What are the responsibilities and job description for the Sales and Marketing Professional position at Shelter Rock Management, LLC?
We are looking for a Sales and Marketing Professional to join our team at Shelter Rock Management, LLC. The ideal candidate will have a proven track record of selling institutional investment strategies.
About the Role
- The successful candidate will be responsible for developing and implementing the firm's sales and marketing strategy.
- They will cultivate and maintain relationships with key stakeholders, including capital allocators and investors.
- Assist with investor materials and help position our strategies with institutional distribution channels and databases.
Key Skills
- Series 7 and 63 or Series 65 licensed.
- Experience in direct marketing to independent RIA firms, family offices, ultra-high-net-worth individuals, and independent broker dealers.
- Familiarity with institutional distribution channels and databases.
- Strong communication and presentation skills.
