Vice President, Institutional Support
About the Company
Technology-driven investment management firm
IndustryFinancial Services
TypePrivately Held
Founded1946
Employees10,001+
Categories
Financial ServicesSecurityInvestment ManagementAsset ManagementB2BConsulting & Professional ServicesMarketplaceBostonBrokerageBusiness NewsCollege SavingsEtfsFinanceFinancialFinancial NewsInvestmentsIraLegal & HR SoftwareMutual FundsOnline TradingRetirementSoftwareSoftware Development & DesignStock Trading529 College Savings PlanFinancial AdvisorsFinancial GuidanceInvesting StrategiesPersonal FinanceWealth ManagementInsuranceE-CommerceSavings & InvestingInvestingFinancial AdvisersInvestmentFinancial MarketsFinancial TradingRisk AnalysisTesting & AnalysisEmployee ManagementBusiness Management and Planning
Specialties
retirementinvestmentsonline tradingasset managementira401kmutual fundsstocksetfbondsbrokeragecash managementhsa529 plansannuitieslife insurancebenefits consultingstock plan servicesbusiness newsand wealth management
Business Classifications
B2BMarketplace
About the Role
The Company is seeking a VP, Institutional Support to play a pivotal role in the development and implementation of business strategies that align with asset management goals. The successful candidate will work closely with the Head of the Institutional Client Group and the Leadership Team to ensure the achievement of sales and financial targets. This role requires a professional with over 10 years' of experience in sales, service, client management, project/program management, marketing, or financial services, and a Bachelor's degree. The VP will be responsible for influencing the strategic planning process, managing processes related to client and prospect coverage, and driving the integration of sales and marketing execution plans. Strong leadership, collaboration, and the ability to manage multiple complex projects are essential.
Applicants for the VP, Institutional Support position at the company should possess excellent consultative, listening, communication, and analytical skills, as well as a proven track record of success in a matrix-managed environment. The role demands a candidate with a diverse set of functional business experiences and a willingness to experiment with new approaches. While not mandatory, a general knowledge of the company's product line and vehicle types is preferred. The VP will be expected to develop strong partnerships within the organization, manage a team of associates, and provide project leadership and oversight. The role is critical in driving alignment with functional business partners and requires the ability to influence and consult with business partners to ensure the success of strategic initiatives.
Hiring Manager TitleHead of Institutional Client Group
Functions
Sales/RevenueProduct Marketing