Vice President of Sales Institutional and Advisory Team

Kovitz; California (MO); Remote; USD 110,000 - 125,000; Full time

Job summary

An established industry player is seeking a Vice President of Sales to lead their institutional and advisory business in the western U.S. This pivotal role involves driving sales revenue, expanding the client base, and fostering long-term partnerships with institutional investors. With a focus on business development and client relationship management, you will be responsible for executing sales strategies and ensuring client satisfaction. This dynamic position offers the opportunity to work collaboratively with internal teams and represent the company at industry events. If you are a results-oriented professional with a strong track record in sales, this is the perfect opportunity to make a significant impact.

Benefits

Disability & Life Insurance Programs

Flexible/Remote Work Program

401(k) with profit-sharing

Paid Time Off (PTO)

Parental Leave Program

HSA Incentive

Reimbursement for continuing education

Wellness Reimbursement Program

Qualifications

• Proven experience in institutional sales or business development.
• Strong understanding of investment products and asset classes.

Responsibilities

• Develop and execute sales strategies for institutional clients.
• Cultivate relationships with institutional investors and financial advisors.

Skills

Business Development

Client Relationship Management

Sales Strategy

Investment Knowledge

Communication Skills

Negotiation Skills

Education

Bachelor's degree in finance, economics, business

Series 7 and Series 65 licenses

Job description

Vice President of Sales Institutional and Advisory Team

Vice President of Sales Institutional and Advisory Team

1 week ago Be among the first 25 applicants

This range is provided by Kovitz. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$110,000.00/yr - $125,000.00/yr

POSITION OVERVIEW

Vice President of Sales covering the western U.S. for our institutional and advisory business, you will play a crucial role in expanding our client base, driving sales revenue, and building strong relationships with institutional investors and financial advisors. Leveraging your industry knowledge and sales expertise you will be responsible for promoting our investment strategies and solutions to key decision-makers, fostering long-term partnerships, and achieving sales targets.

Key Responsibilities:

Business Development

• Develop and execute a comprehensive sales strategy to drive business growth within your , territory for institutional and advisory clients.
• Identify and cultivate relationships with institutional investors, including wirehouses, RIAs, family offices, foundations, and consultants.

Client Relationship Management

• Serve as the primary point of contact for institutional and advisory clients within the western U.S., ensuring excellent service delivery and client satisfaction.
• Understand client needs, investment objectives, and risk profiles to offer tailored solutions and investment strategies that meet their requirements.
• Conduct client presentations and meetings that effectively communicate the value proposition of NorthCoast Asset Management and our product offerings.
• Develop and execute sales plans and strategies to meet or exceed assigned sales targets and revenue goals within your territory.
• Actively pursue new business opportunities, prospecting for new clients, and leveraging existing relationships to generate new sales leads.
• Timely track sales activities within the Sales CRM, maintain accurate sales pipelines, and provide regular reports to management on territory progress and results.
• Collaborate with internal teams, including portfolio management, marketing, and operations, to ensure seamless client onboarding, effective communication, and alignment of client expectations.
• Participate in industry conferences, seminars, and networking events to represent NorthCoast Asset Management and expand professional networks.

Qualifications and Skills:

• Bachelor's degree in finance, economics, business, or a related field; Series 7 and Series 65 licenses required.
• Proven experience and a strong track record of success in institutional sales or business development within the investment management industry.
• In-depth knowledge of institutional investors and financial advisors within the territory.
• Strong understanding of different investment products, asset classes, and investment strategies.
• Self-motivated and results-oriented, with the ability to work independently and as part of a team.
• Excellent communication, presentation, and negotiation skills.
• Ability to build and maintain relationships with key decision-makers and industry influencers.
• Willingness to travel frequently within the assigned territory.

ADDITIONAL INFORMATION

Job Type: Full-Time

Compensation Structure: Base Salary + Bonus

Reports to: Senior Vice President, Advisory and Institutional Divisions

# of Direct Reports: n/a

Location: West Coast

Benefits include:

o Disability & Life Insurance Programs

o Flexible/Remote Work Program

o 401(k) with profit-sharing

o Paid Time Off (PTO)

o Parental Leave Program

o HSA Incentive

o Reimbursement for continuing education

o Wellness Reimbursement Program

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales and Finance

• Industries

  Investment Management

Referrals increase your chances of interviewing at Kovitz by 2x

Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

Paid maternity leave

Paid paternity leave

Tuition assistance

Student loan assistance

Disability insurance

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