Man Group
Vice President, US Institutional Sales
Man Group, Boston, Massachusetts, us, 02298
Vice President, US Institutional Sales
Purpose of the roleThe primary purpose of this role is to positively position various Man products across the institutional investor channel, including public and corporate pension plans, endowments, foundations, and family offices. The focus will be on relationship development and management of influential decision-making contacts at allocator firms, including:All aspects of the promotion and servicing of existing allocations in the entire range of Man’s investment products and solutionsImplementation of coverage strategy in coordination with senior team leader for targeted clientsSpecific responsibilitiesIdentify, develop, and maintain effective professional relationships with key investment contacts among the institutional investor base (Pension Funds, Endowments, Foundations and Family Offices)Structured management of designated accounts: this will involve prioritization of accounts, research, prospecting through cold and warm calls, scheduling meetings and initiating discussions with prospects to identify their strategic and tactical aims and introducing possible investment solutions (including bespoke solutions) provided by Man Group; involve and engage senior colleagues and senior management in these discussions where appropriate; close on opportunitiesContribute to the development of the overall institutional business development strategy and help to implement the direct sales strategy achieving personal sales target within the timescales setConduct effective, professional presentations on the agreed product range to investment officers/pension fund managers/trustees/field consultants and independent advisors/broader institutional market in a manner that supports business objectives and delivers clear, concise, and relevant informationCarry out final presentations in conjunction with Portfolio ManagersManage on-going relationships with new and existing clientsOrganize and implement entertainment and external events such as seminars for prospects and attend relevant industry events in line with the event agenda agreed by the teamMaintain contact tracking information for all key contacts so that accurate, up-to-date information is stored regarding these contacts. Ensure that all meeting notes are accurately written up in a timely mannerManage internal contacts to support sales activity and provide feedback on market and prospect knowledge to support and develop business strategyReport on all activity to senior management in an agreed format and within established timeframesKey competencies4-7+ years of investment management industry experience and 1-3+ years of direct selling experience within the institutional channelExcellent organizational and time management skills to succeed in an intense, fast paced environmentAbility to take ownership and work independently as well as on a teamProven proficiency in problem resolution and demonstrated initiativeProfessional oral and written communication skillsStrong interpersonal skills with the ability to maintain communication and partnership with many key stakeholdersSuperior attention to detailSuccessful completion of all qualifications, licenses, tests and other requirements required by any regulatory authorities (Series 7, 3, 63)
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Purpose of the roleThe primary purpose of this role is to positively position various Man products across the institutional investor channel, including public and corporate pension plans, endowments, foundations, and family offices. The focus will be on relationship development and management of influential decision-making contacts at allocator firms, including:All aspects of the promotion and servicing of existing allocations in the entire range of Man’s investment products and solutionsImplementation of coverage strategy in coordination with senior team leader for targeted clientsSpecific responsibilitiesIdentify, develop, and maintain effective professional relationships with key investment contacts among the institutional investor base (Pension Funds, Endowments, Foundations and Family Offices)Structured management of designated accounts: this will involve prioritization of accounts, research, prospecting through cold and warm calls, scheduling meetings and initiating discussions with prospects to identify their strategic and tactical aims and introducing possible investment solutions (including bespoke solutions) provided by Man Group; involve and engage senior colleagues and senior management in these discussions where appropriate; close on opportunitiesContribute to the development of the overall institutional business development strategy and help to implement the direct sales strategy achieving personal sales target within the timescales setConduct effective, professional presentations on the agreed product range to investment officers/pension fund managers/trustees/field consultants and independent advisors/broader institutional market in a manner that supports business objectives and delivers clear, concise, and relevant informationCarry out final presentations in conjunction with Portfolio ManagersManage on-going relationships with new and existing clientsOrganize and implement entertainment and external events such as seminars for prospects and attend relevant industry events in line with the event agenda agreed by the teamMaintain contact tracking information for all key contacts so that accurate, up-to-date information is stored regarding these contacts. Ensure that all meeting notes are accurately written up in a timely mannerManage internal contacts to support sales activity and provide feedback on market and prospect knowledge to support and develop business strategyReport on all activity to senior management in an agreed format and within established timeframesKey competencies4-7+ years of investment management industry experience and 1-3+ years of direct selling experience within the institutional channelExcellent organizational and time management skills to succeed in an intense, fast paced environmentAbility to take ownership and work independently as well as on a teamProven proficiency in problem resolution and demonstrated initiativeProfessional oral and written communication skillsStrong interpersonal skills with the ability to maintain communication and partnership with many key stakeholdersSuperior attention to detailSuccessful completion of all qualifications, licenses, tests and other requirements required by any regulatory authorities (Series 7, 3, 63)
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