Institutional Sales

Posted 2 days ago

confidential companyNew York (NY)

Securities, Commodities, and Financial Services Sales Agents Portfolio Management and Investment Advice

SENIORITY

Senior

Apply

About the role

We are an entrepreneurial firm with $9 billion in assets under management, with offices in New York and Germany. More than 20% of our clients are insurance companies, and our differentiated credit investment strategies offer unique solutions for institutional insurance portfolios.

Position Overview: We are seeking an Institutional Sales / Business Development professional with experience servicing and marketing to the insurance market. The successful candidate will have at least ten years of experience marketing investment strategies to insurance companies, a proven track record of raising institutional assets, and established relationships within the insurance market.

Key Responsibilities: Drive institutional asset growth by developing and executing targeted marketing strategies across long‑only and alternative offerings Identify and originate new institutional client opportunities and manage the onboarding of new relationships Collaborate with senior leadership, marketing colleagues, and investment teams to coordinate business development initiatives Develop a comprehensive understanding of the firm’s investment capabilities and communicate them effectively to prospective clients

Requirements: Deep, active relationships across public and private pensions, insurance companies, consultants, and other large institutional allocators Consistent and verifiable success in raising institutional capital at an individual level Proven ability to operate autonomously in a fast‑paced, entrepreneurial organization High‑energy, competitive, and results‑focused with exceptional drive and discipline Minimum of 10 years experience Strong academic background from a leading institution; Bachelor’s degree required, MBA and/or CFA preferred

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

It's what we read first. Occupations, seniority and locations matter more than a long history.

Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.