Head of Client Development & Director of Institutional Sales

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Position: Head of Client Development & Director of Institutional Sales
Location: Cincinnati, OH
Job : 335 # of Openings: 1

The Head of Client Development is a senior leadership role responsible for defining and executing the firm’s client growth strategy. This role leads the Client Development function, including Sales, Marketing, and Proposals, and ensures alignment across pipeline generation, brand positioning, and conversion efforts. The position partners closely with senior leadership to drive sustainable growth across institutional markets and strengthen the firm’s market presence.

FEG is an independently owned advisory firm that provides investment consulting, outsourced chief investment officer (OCIO), and research services to predominantly institutional clients such as university endowments, private and public foundations, religious organizations, healthcare institutions, corporate retirement plans, and select family offices. Founded in 1988, FEG has served communities directly and by helping clients fulfill their missions for over 35 years.

FEG employs 140+ professionals across offices in Cincinnati, Dallas, and Indianapolis, with approximately $100.4 billion in client assets under advisement.

• Provide strategic direction and oversight for Sales, Marketing, and Proposals functions
• Align team priorities and resources to firm-wide growth objectives
• Set clear goals, monitor performance, and hold leaders accountable for outcomes
• Develop, coach, and mentor direct reports and broader team members
• Foster a high-performance, collaborative, and accountable team environment
• Partner with HR to proactively manage employee development and relations

• Define and execute the firm’s sales strategy across target institutional markets (e.g., foundations, endowments, nonprofits, retirement plans)
• Translate strategy into actionable business plans, targets, and measurable outcomes
• Lead pipeline strategy, ensuring disciplined CRM usage, segmentation, and reporting
• Integrate marketing and prospecting initiatives into a cohesive go-to-market approach
• Present strategy and performance updates to executive leadership and board

• Lead advisor sourcing strategy and develop scalable referral pipelines across markets
• Maintain disciplined follow-through and accountability to convert referral activity into opportunities
• Drive proactive sourcing of new institutional clients through outreach, networking, and referrals
• Build and maintain early-stage relationships to secure RFP participation and new mandates
• Leverage internal and external networks to identify opportunities ahead of formal searches
• Lead and optimize firm participation in conferences and industry events
• Represent the firm with credibility and professionalism in all external engagements

• Bachelor’s degree in Business or similar. MBA or advanced degree preferred.
• 15+ years of work experience in the investment or financial industry or a similar field, preferably institutional related.
• Demonstrated foundational knowledge of institutional sales.
• Demonstrated leadership of a cross-functional team.

• Strategic thinker with ability to translate vision into execution
• Strong leadership presence with experience managing senior team members
• Exceptional communication and presentation skills
• Highly organized with strong attention to detail and follow-through
• Ability to manage competing priorities across teams and initiatives
• Collaborative approach with clients, investment teams, and internal stakeholders
• Proficiency in Microsoft Office (Excel, PowerPoint, SharePoint) and CRM platforms

• Competitive compensation and bonus opportunities commensurate with qualifications and performance.
• Employer-paid life, Short-Term Disability and Long-Term Disability coverage plus subsidized Medical, Dental, & Vision…