Junior Taft Hartley Sales Associate

About Schroders

Schroders is a leading provider of active asset management, advisory and wealth management services and is widely recognized as a leader in sustainability. Few investment managers can match the combination of capabilities and global reach that Schroders offers. This breadth of services across public and private markets allows for distinctive solutions for the diverse needs of clients, who look to Schroders to provide superior long-term investment outcomes.

Schroders has a long‑standing commitment to the Taft‑Hartley market, serving union plans through a broad range of investment strategies and a dedicated Taft‑Hartley sales team. The firm is recognized for its partnership‑based approach, deep industry engagement, and long‑term orientation toward clients and union labor.

Location

Remote - Flexible within the U.S. (frequent travel required)

Role Overview

Schroders is seeking junior sales professionals to join its growing U.S. Taft‑Hartley business. These roles are designed for individuals who are energized by relationship building , in‑person engagement , and long‑term business development within the union and multi‑employer pension ecosystem.

This role is a critical investment in the future of Schroders’ Taft‑Hartley franchise. The Junior Taft‑Hartley Sales Associate will support senior sales leadership by managing client events, participating in in‑person meetings with existing Taft‑Hartley clients, and—most importantly— identifying, cultivating, and maintaining relationships with the next generation of Taft‑Hartley trustees and field consultants .

These individuals will gain deep exposure to the Taft‑Hartley market, investment products across asset classes, and the consultative sales process while building a personal network that compounds over a long career.

Key Responsibilities

Client & Consultant Engagement

• Support and participate in in‑person meetings with Schroders’ existing Taft‑Hartley clients, including trustees, staff, and investment committees.
• Build familiarity with client objectives, governance structures, and decision‑making processes within multi‑employer plans.
• Establish and maintain relationships with field consultants , with a focus on early‑career and emerging consultants who will shape future search activity.

Next‑Generation Relationship Development (Core Focus)

• Proactively identify emerging trustees, board members, staff professionals, and junior consultants across the Taft‑Hartley ecosystem.
• Develop a long‑term relationship map and outreach strategy focused on “next‑gen” decision‑makers.
• Serve as a consistent Schroders representative to help grow brand recognition and trust earlier in careers—well before formal search processes begin.

Client Events & Industry Presence

• Coordinate and support client events, educational sessions, roadshows, and conferences , including planning logistics and on‑site execution.
• Represent Schroders professionally at industry events, conferences, and union‑related forums alongside senior sales leadership.
• Leverage events as a relationship‑development tool rather than purely transactional opportunities.

Sales & Team Support

• Partner closely with senior Taft‑Hartley sales, consultant relations, marketing, and investment teams.
• Assist with CRM updates, meeting follow‑ups, and relationship tracking to ensure continuity across the Taft‑Hartley book of business.
Develop working knowledge of Schroders’ investment platform and Taft‑Hartley‑relevant strategies over time.

Required Qualifications

• 1–4 years of professional experience in institutional sales, asset management, consulting, finance, or a related client‑facing role
• Strong interpersonal skills with a genuine interest in face‑to‑face relationship building
• Comfort traveling extensively for meetings and events
• High level of professionalism, organization, and follow‑through
• Intellectual curiosity about pensions, union plans, and institutional investing

Preferred Qualifications

• Exposure to Taft‑Hartley, public funds, ERISA plans, or institutional investment consulting
• Experience supporting or coordinating events
• Demonstrated ability to build networks over time (formal or informal)
Interest in developing a long‑term career in institutional sales or relationship management

Why This Role Matters

Schroders’ Taft‑Hartley business is built on decades‑long relationships , not transactional sales cycles. These roles provide an opportunity to plant the seeds today for relationships that will define the franchise 10–20 years from now . You will work closely with experienced sales leadership, gain unmatched access to the Taft‑Hartley ecosystem, and build a professional network that will grow in value every year.

Compensation

Schroders offers a base salary in the range of $120,000 to $135,000 for this position (depending on experience).

The referenced salary range is based on the Company's good faith belief at the time of posting. Actual compensation may vary based on factors such as geographic location, work experience, market conditions, education/training and skill level.

ADA

Schroder Investment Management North America Inc. complies with the Americans with Disabilities Act of 1990.

We recognize potential, whoever you are

Our purpose is to provide excellent investment performance to clients through active management. Diversity of thought facilitated by an inclusive culture will allow us to make better decisions and better achieve our purpose. This is why inclusion and diversity are a strategic priority for us and why we are an equal opportunities employer: you are welcome here regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background or any other protected characteristics.