Institutional Sales Executive

Company: VirtualVocations
Location: Portland
Posted on: May 3, 2025

Job Description:

A company is looking for an Institutional & Intermediary Sales Lead with client-facing responsibilities in the Americas.
Key Responsibilities

Source, pursue, and develop new investors for asset management
Meet target AUM and revenue objectives while servicing wealth and institutional clients
Build strategies and pipelines for new business across various asset classes

Required Qualifications

7-10 years of experience in the industry with a track record of revenue and asset raising success
Experience with a high-quality institution in the wealth and institutional marketplace
Undergraduate degree required; MBA, other graduate degree, or CFA is a plus
Registered representative: FINRA Series 7 & 63 is a plus

Keywords: VirtualVocations, Billerica , Institutional Sales Executive, Sales , Portland, Massachusetts

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