Managing Director, Institutional Sales

Posted 1ds ago

Employment Information

Industry
Education
Salary
Experience
Job Type

Report this job

Job expired or something wrong with this job?

Job Description

Institutional sales leader growing Manulife’s Western U.S. asset-management business across public and private-market strategies. Building pension, endowment, foundation, and other institutional investor relationships.

Responsibilities:

  • Drive business development to grow the institutional business across the Western region of the USA
  • Cover all asset classes, with primary responsibility for public equity and fixed income institutional distribution
  • Cover alternative credit, private equity, private credit, and private real asset platforms in collaboration with specialist sales teams
  • Develop and implement strategic sales plans with milestones, objectives, targets, and market-penetration goals
  • Establish and expand relationships with institutional clients
  • Coordinate with private market sales teams to develop leads and assist in closing new business
  • Partner with RFP, Client Service, and Consultant Relations teams on RFI, RFP, DDQ, and ad hoc responses
  • Collaborate with institutional marketing on campaigns and outreach to increase brand awareness and generate business opportunities
  • Report activities, sales pipeline, large client focuses, and product initiatives to Sales Leadership
  • Travel extensively within the assigned territory

Requirements:

  • 10+ years of experience within an asset management firm working with institutional investors
  • Solid understanding of the investment industry and institutional market
  • Extensive knowledge of fixed income, equities, alternative credit, private equity, private credit, and private real asset strategies
  • Ability to articulate complex investment processes clearly, knowledgeably, and credibly
  • Proven individual track record of raising assets
  • Wide network of institutional investor relationships across corporate and public pension plans, endowments, foundations, health care organizations, multi family offices, and other institutional capital pools
  • Ability to build trusted relationships and act as an investment thought partner with senior investment professionals
  • Organizational intelligence and ability to navigate a large global organization
  • Ability to work independently and collaboratively
  • Drive to build and develop a business in a complex, performance-oriented environment
  • Excellent written, oral, and presentation skills
  • Bachelor’s degree in business or economics, preferably with a concentration in finance
  • FINRA Series 7/63 will be required
  • MBA and/or CFA preferred
  • Extensive travel within the assigned territory

Benefits:

  • Flexible work environment
  • Well-being and inclusion support
  • Health insurance
  • Dental insurance
  • Mental health benefits
  • Vision insurance
  • Short- and long-term disability insurance
  • Life and AD&D insurance
  • Adoption/surrogacy benefits
  • Wellness benefits
  • Employee/family assistance plans
  • Retirement savings plans
  • Pension/401(k) savings plans
  • Global share ownership plan with employer matching contributions
  • Financial education and counseling resources
  • Up to 11 paid holidays
  • 3 personal days
  • 150 hours of vacation
  • 40 hours of sick time (or more where required by law)
  • Statutory leaves of absence
  • Incentive programs and incentive compensation tied to business and individual performance