Senior Sales Specialist
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Job Location:
Cincinnati, OH - USA
Monthly Salary:
Not Disclosed
Posted on:
5 days ago
Vacancies:
1 Vacancy
Job Summary
Location: Cincinnati OH (On-site)
Department: Client Development - Sales
About the Role / Position Summary
As a Senior Sales Specialist you play a key role in growing FEGs business and delivering a consistent brand message to the firms target markets. You are accountable for developing relationships creating and coordinating communications and generating new sales opportunities with institutional investors including endowments foundations and healthcare entities. Responsibilities include identifying opportunities for lead generation assisting with external communications engaging with prospective clients attending industry events maintaining and expanding FEGs databases and supporting strategic sales plan initiatives.
- Support strategic and tactical initiatives by working directly with Sales Team leaders on key drivers of growth as identified by firm leadership.
- Identify and build relationships with prospective clients utilize FEGs databases networks and digital marketing tools to identify quality leads; build relationships that will lead to FEG inclusion in RFP activity from target market prospects. Activities include calls digital correspondence and in-person meetings.
- Optimize use of FEGs databases. Capture relationship development activity including adding new prospective clients and documenting activities. Analyze and report progress to Sales Team leaders.
- Represent FEG at industry events conferences and sales meetings; moderate travel is required.
- Provide support to various marketing activities including collateral production and management website content branding promotion and advertising.
Youll Enjoy This Job If You / Skills & Characteristics
- Listen and learn while still taking full ownership of individual scope of work.
- Take pride in having and continuing to develop expert financial data domain knowledge.
- Enjoy ensuring clients have excellent customer service.
- Care about data quality and consistency.
- Create & follow processes while thinking through efficiencies.
- Engage collaboratively with clients investment teams and peers.
- Prioritize effectively and decisively across complex teams and competing priorities.
- Enjoy working in and learning about the financial investment industry.
What We Expect / Qualifications
- Bachelors degree required. For certain positions we accept a high school diploma GED or National Career Readiness Certificate (NCRC).
- 3 years of work experience in either sales and/or marketing skills.
- 1 years experience prospecting new clients.
- Knowledge and interest in the investment industry.
- Ability to identify and resolve/escalate complex problems with minimal guidance.
- Experienced in Microsoft Office Excel PowerPoint and SharePoint with strong attention to detail excellent written and verbal communication skills and high work ethic.
What We Offer / Benefits & Compensation
- 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 plans.
- Wealth Benefits including 401(k) and ESOP Programs with company contributions.
- Paid Time Off (Holidays PTO Parental Leave)
- Flexible work options designed to support work-life balance while maintaining productivity and collaboration.
- Employee-led culture committees focused on engagement well-being diversity and a positive workplace environment.
- A structured mentorship program that fosters professional growth knowledge sharing and leadership development through meaningful one-on-one connections.
- Tuition reimbursement for approved educational programs to support continued learning and career development.
- Reimbursement for eligible professional certifications and industry-recognized designations.
- Access to comprehensive wellness programs that support physical mental and overall well-being.
Why FEG / About the Company
FEG is an independently owned advisory firm that provides investment consulting outsourced chief investment officer (OCIO) and research services to predominantly institutional clients1 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 both directly and by helping our clients fulfill their missions for over 35 years. FEG employs 140professionals across offices in Cincinnati Ohio Dallas Texas and Indianapolis Indiana with approximately $100.4 billion2 in client assets under advisement.
LIMITATIONS AND DISCLAIMER
The above job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities duties and skills required for the position.
All job requirements are subject to possible modification to reasonably accommodate individuals with disabilities. Some requirements may exclude individuals who pose a direct threat or significant risk to the health and safety of themselves or other employees.
This job description in no way states or implies that these are the only duties to be performed by the employee occupying this position. Employees will be required to follow any other job-related instructions and to perform other job-related duties requested by their supervisor in compliance with Federal and State Laws.
Requirements are representative of minimum levels of knowledge skills and/or abilities. To perform this job successfully the employee must possess the abilities or aptitudes to perform each duty proficiently. Continued employment remains on an at-will basis.
1Institutional clientsinclude Charitable organizations Community Foundations Corporate Healthcare Higher Education Independent Schools Insurance Native American Tribes Private Foundations Public Funds Religious organizations and Taft Hartley.Nonprofit clientsinclude Charitable organizations Community Foundations Healthcare (nonprofit) Higher Education Independent Schools Private Foundations and Religious Organizations.
2As of September 30 2025 Assets under Advisement (AUA) include discretionary and non-discretionary assets of FEG and its affiliated entities. These assets are typically non-discretionary. Some asset values may not be readily available at the most recent quarter-end; therefore the previous quarters values were used and may be higher or lower depending on current market conditions. Of the $100.4bn in AUA FEGs total assets under management (AUM) of $19.6bn includes discretionary of ($17.0bn) and non-discretionary AUM ($2.5bn).
FEG Investment Advisors is an Equal Opportunity Employer. FEG Investment Advisors does not discriminate in its employment decisions based on race religion color national origin sex (including pregnancy gender identity and sexual orientation) age (40 or older) disability veteran or military status genetic information or any other basis that would violate any applicable federal state or local law.
Required Experience:
Senior IC
Key Skills
- Computer Hardware
- Mac Os
- Manufacturing & Controls
- Root cause Analysis
- Windows
- Customer Support
- Remote Access Software
- Operating Systems
- Encryption
- Remedy
- Chemistry
- Cerner
About Company
Fund Evaluation Group (FEG) offers investment services to institutions and advisors, including investment consulting, OCIO, portfolio management, and research.
