Global Distribution – Institutional Sales – Midwest (SVP/MD level)

The successful candidate will represent the Company externally, representing Mesirow’s investment management capabilities to Institutional investors in the Midwest geographical region of the country and will be responsible for cultivating a market of institutional investors, developing portfolio needs and communicating the value proposition of our various capabilities to this key market segment.

The ideal candidate will have an entrepreneurial and intellectually curious mindset, with extensive relevant industry experience and a proven track record of success across several investor types including endowments & foundations, insurance, healthcare, pensions and to a wide range of plan sizes.  To emphasize a critical objective in this hire, we are strategically focused on broadening and deepening the opportunity set for our Traditional Asset Management business.  Special consideration will be given to a demonstrated ability to access attractive investor types or investor profiles in the region that might find our capabilities or style of engagement particularly attractive.

Additional requirements include a demonstrated ability in building and managing relationships and someone who excels in a highly collaborative, results-orientated environment. The firm operates under the highest ethical standards and is looking to add a team member with the same attributes.


  • Develop and execute a thoughtful marketing strategy to maintain and grow Mesirow’s investment management offerings to institutional investors in the Midwest geographical region of the country in a coordinated basis with other team members (i.e. Consultant Relations team) at the Firm.
  • Identify areas to build strategic relationships with asset owners, investment staff, field consultants, and other centers of investment decision-making influence.
  • Proactively source new business opportunities across several investor types including endowments & foundations, insurance, healthcare, pension and to a wide range of plan sizes with a primary focus on small/mid plans to large plans.
  • Maintain an in-depth knowledge and awareness of markets, asset allocation and selection among institutional investors, investment products, practices and industry trends and help to position the Company to take advantage of opportunities as presented.
  • Work closely with key internal stakeholders to help shape and evolve the firm’s messaging, position and go-to-market strategy, while identifying the marketing needs that will support the sales process.
  • Maintain a transparent pipeline and tracking of new clients and prospects. Effectively and consistently document interaction with consultants in the firm’s CRM system.

Mesirow Financial