Institutional Sales & Relationship Manager - REMOTE

This position is posted by Jobgether on behalf of a partner company. We are currently looking for an Institutional Sales & Relationship Manager. In this role, you will play a crucial part in driving revenue growth while managing relationships with institutional clients. You will work closely with various teams to promote the full range of asset management capabilities. With responsibilities across sales and relationship management, you will engage with complex accounts and leverage your expertise to acquire new business as well as service existing clients. Your contributions will directly impact the success of our partner's objectives in the financial services sector.

Accountabilities

• Promote asset management capabilities to institutional prospects and clients.
• Collaborate with portfolio managers, client service staff, and marketing teams.
• Drive revenue growth through acquiring new business and servicing existing accounts.
• Manage relationships with complex and large accounts.
• Demonstrate strong performance results consistently.
• Supervise and mentor junior employees as needed.

Requirements

• Bachelor's degree or equivalent experience.
• Experience in portfolio management, sales, marketing, or relationship management with institutional clients.
• FINRA series 6 or 7, 63 licensed or must complete testing within 90 days of start date.
• 10 or more years of relevant experience.
• Chartered Financial Analyst (CFA) certification is a plus.
• Strong analytical and problem-solving skills.
• Excellent presentation and communication skills.

Benefits

• Comprehensive healthcare coverage (medical, dental, vision).
• Life insurance options.
• Short-term and long-term disability benefits.
• Paid parental leave and pregnancy disability coverage.
• 401(k) plan with employer contributions.
• Generous paid vacation and holiday opportunities.
• Adoption assistance programs.
• Accruals for sick and safe leave.

Why Apply Through Jobgether?

We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team.

We appreciate your interest and wish you the best!

Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.

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We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.