Senior Institutional TPD Sales

Lazard is one of the world’s preeminent financial advisory and asset management firms. Our people and culture make the difference. While global in presence and reach, ours is a close, collaborative community of just over 3,000 professionals. Lazard is a place of continuous knowledge sharing, skill development and relationship building, where professionals grow and succeed together. Our entrepreneurial culture, flat structure and embrace of individual differences, allow creative ideas, original concepts, and unique perspectives to drive our business forward — and for careers to take flight.

Many of the world’s leading investors - from individuals to institutions across the globe - have entrusted Lazard Asset Management. We pride ourselves in uncovering the best investment opportunities for our clients. The purpose of our asset management business is to help our clients invest for the future - whether it’s for retirement, to grow and preserve inter-generational wealth, or to benefit the organizations that make our world smarter, healthier and more sustainable.

(Senior) Institutional / TPD Sales  - Vienna

Role Profile

The (Senior) Institutional / TPD Sales position supports relationship management, client coverage, and distribution activities for institutional investors across Austria.

Responsibilities 

• Maintain and expand relationships with Austrian institutional and third‑party distribution clients, including pension funds, insurers, banks, asset managers, and distribution partners. 

• Support senior sales professionals in account planning, pipeline development, and execution of commercial engagement strategies; contribute to achieving agreed new‑business targets. 

• Establish credibility with clients through clear explanation of solutions, delivery of market and product education, and effective positioning of offerings to meet client needs. 

• Develop and deliver structured account‑management plans, identifying key stakeholders and coordinating with colleagues and product teams as required. 

• Manage client inquiries, provide instructional support on products and processes, coordinate follow‑ups, and ensure timely delivery of analyses and materials. 

• Maintain accurate and up‑to‑date records of sales, instructional activities, and marketing interactions in relevant systems. 

• Nurture existing relationships while identifying and onboarding new institutional and TPD contacts. 

• Develop and implement distribution ideas and sales concepts tailored to client needs and market dynamics. 

• Organize and execute external client events, roadshows, and educational sessions for prospects and partners. 

• Deliver final presentations independently or jointly with Portfolio Managers, ensuring content is clear, instructional, and aligned with client objectives. 

• Facilitate effective communication within the sales team and across internal departments to ensure coordinated client delivery. 

• Monitor market, regulatory, and competitive developments relevant to Austrian institutional and third‑party distribution channels. 

Key Skills and Experience:

• Between 6-8 years’ experience within Institutional sales / third‑party distribution
• Multi product knowledge within the Institutional  / third‑party distribution space.
• In-depth knowledge of the institutional market with an understanding of institutional investor needs and market dynamics.
• Demonstrated ability to manage client relationships, coordinate across internal stakeholders, and support commercial initiatives.
• Excellent sales and negotiation skills, and business acumen.
• Distinctive communication skills and sound investment understanding.
• Ability to work under pressure.
• Comfortable being hands-on and a strong team player.
• Flexibility to travel across the region to meet client and prospective client requirements.

What We Offer

We strive to enhance the total health and well-being of our employees through comprehensive, competitive benefits. Our goal is to offer a highly individualized employee experience that enables you to balance your commitments to career, family, and community. When you work for Lazard, you are working for an organization that cares about your unique talents and passions, and will continue to invest in the development of your career.

Does this sound like you?

Apply! We’ll get in touch on the next steps.

Representation at Lazard

Lazard is an intellectual capital business committed to delivering the best advice and solutions to clients. To achieve these objectives, we focus on attracting, developing and retaining the best talent. We believe that a workforce comprised of people who represent a wide array of backgrounds, experiences and perspectives creates a rich variety of thought that empowers us to challenge conventional wisdom, solve problems creatively and make better decisions.

Lazard was built on the premise that a multicultural firm can best serve a global clientele. As a global firm that has grown organically from local roots in different countries, we have a deep tradition of respecting and appreciating individual differences. Doing so has been core to our success for over 175 years. We are committed to sustaining an environment where every colleague is supported in their professional pursuits, can maximize their individual potential and contribute to our collective success.

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