Company
Financial Services
AssociateDirector,InstitutionalSales
Neural analysis suggests this role is
optimal for Director candidates.
“Associate Director, Institutional Sales. Skills: Institutional sales, Client relationship management, Capital raising. Leverage industry databases to identify new leads. Manage territory strategy”
Industry & Context.
Analytical thinking
What They're Looking For.
Must Have
Minimum three years' relevant experience, Bachelor's Degree, FINRA Licenses: SIE, Series 7, Series 63/65/66 (must be obtained within one year if not already held), Demonstrated leadership experience, Ability to manage complex client relationships
Nice to Have
Advanced degree (MBA, MSF, etc.) preferred, Deep understanding of financial markets, Deep understanding of institutional investment products, Progress toward professional designations (CFA, CIMA, MBA, MSF, or similar) highly desirable
What You'll Do.
Leverage industry databases to identify new leads
Manage territory strategy
Conduct industry research
Maintain expertise in industry databases
Uncover and evaluate marketplace opportunities
Lead internal trainings
Oversee and coordinate development of client and prospect
Ensure timely submission of RFI
Provide constructive feedback to stakeholders
Provide regular updates to stakeholders
Lead CRM system reporting
Lead CRM data integration
Provide strategic insights to utilize CRM system
Monitor key performance indicators
Monitor pipeline progress
Share business development activities
Represent business development activities
Oversee stakeholder preparation for field meetings
Oversee stakeholder preparation for onsite client visits
Oversee stakeholder preparation for due diligence sessions
Lead conference and industry event strategy
Select speakers for events
Develop deliverables for events
Develop marketing materials for events
Represent the firm at industry events
Represent the firm at prospect meetings
Represent the firm at client meetings
Build relationships with institutional prospects
Build relationships with institutional clients
Maintain relationships with institutional prospects
Maintain relationships with institutional clients
Ensure strategic alignment among Managing Directors
Ensure coordination among distribution groups
Ensure coordination among territories
Maximize impact of outreach initiatives
Drive synergy with marketing partners
Integrate sales priorities into initiatives
Maximize prospect engagement
Maximize client engagement
Maintain expertise in institutional channels
Evaluate marketplace opportunities
Evaluate marketplace trends
Stay current on investment portfolio performance
Stay current on competitive positioning
Stay current on industry developments
Pursue ongoing professional development
Obtain advanced financial licenses
Obtain certifications
Complete relevant coursework
Mentor junior team members
Develop junior team members
How You'll Work.
Team & Collaboration
Partner with Managing Directors; Cross-functional partnerships; Internal stakeholders; Managing Directors; Distribution groups; Territories; Marketing partners
Communication Scope
Presentation skills; Client-facing skills; Communicate complex information
Full Job Description
The Associate Director, Institutional Distribution is a key leader in driving sales and relationship development within the North American institutional prosect and client channel. This position partners closely with Managing Directors in the field to manage driving capital raising initiatives across public and private market investment products. This role spearheads strategic lead generation, orchestrates conference and event initiatives, fosters cross-functional partnerships with internal stakeholders, and serves as an ambassador for the Manulife Investment Management brand to ensure flawless execution and exceptional client results. **Position Responsibilities:** **1\. Strategic Lead Generation** * Proactively leverage industry databases to identify new leads, manage territory strategy, and conduct industry research. for Manulife Investment Management’s institutional products (public equity, public fixed income, real assets, private equity, private credit). * Maintain expertise in industry databases to uncover and evaluate marketplace opportunities. Lead internal trainings when requested. **2\. Internal Operations** * Oversee and coordinate the development and timely submission of quarterly and ad hoc client and prospect requests (RFI, DDQ, RFP), ensuring accuracy and responsiveness. Provide constructive feedback and regular updates to stakeholders to drive continuous improvement. * Lead CRM system (Salesforce) reporting, data integration, and updates for external partners. Provide strategic insights to better utilize CRM system. * Monitor key performance indicators (KPIs) and pipeline progress. Share and represent Managing Director’s (and potentially individual) relevant business development activities in biweekly update calls. **3\. Meetings, Conferences & Events** * Oversee and ensure stakeholder preparation for field meetings, onsite client visits, and due diligence sessions. * Lead conference and industry event strategy, including speaker selection, delivera
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