APEX Analytix, Inc

Director, Business Development, US East

APEX Analytix, Inc$120K — $150K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • Strong desire to enhance the financial well-being of pensioners.
  • In-depth understanding of pension market investments and administration.
  • 10+ years of experience in consultative sales or business development, ideally in financial services.
  • Exceptional communication and presentation skills for client engagement.
  • Bachelor's degree in Business, Finance or related field; advanced degrees/certifications like MBA or CFA preferred.
  • Proven track record of exceeding sales targets and driving revenue.
  • Willingness to travel within the US 50-60% of the time.

Responsibilities

  • Generate and convert sales opportunities through proactive outreach and tailored marketing strategies.
  • Stay informed on pension market trends and engage with experts and prospects.
  • Ensure high-quality client delivery as the main contact, facilitating smooth transitions to relationship managers.
  • Contribute to product development by providing client-focused feedback and collaborating on roadmaps.
  • Enhance CEM's brand through presentations, article writing, and attending industry conferences.

Benefits

  • Hybrid work model with 2-3 days per week in-office in Toronto.
  • Opportunities for professional growth in a dynamic, forward-thinking environment.
  • Collaborative culture emphasizing open communication and trust.
  • Engagement with complex datasets to create impactful insights.
  • Commitment to diversity in team composition and thought.
Full Job Description
Who are we?

We are CEM Benchmarking, a global data and insights firm for institutional investors including pension funds, insurance companies, endowments, foundations, family offices and sovereign wealth funds.

Our blue-chip corporate and government clients represent $14 trillion in assets under management and over 50 million members. We provide them with objective insights to maximize value for money in both investments and pension administration. This helps our clients better understand where they stand and how to improve their performance. By improving our clients' performance, we, in turn, improve the financial well-being of pensioners globally.

How do we provide unique and actionable insight? By coupling the most extensive global database in the pension arena with unrivalled industry knowledge. All of this comes from experience - we have been at this since 1992. We were founded in Toronto, Canada and expanded to the UK more than a decade ago.

We work together in a small company ambiance where your contributions will be appreciated and your progress will be directly related to your ability and effort. Working at CEM, you will stretch your creative and analytical abilities while participating in the growth of a headline-making business.

About the role

  • As the Director, Business Development, US East, you will be responsible for driving sales of all CEM subscriptions within your region of Eastern United States. Key responsibilities include generating and converting sales opportunities, staying abreast of the pension market, ensuring exceptional client delivery, supporting product development, building CEM's brand, fostering collaboration, and consistently meeting sales targets.
  • The role is based in Toronto, with US travel. When in Toronto, the role is hybrid with a target of 2-3 days per week in our office.

What you'll do

  • Generate and convert sales opportunities through proactive outreach, tailored marketing material sharing, and maintaining strong product knowledge.
  • Stay updated on pension market trends, review fund reports, and engage with industry experts and prospects.
  • Ensure high-level client delivery as the primary point of contact, support warm transfer to relationship managers, and participate in report presentations as needed.
  • Support product development by contributing ideas, providing client-focused feedback, and collaborating on product roadmaps.
  • Build CEM's brand through industry conference presentations, crafting relevant articles, and attending conferences with prospects and clients.

Qualifications

  • A personal desire to make a difference in the financial well-being of pensioners.
  • In-depth knowledge of the market and ability to stay current on industry trends. This includes a strong understanding of both:
    • Investments. The approach, operating model and regulatory environment for both DB and DC plans in CEM's Eastern US market.
    • Administration. The servicing of pension members and / or beneficiaries.
  • 10+ years experience in long-cycle, consultative sales or business development, preferably within the financial services industry.
  • Strong communication and presentation skills, with the ability to effectively engage with clients and internal stakeholders.
  • Bachelor's degree in Business, Finance, or related field; MBA, CFA or relevant certification would be an asset.
  • Demonstrated ability to meet and exceed sales targets, with a track record of driving revenue growth.
  • Willingness to travel within the US about 50-60% of the time.

If You Seek:

  • The entrepreneurialism of a smaller venture married with the stability of an established firm.
  • Opportunities to work with complex dataset to draw elegant insights.
  • A hybrid work environment with both in-office and at-home flexibility.
  • A curiosity-driven culture founded on a desire to improve lives.
  • A team that is stronger for its gender, cultural and intellectual diversity.
  • Camaraderie, collaboration, open communication and a high-trust environment.


Then we want to hear from you!

About APEX Analytix, Inc

APEX Analytix is a technology company that provides software and services to help businesses manage their financial operations. The company's products include software for accounts payable automation, fraud detection, and more. APEX Analytix was founded in 1988 and is headquartered in Raleigh, North Carolina.
Learn more about APEX Analytix, Inc
Size
1,000 employees
Industry
Net Income
$20 million
Founded
1988
5 Year Trend
+20%
Revenue
$200 million

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