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Details
  • Location: Boston MA
  • Type: Perm
  • Job #26218

Company Overview:
A leading institutional structured products specialist, backed by a renowned multi-family office, is seeking a senior leader to drive institutional distribution and investor relations. This role is pivotal in expanding the firm’s reach and maintaining high-level client engagement.

Job Responsibilities:

  • Identify, qualify, and develop relationships with institutional allocators, OCIOs, family office investment teams, and RIAs.
  • Own the full sales cycle with institutional buyers and platforms.
  • Build and maintain trusted relationships with allocation consultants and structured products platforms.
  • Lead ongoing relationships with existing institutional clients, including performance dialogue and investment committee communications.
  • Run the BD and IR function using modern AI tooling.
  • Work directly with leadership on strategic priorities and firm-level positioning.

Qualifications:

  • 5+ years of experience in distribution, institutional sales, business development, or investor relations at an asset management firm or structured products desk.
  • Direct experience with structured products such as buffered ETFs, defined outcome notes, and autocallables.
  • Proven track record of sales with institutional buyers, RIAs, or family offices.
  • Ability to be on-site full-time in Park Ridge, IL, Boston, MA, or Salt Lake City, UT, with travel as required.
  • Preferred: Current or recent role at a structured products firm and designations such as CIMA, CAIA, or CFA.

Compensation:
Salary: $150,000 – $250,000, Plus Bonus
 

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