Skip to main content
Careers We are proud of our growing team of professionals. Check out our open positions below.
Position:
Senior Sales Specialist
Location:
Cincinnati, OH
Job Id:
321
# of Openings:
1
Location:
Cincinnati, OH (On-site)
Department:
Client Development - Sales
About the Role / Position Summary As a Senior Sales Specialist, you play a key role in growing FEG’s business and delivering a consistent brand message to the firm’s target markets. You are accountable for developing relationships, creating and coordinating communications, and generating new sales opportunities with institutional investors including endowments, foundations, and healthcare entities. Responsibilities include identifying opportunities for lead generation, assisting with external communications, engaging with prospective clients, attending industry events, maintaining and expanding FEG’s databases, and supporting strategic sales plan initiatives.
What You’ll Do / Position Responsibilities
Support strategic and tactical initiatives by working directly with Sales Team leaders on key drivers of growth, as identified by firm leadership.
Identify and build relationships with prospective clients – utilize FEG’s databases, networks, and digital marketing tools to identify quality leads; build relationships that will lead to FEG inclusion in RFP activity from target market prospects. Activities include calls, digital correspondence, and in-person meetings.
Optimize use of FEG’s databases. Capture relationship development activity, including adding new prospective clients and documenting activities. Analyze and report progress to Sales Team leaders.
Represent FEG at industry events, conferences, and sales meetings; moderate travel is required.
Provide support to various marketing activities, including collateral production and management, website content, branding, promotion, and advertising.
You’ll Enjoy This Job If You… / Skills & Characteristics
Listen and learn while still taking full ownership of individual scope of work.
Take pride in having and continuing to develop expert financial data domain knowledge.
Enjoy ensuring clients have excellent customer service.
Care about data quality and consistency.
Create & follow processes while thinking through efficiencies.
Engage collaboratively with clients, investment teams and peers.
Prioritize effectively and decisively across complex teams and competing priorities.
Enjoy working in and learning about the financial investment industry.
What We Expect / Qualifications
Bachelor’s degree required. For certain positions, we accept a high school diploma, GED, or National Career Readiness Certificate (NCRC).
3+ years of work experience in either sales and/or marketing skills.
1+ years’ experience prospecting new clients.
Knowledge and interest in the investment industry.
Ability to identify and resolve/escalate complex problems with minimal guidance.
Experienced in Microsoft Office, Excel, PowerPoint and SharePoint with strong attention to detail, excellent written and verbal communication skills and high work ethic.
What We Offer / Benefits & Compensation
Competitive compensation and bonus opportunities commensurate with qualifications and performance.
Employer-paid life, Short-Term Disability and Long-Term Disability coverage plus subsidized Medical, Dental, & Vision plans.
Wealth Benefits including 401(k) and ESOP Programs with company contributions.
Paid Time Off (Holidays, PTO, Parental Leave)
Flexible work options designed to support work-life balance while maintaining productivity and collaboration.
Employee-led culture committees focused on engagement, well-being, diversity, and a positive workplace environment.
A structured mentorship program that fosters professional growth, knowledge sharing, and leadership development through meaningful one‑on‑one connections.
Tuition reimbursement for approved educational programs to support continued learning and career development.
Reimbursement for eligible professional certifications and industry‑recognized designations.
Access to comprehensive wellness programs that support physical, mental, and overall well-being.
Why FEG? / About the Company FEG is an independently owned advisory firm that provides investment consulting, outsourced chief investment officer (OCIO), and research services to predominantly institutional clients, such as university endowments, private and public foundations, religious organizations, healthcare institutions, corporate retirement plans, and select family offices. Founded in 1988, FEG has served communities, both directly and by helping our clients fulfill their missions, for over 35 years. FEG employs 140+ professionals across offices in Cincinnati, Ohio, Dallas, Texas, and Indianapolis, Indiana, with approximately $100.4 billion in client assets under advisement.
Institutional clients include Charitable organizations, Community Foundations, Corporate, Healthcare, Higher Education, Independent Schools, Insurance, Native American Tribes, Private Foundations, Public Funds, Religious organizations, and Taft Hartford. Nonprofit clients include Charitable organizations, Community Foundations, Healthcare (nonprofit), Higher Education, Independent Schools, Private Foundations, and Religious Organizations.
LIMITATIONS AND DISCLAIMER The above job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and skills required for the position. All job requirements are subject to possible modification to reasonably accommodate individuals with disabilities. Some requirements may exclude individuals who pose a direct threat or significant risk to the health and safety of themselves or other employees. This job description in no way states or implies that these are the only duties to be performed by the employee occupying this position. Employees will be required to follow any other job‑related instructions and to perform other job‑related duties requested by their supervisor in compliance with Federal and State Laws. Requirements are representative of minimum levels of knowledge, skills and/or abilities. To perform this job successfully, the employee must possess the abilities or aptitudes to perform each duty proficiently. Continued employment remains on an at‑will basis.
FEG Investment Advisors is an Equal Opportunity Employer. FEG Investment Advisors does not discriminate in its employment decisions based on race, religion, color, national origin, sex (including pregnancy, gender identity and sexual orientation), age (40 or older), disability, veteran or military status, genetic information, or any other basis that would violate any applicable federal, state, or local law.
#J-18808-Ljbffr
Careers We are proud of our growing team of professionals. Check out our open positions below.
Position:
Senior Sales Specialist
Location:
Cincinnati, OH
Job Id:
321
# of Openings:
1
Location:
Cincinnati, OH (On-site)
Department:
Client Development - Sales
About the Role / Position Summary As a Senior Sales Specialist, you play a key role in growing FEG’s business and delivering a consistent brand message to the firm’s target markets. You are accountable for developing relationships, creating and coordinating communications, and generating new sales opportunities with institutional investors including endowments, foundations, and healthcare entities. Responsibilities include identifying opportunities for lead generation, assisting with external communications, engaging with prospective clients, attending industry events, maintaining and expanding FEG’s databases, and supporting strategic sales plan initiatives.
What You’ll Do / Position Responsibilities
Support strategic and tactical initiatives by working directly with Sales Team leaders on key drivers of growth, as identified by firm leadership.
Identify and build relationships with prospective clients – utilize FEG’s databases, networks, and digital marketing tools to identify quality leads; build relationships that will lead to FEG inclusion in RFP activity from target market prospects. Activities include calls, digital correspondence, and in-person meetings.
Optimize use of FEG’s databases. Capture relationship development activity, including adding new prospective clients and documenting activities. Analyze and report progress to Sales Team leaders.
Represent FEG at industry events, conferences, and sales meetings; moderate travel is required.
Provide support to various marketing activities, including collateral production and management, website content, branding, promotion, and advertising.
You’ll Enjoy This Job If You… / Skills & Characteristics
Listen and learn while still taking full ownership of individual scope of work.
Take pride in having and continuing to develop expert financial data domain knowledge.
Enjoy ensuring clients have excellent customer service.
Care about data quality and consistency.
Create & follow processes while thinking through efficiencies.
Engage collaboratively with clients, investment teams and peers.
Prioritize effectively and decisively across complex teams and competing priorities.
Enjoy working in and learning about the financial investment industry.
What We Expect / Qualifications
Bachelor’s degree required. For certain positions, we accept a high school diploma, GED, or National Career Readiness Certificate (NCRC).
3+ years of work experience in either sales and/or marketing skills.
1+ years’ experience prospecting new clients.
Knowledge and interest in the investment industry.
Ability to identify and resolve/escalate complex problems with minimal guidance.
Experienced in Microsoft Office, Excel, PowerPoint and SharePoint with strong attention to detail, excellent written and verbal communication skills and high work ethic.
What We Offer / Benefits & Compensation
Competitive compensation and bonus opportunities commensurate with qualifications and performance.
Employer-paid life, Short-Term Disability and Long-Term Disability coverage plus subsidized Medical, Dental, & Vision plans.
Wealth Benefits including 401(k) and ESOP Programs with company contributions.
Paid Time Off (Holidays, PTO, Parental Leave)
Flexible work options designed to support work-life balance while maintaining productivity and collaboration.
Employee-led culture committees focused on engagement, well-being, diversity, and a positive workplace environment.
A structured mentorship program that fosters professional growth, knowledge sharing, and leadership development through meaningful one‑on‑one connections.
Tuition reimbursement for approved educational programs to support continued learning and career development.
Reimbursement for eligible professional certifications and industry‑recognized designations.
Access to comprehensive wellness programs that support physical, mental, and overall well-being.
Why FEG? / About the Company FEG is an independently owned advisory firm that provides investment consulting, outsourced chief investment officer (OCIO), and research services to predominantly institutional clients, such as university endowments, private and public foundations, religious organizations, healthcare institutions, corporate retirement plans, and select family offices. Founded in 1988, FEG has served communities, both directly and by helping our clients fulfill their missions, for over 35 years. FEG employs 140+ professionals across offices in Cincinnati, Ohio, Dallas, Texas, and Indianapolis, Indiana, with approximately $100.4 billion in client assets under advisement.
Institutional clients include Charitable organizations, Community Foundations, Corporate, Healthcare, Higher Education, Independent Schools, Insurance, Native American Tribes, Private Foundations, Public Funds, Religious organizations, and Taft Hartford. Nonprofit clients include Charitable organizations, Community Foundations, Healthcare (nonprofit), Higher Education, Independent Schools, Private Foundations, and Religious Organizations.
LIMITATIONS AND DISCLAIMER The above job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and skills required for the position. All job requirements are subject to possible modification to reasonably accommodate individuals with disabilities. Some requirements may exclude individuals who pose a direct threat or significant risk to the health and safety of themselves or other employees. This job description in no way states or implies that these are the only duties to be performed by the employee occupying this position. Employees will be required to follow any other job‑related instructions and to perform other job‑related duties requested by their supervisor in compliance with Federal and State Laws. Requirements are representative of minimum levels of knowledge, skills and/or abilities. To perform this job successfully, the employee must possess the abilities or aptitudes to perform each duty proficiently. Continued employment remains on an at‑will basis.
FEG Investment Advisors is an Equal Opportunity Employer. FEG Investment Advisors does not discriminate in its employment decisions based on race, religion, color, national origin, sex (including pregnancy, gender identity and sexual orientation), age (40 or older), disability, veteran or military status, genetic information, or any other basis that would violate any applicable federal, state, or local law.
#J-18808-Ljbffr