Associate VP, Institutional Sales

FEG Investment Advisors; Dallas (TX); On-site; USD 150,000 - 210,000; Full time

Benefits offered by this job

Competitive compensation

401(k) and ESOP programs

Paid time off

Flexible work options

Job summary

FEG Investment Advisors is seeking an Associate Vice President of Institutional Sales in Dallas, TX or Cincinnati, OH to originate new client opportunities and manage relationships with institutional buyers. The role combines individual business development with cross-functional collaboration across marketing, advisory teams, and leadership.

The ideal candidate has a hunter mindset, extensive institutional sales experience, and strong CRM proficiency.

Qualifications

• Bachelor’s degree required.
• 8+ years of institutional sales or related financial services experience.
• 3+ years of prospecting and sourcing institutional client opportunities.
• Proficiency with CRM platforms (HubSpot, MS Dynamics).
• Demonstrated success building professional relationships that drive business outcomes.

Responsibilities

• Develop and execute sales plans for assigned institutional target markets.
• Build and maintain relationships with institutional decision-makers and consultants.
• Drive follow-up to support inclusion in RFPs and consultant searches.
• Collaborate with marketing and portfolio teams to improve engagement.
• Maintain accurate CRM records and use sales platforms to support pipeline management.

Skills

Hunter mindset

Relationship building

Pipeline management

Executive engagement

Communication skills

Mentoring juniors

Education

Bachelor’s degree

Tools

HubSpot

Microsoft Dynamics

Job description

About The Role / Position Summary As an Associate Vice President of Institutional Sales, you play a key role in growing FEG’s institutional business by originating new client opportunities, building relationships in targeted markets, and helping advance prospective clients through the sales process. This role is responsible for developing market knowledge, sourcing qualified opportunities, maintaining disciplined follow-up, and partnering with advisors, marketing, and firm leadership to convert relationships into long-term partnerships. The AVP combines independent business development activity with cross-functional collaboration and may help mentor junior sales professionals or support sales process discipline across the team.

Location: Dallas, TX or Cincinnati, OH
Employment Type: Full-time
Department: Client Development – Sales

Why Work at FEG? / About the Company

FEG is an independently owned advisory firm that provides investment consulting, outsourced chief investment officer (OCIO), and research services to predominantly institutional clients¹, such as university endowments, private and public foundations, religious organizations, healthcare institutions, corporate retirement plans, and select family offices. Founded in 1988, FEG has served communities both directly and by helping our clients fulfill their missions, for over 37 years. FEG employs 140+ professionals across offices in Cincinnati, Ohio, Dallas, Texas, and Indianapolis, Indiana, with approximately $99.4 billion² in client assets under advisement.

What You’ll Do / Position Responsibilities

Core Areas of Responsibility

Sales Strategy

• Develop and execute sales plans for assigned institutional target markets, including endowments and foundations, healthcare organizations, nonprofit entities, and other institutional investor segments.
• Support the ongoing refinement of FEG’s target market strategy through market intelligence, prospect feedback, and pipeline observations.
• Define, maintain, and prioritize targeted prospect lists within assigned market segments and geographic regions.
• Identify emerging opportunities, market trends, and areas for business expansion where FEG may be competitively positioned.
• Collaborate with advisors, consultants, marketing, and sales enablement professionals to create and execute coordinated business development initiatives.
• Contribute to conference, event, and thought leadership strategies designed to increase FEG’s visibility in target markets.

Business Development & Relationship Management

• Source prospective clients through outbound prospecting activities, including meetings, calls, digital correspondence, networking, referrals, and industry events.
• Build and maintain relationships with institutional decision-makers, consultants, search firms, and centers of influence to create future sales opportunities.
• Drive consistent follow-up activity to support inclusion in RFP opportunities, finalist presentations, and consultant search processes.
• Leverage industry knowledge and relationship networks to identify opportunities ahead of formal searches where possible.
• Partner with advisors and consultants on market coverage efforts, conference strategy, and prospect outreach activities.
• Represent FEG with credibility, professionalism, and energy at industry conferences, association meetings, networking forums, and sales meetings.
• Maintain accurate CRM records and use sales technology platforms, including HubSpot and Microsoft Dynamics, to support prospect segmentation, activity management, relationship mapping, pipeline reporting, and disciplined follow-up.

Market Development & Collaboration

• Develop expertise within assigned institutional market segments and maintain a strong understanding of prospect organizations, industry trends, and competitive dynamics.
• Collaborate with Marketing, Sales Enablement, Pipeline, Consulting, and Portfolio Management teams to improve market awareness and prospect engagement.
• Coordinate with internal stakeholders to support targeted marketing campaigns, hosted events, sponsored conferences, and other business development initiatives.
• Share market intelligence, prospect feedback, and competitive observations with internal teams to inform positioning and outreach strategy.
• Contribute to continuous improvement of sales processes, CRM adoption, relationship mapping, and business development best practices.

What We Require / Minimum Qualifications

• Bachelor’s degree required.
• 8+ years of successful institutional sales, business development, relationship management, investment consulting, asset management, or related financial services experience.
• 3+ years of experience prospecting and sourcing new institutional client opportunities.
• Proficiency with HubSpot, Microsoft Dynamics, or similar CRM and sales enablement platforms required.
• Demonstrated success building professional relationships that resulted in measurable business development outcomes.
• Experience operating in a goal-oriented, client-facing environment.
• Knowledge of institutional investing, investment consulting, OCIO services, asset management, or a related financial services industry.

What You’ll Bring / Knowledge, Skills, And Experience

• True hunter mindset with the creativity, discipline, and intentionality to uncover new business opportunities, open doors with prospective clients, and create momentum before formal searches begin.
• Strong relationship-building skills with the ability to engage senior executives, investment committee members, board members, consultants, and other decision-makers.
• Ability to identify, prioritize, and resolve complex situations with minimal guidance.
• Strong organization, prioritization, follow-through, and disciplined pipeline management practices.
• Excellent written, verbal, and presentation communication skills.
• Ability to influence outcomes and collaborate effectively across functional teams.
• Demonstrated ability to balance individual accountability with team-oriented objectives.
• Strong curiosity and desire to deepen expertise within the institutional investment industry.
• Self-motivated, proactive, and comfortable working in a dynamic, growth-oriented environment.
• Ability to mentor junior team members and contribute to the development of sales best practices.

What We Offer / Benefits & Compensation

• 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.

Work Authorization Requirement

FEG Investment Advisors is committed to fostering diversity and maintaining equitable, inclusive hiring practices. At this time, we are not able to provide visa sponsorship for this role. All candidates must already have legal authorization to work in the United States at the time they apply and remain authorized throughout their employment, without requiring current or future sponsorship.

LIMITATIONS AND DISCLAIMER

The above job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and skills required for the position.

All job requirements are subject to possible modification to reasonably accommodate individuals with disabilities. Some requirements may exclude individuals who pose a direct threat or significant risk to the health and safety of themselves or other employees.

This job description in no way states or implies that these are the only duties to be performed by the employee occupying this position. Employees will be required to follow any other job-related instructions and to perform other job-related duties requested by their supervisor in compliance with Federal and State Laws.

Requirements are representative of minimum levels of knowledge, skills and/or abilities. To perform this job successfully, the employee must possess the abilities or aptitudes to perform each duty proficiently. Continued employment remains on an “at-will” basis.

¹ Institutional clients include Charitable organizations, Community Foundations, Corporate, Healthcare, Higher Education, Independent Schools, Insurance, Native American Tribes, Private Foundations, Public Funds, Religious organizations, and Taft Hartley. Nonprofit clients include Charitable organizations, Community Foundations, Healthcare (nonprofit), Higher Education, Independent Schools, Private Foundations, and Religious Organizations.

² As of December 31, 2025, Assets under Advisement (AUA) include discretionary and non-discretionary assets of FEG and its affiliated entities. These assets are typically non-discretionary. Some asset values may not be readily available at the most recent quarter‑end; therefore, the previous quarter’s values were used and may be higher or lower depending on current market conditions. Of the $99.4bn in AUA, FEG’s total assets under management (AUM) of $18.1bn includes discretionary of ($15.4bn) and non‑discretionary AUM ($2.6bn).

FEG Investment Advisors is an Equal Opportunity Employer. FEG Investment Advisors does not discriminate in its employment decisions based on race, religion, color, national origin, sex (including pregnancy, gender identity and sexual orientation), age (40 or older), disability, veteran or military status, genetic information, or any other basis that would violate any applicable federal, state, or local law.