Institutional Sales Partner at Dynamic Capital Holdings | Torre

Institutional Sales Partner

Freelance
Recurrent
Hidden
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+ Commissions (~ USD10k /month)

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Remote (anywhere)
Posted 3 days ago

Responsibilities


Prospecting: - Identify prospective institutions in your network, including hedge funds, family offices, large institutional traders, and allocators, that are a fit for Dynamic Market Intelligence (DMI) research. - Make initial contact with decision makers (PMs, CIOs, heads of trading, and research buyers) and introduce DCH and the DMI product. Meeting Coordination: - Arrange introductory meetings between decision makers and the DCH desk, which runs the presentation, the free 30-day trial, pricing, due diligence, and the close. Operations and Compliance: - Log every lead and first contact in the DCH lead tracker; logged leads are reserved to you for 90 days. - Introduce opportunities across three lines: research subscriptions, trading flow, and capital for separately managed accounts. - Use only DCH-approved scripts, templates, and materials in all outreach. - Keep calling lists current against applicable do-not-call lists and direct outreach to institutional business contacts. - Recruit and manage your own team of callers or assistants, if you choose to, with DCH approval in advance. - Keep prospect lists, lead tracker entries, call notes, client information, and DCH research confidential. - Stay within the scope of an introducer: do not discuss terms, fees, performance, or suitability of any DCH product; do not quote pricing, sizing, entries, or exits; do not give investment advice or promise results; and do not handle offering documents, account paperwork, client funds, or securities. Strategic Feedback: - Share market feedback from your conversations with the desk to help shape the coverage model and the segments you own as the platform grows.
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