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About the Role
Lead the full sales cycle, from identifying and engaging prospective clients to contract negotiations and relationship management. Expand business and maintain robust relationships with institutional investors by presenting offerings and providing client education on market events and investment opportunities. This role requires considerable travel throughout the state of New York.
Responsibilities
- Identify and develop new business opportunities while maintaining and expanding relationships with existing investment management clients.
- Provide comprehensive service including public funds investment, client education, presentations, reporting, and regular meetings.
- Deliver knowledgeable presentations to Councils, Boards, and investment committees about NYCLASS and related offerings.
- Work closely with senior team members on sales and marketing initiatives, ensuring seamless follow-up with clients and internal stakeholders.
- Represent the firm at local industry conferences and associations to enhance visibility and engagement.
- Evaluate and advise on client investment policies.
- Develop innovative methods for educating clients and prospects on current market trends and investment opportunities.
- Maintain accurate call reports, prospect lists, and opportunities within the CRM system (Salesforce or similar preferred).
- Perform additional responsibilities as assigned.
Requirements
- 3-5 years of progressive experience in sales, marketing, business development, or relationship management within the public sector.
- Familiarity with investible capital markets, particularly fixed income funds, short/intermediate-term fixed income investments, and money market instruments is preferred.
- Demonstrated success in business development and a track record of securing long sales cycle investment management mandates.
- Ability to see beyond day-to-day tasks and develop long-term strategies for growth.
- Exceptional client-facing and presentation abilities with high investment acumen.
- Strong organizational skills with a proven ability to manage multiple tasks in a fast-paced environment.
- Robust quantitative, problem-solving, and analytical capabilities.
- Strong working knowledge of MS Office applications and related technologies.
- Unwavering integrity and the ability to instill confidence in clients and colleagues.
- Prior experience servicing local governments in New York is preferred.
- Must be able to work at a computer for long periods of time.
- Lift up to 15 lbs.
Skills
- Sales
- Marketing
- Business Development
- Relationship Management
- Public Sector Sales
- Fixed Income Funds
- Short/Intermediate-Term Fixed Income Investments
- Money Market Instruments
- Strategic Thinking
- Presentation Skills
- Project Management
- Analytical Skills
- MS Office
- Integrity
Location
- Central New York
- Remote
Work Type
- Remote
- Full-time
Experience Level
- Director
- 3-5 years
Education Level
- Bachelor's degree
About the Company
- Offers a unique balance of ample opportunities for professional growth while maintaining close connections across all levels of our organization.