Michigan Licensed Institutional Sales Manager

A company is looking for an Institutional Sales and Relationship Manager. Key Responsibilities Promote the full range of asset management capabilities to institutional clients and prospects Drive revenue growth by collaborating with portfolio managers, client service staff, and marketing teams Manage both new business acquisition and servicing of existing accounts, focusing on complex accounts Required Qualifications Bachelor's degree or equivalent experience Experience in portfolio management, sales, marketing, or relationship management with institutional clients FINRA series 6 or 7, 63 licensed or must complete testing within 90 days of start date Typically 10 or more years of relevant experience Chartered Financial Analyst (CFA) certification is preferred

Created: 2026-03-05