Skip to main content

SALES ASSOCIATE - FINANCIAL SERVICES

L5

robostrategy advisorsDenver, COyesterday
Join the team at RoboStrategy as Institutional Sales Associate RoboStrategy (Nasdaq: BOT) is on a mission to become the leading public investment vehicle for the robotics revolution. We provide investors with access to the most transformative companies in robotics, many of which remain private and inaccessible through traditional public markets. We are seeking an Institutional Sales Associate to own a defined segment of allocator coverage for RoboStrategy while supporting the firm's senior distribution mandates. This is a coverage role, not a support role: you will carry your own relationships, originate your own meetings, and be accountable for the progression of your own pipeline. You should bring an existing network of allocator, advisor, or intermediary relationships appropriate to your level, and the experience to develop it: prior exposure to allocator diligence, DDQ and RFP processes, and the mechanics of raising for a fund. candidates from private funds with transferable relationships and process experience will also be considered. You will work closely with the Director of Institutional Sales and the Chief Commercial Officer (CCO) on the firm's largest mandates while running your own book. Carry a defined segment of institutional, family office, and RIA relationships; Bring your network. Engage the relationships you have built in prior fund distribution roles and develop them on behalf of the platform. Draft and maintain DDQ and RFP responses, data requests, and allocator presentations to an institutional standard. Prepare materials, participate in meetings, and manage execution alongside the Director of Institutional Sales and the CCO on the firm's largest opportunities. Maintain the pipeline. Own CRM discipline, target-list management, and coverage reporting across the distribution function. Track allocator activity, peer funds, and flows, and surface intelligence that informs targeting and positioning.3-6 years in fund distribution or capital raising at an asset manager or fund platform. private fund experience is also relevant. An existing network of allocator, advisor, or intermediary relationships appropriate to your level, with examples of relationships you have originated or developed. Direct experience with allocator diligence processes, including DDQs, RFPs, and data requests. Evidence of contribution to raised assets in prior roles, with the ability to describe your specific role in those outcomes.progress toward CFA or CIMA a plus.
Apply now (opens in a new tab)
Apply now (opens in a new tab)

Level

SeniorL5

Location

Denver, CO

Occupation

Securities, Commodities, and Financial Services Sales Agents

Industry

Portfolio Management and Investment Advice

Posted

yesterday

To get sharper similar jobs, create your profile using the link below.

Create profile