CBIZ · 1 week ago
Institutional Investment Sales Consultant
Memphis, TN
Full-time
Hybrid
Senior Level
5+ years expCBIZ Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. The Institutional Investment Sales Consultant role focuses on driving new business growth by selling large market institutional services and requires strong industry relationships and expertise in consultative interactions.
Bookkeeping and PayrollManagement ConsultingProfessional ServicesSmall and Medium Businesses
Hiring Manager
Clint McFall
Responsibilities
Achieve and exceed assigned sales targets through a proactive strategy to acquire new institutional consulting clients
Proactively identify and engage prospective clients through networking, referrals, and direct outreach to Treasurers, HR professionals, CFOs, and Treasury/Finance Department Staff
Consult with organizations to assess their investment portfolio and policy needs; and, work with CBIZ institutional investment consultants to prepare and present tailored service proposals that align with their fiduciary obligations and investment objectives, including the coordination and assistance with request for proposal (RFP responses)
Coordinate negotiations/contracting to close new business opportunities while adhering to compliance requirements and fiduciary standards
Maintain an active pipeline and track sales performance metrics using CRM tools to drive consistent new business growth
Assisting the marketing team in content review and creation of necessary literature
Collaborate with internal teams, including institutional investment consultants, compliance specialists, and performance measurement, to support sales efforts and deliver a seamless client onboarding experience
Stay informed about industry trends, regulatory changes, and competitive services/products to provide clients with up-to-date guidance
Actively participate in industry events, networking opportunities, and CBIZ marketing initiatives to increase brand visibility and attract new clients
Maintain all required industry licensing, including FINRA Series 65 licensing, and adhere to all applicable fiduciary and compliance responsibilities
Qualification
Required
High School Diploma or GED equivalent
Some relevant industry experience
Must obtain required licenses/credentials
Superior command of verbal, written, presentation, and negotiation skills
Proficient use of applicable technology
Demonstrated ability to communicate verbally and in writing throughout all levels of the organization, both internally and externally
Must be able to travel based on client and business needs
Preferred
FINRA Series 65 license required (or the Series 7 and 66 or ability to obtain the 65 before start date)
5+ years of experience in institutional investment consulting, financial services, or a related field
Strong knowledge of the full scope of institutional consulting services (e.g. investment policies, asset allocation, investment manager due diligence, and performance evaluation)
Existing network of contacts within the business and institutional markets preferred
Excellent presentation and relationship-building skills
Self-motivated with the ability to work independently and meet sales goals
Bachelor's degree in Finance, Business, or related field preferred
Chartered Financial Analyst and/or Chartered Alternative Investment Analyst is beneficial
Company
CBIZ
CBIZ through its subsidiaries, provides professional business services primarily to small and medium-sized businesses, individuals,
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
unknown2003-06-04Acquired
1995-05-05IPO
Leadership Team
Brad Lakhia
Senior Vice President & Chief Financial Officer
W
Ware H. Grove
SVP & CFO
Recent News
2025-12-18
2025-12-09
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