Senior Sales Specialist

About The Role / Position Summary

As a Senior Sales Specialist, you play a key role in growing FEG’s business and delivering a consistent brand message to the firm’s target markets. You are accountable for developing relationships, creating and coordinating communications, and generating new sales opportunities with institutional investors including endowments, foundations, and healthcare entities. Responsibilities include identifying opportunities for lead generation, assisting with external communications, engaging with prospective clients, attending industry events, maintaining and expanding FEG’s databases, and supporting strategic sales plan initiatives.

Location:

Cincinnati, OH (On-site)

Department:
Client Development - Sales

• Support strategic and tactical initiatives by working directly with Sales Team leaders on key drivers of growth, as identified by firm leadership.
• Identify and build relationships with prospective clients – utilize FEG’s databases, networks, and digital marketing tools to identify quality leads; build relationships that will lead to FEG inclusion in RFP activity from target market prospects. Activities include calls, digital correspondence, and in-person meetings.
• Optimize use of FEG’s databases. Capture relationship development activity, including adding new prospective clients and documenting activities. Analyze and report progress to Sales Team leaders.
• Represent FEG at industry events, conferences, and sales meetings; moderate travel is required.
• Provide support to various marketing activities, including collateral production and management, website content, branding, promotion, and advertising.

• Listen and learn while still taking full ownership of individual scope of work.
• Take pride in having and continuing to develop expert financial data domain knowledge.
• Enjoy ensuring clients have excellent customer service.
• Care about data quality and consistency.
• Create & follow processes while thinking through efficiencies.
• Engage collaboratively with clients, investment teams and peers.
• Prioritize effectively and decisively across complex teams and competing priorities.
• Enjoy working in and learning about the financial investment industry.

• Bachelor’s degree required. For certain positions, we accept a high school diploma, GED, or National Career Readiness Certificate (NCRC).
• 3+ years of work experience in either sales and/or marketing skills.
• 1+ years’ experience prospecting new clients.
• Knowledge and interest in the investment industry.
• Ability to identify and resolve/escalate complex problems with minimal guidance.
• Experienced in Microsoft Office, Excel, PowerPoint and SharePoint with strong attention to detail, excellent written and verbal communication skills and high work ethic.

• Competitive compensation and bonus opportunities commensurate with qualifications and performance.
• Employer-paid life, Short-Term Disability and Long-Term Disability coverage plus subsidized Medical, Dental, & Vision plans.
• Wealth Benefits including 401(k) and ESOP Programs with company contributions.
• Paid Time Off (Holidays, PTO, Parental Leave)
• Flexible work options designed to support work-life balance while maintaining productivity and collaboration.
• Employee-led culture committees focused on engagement, well-being, diversity, and a positive workplace environment.
• A structured mentorship program that fosters professional growth, knowledge sharing, and leadership development through meaningful one‑on‑one connections.
• Tuition reimbursement for approved educational programs to support continued learning and career development.
• Reimbursement for eligible professional certifications and industry‑recognized designations.
• Access to comprehensive wellness programs that support physical, mental, and overall well‑being.

FEG is an independently owned advisory firm that provides investment consulting, outsourced chief investment officer (OCIO), and research services to predominantly institutional clients such as university…