Columbia Threadneedle Investments EMEA APAC · 4 hours ago

Sr. Institutional Sales Director - West Coast Territory

Minneapolis, MN

Full-time

Remote

Senior Level, Lead/Staff

$200K/yr - $200K/yr

10+ years exp

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Asset ManagementConsulting

Work & Life Balance

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Responsibilities

Grow AUM by offering competitive equity, fixed income and solutions-based strategies to institutions having Defined Benefit Plans and/or Defined Contribution Plans.

Follow the current institutional sales and marketing business plan, including agreeing to a series of individual key performance indicators with regards to sales, revenue and growth in AUM.

Pursue and cultivate relationships with institutional client types: corporations, public pensions, endowments and foundations, and non-profits.

Utilize databases, market research, industry contacts and other sources to prospect and source sales opportunities.

Enhance Columbia's profile through participation in industry conferences as well as through the delivery of best practices.

Participate in contractual discussions and negotiations with new clients.

Provide institutional market feedback and product development ideas to the leadership team.

Qualification

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Institutional SalesAsset RaisingSeries 7Defined Benefit PlansDefined Contribution PlansLong-term Investment ProductsSales DevelopmentSeries 3Series 66

Required

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

A demonstrated track record of significant asset raising with well-established institutional contacts across the West Coast, as well skills in developing and implementing strategies to achieve sales results

Strong business acumen with a comprehensive knowledge of long-term investment products

Prior experience with complex long-term institutional accounts

Superior sales development skills

Demonstrated experience being a team player

Series 7 (or SIE and Series 7 top off exam), Series 3 and 66 (or 63 & 65 combined) or the ability to obtain within a defined period of time