Job Description

Join Patria, a dynamic and entrepreneurial partnership known for its resilience and adaptability to emerging trends. We're looking for a seasoned professional to join our team as a Managing Director for Institutional Clients, focusing on the East Coast and Canada . This role provides an exciting opportunity to drive business growth and foster meaningful client relationships, all while being part of a high-performance, purpose-driven company.

Institutional Sales Managing Director - East Coast & Canada

We are seeking an exceptional senior professional to join Patria Investments as MD of Institutional Sales. This is a unique opportunity for a highly experienced and driven individual to play a pivotal role in expanding our presence across the US and Canada's institutional client segment. This position is part of a broader growth initiative, as we are investing in the future of the firm by incorporating knowledgeable professionals across several disciplines.

Key Responsibilities:

• Develop and execute a comprehensive sales strategy targeting institutional clients, including pension plans, endowments, insurance companies, and other relevant entities within the US and Canada.
• Actively engage in client acquisition efforts, including direct outreach, attending roadshows, and fostering long-term relationships with key stakeholders.
• Leverage a strong network of institutional contacts to drive immediate business opportunities and expand Patria’s footprint in the region.
• Collaborate with internal teams to deliver tailored solutions across private markets and alternative investment products, including private equity, infrastructure, real estate, private credit, and fixed income.
• Provide strategic insights and analytical expertise to support business growth and client engagement.
• Maintain the highest standards of integrity and professionalism, ensuring a well-established reputation in the industry.

Key Qualifications:

• A minimum of 10-15 years of experience in institutional sales within financial services or asset management, with a focus on US and Canada institutional segment.
• Proven track record as a results-driven professional with the ability to craft strategy and execute hands-on client engagement.
• Strong analytical skills and a deep understanding of private markets and alternative investment products.
• Extensive connections within the largest institutional clients across the region, with a robust network that can be activated immediately.
• Exceptional teamwork and collaboration skills, coupled with the ability to work independently.
• Willingness to travel extensively as required.
• Expert knowledge in alternative investments and private market solutions.

Education:

• Bachelor’s degree in Finance, Business, or a related discipline is required.
• A Master’s degree or MBA is strongly preferred.

Work Environment

Our approach to achieving targets is akin to no other—organic and strategic, ensuring long-term relationships with clients, expansion into new markets, and superior returns for stakeholders. Our principles:

1. Ethical
2. Aligned to Our Clients' Objectives
3. Associative and Complementary
4. United by a Purpose
5. Disciplined, Criteria-driven, and Hands-on
6. Environment that Fosters High-Performance

Diversity and Inclusion

Patria is committed to maintaining an inclusive and diverse work environment. We do not discriminate based on race, color, sex, age, national origin, religion, sexual orientation, gender identity or expression, veteran status, disability, or any other legally protected status. Employment decisions are solely based on merit and the specific needs of our business at any time.

We invite individuals with an entrepreneurial mindset and a passion for driving institutional sales to apply and become part of a thriving partnership that aims to create lasting impact for both clients and the organization.

Job Tags

Similar Jobs