Director, Institutional Sales - St. Louis Missouri

Location: St. Louis, Missouri
Posted On: 04/26/2024

GENERAL FUNCTION: Responsible for developing and maintaining profitable distribution of fixed


income product in assigned territory through sales of primary and secondary market investment


products to institutional clients.


ESSENTIAL DUTIES & RESPONSIBILITIES:


I. Develop and maintain customer relationships through prospecting and account maintenance


activities.


II. Develop and maintain relationships with other corporate calling officers including Public Funds,


Financial Institutions, Real Estate Capital Markets, Corporate Trust and others.


III. Provide manager with monthly recap of activity and developmental needs.


IV. Maintain currency on new products and industry trends.


V. Develop working knowledge of banking services that may be applicable to clients and


prospects.


VI. Develop new and creative approaches to customer relationship building.


VII. Develop understanding of back-office operations that support sales effort, and establish


working relationship with back-office personnel.


VIII. Provide market feedback to fixed income traders and underwriters.


IX. Generate revenue at level exceeding goal determined by Sales Manager.


X. Make customer/prospect referrals to other corporate calling officers and document same.


XI. Represent department at seminars, trade shows, industry forums.


XII. Provide manager with revenue generation/cost savings ideas.


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