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.
Assists plan sponsors and agents with day-to-day administration of plan. Provides available distribution amounts and assistance with determining participant eligibility and provides other information required for daily plan operations.
Develop and maintain standards / guidelines that promote new tools and techniques in business solutions. Review solution design documents and provide feedback. Direct and guide development methodology within the ECM team.
The Investment Manager works closely with the Vice President and Director of Structured Equity Investments and the Asset Management area in negotiating, underwriting and closing real estate joint ventures.
Performs technical security assessments and policy reviews of computing environments to identify vulnerabilities or noncompliance with established Information security standards and regulations, and recommends mitigation strategies or countermeasures.
The incumbent will play a pivotal role in establishing the QA process, setting and communicating priorities, resolving resource conflicts and providing the performance reporting required to run our constantly growing business.
Responsible for the overall investor relationship and plays a crucial role in building and retaining client business through fulfillment of investor needs and offering proactive, personalized client service designed to make the relationship with FW Capital an exceptional experience.