Pacer ETFs has experienced significant growth since starting as an ETF issuer 9 years ago and now has over $40 billion in AUM. Pacer has developed relationships with every broker dealer platform and their advisor network. We are now seeing demand for our solutions from other business areas such as strategists, OCIO firms and institutional clients.
The Institutional Salesperson will grow Pacer ETFs and other strategies through multiple institutional channels including public and private retirement plans, institutional consultants, E&F's, Taft Hartley, ETF aggregators and strategist platforms. This position will play a vital role in expanding the institutional business of Pacer.
Candidate will have 3 to 5 years of expertise in sales in the institutional space.
The salesperson is responsible for developing, supporting, and expanding relationships with institutional investors in North America by promoting the Pacer strategies with all the client types noted above.
Construct and execute a strategic sales plan to acquire new institutional clients and raise assets within the domestic institutional market. The plan should include strategies for pursuing prospective clients by type.
You must possess a high-level ability to deliver impactful presentations and further the sales process.
Be responsible for the entire sales process, from start to finish, including coordinating new prospect meetings to final presentations.
Educate and deliver to prospects and clients the benefits of specific allocations of our strategies and the impact to the plan or investor.
Update and record sales calls and activities, sales and market data, CRM, and pipeline reports.
Deliver investor feedback to senior management about current product construct and actively contribute to new product ideas.
Willingness to travel extensively for meetings with potential investors; 30- 50% travel across North America.
Ability to demonstrate how to prioritize and achieve sales measurements and sales targets.
Strong investment acumen and knowledge of multi-asset class portfolio management is needed.
Existing industry relationships with investment consultants, corporate DC and DB plans can help accelerate the success of sales initiatives.
MBA, CFA a plus
FINRA 7, 63 or obtained within 6 months of hire.
This person must be a self-starter, extremely motivated, and committed to delivering high quality service through lengthy sales cycles. This person needs to be a team player and will use internal and external resources available to them to build a loyal client base. Strong verbal and written communication skills are required.