Institutional Sales

Confidential Company; New York (NY); On-site; USD 130,000 - 210,000; Full time

Job summary

Confidential Company is seeking an Institutional Sales / Business Development professional with a decade of experience marketing investment strategies to insurance clients from its New York office.

The role focuses on driving asset growth, developing targeted strategies for long-only and alternatives, onboarding new relationships, and coordinating with senior leadership to articulate the firm's capabilities.

Qualifications

• 10+ years marketing investment strategies to insurance clients.
• Proven track record of raising institutional assets.
• Strong network across pensions and insurers.

Responsibilities

• Develop and execute targeted marketing strategies for insurance clients.
• Identify and onboard new institutional relationships.
• Collaborate with senior leadership, marketing colleagues, and investment teams.
• Explain firm’s investment capabilities to prospective clients.

Skills

Institutional sales

Relationship management

Market development

Client onboarding

Networking

Education

Bachelor's degree

MBA/CFA preferred

Job description

We are an entrepreneurial firm with $9 billion in assets under management, with offices in New York and Germany. More than 20% of our clients are insurance companies, and our differentiated credit investment strategies offer unique solutions for institutional insurance portfolios.

Position Overview:

We are seeking an Institutional Sales / Business Development professional with experience servicing and marketing to the insurance market. The successful candidate will have at least ten years of experience marketing investment strategies to insurance companies, a proven track record of raising institutional assets, and established relationships within the insurance market.

Key Responsibilities:

• Drive institutional asset growth by developing and executing targeted marketing strategies across long‑only and alternative offerings
• Identify and originate new institutional client opportunities and manage the onboarding of new relationships
• Collaborate with senior leadership, marketing colleagues, and investment teams to coordinate business development initiatives
• Develop a comprehensive understanding of the firm’s investment capabilities and communicate them effectively to prospective clients

Requirements:

• Deep, active relationships across public and private pensions, insurance companies, consultants, and other large institutional allocators
• Consistent and verifiable success in raising institutional capital at an individual level
• Proven ability to operate autonomously in a fast‑paced, entrepreneurial organization
• High‑energy, competitive, and results‑focused with exceptional drive and discipline
• Minimum of 10 years experience
• Strong academic background from a leading institution; Bachelor’s degree required, MBA and/or CFA preferred