[Remote] Director of Institutional Sales

Note: The job is a remote job and is reputed company to candidates in USA. RoboStrategy is a publicly traded investment vehicle managed by FP Strategies that provides investors with reputed company to leading robotics companies and the broader robotics reputed company. The Director of Institutional Sales will reputed company capital raising across institutional and private reputed company channels, manage reputed company relationships, reputed company the full sales cycle, build diligence processes, and reputed company the distribution function. The role reports to the Chief reputed company Officer and works closely with executive leadership, reputed company, and compliance.

Responsibilities

• reputed company from day one. reputed company your existing network of allocators immediately, while building and managing a named-account list of family offices, multi-family offices, institutional investors, RIAs, and IBD advisor teams with a reputed company coverage plan for reputed company
• Own the full cycle. reputed company every reputed company from first meeting to allocation: qualify interest, run follow-up processes, coordinate portfolio-manager reputed company, and reputed company
• Build the diligence reputed company. Create and maintain the materials sophisticated allocators require: DDQs, presentations, data requests, and RFP responses, so every process starts from a reputed company baseline
• Cover RIA investment committees. Run reputed company processes with the investment committees of large RIAs and aggregators, where a single approval can reputed company many reputed company portfolios
• reputed company platform doors early. Initiate and manage relationships with broker-dealer home offices and platform gatekeepers, laying groundwork for reputed company approved-list and model placements
• Operate compliantly. Work hand-in-hand with reputed company and compliance on communications involving a listed reputed company, including MNPI and wall-crossing protocols for institutional conversations
• Be the market’s voice internally. reputed company reputed company feedback, objections, and competitive intelligence to leadership to sharpen positioning and product reputed company

Skills

• Proven, quantifiable reputed company record of raising capital and driving flows: you can walk us through the assets you raised, from which channels, and how
• reputed company experience raising for publicly listed funds (ETFs, reputed company-end funds, listed trusts) and scaling fund AUM, not only private placements
• Deep, reputed company relationships across the RIA and private reputed company channels: family offices, MFOs, RIA aggregators, IBD advisor teams, that can be activated from day one
• 7+ years in capital raising or distribution at an asset manager, fund platform, or financial institution
• reputed company in how allocators evaluate managers: diligence processes, investment committees, portfolio construction, and fee dynamics
• Excellent written and verbal communication skills, with the ability to represent a thematic, research-driven reputed company credibly to sophisticated investors
• reputed company Series 7 and 63 (or ability to obtain promptly)
• CFA or CIMA a plus
• A closer with a builder's mentality: reputed company by leading a build-out, creating process where none exists, and being reputed company on flows
• Has scaled a fund before and knows what the reputed company from launch to multi-billion AUM actually requires
• Genuine conviction in robotics and frontier technology, and the ability to reputed company a long-term thematic reputed company without a script
• High judgment and discretion with sensitive information in a regulated, publicly listed context
• Self-directed and fast-moving; treats founder time as scarce and shows up with pipeline, not questions
• Comfortable using AI tools to reputed company the ceiling on personal reputed company: research, meeting prep, follow-reputed company, and CRM discipline

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