Institutional Sales - Fund Managers

Nassau Street Partners; United States; On-site; USD 120,000 - 180,000; Full time

Job summary

Nassau Street Partners is seeking an experienced institutional sales professional to build and manage relationships with fund managers and institutional investors. The role focuses on identifying investment appetite, presenting opportunities, and advancing discussions through diligence and commitment.

The ideal candidate understands private markets, communicates confidently with investment decision-makers, and brings a disciplined approach to business development and relationship management.

Qualifications

• Experience in institutional sales, capital raising, private placements, fund distribution, or related field.
• Must hold FINRA Series 7, Series 79, or Series 82.
• Ability to build relationships with fund managers and decision-makers.
• Strong knowledge of private markets and investment structures.
• Excellent verbal and written communication, presentation, and follow-up skills.
• Ability to manage multiple investor conversations independently.
• Established network of institutional investors is preferred.

Responsibilities

• Develop and maintain relationships with fund managers, family offices, and institutional investors.
• Identify investors whose mandates and criteria align with opportunities.
• Lead outreach, introductory calls, presentations, and follow-up discussions.
• Communicate investment opportunities, structures, and key considerations.
• Coordinate with internal teams for investor diligence and questions.
• Maintain CRM records on investor preferences, history, and pipeline status.
• Prioritize opportunities with senior leadership and meet targets.
• Adhere to compliance requirements and internal procedures.

Skills

Institutional sales experience

Fundraising/capital raising

Relationship management

Investor communication

Lead generation & pipeline management

Industry networks

Knowledge of private markets

Understanding investment structures

Presentation and negotiation

Job description

Nassau Street Partners is an independent capital advisory firm serving founders, management teams, and institutional clients on capital formation, mergers and acquisitions, strategic alternatives, and other complex financial transactions.

The Role

We are seeking an experienced institutional sales professional to build and manage relationships with fund managers and institutional investors. This role focuses on identifying investment appetite, presenting relevant opportunities, and advancing discussions through diligence and commitment.

The ideal candidate understands private markets, communicates confidently with investment decision-makers, and brings a disciplined approach to business development and relationship management.

Key Responsibilities

• Develop and maintain relationships with fund managers, family offices, and institutional investors.
• Identify investors whose mandates, sector preferences, and investment criteria align with available opportunities.
• Conduct targeted outreach and lead introductory calls, presentations, and follow-up discussions.
• Clearly communicate investment opportunities, transaction structures, and key considerations using approved materials.
• Coordinate with internal teams to support investor diligence, respond to questions, and move opportunities forward.
• Maintain accurate CRM records, including investor preferences, engagement history, next steps, and pipeline status.
• Work closely with senior leadership to prioritize opportunities and meet agreed business development targets.
• Follow applicable compliance requirements and internal procedures throughout the sales process.

Qualifications

• Experience in institutional sales, capital raising, private placements, fund distribution, or a closely related field.
• Must already hold at least one of the following: FINRA Series 7, Series 79, or Series 82.
• Demonstrated ability to build relationships with fund managers and institutional investment decision-makers.
• Strong understanding of private markets, investment structures, and investor evaluation processes.
• Excellent verbal and written communication, presentation, and follow-up skills.
• Ability to manage multiple investor conversations independently and maintain an organized pipeline.
• An established network of institutional investors or fund managers is strongly preferred.

What You'll Gain

• Direct collaboration with senior leadership on capital advisory and fundraising opportunities.
• Exposure to a range of private-market transactions and institutional relationships.
• Ownership of investor relationships and a clear opportunity to contribute to business growth.
• A performance-focused environment that values initiative, accountability, and consistent execution.