Institutional Sales

US Institutional Sales - Vice President/Director

This role is responsible for positioning Man's product suite with institutional investors across the United States.

• All aspects of the promotion and servicing of existing allocations in the entire range of Man's investment products and solutions
• Implementation of coverage strategy across the US and coordination with sales team activities for targeted clients

Specific Responsibilities

• Identify, develop and maintain effective professional relationships with key investment contacts among the institutional investor base (Pension Funds and Insurance companies) and financial institutions (Banks and Platforms)
• Structured management of designated accounts: this will involve prioritisation of accounts, research, prospecting through cold and warm calls, scheduling meetings and initiating discussions with prospects to identify their strategic and tactical aims and introducing possible investment solutions (including bespoke solutions) provided by Man Group; involve and engage senior colleagues and senior management in these discussions where appropriate; close on opportunities
• Contribute to the development of the overall institutional business development strategy and help to implement the direct sales strategy achieving personal sales target within the timescales set
• Conduct effective, professional presentations on the agreed product range to investment officers/pension fund managers/trustees/field consultants and independent advisors/broader institutional market in a manner that supports business objectives and delivers clear, concise and relevant information
• Carry out finals presentations in conjunction with Portfolio Managers
• Manage on-going relationships with new and existing clients
• Organise and implement entertainment and external events such as seminars for prospects and attend relevant industry events in line with the event agenda agreed by the team
• Maintain contact tracking information for all key contacts so that accurate, up-to-date information is stored regarding these contacts. Ensure that all meeting notes are accurately written up in a timely manner
• Manage internal contacts to support sales activity and provide feedback on market and prospect knowledge to support and develop business strategy
• Report on all activity to senior management in an agreed format and within established timeframes

Qualifications & Experience

• 5+ years of experience in Institutional Sales, with a proven track record of success in the asset management or financial services industry
• Established network of relationships within the US institutional investor community preferred

Key Competencies

• Excellent organizational and time management skills to succeed in an intense, fast-paced environment
• Ability to take ownership and work independently as well as on a team
• Proven proficiency in problem resolution and demonstrated initiative
• Professional oral and written communication skills
• Strong interpersonal skills with the ability to maintain communication and partnership with many key stakeholders
• Superior attention to detail
• Ability to prioritize and multi-task
• Compliance/Regulatory: Up-to-date knowledge of regulatory matters and adherence to procedures
• Compliance/Regulatory: Successful completion of all qualifications, licenses, tests and other requirements required by any regulatory authorities (including FINRA Series 7, Series 3 and 63, or equivalent) to lawfully perform your duties herein on behalf of the Company