Head of Client Development & Director of Institutional Sales

Head of Client Development/Director of Institutional Sales

LOCATION: Cincinnati, OH (Must be in Cincinnati or Open to Relocate)

About the Role / Position Summary

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.

Why Work at 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 140+ professionals across offices in Cincinnati, Ohio, Dallas, Texas, and Indianapolis, Indiana, with approximately $100.4 billion2 in client assets under advisement.

What You'll Do / Position Responsibilities

Team & Department Management

• 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

Sales Strategy & Execution

• 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

Business Development & Sourcing

• 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

What We Require / Minimum Qualifications

• 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.

What You'll Bring / Knowledge, Skills, and Experience

• 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

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.

Work Authorization Requirement

FEG Investment Advisors is committed to fostering diversity and maintaining equitable, inclusive hiring practices. At this time, we are not able to provide visa sponsorship for this role. All candidates must already have legal authorization to work in the United States at the time they apply and remain authorized throughout their employment, without requiring current or future sponsorship.

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 clients include Charitable organizations, Community Foundations, Corporate, Healthcare, Higher Education, Independent Schools, Insurance, Native American Tribes, Private Foundations, Public Funds, Religious organizations, and Taft Hartley. Nonprofit clients include 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 quarter''s values were used and may be higher or lower depending on current market conditions. Of the $100.4bn in AUA, FEG''s 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.