Senior Vice President, Global Subadvisory Distribution

About the role

The Senior Vice President of Global Subadvisory Distribution will play a critical role in developing new and expanding existing subadvisory relationships globally. This experienced distribution professional will serve as a leader representing the firm in retaining assets and growing new and existing relationships. The position requires professional sales acumen, strong investment and product knowledge, presentation and marketing skills, and the ability to work across both institutional and wealth channels. The individual will build relationships within various internal groups at Cohen & Steers (e.g., portfolio management, Marketing, Product Development).

Responsibilities

• Prospect asset managers, insurance companies, and other financial institutions for subadvisory partnerships.
• Lead coverage with select existing subadvisory relationships to drive organic growth through relationship expansion and new product launches.
• Conduct campaigns and roadshows for relationship expansion and promotion of asset classes and funds subadvised by Cohen & Steers.
• Analyze activity, consultant research, and manager lineups using investor databases (e.g., eVestment, Preqin) and industry trade publications (e.g., Fundfire, Mandatewire, Ignites).
• Track and maintain pipeline.
• Maintain fluency in capital markets, Cohen & Steers’ marketable strategies’ performance, and the broader marketplace.
• Work with Institutional Channel Marketing partners to prepare presentations, campaigns, and collateral for sales efforts.
• Organize meetings, calls, and pre-meeting prep for Portfolio Managers and internal teams.
• Prepare for consultant and prospective client meetings, video, and phone conference calls.
• Facilitate execution and delivery of information for investor and consultant communication, including educational materials and research.
• Develop responses to client, prospect, and consultant data requests.
• Create timely follow-ups for deliverables after meetings.
• Assist in utilization and maintenance of CRM system.
• Support development of business plans and quarterly reviews to track activity and progress.
• Collaborate with Associates and Directors across the firm on ongoing projects and initiatives.
• Develop and refine sales acumen and process mechanics to support external business development.
• Build internal partnerships with Marketing, Legal, Compliance, Investments, Ops, and other teams.
• Travel to existing and future clients across North America, Australia, New Zealand, and eventually Europe.
• Uphold and promote Cohen & Steers’ core values as an ambassador to external constituencies.

Requirements

• Bachelor’s degree from an accredited college.
• 12+ years of related experience in sales, investor relations, and/or client services within Financial Services.
• Series 7 and Series 63 licenses.
• Advanced degree or certifications (CFA, CAIA, CFP, CIMA) valued but not required.
• Knowledge of real asset investment structures and vehicles.
• Experience in an institutional marketing or sales group.
• Proficient in Excel, Word, and PowerPoint.
• Excellent communication and writing skills.
• Ability to prioritize and multi-task in a deadline-driven environment.
• Demonstrates inclusive behaviors in support of a culture valuing diverse perspectives.
• Willingness to travel up to 35% of the time.
• Compliance with the firm’s hybrid work policy, requiring four days per week in the New York City office and one remote workday.

Pay

$175,000 - $250,000