Global Institutional Sales/Strategy

Position Overview

One of our top New York-based global investment firm clients is expanding their Global Distribution team. This firm is globally recognized and specializes in differentiated real asset and income-focused investment strategies, with a broad distribution platform spanning institutional, intermediary, and sub-advisory channels. The team is looking for a Director who will support the COO of Global Distribution and help build the strategy for the Institutional business. This role will partner with senior leadership to enhance business development, infrastructure, analytics, reporting, and sales processes. Working across multiple teams, the individual will drive strategic initiatives, improve forecasting and pipeline management, and deliver insights that support business growth.

Responsibilities

• Working closely with senior leadership to create strategic priorities across Institutional Sales, Sub-Advisory, Relationship Management, and Consultant Relations

• Developing frameworks to monitor KPIs and strategic growth initiatives

• Preparing business updates, executive presentations, and strategic recommendations

• Leading the creation of institutional sales and consultant reporting, pipeline data, and client dashboards

• Identifying opportunities to improve reporting and data quality

• Serving as a strategic partner for institution CRM initiatives

• Working alongside Product Strategy and Marketing teams to identify specific audiences, market opportunities, and trends

Requirements

• Bachelor's degree (MBA, CFA, CAIA preferred)

• 5+ years of experience in asset management, institutional distribution, or consultant relations

• Strong understanding of institutional distribution channels including pensions, foundations, endowments, healthcare, OCIOs, insurance, consultants, and intermediary platforms

• Experience with business intelligence platforms, data driven decision-making processes, and CRM systems

Compensation and Benefits

• Estimated first year salary $125,000-165,000

• Competitive bonus package

• Hybrid work schedule