Senior Associate, Institutional Client Advisor

About the role

The Senior Associate, Institutional Client Advisor works independently and in partnership with the Managing Director, Client Advisor on a large market territory in the South-Central United States. The goal is to grow the business in the territory by collaborating on larger accounts and independently covering additional ones. The role is based in the Austin or Dallas metropolitan area and is expected to be in the office when not traveling.

Key responsibilities

• Own the full sales process, from initial research to closing deals, working with the team throughout.
• Research news, databases and public meeting minutes to reach the right people at the right time with the right content.
• Build and deepen relationships with contacts at conferences, in person and virtually.
• Establish strong relationships with internal investment teams and clearly explain the platform and investment strategies.
• Help allocators in the territory solve their investment problems.
• Grow the pipeline by identifying new opportunities, supporting RFPs, running targeted campaigns and custom outreach, then progress opportunities to close.

Required profile

• 5-7 years of direct institutional sales experience from the buy-side and/or sell-side.
• Bachelor's degree required; strong academic record preferred.
• Experience with "real money" clients such as pensions, endowments/foundations and single-family offices is preferred but not required.
• Sophisticated in markets and complex clients, with knowledge of portfolio construction and multiple asset classes.
• Authorized to work in the country of the role without sponsorship; must be based in the Austin or Dallas metro area.

Required skills

• Series 7 and Series 66 licenses required.
• Proficiency in Microsoft Word, Excel, PowerPoint, OneNote and eVestment.
• Strong analytical, problem-solving, organizational and follow-up skills, and excellent written and oral communication.

What we offer

• Salary range of $110,000-$130,000, with eligibility for a discretionary bonus.
• Paid time off, medical, dental and vision insurance, retirement, life insurance and other benefits.