Institutional Sales Account Executive

Primary responsibilities include: Scheduling in-person meetings with top investment managers in U.S., European, and Asian financial centers. Analyzing investment styles and portfolio holdings of prospective clients to determine the investment research service best suited for each prospective client Maintaining correspondence with prospective clients to advance the sales process Collaborating with colleagues to develop and execute sales strategies across various digital and traditional marketing channels Tracking team revenue, projected revenue and the sales pipeline on a daily basisA commitment to advancing one’s knowledge of financial markets and investments in order to prepare for advancement within the organization