Head of Institutional Distribution - JW Michaels & : Job Details

This range is provided by JW Michaels & Co.. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$350,000.00/yr - $1,200,000.00/yr

Additional compensation types

Annual Bonus and Commission

Our client is a well-established investment management firm renowned for its research-driven strategies in long-only equities and structured credit, managing over $2.5 billion in AUM, including a flagship $2 billion Concentrated Value equity strategy. As the firm prepares for significant growth within the institutional market, we seek a seasoned Head of Investor Relations/Institutional Distribution.

Update 7/1/25: The firm's HQs is in NYC but the client is open to candidates across the US/remote

This entrepreneurial role will focus on directly sourcing and closing new business within the Endowment & Foundation (E&F), Family Office, and Outsourced Chief Investment Officer (OCIO) channels. The ideal candidate will play a pivotal role in expanding our institutional AUM, shaping strategic growth initiatives, and leading a high-performing sales and client service team.

Responsibilities:

• Develop and execute a strategic sales plan to grow institutional assets, with a focus on E&F, Family Office, and OCIO channels.

• Personally cultivate and strengthen direct relationships with allocators across priority channels, minimizing dependency on consultants.

• Lead and manage a small team of institutional sales and client service professionals, driving the execution of marketing strategy, setting clear goals, ensuring accountability, and providing mentorship through a hands-on, player-coach approach.

• Lead finals presentations, due diligence meetings, and represent the firm at industry conferences with polished, institutional-grade messaging.

• Collaborate closely with portfolio managers and marketing to refine investment positioning based on allocator feedback.

• Manage a structured sales pipeline using CRM tools, ensuring clear reporting on inflows, client engagement, and team progress.

Requirements:

• 15+ years of institutional distribution experience, demonstrating a track record in successfully sourcing and raising substantial capital from E&F, Family Offices, or OCIOs.

• Deep understanding of equity strategies, particularly in communicating a concentrated value investment edge to sophisticated investors.

• Established network with key decision-makers, institutional allocators, and consultants across the industry.

• Proven ability to lead and develop sales talent, ideally with experience in mentoring small teams.

• Proficiency in CRM systems such as Salesforce, with a strong command of sales metrics and pipeline management.

Seniority level

• Seniority levelExecutive

Employment type

• Employment typeFull-time

Job function

• Job functionBusiness Development and Finance
• IndustriesInvestment Management and Financial Services

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Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

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