Wintrust Financial
Managing Director of Institutional Sales
Wintrust Financial, Chicago, Illinois, United States, 60290
Job Description:
Great Lakes Advisors is seeking a Managing Director, Institutional Sales & Client Service to focus on Institutional Clients and Consultants.
Core Responsibilities:
Focus on initiating and coordinating GLA contact with ‘Centers of Influence’ (COI), specifically Trustees, Staff, Consultants, and other referral sources in broader institutional pension fund, consulting, and corporate fund arena to drive AUM growth across firm-wide investment strategies.
Attain sales goals through coordinated and efficient activity, maintaining a sufficient pipeline of new and existing opportunities, and moving those opportunities forward to close business.
Act as main Relationship Manager with new and existing client base and be a proponent of the “high touch” GLA client model.
Focus on new business development through prospects and their consultants.
Maintain assigned client relationships and drive high visibility and communication with clients and their consultants.
Cross-sell additional strategies.
Document all activity within the Salesforce CRM system.
Basic Skills and Requirements:
Bachelor’s degree in Economics, Finance, or Business is required. Advanced degree and/or CFA encouraged.
Highly knowledgeable with investment strategies of all kinds.
Industry experience as part of an institutional investment management sales team.
Proficiency with Microsoft Office suite (Excel, Word, Outlook, PowerPoint, etc.), Salesforce, and Advent preferred.
Excellent verbal and written communication skills.
Self-starter with entrepreneurial spirit.
Proven team player.
Great Lakes Advisors offers a competitive compensation and comprehensive benefits package which includes: medical, dental, vision, 401(K), and paid time off. EOE.
#J-18808-Ljbffr
Great Lakes Advisors is seeking a Managing Director, Institutional Sales & Client Service to focus on Institutional Clients and Consultants.
Core Responsibilities:
Focus on initiating and coordinating GLA contact with ‘Centers of Influence’ (COI), specifically Trustees, Staff, Consultants, and other referral sources in broader institutional pension fund, consulting, and corporate fund arena to drive AUM growth across firm-wide investment strategies.
Attain sales goals through coordinated and efficient activity, maintaining a sufficient pipeline of new and existing opportunities, and moving those opportunities forward to close business.
Act as main Relationship Manager with new and existing client base and be a proponent of the “high touch” GLA client model.
Focus on new business development through prospects and their consultants.
Maintain assigned client relationships and drive high visibility and communication with clients and their consultants.
Cross-sell additional strategies.
Document all activity within the Salesforce CRM system.
Basic Skills and Requirements:
Bachelor’s degree in Economics, Finance, or Business is required. Advanced degree and/or CFA encouraged.
Highly knowledgeable with investment strategies of all kinds.
Industry experience as part of an institutional investment management sales team.
Proficiency with Microsoft Office suite (Excel, Word, Outlook, PowerPoint, etc.), Salesforce, and Advent preferred.
Excellent verbal and written communication skills.
Self-starter with entrepreneurial spirit.
Proven team player.
Great Lakes Advisors offers a competitive compensation and comprehensive benefits package which includes: medical, dental, vision, 401(K), and paid time off. EOE.
#J-18808-Ljbffr