Alan & Grant, is a Human Resources and Business Advisory firm. By combining creative and strategic minds, we co-create relevant and impactful solutions to our clients.
...additionally, we are developing capabilities to create and manage a portfolio of HR & Enterprise Products aimed at enhancing employee performance, business agility and overall pr...
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Our client is looking to hire a Head of Institutional Sales to lead the strategy, relationship management, and growth of institutional clients across the ARM Group.
The role focuses on engaging key institutional partners, deepening relationships, and identifying new business opportunities across investment management, trusteeship, securities trading, and financial advisory. The ideal candidate will bring a strong network of institutional relationships and act as a trusted advisor, driving client satisfaction and sustainable growth.
Key Responsibilities
Strategic Leadership: Define and lead the institutional sales strategy across the ARM Group, focusing on AUM growth and client acquisition.
Client Engagement: Serve as the lead relationship manager for key institutional clients, acting as a trusted advisor and aligning solutions to client needs.
Opportunity Origination: Identify and originate new business opportunities across ARM’s full platform, including investment, trusteeship, and advisory services.
Relationship Management: Build and maintain strong, long-term client relationships while enhancing the institutional client experience.
Business Development: Drive sales and marketing efforts to expand the institutional client base and deepen existing relationships.
Performance Monitoring: Track revenue, client satisfaction, and engagement metrics; report progress to executive leadership.
Team Leadership: Lead and develop a high-performing institutional sales team, fostering collaboration, growth, and accountability.
Requirements
Bachelor's degree in finance, Economics, Business Administration, or a related field.
A master's degree or professional certification (e.g., CFA, CAIA) is preferred.
15+ years in financial services, with significant experience in institutional client
coverage, strategic advisory, and relationship management roles
Proven track record of engaging with senior institutional decision makers and driving
cross-business revenue opportunities
Experience working across multiple business lines or an integrated financial service
platforms
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