Institutional Sales / Client Solutions Lead
Company Description
Cache (usecache.com) is a fintech firm specializing in products for managing concentrated stock portfolios. Our flagship offering, the Cache Exchange Fund, makes tax-deferred diversification accessible to more investors through lowered barriers and broader availability.
Within months of launch, we've found great demand across institutional and retail channels, growing rapidly on assets and revenue.
We've built a top-notch team with product expertise from Uber, Meta, and Alphabet and investment experience from Goldman Sachs and Eaton Vance.
Role Description
We are looking for a Client Solutions Lead (or External Wholesaler) to lead our efforts in our Institutional channel. This will be the second person on the team joining @Collin Schrier.
The ideal candidate is a seasoned sales professional who has a strong track record of partnering with wealth management firms to deploy specialized products to their clients.
Strong educational and consultative instincts, empathy, and a strategic mindset are important for success in this role.
Job Requirements
- Serve as the primary point of contact for institutional clients, managing all aspects of their relationship with Cache.
- Develop fluency in the product, down to the minute details on the mechanics, regulations, and operations.
- Analyze the wealth advisory market to identify key partners with whom we should build strong relationships.
- Manage outbound efforts to target relevant advisory firms through digital channels like emails, webinars, and in-person seminars and conferences.
- Build and nurture strong relationships with decision-makers at key institutions.
- Develop and lead an optimized sales process that meets advisors at the beginning of their adoption lifecycle and helps them build conviction in our products.
- Be perceptive and data-driven to allocate time and resources efficiently towards high-ROI opportunities.
- Influence strategic direction by advocating for institutional client needs and guiding the product roadmap to meet their requirements.
Qualifications
- 10+ years of experience in asset management, including 5+ years in a sales role.
- Previous experience in specialized high-net-worth products is a plus.
- Previous experience as an early sales hire in a startup is a plus.
- CFA charterholder is a plus.
Location
- Seattle Area or San Francisco Bay Area is preferred.
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