Sales & Relationship Leader

Boston, Massachusetts (US)
Base + Discretionary Bonus. Competitive based on experience and qualifications.
07 Nov 2018
07 Dec 2018
Industry Sector
Asset Management
Employment Type
Full Time

POSITION:           Sales and Relationship Leader

LOCATION:         Boston, MA



A new role for the client, the Sales and Relationship Leader:

  • Reports to the Chief Executive Officer and/or Head of Investor Relations;
  • Is an integral member of a hands on four-person Team;
  • Actively leads the development of new client relationships for one third of the U.S., across all Catholic channels (dioceses, college/universities, religious orders, etc.);
  • Manages existing client relationships in the assigned region.


Responsible for leading the marketing effort, and managing relationships geographically, for 1/3 of the U.S. across all Catholic channels, the Sales and Relationship Leader:

  • Builds and executes a strategic territory and Catholic channel sales plan;
  • Prospecting to be done solo, bringing in additional resources as appropriate;
  • Develops prospect and client relationships across Catholic channels through an active calling and referral program;
  • Leverages success by “upselling” existing clients and leverages existing relationships into business with related organizations;
  • Manages a rigorous and seasoned sales process to win new clients;
  • Interfaces with Team members in the coordination and planning of prospect meetings;
  • Effectively communicates firm investment style and performance to prospective clients; 
  • Ensures quality and timeliness with respect to the firm’s response to RFPs, when applicable;
  • Prepares and presents with Team members at finals opportunities;  
  • Contributes to the development of marketing materials, pitch books and presentations.


The candidate will possess the following experiences and attributes:

  • 5-10 years proven track record of institutional asset sales for asset management firms / consultants or, alternately, a late career sales professional with considerably greater experience but who is intrigued by the firms mission;
  • Prior sales to investment committees, trusted advisors, and boards of trustees/directors, ideally to include nonprofit organizations;
  • Experience operating in “high-touch” client service model;
  • Background and success selling investment (ideally illiquid) products across the risk spectrum;
  • Additional experience (investment, operational, product development, etc.) in the asset management industry would be beneficial.  Fund-of-funds background would be ideal;
  • Highly goal-oriented, able to mix personal achievement and team-centric orientation of the firm;
  • Has the commercial hustle of a sales/client service person with the soul required in a nonprofit culture;
  • Is a self-starter and business builder who possesses an entrepreneurial drive, tireless work ethic, and competitive spirit to drive the firm to continued success;
  • Has excellent investment communication skills, is proactive and comfortably interacts with clients, prospects and consultants;
  • Strong, persuasive writing skills;
  • Highest level of personal and professional integrity;
  • Travel expected 30-40% of the time;
  • Series 7, 63 licenses required (Series 24, preferred);
  • Undergraduate degree, required.