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
| Location | New York, NY |
| Salary | $125,000–$165,000 Per Year |