Institutional Relationship Mgr - (Grandview Heights, OH)

This role will be working with the analysts at consulting and retirement package firms with a goal of placing our investment products (mutual funds and ETFs) on their preferred platforms; 3(38) plans, 3(21) plans, recommended lists, models, and institutional placements. The applicant should possess the following: Strong investment acumen, CFA highly preferred Consultant sales background and contacts required Retirement package background required Strong interpersonal and relationship organizational skills interacting with internal stakeholders and external clients Ability to prioritize and manage multiple deliverables and deadlines Attention to detail and data management is required Summary: Responsible for the largest and most sensitive platform relationships. Build and manage relationships with professional buyers providing technical investment ability and research to gain fund placements on recommended lists, models, and institutional mandates.