Sales Director, Institutional Business Development

Sales Director, Institutional Business Development

Job Description: Sales Director, Institutional Business Development

As a Sales Director , you will be the face of the firm in the field. This is a high-impact, travel-intensive role (approximately 70% domestic travel) designed for a "road warrior" who excels at building face-to-face rapport with Chief Investment Officers, Trustees, and Institutional Consultants.

You will be responsible for boots-on-the-ground business development, ensuring our firm is top-of-mind for every major institutional mandate within your territory.

Role Overview

• Department: Global Distribution
• Travel Requirement: 70% Domestic Travel (Frequent overnight stays and multi-city circuits).
• Target Audience: Public & Private Pension Funds, Endowments, Foundations, and Insurance Firms.

Core Responsibilities

1. High-Frequency Field Prospecting

• Execute a heavy travel rotation to maintain a consistent physical presence in key financial hubs and state capitals.
• Conduct in-person "finals presentations," quarterly updates, and introductory "coffee chats" to move prospects through the long-lead sales funnel.
• Represent the firm at major national and regional institutional conferences (e.g., NASP, NCPERS, specialized industry summits).

2. Relationship Management & Conversion

• Own the full sales lifecycle from cold outreach and initial fly-ins to the final closing of multi-million dollar mandates.
• Manage a "hub-and-spoke" travel strategy, maximizing efficiency by coordinating multiple meetings per trip within specific geographic regions.
• Bridge the gap between our internal investment teams and the client's board, acting as the primary in-person point of contact.

3. Consultant & Gatekeeper Coverage

• Frequently visit the regional offices of major investment consulting firms to ensure our strategies remain "Buy-rated."
• Host local due diligence sessions and on-site visits to provide deep-dive insights into our investment process.

Physical & Logistics Requirements

• Travel Resilience: Ability to maintain peak performance and professional demeanor while managing a rigorous 3–4 day per week travel schedule.
• Autonomy: High level of self-motivation to manage an independent travel budget and itinerary without daily supervision.