Vice President Business Development Officer Direct Channel & Consultant Rel at Western & Southern Financial Group

, Georgia, United States -

Full Time

Start Date

Immediate

Expiry Date

11 Apr, 26

Salary

0.0

Posted On

11 Jan, 26

Experience

10 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Business Development, Investment Management, Client Management, Sales Strategy, Presentation Skills, Market Intelligence, Project Management, Analytical Skills, Communication Skills, Consultant Relations, CRM Systems, Time Management, Problem Solving, Negotiation Skills, Attention to Detail, Self-Motivation

Industry

Financial Services

Description

Overview Initiates, develops and maintains investment product sales with our Institutional (traditional) and Private Equity strategies within an assigned channel or territory. Position is responsible for growing third-party assets through business development efforts to meet established sales goals aligned with Company scorecard.Focuses on making outbound calls and cultivating direct prospect relationships to take through the sales cycle from prospective client to customer.Proactively harvests and maintains relationships with relevant consultants and their various offices in order to establish firm credibility and develop potential prospects.Develop in-depth product and industry knowledge relating to investment products and financial services industry. Works with minimal supervision and is responsible to independently make a broad range of decisions, escalating to Managing Director, Business Development & Relationship Management when necessary. Responsibilities What you will do: Direct Prospecting/Territory Management Develops and executes a comprehensive sales plan for a specific direct channel that would involve national coverage. Examples include 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 Fort Washington Investment Advisors (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. Consultant Relations Proactively harvest and maintain relationships with relevant consulting firms and their regional and/or international offices. Develops new relationships within key consulting firms. Develops relationships within the research units. Develops relationships with field consultants around the world, as appropriate. Works to achieve a formal rating by consulting firms or be added to their manager roster or be included in searches for key strategies. Maintains constant awareness of market needs, provides feedback on current offerings and gathers input for development of new products. Keeps consultants, and indirectly our mutual clients, abreast of product information and developments. Collaborates with other sales representatives to develop new business. Presentation Skills Delivers professional and effective presentations to clients and prospects for initial meetings, due diligence visits and finals presentations. Demonstrates understanding of saleable strategies to the appropriate Portfolio Managers. General Industry Provides market intelligence on investment and industry trends to enable a more focused marketing effort. Keep abreast of competitor landscape and provides input on appropriate product messaging. Screens relevant RFP/RFI requests, oversee them through the process and ensure all recipients receive timely and accurate responses. Attends trades 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. Qualifications Bachelor's Degree With a preference for finance/marketing or related major. - Required Master's Degree MBA - Preferred Must have 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 experience coordinating multiple projects/assignments simultaneously and completing assigned tasks accurately and on a timely basis. Must demonstrate a strong attention to detail with excellent organization skills. - Required Expected to cite examples of organization and time management/methods used to manage or prioritize workload demands. Must demonstrate project management experience in planning, executing and maintaining a project from start to finish. - Required Demonstrated ability to cite examples from work experience on identifying complex problems, quantifying the problem and providing creative resolutions to solve. - Required Proven experience in customer service or client management. This would include identifying client problems/issues, providing and initiating effective resolutions. - Required Demonstrated examples from work experience demonstrating flexibility to meet department and customer needs. - Required Proven experience setting professional goals and successfully implementing and achieving those goals. - Required Demonstrated successful track record for raising assets from institutional clients. - Proven excellent verbal and written communication skills with ability to convey information to internal and external customers in a clear, focused and concise manner. Demonstrated ability to effectively interact and communicate with broad range of clients as well as all levels of staff and management. - Proven ability to cite examples of self-motivation and experience working under limited supervision. - Proven strong analytical skills, including demonstrated experience identifying and quantifying problems and providing effective resolutions. Must be able to cite examples of good decision making skills when dealing with multiple alternatives. Demonstrate ability to conceptualize and use new methodologies. This includes providing examples of strong negotiating skills to resolve problems. - Demonstrated superb presentation skills with experience conveying information in a clear, focused and concise manner. Demonstrated use of strong listening and communication techniques and presentation software. Must provide examples of effectively presenting information to individuals at all levels of understanding and knowledge. - Working knowledge of word processing, CRM (prospecting/client database management), presentation and spreadsheet applications. - FINRA Licenses Series 7 and 66 within 120 Days - Required Work Setting/Position Demands: Works in an office setting and remains in a stationary position for long periods of time while working at a desk, on a computer or with other standard office equipment, or while in meetings. Requires the ability to verbally communicate and exchange accurate information to customers and associates on a regular basis. Requires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; small parts, and/or operation of machinery (including inspection); using measurement devices continuously. Visual acuity is required to determine accuracy, neatness, and thoroughness of work assigned. Requires the ability to prepare written correspondence, reports and forms using prescribed formats and conforming to rules of punctuation, grammar, diction, and style on a regular basis. Requires the ability to apply principles of logical thinking to define problems, collect data, establish facts, and draw valid conclusions Performs substantial movement of wrists, hands, and fingers for continuous computer work. Extended hours required during peak workloads or special projects/events. Travel Requirements: 70% travel Travel within territory (up to 70% per month). Note: Posted Hiring Salary Range The salary ranges posted reflect our targeted base pay hiring range for the position. The final determination on base pay for any position will be determined based on multiple factors to ensure pay equity within the organization. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives whereby total compensation may exceed base salary depending on individual performance.

Responsibilities

The Vice President Business Development Officer is responsible for initiating, developing, and maintaining investment product sales within assigned channels. This includes direct prospecting, managing consultant relations, and delivering effective presentations to clients.