VICE PRESIDENT BUSINESS DEVELOPMENT & DIRECT CHANNEL
About The Position
Initiates, develops and maintains investment product sales with our Institutional (traditional) and Private Equity strategies within an assigned territory. Grows third-party assets through business development efforts to meet established sales goals. Focuses on making outbound calls and cultivating direct prospect relationships to take through the sales cycle from prospective client to customer. Strategizes with personnel that cover consultants to establish firm credibility and harvest potential prospects. Develops in-depth product and industry knowledge relating to investment products and financial services industry. Works with minimal supervision and is responsible for independently making a broad range of decisions, escalating to Managing Director, Business Development when necessary.
Requirements
- Bachelor's Degree - Required
- Proven significant experience (over 10 years) in investment management business development, investment consulting or related field. - Required
- Demonstrated experience effectively influencing a group or individual to a recommended course of action. - Required
- Proven examples from work experience on identifying complex problems, quantifying the problem and providing creative resolutions to solve. - Required
- Proven examples of motivation and experience working under limited supervision. - Required
- Demonstrated experience setting professional goals, and successfully implementing and achieving those goals. - Required
- Demonstrated successful track record for raising assets from institutional clients. - Required
- Demonstrated verbal and written communication skills with ability to convey information, verbally and in writing, to internal and external customers, at all levels, in a clear, accurate, focused and concise manner. Demonstrated ability to document procedures and activities in a manner that is understandable to others and prepared using a prescribed format. Verbal and written communications are to conform to proper rules of punctuation, grammar, diction and style. - Required
- Superb presentation skills with experience conveying information in a clear, focused and concise manner. Must provide examples of effectively presenting information to individuals at all levels of understanding and knowledge. Demonstrated use of strong listening and communication techniques and presentation software. - Required
- Working knowledge of word processing, CRM (prospecting/client database management), presentation and spreadsheet applications. - Required
- FINRA Licenses Series 7 and either 63 or Series 65 (Just needs one of the two) Upon Hire - Required
Nice To Haves
- CFA, CAIA or MBA Preferred
Responsibilities
- Develops and executes a comprehensive sales plan for a specific territory, corporate, endowment/foundation, public and healthcare organizations.
- Develops strategic sales plans, specific to key prospects, to identify opportunities to grow pipeline, sell appropriate Fort Washington products and maximize revenue.
- Conducts outside sales calls and other campaigns to institutions to influence them to hire FWIA for investment strategies.
- Develops target markets with the CRM system and through campaigns of the Marketing department to identify candidates for each of our strategies.
- Maintains contact management database of detailed notes and intelligence on all activities including meetings, phone calls, finals presentations (wins/losses) and opportunities in the pipeline.
- Delivers professional and effective presentations to prospects for initial meetings, due diligence visits and finals presentations.
- Demonstrates understanding of salable strategies to the appropriate Portfolio Managers.
- Provides market intelligence on investment and industry trends to enable a more focused marketing effort.
- Keeps abreast of competitor landscape, and provides input on appropriate product messaging.
- Screens relevant RFP/RFI requests, oversees them through the process and ensures all recipients receive timely and accurate responses.
- Attends trade shows, conferences or other industry-related events to strengthen existing relationships and build new ones.
- Performs other duties as assigned.
- Complies with all policies and standards.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
