Job Description

We are looking to add a sales and marketing professional with experience selling separate managed account, mutual fund, ETF and/or other institutional investment strategies. Some experience selling to independent RIA firms using Fidelity's platform is preferred. Primary responsibilities include:

• Help develop and implement the firms’ institutional investor relations strategy and fundraising efforts.
• Cultivate and maintain relationships with capital allocators, including RIA firms, family offices, ultra-high-net-worth individuals, pensions, endowments and independent broker/dealers
• Prospect and schedule meetings with Shelter Rock’s portfolio manager and capital allocator decision makers
• Assist with investor materials and help position our strategies with institutional distribution channels and databases, including eVestment, Envestnet, RIAs and independent broker/dealers
• Help service client relationships

Qualifications:

• Series 7 and 63 or Series 65 licensed
• 2 years or more years directly marketing to independent RIA firms, family offices, ultra-high-net worth, independent broker dealers
• Familiarity with institutional distribution channels and databases
• Strong communication and presentation skills
• Team player with an entrepreneurial spirit

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