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Director of Institutional Sales/Client Services

  • Job type: Permanent
  • Location: Bethesda
  • Salary: Competitive
  • Job reference: KYHY1211
  • Sector: Asset Management, Buy Side, Selby Jennings
  • Date posted: 11/08/2017
A leading equity and fixed income investment management firm with $20B AUM is seeking a Director of Institutional Sales/Client Services.  This professional should have a proven track record of raising capital from institutional investors.  This person would play an integral part in the firm’s established, yet growing team! 

Responsibilities and Qualifications:
  • 5+ years business development experience, preferably with institutional investors  
  • This professional should be a self-starter, confident, a team player, and has the ability and experience to build strong relationships with clients
  • Represent the firm's equity and fixed income services
  • Prepare investment proposals, RFPs, RFIs, and marketing material for existing and prospective clients
  • Maintain and update investment material for external and internal databases and website
  • Execute specific client management responsibilities including proxy voting process, preparation of surveys, account reporting, fact sheet preparation, distribution lists and commentary distribution.
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