Institutional Sales Associate

Overview

The organization is seeking an Institutional Sales Associate to own a defined segment of allocator coverage while supporting senior distribution mandates. This is a coverage role—not a support role. The selected candidate will carry their own relationships, originate their own meetings, and be accountable for the progression of their own pipeline.

The role is designed for substantial and expanding ownership, including a defined progression path to a senior coverage seat.

Responsibilities

• Own allocator coverage: Maintain a defined segment of institutional, family office, and RIA relationships; originate meetings, manage follow-through, and progress allocations within the assigned coverage segment.
• Leverage and grow your network: Engage allocator, advisor, and intermediary relationships built in prior fund distribution roles and develop them on behalf of the platform.
• Manage diligence processes: Draft and maintain DDQ and RFP responses, data requests, and allocator presentations to an institutional standard.
• Support senior mandates: Prepare materials, participate in meetings, and manage execution alongside the Director of Institutional Sales and the Chief Commercial Officer (CCO) on the firm’s largest opportunities.
• Maintain pipeline discipline: Own CRM discipline, target-list management, and coverage reporting across the distribution function.
• Monitor market and intelligence: Track allocator activity, peer funds, and flows, and surface insights that inform targeting and positioning.

Requirements

• Fund distribution/capital raising experience: 3–6 years in fund distribution or capital raising at an asset manager or fund platform. Experience at a publicly listed fund is preferred; private fund experience is also relevant. Candidates from unrelated backgrounds are not being considered.
• Existing relationships: An existing network of allocator, advisor, or intermediary relationships appropriate to your level, including examples of relationships you have originated or developed.
• Allocator diligence experience: Direct experience with allocator diligence processes, including DDQs, RFPs, and data requests.
• Track record in asset raising: Evidence of contribution to raised assets in prior roles, with the ability to describe your specific role in those outcomes.
• Institutional communication skills: Strong written and verbal communication to an institutional standard.
• FINRA licensing: FINRA Series 7 and 63 (or willingness to obtain promptly).
• Professional development (plus): Progress toward CFA or CIMA.

Preferred Qualifications

• Experience at a publicly listed fund.
• Demonstrated readiness to take on more responsibility than a current fund distribution seat allows.
• Strong conviction in robotics and frontier technology, with commitment to learn the strategy in depth.
• Proficiency with modern AI tools to extend research, preparation, and coverage capacity.

Compensation & Benefits

Not specified in the provided description.

Location

• Fully remote (U.S.)

Reporting

• Reports to the Director of Institutional Sales, working closely with the Chief Commercial Officer (CCO).