Institutional Sales Associate: Own Your Coverage in Robotics

RoboStrategy Advisors; United States; On-site; USD 120,000 - 180,000; Full time

Job summary

RoboStrategy is seeking an Institutional Sales Associate to own a defined segment of allocator coverage, carry your own relationships, originate meetings, and drive your pipeline. This is a coverage role with tangible ownership and progression toward senior seats.

You should bring a network of allocator, advisor, or intermediary ties and experience with allocator diligence, DDQ, RFPs, and process execution.

Qualifications

• 3–6 years in fund distribution or capital raising at an asset manager or fund platform.
• Existing network of allocator, advisor, or intermediary relationships.
• Direct experience with allocator diligence processes, including DDQs, RFPs, and data requests.
• Evidence of contribution to raised assets in prior roles, with the ability to describe your specific role.
• Strong written and verbal communication to an institutional standard.
• FINRA Series 7 and 63 (or willingness to obtain promptly); CFA or CIMA a plus.

Responsibilities

• Own defined institutional coverage; originate meetings and manage pipeline.
• Engage your existing network to develop platform relationships.
• Draft and maintain DDQ and RFP responses and data requests.
• Support senior mandates; prepare materials and participate in meetings.
• Maintain CRM discipline and target-list management across distribution.
• Monitor allocator activity and surface intelligence for targeting.

Skills

Fund distribution experience

Networking with allocators

Diligence & RFP experience

Institutional communication

AI-assisted research

Tools

DDQ templates

RFP templates

Job description

RoboStrategy is seeking an Institutional Sales Associate to own a defined segment of allocator coverage, carry your own relationships, originate meetings, and drive your pipeline. This is a coverage role with tangible ownership and progression toward senior seats.

You should bring a network of allocator, advisor, or intermediary ties and experience with allocator diligence, DDQ, RFPs, and process execution.