- 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
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