Relationship Manager - Institutional/Corporate Sales - Financial Service

- Identifies and cultivates institutional / corporate clients

- Initiates and follows up on new business opportunities.

- Leads new business meetings and closes sales to institutional investors.

- Leverages the organization's relationship with existing institutional accounts by developing and executing proactive, creative, and ongoing contact initiatives.

- Acts as a liaison to the investment management groups to ensure active, enthusiastic support of the sales and marketing process.

- Collaborates with Marketing team on product and sales materials to ensure they are current and focused for the applicable presentation, conference, or opportunity