Institutional Business Development – Consultant Relations Manager
Location
California
Posted
107 days ago
Salary
$185K - $225K / year
Seniority
Lead
Bachelor Degree7 yrs expEnglish
Job Description
• Collaborate with the Managing Director to coordinate and execute a strategic plan to enhance a pipeline of new institutional clients
• Perform direct institutional sales activities with prospective clients that prefer direct contact
• Strengthen relationships with designated institutional consultants
• Engage in industry conferences and events to promote the firm
• Maintain communication with assigned institutional research and field consultants
• Participate in strategic planning to expand the KAR institutional footprint
Job Requirements
- BA/BS Degree in business or finance
- 7-15 years’ experience with 5 + years of external institutional sales experience in the asset management industry
- Track record of business development success with institutional clients and consultants
- In-depth knowledge of various asset classes with a focus on public equities
- Exceptional interpersonal and communication skills with the ability to present complex information to different audiences
- Excellent organizational and time management skills
- FINRA Series 7 and 63 or 66 licenses highly preferred
- MBA and/or CFA designation preferred
Benefits
- Competitive Pay
- Medical, Dental, and Vision Insurance (starting day 1)
- Life and Disability Insurance
- Health Savings Account with a Company Match
- Flexible Spending Accounts including Dependent Care
- Wellness Program
- Tuition Reimbursement
- 24-Hour Employee Assistance Program
- Adoption Assistance
- Paid Family Care Time
- Paid Volunteer days
Related Guides
Related Job Pages
More Account Manager Jobs
Strategic Partner Manager
OritaImprove Email Deliverability (and save $!) without changing Email platforms.
Account Manager107 days ago
Full TimeRemoteTeam 11-50Since 2021H1B No Sponsor
Strategic Partner Manager focusing on Klaviyo partnerships at Orita
Massachusetts
Account Manager107 days ago
Full TimeRemoteTeam 51-200H1B No Sponsor
Senior Strategic Account Manager managing CRM & loyalty programs for key accounts
Go
Ohio
Director of Account Management, Growth
VantaVanta is the leading trust management platform that helps simplify & centralize security for organizations of all sizes.
Account Manager107 days ago
Full TimeRemoteTeam 201-500Since 2018H1B Sponsor
Director of Account Management driving customer retention and expansion at Vanta
Cyber Security
Account Manager108 days ago
Full TimeRemoteTeam 11-50H1B No Sponsor
Strategic Partner Manager enabling key partner activation for RemoFirst
Florida
