We are looking to add a sales and marketing professional with experience selling separate managed account, mutual fund, ETF and/or 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 broker/dealers
- Prospect and schedule meetings with Shelter Rock’s portfolio manager and capital allocator decision makers
- Assist with investor materials and help position our strategies with institutional distribution channels and databases, including eVestment, Envestnet, RIAs and independent broker/dealers
- Help service client relationships
Qualifications:
- 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 databases
- Strong communication and presentation skills
- Team player with an entrepreneurial spirit