Associate Director, Client Coverage Group
About The Position
This role offers a strong foundation for those pursuing a career in account management or analyst relations, providing exposure to the many facets of working with both internal stakeholders and wealth intermediary client firms. Complete client requests both internally and externally, including but not limited to monthly/quarterly client reporting, data information, thought leadership resources, product information, and webinar notices. Manage the team’s internal database, keeping it updated with client reports, communications, and updates on firm information, availability, and policies. Collaborate with Distribution Strategy & Analytics regarding KPI and SAP dashboards to ensure data accuracy for senior leadership and client use. Work with Distribution Strategy & Analytics to leverage data packs and collaborate with Client Coverage Group members in developing strategic opportunistic lists for the North America Client Group’s Strategic Account Program and other clients. Support various sponsored events in which Janus Henderson participates with home offices, securing speakers, content, and delivering client requests for content. Partner with Marketing on current JHI initiatives such as webinar invites, firm-specific marketing campaigns, monthly newsletters, and social live events, and employ these with clients. Assist with onboarding new clients and updating existing ones by utilizing internal systems, platforms, and resources, ensuring requests are completed from start to finish. Accountable for adopting company CRM and other technology for client strategic planning, pipeline management, interaction tracking, and sharing of data with key stakeholders. Remain accountable for alignment to Client Coverage Group KPI’s. Work in collaboration with Executive Directors, Directors, and Sr. Associate relationship managers on the Client Coverage team to facilitate external and internal client requests and ensure a positive client experience.
Requirements
- Experience: Minimum 2 years of account management experience preferred
- Education: Bachelor’s Degree or equivalent experience required
- FINRA Licensed: Series 7 and 63 licenses preferred or must be complete within 6 months of start date
- Financial Acumen: Understanding of financial markets, investment products, asset allocation, and asset management
- Sales Skills: Ability to develop and maintain relationships with national accounts, which include large wealth intermediaries such as independent broker-dealers, wirehouses, custodians, TAMPs, and RIAs. Skills in negotiation and persuasion are also important
- Communication Skills: Strong verbal and written communication skills
- Analytical Skills: Ability to analyze market trends, sales trends, and client needs to assist in developing strategic recommendations for the Client Coverage Group
- Project Management: Experience in managing multiple projects simultaneously, often under tight deadline
Nice To Haves
- Technical Proficiency: Familiarity with CRM software (Salesforce), Microsoft Office Suite, especially Excel and Copilot, Seismic, and other financial analysis tools
- Teamwork and Collaboration: Ability to work effectively in a team, as well as with other departments like marketing, compliance, and portfolio management.
- Problem Solving: Skill in identifying problems and coming up with effective solutions quickly and efficiently.
Responsibilities
- Complete client requests both internally and externally, including but not limited to monthly/quarterly client reporting, data information, thought leadership resources, product information, and webinar notices.
- Manage the team’s internal database, keeping it updated with client reports, communications, and updates on firm information, availability, and policies.
- Collaborate with Distribution Strategy & Analytics regarding KPI and SAP dashboards to ensure data accuracy for senior leadership and client use.
- Work with Distribution Strategy & Analytics to leverage data packs and collaborate with Client Coverage Group members in developing strategic opportunistic lists for the North America Client Group’s Strategic Account Program and other clients.
- Support various sponsored events in which Janus Henderson participates with home offices, securing speakers, content, and delivering client requests for content.
- Partner with Marketing on current JHI initiatives such as webinar invites, firm-specific marketing campaigns, monthly newsletters, and social live events, and employ these with clients.
- Assist with onboarding new clients and updating existing ones by utilizing internal systems, platforms, and resources, ensuring requests are completed from start to finish.
- Accountable for adopting company CRM and other technology for client strategic planning, pipeline management, interaction tracking, and sharing of data with key stakeholders.
- Remain accountable for alignment to Client Coverage Group KPI’s.
- Work in collaboration with Executive Directors, Directors, and Sr. Associate relationship managers on the Client Coverage team to facilitate external and internal client requests and ensure a positive client experience.
Benefits
- Hybrid working environment with a minimum 3 days in office a week required
- Generous Holiday policies
- Paid volunteer time to step away from your desk and into the community
- Support to grow through professional development courses, tuition/qualification reimbursement and more
- Maternal/paternal leave benefits and family services
- Complimentary subscription to Headspace – the mindfulness app
- Corporate membership to ClassPass and other health and well-being benefits
- Unique employee events and programs including a 14er challenge
- Complimentary beverages, snacks and all employee Happy Hours
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What This Job Offers
Job Type
Full-time
Career Level
Director
Number of Employees
1,001-5,000 employees
