What are the responsibilities and job description for the Institutional Sales position at Shelter Rock Management, LLC?
We are seeking an experienced sales and marketing professional to help drive the growth of our institutional investor relations strategy.
- Develop and implement a comprehensive plan to cultivate relationships with capital allocators, including RIA firms, family offices, ultra-high-net-worth individuals, pensions, endowments, and independent broker/dealers.
- P prospect and schedule meetings with Shelter Rock's portfolio manager and capital allocator decision makers.
- Assist with creating investor materials and positioning our strategies with institutional distribution channels and databases.
- Help service client relationships and ensure seamless communication.
Requirements:
- Series 7 and 63 or Series 65 licensure is required.
- At least 2 years of direct experience marketing to independent RIA firms, family offices, ultra-high-net-worth individuals, and independent broker dealers is necessary.
- Familiarity with institutional distribution channels and databases is essential.
- Strong communication and presentation skills are crucial for success in this role.
- A team player with an entrepreneurial spirit is ideal.
