Jackson

Sr. Managing Director, Global Client Group PPM

Jackson • $250K — $325K *
Chicago, IL 60629In-Person
Finance & Insurance
11 - 15 years of experience
Today
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Job Overview by Ladders

Qualifications

  • Bachelor's Degree required.
  • Master's Degree or advanced degree preferred.
  • 15+ years of experience in a similar distribution role required.
  • FINRA License 7, 66, or 7, 63, 65 within 180 days of hire required.
  • CFA preferred.

Responsibilities

  • Work closely with the Head of Global Distribution and the broader Distribution team to develop growth initiatives.
  • Proactively identify and create opportunities with institutional plan sponsors aligned with PPM's investment platform.
  • Develop a comprehensive understanding of PPMA's investment strategies and articulate them effectively to stakeholders.
  • Execute a strategic outreach plan in the assigned territory according to defined goals and culture.
  • Represent the firm as a thought leader in investment differentiation.
  • Shape the firm's strategy and messaging in response to market developments and competitive positioning.
  • Evaluate industry trends and regulatory concerns to identify new opportunities and product ideas.

Benefits

  • Compensated personal time off and holidays.
  • Health benefits.
  • 401(k) plan with generous matching.
  • Participation in annual bonus program.
  • Eligibility for long-term incentives program.
Full Job Description
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Job Purpose

The Sr. Managing Director, Global Client Group is responsible for developing and maintaining strategic growth initiatives related to U.S. institutional plan sponsors ex-Insurance with the goal of raising external capital across the PPM platform (Fixed Income, Private Equity, Investment Grade Private Credit, and Commercial Mortgage Lending).

Essential Responsibilities

  • Work closely with the Head of Global Distribution and the broader Distribution team, including Consultant Relations, in developing growth initiatives.
  • Proactively identify, create, and progress opportunities with institutional plan sponsors that intersect with PPM's existing investment platform.
  • Develop a complete understanding of PPMA's investment strategies, processes, and philosophy and passionately articulate PPMA's broad investment capabilities with internal and external constituents and consultants with the goal of raising external AUM.
  • Develop and execute a strategic, workable outreach plan in assigned territory consistent with expected and reasonable goals, investment capabilities, and culture of the firm.
  • Successfully represent the firm as differentiated investment thought leader.
  • Help shape the firm's messaging and strategy, engaging various constituents in PPMA in relation to market/industry developments, trends, and competitive positioning.
  • Evaluate relevant industry trends, product innovations, regulatory concerns, and competitive environment to help shape and identify opportunities and new product ideas within PPMA.


Other Duties

  • Performs other duties and/or projects as assigned.


Knowledge, Skills and Abilities

  • Outstanding communication, presentation, and interpersonal skills.
  • In-depth understanding of financial markets and the ability to clearly discuss investment techniques, strategies, and concepts with colleagues, management, and prospects.
  • Demonstrated organizational, conceptual, and analytical skills with an attention to detail.
  • Strong team player with entrepreneurial predisposition.
  • Proven track record in the US institutional plan sponsor market with the ability to confidently communicate and be an advocate for PPM's broad investment strategies.
  • Ability to proactively solve complex issues through critical thinking.
  • Strong presentation and written and verbal communication skills.
  • Ability to be consultative and client-focused as well as results-driven is critical, keeping the pulse on the insurance marketplace, product trends, appetites, and evolving strategies.
  • Self-starter that embraces project management and possesses follow-through skills.
  • Strong fixed income background required.
  • Ability to gain expertise within a reasonable timeframe regarding Commercial Real Estate, Private Equity, and Private Credit essential.


Qualifications
  • Bachelor's Degree required.
  • Master's Degree or advanced degree preferred.
  • 15+ years of experience in a similar distribution role required.
  • FINRA License 7, 66, or 7, 63, 65 within 180 days of hire required.
  • CFA preferred.


Base Pay:
$250,000.00 - $325,000.00. The base salary for this position may vary depending on experience, job-related knowledge, skills, and abilities. In addition to the base salary, this role will be eligible to participate in our annual bonus program and may be eligible to participate in our long-term incentives program. This role will also be eligible for compensated personal time off and holidays, health benefits, 401(k) plan with generous matching and other benefit programs according to the Company's employment policies and subject to the formal terms of such plans and programs.

About Jackson

Jackson Careers

Join the vibrant team at Jackson, a leader in industry innovation and growth. At Jackson, we offer more than just job opportunities; we provide a platform for professional development and leadership in a diverse and inclusive environment.

Work You’ll Do

At Jackson, you’ll be part of a dynamic team committed to excellence and innovation. Our company is at the forefront of industry leadership, providing a wealth of opportunities for career advancement and professional growth. Whether you’re looking for a full-time position or an internship, Jackson is the place where your skills will be honed, and your professional aspirations realized.

Explore Jackson’s Employment Opportunities

We are constantly expanding our team with talented individuals who are eager to drive innovation and lead in their respective fields. Our hiring process is designed to identify and nurture such talent, ensuring that every team member is equipped to contribute effectively. From your initial interview to your ongoing career development, Jackson supports you at every step.

Internship Programs

Kickstart your career with a Jackson internship. Gain invaluable industry experience, develop your skills, and build a professional network that will serve you throughout your career. Our internships offer a unique insight into our company culture and operations, setting the stage for future employment opportunities.

Benefits and Culture

At Jackson, we believe that our team is our greatest asset. We are committed to providing comprehensive benefits that promote health, well-being, and work-life balance. Our culture is built on a foundation of respect, diversity, and inclusion, ensuring that all team members feel valued and inspired.

Professional Growth and Development

We are dedicated to the continuous professional development of our employees. Jackson offers diverse training programs, including leadership development and diversity training, to help you grow at every stage of your career. Our commitment to your growth is matched by our commitment to innovation and excellence in everything we do.

Join Our Team

Search open positions that match your skills and interests on the Jackson Jobs portal. We look for passionate, curious, creative, and solution-driven team players. Ready to take the next step in your career? Explore the exciting and rewarding opportunities at Jackson today.

Stay Connected

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Networking and Career Advancement

At Jackson, networking is at the heart of professional and personal advancement. Engage with leaders and peers within the company through various platforms and events. These interactions provide valuable insights and opportunities that can propel your career forward. Join Jackson, where your career is our priority, and your potential is our investment. Let’s innovate and lead together in this dynamic industry.
Learn more about Jackson
Market Cap
$2.8 billion
Industry
Finance & Insurance
5 Year Trend
+12.1%
* Ladders Estimates

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