Sales and Content Management - Vice President

Deutsche Bank   •  

New York, NY

Not Specified years

Posted 177 days ago

This job is no longer available.

Job ID: 3173384

Job Summary

You will work to drive client acquisition, client management and engagement, as well as promote investment campaigns and sales effectiveness within Wealth Management Americas, catering to Ultra High Net Worth individuals and families.  

You will be focused on supporting the active pipeline management process for our Relationship Managers, analyzing various client data sets to identify potential sales opportunities, rolling out tools and services to support sales and client service discipline and rhythm, and managing global and regional investment campaigns.  

You will act as a bridge between Deutsche Bank WM Client Facing Professionals (Relationship Managers), investment products and solutions teams, and the Chief Investment Office, assisting in aligning the right solutions with each client and prospective client.  

The job requires excellent strategic thinking, organization, and creativity, as well as a strong fluency with investment concepts, and the ability to manage multiple projects simultaneously.  Exceptional Excel skills, as well as the ability towork in a team-based environment are a must.

Primary Responsibilities: 

 

  • Develop strong working relationships with bankers, product teams, finance and marketing and senior management
  • Manage the active pipeline process, monitoring and tracking potential opportunities with existing and prospective clients, across investments, loans, and other banking products
  • The process involves usage of CRM tools, extensive analysis through excel, and partnering with bankers and finance to stay on top of opportunities and report to senior management
  • Drive innovation and delivery of investment ideas content, as well as rollout of global and regional investment campaigns
  • Track implementation and update of investment campaigns in partnership with analytics team.  Coordinate investment and lending solutions and content for joined up pitches 
  • Define and own campaign/initiative calendar
  • Work in partnership with sales managers, product specialists, CIO, and marketing to define process for client sales calls, marketing CIO calls, and client events attendee management
  • Pull together various data sets for bankers, clients, investments, activities, opportunities in order to derive and identify potential clients where there is an opportunity to grow the relationship
  • Manage, develop, and coordinate training for bankers, including sales management, product and solution specific training, and develop process for ongoing sales coaching
  • Become subject matter expert in CRM (Client Relationship Management – Salesforce) software, driving requirements and workflow enhancements and partnering with IT
  • Responsibilities will be to integrate CRM into the natural sales rhythm of each banker team
  • Create and deliver presentations, highlighting progress and initiatives, and providing updates on the Sales and Content Management team
  • Support regional sales managers in various offices in delivering on coverage and client needs (e.g. product, content, training, sales management expertise as well as rolling out initiatives and messaging, and driving prospect and pipeline management)

Primary Working Relationships:

  • Global Sales and Content Management Team as well as Americas Regional Sales Managers
  • Senior management, including the Product heads and members of the Deutsche Bank WM Americas Leadership Committee
  • All levels of Client-Facing Professionals including senior bankers and office heads
  • Product teams, in order to drive product development based on demand, as well as identify primary solutions for initiatives, ideas, and portfolios
  • Wealth Management Americas Finance team
  • Investment products and solutions group, lending, deposits, wealth planning, discretionary portfolio managers, and key client partners
  • Office of the CIO and Chief Investment Strategist
  • Technology and transformation teams, focused on sales workflow
  • Shared Services, including Branding / Creative Services / Fulfillment  

Key Skills

Personal:

  • Entrepreneurial / proactive / can do attitude (ability to drive sales mgmt. region, with “hands on” approach) 
  • Ability to motivate people into action / drive change (emphasis on supporting our team in the process, whilst still being accountable for delivering the intended results)  
  • End product / results oriented, with strong commercial focus (ability to multitask and deliver under pressure)  
  • Demonstrated ability to work both independently, as a team member, and as a partner

Teamwork:

  • Strong interpersonal skills / stakeholder mgmt. capabilities (ability to become trusted and respected business partner) 
  • Strong organizational skills, with ability to:  Co-ordinate activities across sub-markets, consolidating into “regional” end products, and Manage / deliver end to end projects / initiatives 
  • Effectively/professionally manage relationships with internal and external clients
  • Excellent interpersonal skills

Analytical:

  • Strong analytical / business planning / financials capabilities
  • Ability to write clearly and effectively on a wide range of subjects, including complex financial products and services
  • Very strong Excel experience along with the ability to analyze and link data across multiple dimensions
  • Strong PowerPoint skills are essential, as well as the ability to create and develop comprehensive and cohesive presentations and storylines 
  • Excellent attention to detail given extremely high senior management scrutiny of team outputs 
  • Technological fluency, particularly with analytics and client relationship management systems

Organizational:

  • Ability to work on and coordinate multiple projects simultaneously 
  • Project management experience and ability to prioritize and coordinate with multiple groups

Education:

  • Bachelor’s degree with focus on economics, finance or marketing
  • CFA Designation or similar experience is a plus 

Experience:

  • Strong knowledge of financial services products, services and distribution is essential
  • Financial services writing experience preferred
  • Management consulting and/or strategy experience provides a strong foundation