Senior Vice President, Institutional Sales Manager, Taft-Hartley

Posted 14 days ago

confidentialPhoenix (AZ)
Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and TravelPortfolio Management and Investment Advice

SENIORITY

Manager

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About the role

Senior Vice President, Institutional Sales Manager, Taft-HartleyAbout the CompanyGlobally-recognized investment management organizationIndustryFinancial ServicesTypePublic CompanyFounded1947Employees5001-10,000CategoriesHedge FundsFinancial ServicesAsset ManagementConsulting & Professional ServicesProfessional ServicesWealth ManagementFund FamiliesInvestment ServicesMutual FundsSpecialtiesby bringing together multiplespecialized investment teams in a single firmwe are able to offer investment expertise across styles and asset classesall 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 ClassificationsB2BAbout the RoleThe 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 TitleHead of US Institutional SalesFunctionsSales/RevenueBusiness Development

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