Institutional Sales and Relationship Manager - USBAM​/PFMAM - Michigan

Employer Industry: Banking and Financial Services

• Salary up to $
• Comprehensive benefits package including healthcare, retirement plans, and paid vacation
• Opportunity for career advancement and growth within the organization
• Supportive and inclusive work environment
• Chance to work with a diverse range of institutional clients and partners

• Promote the full breadth of the employer's asset management capabilities to institutional clients and prospects
• Acquire new business and service existing accounts within an assigned geographic territory
• Collaborate with portfolio managers, client service staff, and marketing teams to drive revenue growth
• Manage complex accounts and demonstrate strong performance results
• Contribute to the formulation of the firm's strategy in trading roles

• Typically a bachelor's degree or equivalent experience
• Minimum of 10 years of experience in portfolio management, sales, marketing, or relationship management with institutional clients
• Must be FINRA Series 6 or 7, 63 licensed or complete testing within 90 days of start date
• In-depth knowledge of the employer’s products and services
• Strong relationship management and business development skills

• Chartered Financial Analyst (CFA) certification
• Knowledge and experience in Capital Markets
• Well-developed analytical and problem-solving skills
• Excellent presentation, verbal, and written communication skills