Global Institutional Sales Strategy Director

Cohen & Steers Summer Associate Program; New York (NY); Hybrid; USD 130,000 - 160,000; Full time

Job summary

Cohen & Steers is seeking a Director, Global Institutional Sales Strategist to support the COO in building the distribution infrastructure and analytics capabilities. The role will align with Institutional Leadership, develop scalable processes, and translate business objectives into actionable initiatives across multiple functions.

The position sits at the intersection of Institutional Sales, Consultant Relations, Client Service, and Marketing, with emphasis on forecasting, segmentation, and

Qualifications

• 5-10 years of experience in asset management, institutional distribution, consultant relations, strategy, sales enablement, business intelligence, or related disciplines.
• Bachelor’s degree required.
• Strong understanding of institutional distribution channels including pensions, foundations, endowments, healthcare, OCIOs, insurance, consultants, and intermediary platforms.
• Experience with CRM systems, BI platforms, and data-driven decision making.
• Excellent analytical, problem-solving, and communication skills, with ability to influence senior stakeholders.

Responsibilities

• Partner with Institutional Leadership to develop and execute strategic priorities across Institutional Sales, Consultant Relations, Sub-Advisory and Relationship Management.
• Serve as a trusted strategic advisor to Institutional leadership and the COO of Global Distribution.
• Support annual business planning, forecasting, and organizational effectiveness initiatives.
• Develop frameworks to monitor KPIs and strategic growth initiatives.
• Coordinate cross-functional projects to improve scalability and consistency across teams.
• Prepare business updates, executive presentations, and strategic recommendations for senior leadership.
• Lead development of institutional sales reporting, pipeline analytics, and client engagement dashboards.

Skills

Asset management

Institutional distribution

Consultant relations

Strategy

Sales enablement

Business intelligence

Data-driven decision making

CRM systems

Education

Bachelor's degree

MBA or equivalent

Tools

Salesforce

Power BI

Broadridge

eVestment

Preqin

Job description

Cohen & Steers is seeking a Director, Global Institutional Sales Strategist to support the COO in building the distribution infrastructure and analytics capabilities. The role will align with Institutional Leadership, develop scalable processes, and translate business objectives into actionable initiatives across multiple functions.

The position sits at the intersection of Institutional Sales, Consultant Relations, Client Service, and Marketing, with emphasis on forecasting, segmentation, and