Institutional Sales

We are looking to add a sales and marketing professional with experience selling separate managed account, mutual fund, ETF andor other institutional investment strategies. Some experience selling to independent RIA firms using Fidelity's platform is preferred. Primary responsibilities include:Help develop and implement the firms' institutional investor relations strategy and fundraising efforts.Cultivate and maintain relationships with capital allocators, including RIA firms, family offices, ultra-high-net-worth individuals, pensions, endowments and independent brokerdealersProspect and schedule meetings with Shelter Rock's portfolio manager and capital allocator decision makersAssist with investor materials and help position our strategies with institutional distribution channels and databases, including eVestment, Envestnet, RIAs and independent brokerdealersHelp service client relationshipsQualifications:Series 7 and 63 or Series 65 licensed 2 years or more years directly marketing to independent RIA firms, family offices, ultra-high-net worth, independent broker dealers Familiarity with institutional distribution channels and databasesStrong communication and presentation skillsTeam player with an entrepreneurial spirit

Created: 2025-02-21