sales team with daily activities
Troubleshoot trade problems, check hedges and confirm trades with clients and dealers back office teams
Maintain databases and files
Support the administrative needs of the office
Obtain the necessary knowledge and skills to be successful in the brokerage industry
Bachelor's degree required (Finance or Econ preferred)
Must have or be willing to obtain Series 7 & 63 licenses within one year of hire
Desire to learn the Institutional Sales business
Strong PC skills including knowledge of MS office products and the Bloomberg Terminal
1-2 years previous industry or sales experience preferred
Team player, comfortable working in a loud, fast-paced, deadline-drive environment
Ability to maintain a positive attitude even under extreme pressure
Ability to interact professionally with clients and colleagues
Highly motivated, self-starter with an entrepreneurial spirit interested in working in a competitive environment

Intern, Institutional Sales Resume Examples & Samples

2017 Summer Intern – Institutional Sales, Sales & Marketing
Major in Finance / Economics, 2nd and 3rd year preferred
Minimum GPA 3.0 or equivalent preferred
Keen interest in developing a career in financial services
Proficiency in English, Putonghua and Cantonese
Strong verbal and written communication as well as presentation skills
Solid analytical skills and attention to detail
Eagerness to learn and a desire to be a team player
Proficient computer skills in Microsoft Office’s applications, Bloomberg and MorningStar

Senior Institutional Sales Director Southeast Resume Examples & Samples

Minimum of 10 years of experience in financial services, specifically in institutional sales with strong contacts that include: Defined Benefit, Defined Contribution and traditional 3rd party institutional plans
FINRA registrations include a series 3, Series 7 & Series 63/66 required within specified time frame
Strong business acumen with a comprehensive knowledge of long term investment products
Prior experience with complex long term institutional accounts
Demonstrated experience being a team player

VP of Institutional Sales Resume Examples & Samples

Independently solicits and procures new business from advisors managing $100 million or more in assets under management
Promote, sell and secure assets from new and existing advisor relationships
Activity to include but not limited to: making cold calls, meeting with existing and prospective clients, attending industry trade shows and events
Clearly communicates the features and benefits of the TD Ameritrade Institutional products, services and platform offering to attract and retain assets
Minimum sales targets and activity metrics to be met which will be consistent with the business plan for the assigned territory
Understands the features and benefits of the TD Ameritrade Institutional products, services and platform offering
Applies knowledge and expertise to develop new business and expands existing relationships
Understands the investment advisor business and keeps current with industry and market developments
Penetrates the regional market, familiarizing established accounts with new products, services and developments
Understands relevant applications, resources, policies, markets rules and regulations
Effectively applies selling techniques to increase net new assets
Meets prospecting objectives of call activity, quarterly meetings, internal referrals and Single Sales Objective requirements
Successfully qualifies and profiles prospects to generate new opportunities, effectively identifying and aligning with advisor needs
Challenges and probes to introduce alternative products, services and investment options
Keeps current on all aspects of the advisor's business, financial history, assets under management, objectives and challenges insofar as importance and impact to effectively match prospect's needs to TD Ameritrade's Institutional products, services and platform offering
Skillfully, tactfully and successfully overcomes advisor objections, resolves skepticism, misunderstanding, potential drawbacks and lack of interest
Identifies and independently acts upon opportunities to bring in new business and achieve objectives
Participates in trade show and conventions

Institutional Sales Manager, Southeast Asia Resume Examples & Samples

Provide overall sales coverage for new business opportunities and existing client mandates in SEA
Assist with the preparation and production of relevant client materials, including sales presentation, pitch book, due diligence materials, regular product and performance update and ad hoc market update etc
Answer client queries and follow up in detailed, accurate and timely fashion
Work in conjunction with the Regional Institutional Team and SEA marketing to assist and organize institutional client events and seminars for institutional clients from the region
Liaise with the Oversight teams to ensure all sales documents have relevant disclaimer and are in full compliance with internal policies; as well as fall within Gatekeeper protocols
Responsible for sending out relevant Fidelity publications, market news & articles produced by Marketing and Investment Communications to clients and prospects as appropriate
Maintain and update sales databases (eg Salesforce) and other relevant sources to produce updated and accuracy pipeline and related sales reports
Help identify current client and market trends / opportunities
Following relevant developments in the press/online
Liaise with the respective product teams to deliver relevant client solutions
Provide administrative support setting up internal and client meetings and coordinate the logistics of client events
Build a comprehensive knowledge of key products relevant to the market, as well as a deep working knowledge of products offered by the other Fidelity-related entities, including Fidelity Institutional Asset Management and GEODE Capital
Bachelor's degree preferably with a business concentration. Advanced degree or CFA qualification strongly preferred
Minimum of 5 – 10 years related experience
Excellent communication and inter-personnel skills
Can do attitude. Energetic and creative in handling client enquiries
Ability to multi task and manage various requests from clients/prospects and internal parties
Work independently, ability to thoughtfully challenge decisions or recommendations as appropriate
Analytical ability to collate and report relevant facts and figures
High degree of responsiveness is needed with quick turnaround, impeccable follow-up, with a focus on exceeding expectations
Focus on personal excellence and the delivery of world class service is required
Able to work under pressure and meet tight delivery deadlines
Flexible and positive attitude to work
Ability to take ownership and deliver results
Asian language skills are an advantage

Institutional Sales Co-op Resume Examples & Samples

Act as a primary liaison/contact for sales personnel in local and global satellite offices
Maintain/update team databases and folders on shared drives to ensure files are current, accurate and accessible by team
Perform administrative tasks for the team as needed, such as meeting support, processing invoices, conference registrations, sponsorships, and new hire setups
Interface with investment department and senior management in coordination of meetings
Assist in the set-up of meetings; including creating meeting agendas, coordinating presentation materials and recording meeting minutes as required. Communicate meeting information as necessary. Assist with meeting setup/cleanup of catering
Create customized marketing and sales presentations for full spectrum of institutional investment products based on relevant product, benchmark, and data information. Use initiative in creating ad hoc materials (due diligence, product, etc.) to enhance sales process
Utilize SalesLogix CRM database as central resource to maintain and track all appropriate contacts and activities. Generate regular and custom activity/opportunity/consultant reports as necessary. Think creatively about how the team can best leverage the CRM system to meet sales goals
Coordinate all aspects of MFSI prospect meetings and external events such as roadshows, product focused events and industry conferences. Represent MFS at industry conferences/events as requested. Manage all details with event planning and external vendors working within department budget. Manage coordination and production of all materials. Act as primary contact to all external attendees to MFSI sponsored events
Process correspondence, prepare presentation materials independently and with direction from sales personnel and ensure timely completion and delivery of these materials
Assist other teams with in the department and perform additional duties as requested
Seeking students with a strong interest in financial services, ideally in sales and marketing. Creativity, flexibility, and a sincere interest in learning are highly valued
Team-oriented, yet able to work independently, providing simultaneous support to several individuals
Strong communication, organizational and interpersonal skills, with a keen attention to detail
Must be extremely adaptable and resourceful, and able to thrive in a fast paced environment

Institutional Sales Executive Resume Examples & Samples

Achieves established sales and retention goals through personal direction of all executive and staff level activities of the sales process
Develops a strategic sales plan to efficiently identify quality new business relationships and leverage Vanguard capabilities for maximum success
Effectively presents Vanguard's investments and services to prospects, clients and industry organizations through written, verbal and electronic media
Develops strong relationships with senior and executive management of prospect and client organizations
Raises awareness of Vanguard's investments and services through targeted prospecting activities
Implements long term relationship growth strategies for key territory prospects
Provides support to other members of the Sales & RM team and guidance to the support staff to achieve highest levels of performance
Supports corporate initiatives and actively participate in programs as appropriate
Eight to ten years financial services experience with at least five years in a senior level client or prospect relationship role. Three to five years of successful institutional sales experience preferred
Proven ability to think and perform strategically, bringing innovative solutions to complex client or prospect situations
Strong knowledge of the institutional competitive environment
Advanced degree (MBA) and professional designations (i.e. CIMA, CFP, CFA) preferred
Excellent command of English is a must and proficiency in the language of the target markets is highly recommended

VP / Director, Institutional Sales Resume Examples & Samples

Responsible for developing Institutional revenues with an assigned portfolio of Institutional Clients, in particular banks, insurance companies, asset managers, and securities houses based in Hong Kong
Liaise with engineering team to come up with tailor made solution to institutional clients
Liaise with DCM, syndication, trading, and e-commerce team to facility both primary (public and private) and secondary credit flow activities
Cross selling within the Global Market platform as required by SG Management
Excellent knowledge of HK FICC markets, including trading, operations and regulations
Existing portfolio of HK institution clients
Solid product knowledge / technical skills in cross asset derivative products (foreign exchange, rates, equity, credit, securitization, and commodity)
Good understanding of the types of product/strategies most likely to suit HK and China offshore investors

Institutional Sales Director Resume Examples & Samples

Promote and sell current MIM product throughout the UK and continental Europe; expand scope to include new product range as it is developed
Develop and monetize new relationships with decision makers with institutional investors and their consultants
Execute the MIM sales process systematically, including contacting prospective clients, in-person meetings and presentations
Co-ordinate across other functional areas of the business such as portfolio management, private capital debt originations, fixed income portfolio management, real estate, accounting/finance and research to facilitate a collaborative approach to winning mandates
Provide feedback to senior investment strategy professionals on how the product is being received with individual subsections of the investor community, and make constructive suggestions of how to improve this
Contribute to the development of high quality marketing material, providing updates according to changes in investor appetite or market environment
Develop and maintain understanding of MIM products and services for separately managed accounts
Develop and maintain knowledge of other competing products within the marketplace and their impact on MIM strategies
Provide continuous input for Investor Services, leveraging MetLife’s scale to deliver best-in-class client services. Investor interaction must be characterized by timeliness, accuracy and transparency
Closely co-ordinate with the RFP and Investor Services colleagues to produce timely and thoughtful responses to Requests for Information, Requests for Proposals, Due Diligence questionnaires and further ad hoc questions from investors
Recommend innovative marketing tools and strategies that may further enhance the experience of investors
Ability to develop relationships with decision makers of institutional investors and their consultants and convert these relationships into sales
Ability to sell a diverse range of fixed income and/or alternative product (ideally including real estate or infrastructure equity or debt investments)
Knowledge of UK, German and Nordic institutional investors (insurers, retirement & consultants) is a plus
Knowledge of the institutional investment decision making process and the role of consultants and advisors
Understanding of what it takes to succeed in a large institution; ability to work as the sole business development professional in a regional satellite office, if applicable
Entrepreneurial and motivated individual with an interest in building and developing a business
Strong internal communication; ability to build relationships with senior investment and sales professionals in the UK and Europe
Has the ability to work well with others in a complex, performance orientated environment

Global Treasury Institutional Sales Structured Products Resume Examples & Samples

Good technical degree in Business, Economics, Engineering or Finance
Master’s degree in Finance or Financial Engineering is a plus
Institutional client base in Asia would be a plus
Excel proficiency is a must, macro creation in VBA would be an advantage
Minimum 5-7 years relevant working experience with rates or FX structuring experience. Alternative a derivatives sales role in a top tier bank
Knowledge of CVA, RWAs and funding calculations would be a plus
Highly motivated individual who can work well in a team
Results-oriented and able to deal with pressure
Willingness to learn with positive attitude

China Institutional Sales Resume Examples & Samples

Prior exposure to Chinese institutional AM investors, particular good connection with the SWF investors in China
10 years+ direct investment management experience; frequent travel expected
Fluent in Mandarin and English, fluent in Cantonese is preferred

Institutional Sales, Latam Resume Examples & Samples

Minimum of 5 years of asset management institutional sales experience
Must be proficient/fluent in Spanish
Preferred: Master Degree in Business and/or CFA
Strong relationships with institutional contacts
Knowledge of Industry trends and regulatory knowledge
Product knowledge relating to HSBC Global Asset Management solutions
A proven track record of selling investment solutions to Institutional Clients

Institutional Sales Manager Resume Examples & Samples

Management and development of relationships with existing clients, acting as the primary contact for a number of Swiss based institutional clients (mainly pension funds) and supporting mandate retention and cross selling activities
Identification and acquisition of new institutional clients
Developing and maintaining a deep understanding of the investment strategies managed by LOIM and represented across various asset classes (including risk based multi-asset, smart beta, absolute return and high conviction strategies)
Deal with ad-hoc enquiries from clients and prospects, in addition to frequent face-to-face meetings with clients on both a formal and informal basis
Interacting with investment consultants
Developing effective working relationships with colleagues (including marketing/RFP teams, product specialists and investment teams) to effectively manage all aspects of the clients' requirements
Take part in events, external conferences and seminars to represent, build relationships, and identify business opportunities
University degree followed by a minimum of 10 years' asset management industry experience
Excellent verbal and written communications skills in Swiss German, German and English
Strong interpersonal skills with the ability to foster new relationships
Excellent understanding of the financial market / investment products

Cib-institutional Sales Resume Examples & Samples

Analytical and management skills
Manage working under pressure
Ability to handle several activities simultaneously
Creative and proactive approach to problem solving and execution
Proficiency Excel required
Studdying: Finance, Engineering (Industrial, Chemical, Civil etc), Math, Actuary (4th to 6th semester)
Coursesr and Certifications: Excel
Software: Excel, Visual Basic
Working hours (up to 30h/week): 7:00am -2:00pm - time adjustable

Institutional Sales Manager Resume Examples & Samples

Works with Institutional Leadership team to develop sales and marketing campaigns to support clients and opportunities
Responsible for the development and execution of a prospect model incorporating CRM, sales reporting tools and analysis for prospective and existing Institutional clients
Meets or exceeds budgeted levels of business from prospective or existing Institutional clients of Vanguard from the agreed client list
Promotes Vanguard’s Institutional products, service and investment management style to prospects and asset consultants
Identifies new Institutional business opportunities arising within the agreed client list
Works closely with the Institutional Leadership team to ensure that there is a process for working on sales opportunities from existing clients
Supports the response to RFPs from prospective Institutional clients in the agreed subset of prospects
Ensures that the team maintains current and comprehensive client details/activity reports for our sales opportunities on our CRM system
Help develop strategic plans for the Institutional market
Leads or participates in special projects and performs other duties as required
Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred
Eight to ten years financial services experience with at least five years managing sales or relationship teams
Exceptional leadership, organizational and interpersonal skills. Excellent analytical skills, problem solving, verbal and written communication
Proven ability to successfully develop strong working relationships
Proven experience in coaching and developing a team
Extensive technical and product knowledge fund management offerings
Working knowledge of all MS Office software

Im-institutional Sales Manager Resume Examples & Samples

To achieve sales targets within budget towards French Institutions (Insurers, Pensions, corporates, consultants)
To maintain and achieve activity targets
To manage account database efficiently and keep up to date at all times
Ensure necessary focus on key accounts
Ensure close interaction with other members of the sales team with a view to sharing best practice
Be responsible for feeding back to sales, marketing and management, developing marketing intelligence
Develop a portfolio of Tier 1 and 2 institutional Clients which includes both prospects and management
Be up to date on the requirements and on any regulation change in the Institutional Segment in France
Provide accurate and appropriate management information to Senior Management
Thorough knowledge of BNY Mellon’s Financial products
Knowledge of asset management industry
Investment Management Certificate preferred

Defined Contribution Institutional Sales Analyst Resume Examples & Samples

Initially providing broad-based dynamic sales support across both US Institutional and Consultant channels, transitioning over time to focus primarily on the DC Consultant Relations channel
Support Senior Institutional Sales and Consultant Relations professionals, and interface with the GCR team, DC Sales team, and broader US Institutional sales teams on on-going sales, service, strategy education, and communication with Institutional DC clients and prospects
Support Senior Institutional Sales and Consultant Relations professionals in building and retaining client relationships
Field, respond to, and accommodate day-to-day requests regarding strategy information, pricing inquiries, and other ad hoc client and consultant requests
Assist Account Managers in on-boarding of new accounts and complex implementations in coordination with the DC Product Management team and BlackRock’s on-boarding & operational teams
Track activities and maintain contact information in BlackRock’s CRM platform. Help develop meaningful reporting metrics
Contribute to developing business plans for the Institutional DC team, help build Institutional DC client/prospect data base
Coordinate and structure portfolio reviews and research presentation meeting materials
In coordination with DC Institutional Sales, DC Consultant Relations, DC Strategy and GCR contribute to writing, coordinating, and executing investment management proposals, including formal RFPs, under tight deadlines
Learn and excel in using BlackRock’s proprietary systems to gather information about products, fund vehicles, client holdings, and other critical information
Provide support for DC Institutional Sales and Consultant Relations, broader team initiatives, and special projects
Expand knowledge about products, services and sales techniques
Attend some client/consultant/prospect meetings with plans to assume ownership of smaller relationships over time with team Directors, VP’s, and Associates
Has, or is willing to obtain, the series 7 and 63 licenses
High proficiency in Microsoft Office and an aptitude for learning new applications
Organized and detail-oriented with strong time management skills
Demonstrated analytical ability, maturity and judgment
Thrives in a fast-paced environment with a proactive, “can do” attitude
Motivated by sales and revenue retention
Effective team player; able to work with people of all levels
Has a high level of self-motivation, with strong integrity & ethics

Institutional Sales Analyst Resume Examples & Samples

Coordinate all aspects of the existing client relationship, working closely with the Sales/Consultant Relations Professional and investment centers to ensure all client/consultant servicing needs are addressed in a timely manner
Serve as a day-to-day contact for client needs and ensure delivery against reporting needs of the client by working with internal business partners
Coordinate the on-boarding of assigned new business, working with internal groups (e.g., Legal, Compliance, Operations) to review investment management agreements and investment guidelines of the client to thoroughly understand requirements
Develop a thorough understanding IVZ capabilities and external research using the Internet, programs such as Money Market Directory, iiSearches, Findaily and other sources of industry
Work with key stakeholders, Marketing and RFP/Database teams, to create various types of sales analysis and respond to new business opportunities
Create compelling, tailored materials for use with clients, prospects, or consultants as necessary. Assemble information from Invesco and outside sources, and coordinate with the Admin team on production and distribution
Support development of and track performance against execution of territory reviews and business plans for clients, prospects and consultants assigned
Participate in specific NAI business initiatives to improve overall team performance, in particular efforts related to enhanced reporting or marketing initiatives
Good general investment industry knowledge
1 - 2 years of sales/investments experience is preferred
Team player and self-motivated
Client service orientation
Proficient computer skills, including Microsoft Office products, Internet, etc
Initiative and good judgment coupled with an ability to work under pressure
Exhibits Integrity
Embraces a fiduciary culture - acts in the best interests of clients who have chosen Invesco as a steward of their investments
Conducts business in accordance with the highest standards of legal and ethical conduct
Maintains Client Focus – Keeps clients (internal and external) first and foremost
Understands client needs or service requirements and delivers solutions or service that meet or exceed client expectations
Builds Partnerships
Interacts with others - clients, colleagues, and the community - in ways that strengthen connections and build trust and harmony while creating a positive influence on the Company's success
Achieves Excellence
Contributes to the success of Invesco, the worldwide organization, by demonstrating high performance standards and achieving business unit goals in the most effective and efficient manner
Planning and Execution
Effectively manages assignments and projects from inception to completion ensuring all goals are attained and results are maintained effectively
Flexibility/Adaptability
Is open and adaptable to change and remains calm and persistent when faced with obstacles
Decision-Making/Analytical Skills
Able to assess situations and make rational decisions based on facts and circumstances

VP, Institutional Sales Resume Examples & Samples

Manage the project lifecycle
Partner with Senior Business Leaders and key stakeholders agree the overall priorities within the program all the time actively managing expectations
Day to day management of the work stream to ensure the successful delivery of institutional sales projects across FXLM managing risks and making corrective action where needed
Identify and manage upstream and downstream project dependencies bringing teams together securing resources and commitments from the Technology Leads to ensure smooth deliveries
Proactively and clearly report to stakeholders on program progress, risks, issues and mitigation plans
Provide post-launch evaluation of all projects including tracking open issues to resolution and business value added
Work across the group to identify best practices and common solutions for Sales initiatives
Provide architectural oversight on the implementation across groups and ensure the platform strategy converges to a common approach for Sales across Markets
Interact closely with each of the global teams to understand the competitive landscape and drive the future project roadmap to meet the evolving requirements
The ability to provide transparency and actionable next steps on the program of work, clearly communicating progress and status to multiple levels of the organization
Experience in the full project lifecycle from specifications to delivery, including ensuring projects meet requirements and all details are fully considered
Detailed understanding of the regulatory and controls environment and how this impacts Sales so that we responsibly drive the program of work and future roadmap
A good understanding of the FXLM business, processes and flows to steer the program of work would be an advantage
Bachelors or Master’s degree in Computer Science, Information Science, financial or quantitative discipline from a top tier University is expected
Excellent written and verbal communication skills; ability to transform business requirements into precise technical specifications
Strong analysis skills; ability to create business analysis from scratch, ability to troubleshoot data quality issues, ability to conduct exploratory and descriptive analysis of business datasets
Should be comfortable with doing data investigations that require a high degree of accuracy with tight timescales
SQL skills; ability to query databases
Basic understanding of development languages (e.g. Java, C#)
Positive attitude and hard working

Associate Institutional Sales Director Resume Examples & Samples

Identifies and cultivates prospects and clients, identifies new business opportunities
Achievement of defined institutional annual institutional gross sales, net sales & AUM targets
Maintaining and expanding existing relationships
Expand the existing market share
Responsible for retention of existing accounts where reasonably expected to do so
Ability to open doors, network and build a significant prospect base in the assigned region
Demonstrates excellent sales skills, in-depth product knowledge and experience to cover the large complex accounts
Regular accompanied visits to key clients & prospects with the Country Head and or Regional Head
Assists in defining and creation of annual institutional sales strategy together with the Country Head Implements the strategy via, regular interaction with the Country Head, clients, portfolio managers and client services team
Actively promotes the complete range of Franklin Templeton’s investment strategies in the Equity, Fixed Income and Alternative asset classes
Researches the market for new product opportunities
Interacts with the required internal departments to follow-up on client queries which pertain to sales and client servicing responsibilities
Participates in relevant institutional client events as required
Provide inputs on RFI’s/RFP’s pertaining to clients &prospects
Develops strong working relationships with colleagues both locally and abroad
Ensure adherence to relevant compliance requirements for both clients and the business unit under the directions of local compliance team
Follow the client servicing /territory coverage model
Coordinate and lead client portfolio reviews
Keep the management informed of market intelligence, trends and competitor activities in the region
Ensure adherence to local/regional/ global compliance requirements
Ensure submission of all MIS reports to management on time
Ensure that CRM system is updated with client contacts and sales activities on a regular basis

Dir Institutional Sales Resume Examples & Samples

Works closely with Representative Director and the Managing Director of Institutional Sales to develop marketing strategy to manage assigned territory. Prepares necessary presentation materials based on composite data of MFS products. Serves existing clients of the assigned territory to maintain the clients and cross sell products. Submits reports to Representative Director
Works with pension consultants and financial consultants so they understand the nature of our funds, to whom they appeal, their performance, how they are sold, commission structure, load structure and the market strategy of the portfolio managers running the funds
Develops sales leads by applying advanced selling techniques and methods. Runs hypothetical illustrations and organizes sales proposals for large potential accounts
Documents and follows up on sales leads to meet assigned sales goals
Contacts assigned sales prospects to provide detailed information about MFS products and nurture opportunities to generate sales
Conducts conference calls with consultants and their clients to discuss MFS products
Utilizes strong communication and presentation skills and continuously updates sales presentations and communications
Performs additional duties as requested

Emerging Markets Institutional Sales Specialist Resume Examples & Samples

Sell all Emerging Markets debt assets to investors and financial institutions to achieve their desired issuing, hedging, and investment objectives
Actively maintain client relationships with detailed profile information, segmented by product interest and opportunity size to ultimately grow efficiencies
Identify opportunities to increase electronic execution via DB‘s Autobahn electronic execution platform or other forms of EMS

Municipal Bond Institutional Sales Bank Qualified Specialist Resume Examples & Samples

Know and understand Municipal Bonds credits
Know and understand bank qualified paper and the nuances of banks needs for this type of paper
Extensive daily interaction with our Institutional Clients
Participate in the day to day operations with clients, traders and other salespersons to execute trades
Present and participate in trade ideas to ensure a flow of activity
Work with the research/analytics team to understand and properly discuss credit situations to our clients
Work with the Municipal Derivative Desk to enhance customer funding options
Actively market our Negotiated and Competitive new issue product
Actively prospect for new community bank business
Work closely with BQ trader/underwriter to provide color on actions of market participants and to aid in the distribution of inventory and new issue BQ product
3-5 year Municipal Bond sales experience
Series 7 & 63 required
Knowledge of Excel/PowerPoint/Bloomberg
Ability and temperament to deliver in a high pressure environment and work independently
Excellent communication skills and time management skills
Superior problem solving abilities
Thorough knowledge of community bank needs and investing strategies
Ability to have broad market discussions regarding economic trends and conditions

SVP, Institutional Sales Resume Examples & Samples

Strong understanding of investing and an ability to communicate the firm’s investment philosophy and process to investors and asset consultants
Ability to communicate both quantitative and qualitative investment processes
Consultative style with strong analytical and problem solving skills
Excellent communication and presentation skills with an ability to relate to professionals at various levels within the firm, client organization and asset consultants
An entrepreneurial attitude to building direct asset owner relationships
Bachelor’s Degree (B.A.) in Finance or related field and a minimum seven (7) to ten (10) years of experience in the financial services industry with a minimum of five (5) years demonstrated consultant relations experience
MBA or CFA designation is strongly preferred

Institutional Sales Resume Examples & Samples

Maintaining good relationships with institutional clients to customers and assist in the application of Know Your Customer (KYC)
Able to provide information about customers' needs
Providing reports and feedback on customer fund development through verbal or written presentations
Working with the team in order to help improving the business and fund under management of Manulife Asset Management Indonesia
Mastering the strategy and policy of Manulife Asset Management Indonesia for further implementation in term of the service
Acting as a MAMI's representative for institutional clients and promote MAMI in important events in the industry
Understanding and following the compliance rules in MAMI and Standard of Professional Conduct
Fostering good relationships with general insurance associations, pension funds and other associations
Cooperating with several top clients and associates in organizing joint events

Institutional Sales Analyst Resume Examples & Samples

Support several external sales people as an internal point person for existing and prospective Institutional Investors (i.e. Public Pensions, Corporate Pensions, Endowments, and Foundations)
Analyze opportunities for cross-selling investment strategies in order to build team pipeline by maintaining detailed knowledge of each client or prospect’s portfolio
Support senior management in creating focus client business plans, developing strategic partnership opportunities and strengthening cross-divisional sales efforts with Morgan Stanley’s Institutional Securities Group
Collaborate with investment teams, marketing and compliance for sales presentations, customized client-specific pitch books, and product performance analyses
Communicate with support functions of the firm including product management, marketing, legal and operations teams to ensure seamless execution of business requests

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