Senior Institutional Sales Executive - Southeast

Federated Hermes; United States; On-site; USD 121,000 - 235,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

401(k) with company match

Paid time off: 15 vacation days, 7 ill

10 holidays

Job summary

Federated Hermes is seeking a Senior Institutional Sales Representative to expand our Southeast institutional footprint, cultivating relationships with pension plans, endowments, foundations, healthcare organizations and family offices.

Located in Atlanta, GA (field office within the territory), you will develop strategic plans, present investment capabilities, manage complex relationships, and travel extensively to serve clients.

Qualifications

• Bachelor’s degree required; CFA/CFP/MBA or similar advanced designation preferred.
• 5+ years of institutional investment sales experience; 10+ years preferred.
• Strong knowledge of financial markets, products, and client decision-making.
• Experience developing new business and managing complex institutional relationships.
• FINRA Series 7 and Series 66 licenses required (or ability to obtain immediately).

Responsibilities

• Develop and execute a strategic territory business plan to drive institutional sales growth.
• Prospect, cultivate, and close investment opportunities with institutional investors, including pension plans, foundations, endowments, healthcare organizations, family offices, and other entities.
• Present Federated Hermes investment capabilities, products, and strategies to clients and prospects.
• Partner with internal teams to support RFPs, finalist presentations, client reviews, and ongoing relationship management.
• Build and maintain strong client relationships while identifying opportunities to expand assets and deepen engagement.
• Represent the firm at industry conferences, seminars, and client events.
• Provide market intelligence and client feedback to leadership.

Skills

Institutional sales

Client relationships

Financial markets knowledge

Communication skills

Presentation skills

Travel readiness

Education

Bachelor's degree

CFA/CFP/MBA preferred

Job description

Federated Hermes is seeking a Senior Institutional Sales Representative to expand our Southeast institutional footprint, cultivating relationships with pension plans, endowments, foundations, healthcare organizations and family offices.

Located in Atlanta, GA (field office within the territory), you will develop strategic plans, present investment capabilities, manage complex relationships, and travel extensively to serve clients.