Proven track record of institutional sales success with quantifiable results using an articulated sales process
Exceptional record of management and sales through establishing client relationships with senior-level buyers (CFO, CIO, Trustee levels)
Ability to represent a broad range of asset classes, from traditional strategies to alternatives
Adept at executing on a sales plan
Strong leadership, coordination, collaboration, and communication skills within distribution and investment teams
Driven, entrepreneurial, and innovative mindset executed in a highly collaborative manner
Ability to acquire new assets on behalf of NTAM
Leader and strong business developer
Responsibilities
Develop a clear understanding of the particular investment solution needs and interests of US institutional investors (public/private retirement plans, Taft-Hartley plans)
Develop relationships to drive ongoing business development opportunities within a defined geographic territory with institutional investors
Promote the investment capabilities of NTAM via a consultative, solutions-oriented approach
Support the gathering and retention of AUM for customized strategies
Identify, execute, and close new institutional business for NTAM
Develop strong relationships with key decision makers in target markets and intimately understand their needs as a solution provider
Support the development of presentation/communication/marketing materials, RFP content, etc., used in support of opportunities
Advance the reputation and market awareness of NTAM’s institutional capabilities
Work collaboratively across the organization to raise assets and coordinate communication across various business units
Serve as a mentor to other colleagues
Develop a strategic plan for the acquisition of new and retention of existing institutional assets and revenue, and enthusiastically execute on the plan in collaboration with distribution colleagues across multiple asset classes