Associate Director/Director, Global Institutional Sales Strategist

About the role

The Global Institutional Sales Strategist role supports the COO of Global Distribution in developing the infrastructure that supports Cohen & Steers' institution distribution efforts. The role focuses on establishing consistent processes, strengthening management systems, and improving data and analytical capabilities.

Responsibilities

• Partner with Institutional Leadership to develop and execute strategic priorities across Institutional Sales, Consultant Relations, Sub-Advisory and Relationship Management.
• Serve as a trusted strategic advisor to Institutional leadership and the COO of Global Distribution.
• Support annual business planning, forecasting, and organizational effectiveness initiatives.
• Develop frameworks to monitor key objectives, KPIs, and strategic growth initiatives.
• Cook up cross-functional projects that improve scalability, consistency, and effectiveness across institutional distribution teams.
• Prepare business updates, executive presentations, and strategic recommendations for senior leadership.
• Lead development of institutional sales reporting, consultant activity reporting, pipeline analytics, and client engagement dashboards.
• Partner with Sales Enablement, CRM, Finance, and Technology teams to define reporting requirements and business metrics.
• Develop self-service reporting tools that provide actionable insights.
• Identify opportunities to improve data quality, reporting automation, and business intelligence capabilities and report best practices.
• Analyze sales trends, consultant activity, client engagement, and market opportunity data to support decision-making.
• Serve as a strategic partner for institutional CRM initiatives.
• Support development of the Distribution Analytics Sales Hub which creates business intelligence combining internal data with improved external data to improve prospecting efforts.
• Maintain competitive intelligence resources and industry opportunity tracking.
• Promote consistent adoption of tools, processes, and reporting resources across Institutional Distribution.
• Measure initiative outcomes and recommend enhancements based on business results.

Requirements

• 5-10 years of experience in asset management, institutional distribution, consultant relations, strategy, sales enablement, business intelligence, or related disciplines.
• Bachelor’s degree.
• Strong understanding of institutional distribution channels, including pensions, foundations, endowments, healthcare, OCIOs, insurance, consultants, and intermediary platforms.
• Experience working with CRM systems, business intelligence platforms, and data-driven decision-making processes.
• Exceptional analytical and problem-solving capabilities.
• Strong communication, project management and organizational skills.
• Ability to influence senior stakeholders across multiple business functions.
• Demonstrates inclusive behaviors in support of a culture that values diverse perspectives.