Bachelor’s degree and ten years’ successful sales experience in the financial services industry. This includes prior experience with and good working knowledge of mutual funds, hedge funds, collective investment funds as well as accounting, administration, investor record keeping and bank custody functions. Must have proven ability develop long-term industry relationships and to manage sales with multiple decision makers, including C-level executives. Must be able to work independently as well as contribute effectively to larger team efforts. Additional competencies required are: achievement orientation, customer orientation, teamwork, emotional presence, impact & influence, internal partnering, networking and organizational awareness. Significant industry experience may be considered in lieu of Bachelor’s degree. 40%+ travel required. Candidate must reside or relocate to northeast; New York, New Jersey, Massachusetts, Delaware, or Washington DC area.