Institutional Endowment & Foundation Growth Lead

NBMBAA; New York (NY); Presencial; USD 175.000 - 295.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Benefits eligible

Descripción de la vacante

NBMBAA is seeking a seasoned Endowment & Foundation Specialist to grow OCIO business across markets. You will lead as a territory team leader, prospect institutional clients, and drive the sales strategy with Institutional EFS leaders.

Role requires deep investment knowledge, nonprofit sales success, and strong relationship management to close complex opportunities and expand client partnerships.

Formación

• Bachelor's degree required.
• 10+ years selling asset management services to nonprofits.
• Experience marketing OCIO solutions to foundations and endowments.

Responsabilidades

• Drive asset and revenue growth in institutional business within division.
• Identify and qualify larger, complex institutional prospects.
• Lead sales process for opportunities from various channels.
• Collaborate with EFSs to align resources and strategies.
• Act as senior relationship manager on large client relationships.
• Develop referrals from new relationships and networks.

Conocimientos

Investments knowledge

Alternative investments

Relationship management

Sales experience

Public speaking

RFPs

Industry networking

Client engagement

Educación

Bachelor's degree

High School Diploma

Descripción del empleo

NBMBAA is seeking a seasoned Endowment & Foundation Specialist to grow OCIO business across markets. You will lead as a territory team leader, prospect institutional clients, and drive the sales strategy with Institutional EFS leaders.

Role requires deep investment knowledge, nonprofit sales success, and strong relationship management to close complex opportunities and expand client partnerships.