15 Senior Associate, Institutional Sales Jobs in New York, NY
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Senior Associate, Institutional Sales
$100k-146k (estimate)
Full Time | Investment Management
4 Days Ago
Cohen & Steers is Hiring a Senior Associate, Institutional Sales Near New York, NY
Job Title: Senior Associate, Institutional Sales
Department: North America Institutional Distribution
Reports To: EVP, Head of North America Institutional Distribution
FLSA Code: Exempt
Estimated Salary: $100,000 - $110,000
Job Summary:The Senior Associate position in the Institutional Distribution group is responsible for assisting the Institutional Sales (and on occasion the Consultant Relations and Relationship Management) teams in all aspects of selling Cohen & Steers’ investment products/solutions to institutional investors and consultants. Cohen & Steers is committed to an inclusive culture, valuing diversity in support of our people and clients.
Major Responsibilities/Activities:
Department: North America Institutional Distribution
Reports To: EVP, Head of North America Institutional Distribution
FLSA Code: Exempt
Estimated Salary: $100,000 - $110,000
Job Summary:The Senior Associate position in the Institutional Distribution group is responsible for assisting the Institutional Sales (and on occasion the Consultant Relations and Relationship Management) teams in all aspects of selling Cohen & Steers’ investment products/solutions to institutional investors and consultants. Cohen & Steers is committed to an inclusive culture, valuing diversity in support of our people and clients.
Major Responsibilities/Activities:
- Primary responsibility will be to work with the sales team prospecting institutional investors (public pensions, corporate pensions, endowments, foundations, insurance companies, etc.), marketing Cohen & Steers strategies to sophisticated decision-makers (CIOs, Board of Directors, etc.) and collaborating with the team to drive new client acquisitions.
- Partner with the assigned sales territory teams to facilitate data requests, RFPs, due-diligence processes, and responses to inbound questions.
- Analyze institutional allocators’ activity, consultant research, and manager lineups through investor databases (e.g., eVestment, Preqin) and industry trade publications (e.g., Fundfire, Mandatewire, Ignites).
- Track and maintain institutional pipeline.
- Maintain fluency in capital markets, Cohen & Steers’ marketable strategies performance and the institutional marketplace more generally.
- Work with the Institutional Channel Marketing partners to prepare presentations, campaigns, and other collateral to assist in the sales effort.
- Organize meetings, calls, and pre-meeting prep for Portfolio Managers and internal teams.
- Prepare for consultant and prospective client meetings, video, and phone conference calls.
- Assist direct sales and consultant relations professionals in the delivery of information for investor and consultant communication, including educational materials and research.
- Develop responses to consultant and prospect requests.
- Create timely responses for deliverables as follow-ups to meetings.
- Assist in utilization and maintenance of CRM system.
- Assist in the development of sales territory and consultant relations business plans and quarterly territory reviews as a means to track activity and progress.
- Work closely with Associates and Directors across the firm as a resource for on-going projects and initiatives.
- Responsible for participating in and contributing to Institutional department-wide projects and initiatives.
- Develop and refine Institutional sales acumen and process mechanics to directly support the external business development effort.
- Collaborate and build internal partnerships with Marketing, Legal, Compliance, Investments, Ops and others.
- Live the core values of Cohen & Steers and serve as an ambassador of the firm to external constituencies.
- Bachelor’s degree from an accredited college.
- 3 years of related experience in a sales, relationship management, and/or client services role within Financial Services.
- Series 7 and Series 63 licenses (or ability to attain within 6 months of hire).
- Knowledge of real asset investment structures and vehicles.
- Experience in an institutional marketing or sales group.
- Skilled use of Excel, Word, and PowerPoint.
- Excellent communication and writing skills.
- Must be able to prioritize and multi-task in deadline driven environment.
- Demonstrates inclusive behaviors in support of a culture that values diverse perspectives.
Job Summary
JOB TYPE
Full Time
INDUSTRY
Investment Management
SALARY
$100k-146k (estimate)
POST DATE
06/24/2024
EXPIRATION DATE
08/09/2024
WEBSITE
cohenandsteers.com
HEADQUARTERS
NEW YORK, NY
SIZE
200 - 500
FOUNDED
1986
CEO
ROBERT H STEERS
REVENUE
$200M - $500M
INDUSTRY
Investment Management
Related Companies
About Cohen & Steers
Cohen & Steers is a global investment manager specializing in liquid real assets, including real estate securities, listed infrastructure, and natural resource equities, as well as preferred securities and other income solutions. Founded in 1986, the firm is headquartered in New York City, with offices in London, Dublin, Hong Kong, and Tokyo. Follow to see more customized feed content. Important Disclosures: http://www.cohenandsteers.com/Social_Media_Guidelines.pdf
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