Senior Vice President, Institutional Sales Manager, Taft-Hartley

Senior Vice President, Institutional Sales Manager, Taft-Hartley

About the Company

Globally-recognized investment management organization

Industry
Financial Services

Type
Public Company

Founded
1947

Employees
5001-10,000

Categories

• Hedge Funds
• Financial Services
• Asset Management
• Consulting & Professional Services
• Professional Services
• Wealth Management
• Fund Families
• Investment Services
• Mutual Funds

Specialties

• by bringing together multiple
• specialized investment teams in a single firm
• we are able to offer investment expertise across styles and asset classes
• all supported by the strength and resources of one of the world’s largest asset managers.
• all supported by the strength resources of one of the world’s largest asset managers.

Business Classifications

• B2B

About the Role

The Company is seeking an SVP, US Institutional Sales Manager for Taft-Hartley. The successful candidate will be responsible for driving new business from Taft-Hartley retirement plans across the United States, with a focus on both defined benefit and defined contribution plans. This role involves direct sales to multi-employer plans, developing relationships with key decision-makers and influencers, and executing a strategic plan for the acquisition of new institutional assets. The ideal candidate will have a minimum of 10 years' experience in institutional investor sales, with a strong background in the Taft-Hartley or broader institutional retirement market, and a proven track record of sales success. They should be adept at representing a broad range of asset classes and have a deep understanding of Taft-Hartley plan governance and the distinct investment needs of DB and DC plans. Key responsibilities for the SVP, US Institutional Sales Manager include managing the sales pipeline, meeting sales targets, and overseeing client retention and growth. The role requires extensive travel and the ability to build and maintain relationships with a variety of internal and external stakeholders. The candidate should be driven, self-motivated, and accountable, with a strong work ethic and the ability to operate with a sense of urgency. A Bachelor's degree is required, with an MBA and/or CFA preferred. The role demands a high level of commercial acumen, the ability to work collaboratively, and a commitment to the company's standards of care, integrity, and ethics.

Hiring Manager Title
Head of US Institutional Sales

Functions

• Sales/Revenue
• Business Development