Serve as the primary point of contact for key institutional clients, acting as a trusted advisor to understand their investment needs and ensure client satisfaction.
Develop a business development plan for a defined group of Fixed Income Intermediaries and Investors.
Identify and pursue new business opportunities, grow assets under management (AUM) and meet or exceed revenue targets.
Deliver tailored market updates, portfolio reviews, and investment solutions to senior-level decision-makers.
Partner with portfolio managers, product specialists, and marketing teams to develop investment strategies and enhance client coverage.
Lead, mentor, and coach junior sales staff and ensure all sales activities strictly comply with regulatory requirements.

Minimum of 10+ years of experience in fixed income sales, institutional relationship management, or portfolio management.
Deep understanding of fixed income markets, including credit, interest rates, structured finance, and active/passive strategies.
Bachelor’s degree required.
CFA designation or MBA is preferred.
Series 7 License required.

Medical
Prescription Drug
Dental
Vision
Health Savings Account
Dependent Day Care Savings Account
Life Insurance
Disability and Other Insurance Plans
Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 25 Vacation Days annually)
10 Paid Holidays
401(k)
Short/Long Term Disability

Executive Director – Relationship Manager, Fixed Income Sales

Key skills