VP - DC Strategic Client Relationship Team

Salary depends on experience
Posted on 02/21/18
5 - 7 years experience
Financial Services
Salary depends on experience
Posted on 02/21/18

What is the Strategic Relationship Team responsible for?

 

We are committed to long-term relationships with our clients, informed by a clear understanding of their unique constraints and objectives. Partnering with retirement companies for over 30 years, we understand that each client has a unique set of needs and goals. Our dedicated research coverage team represents our investment capabilities, custom solutions, and knowledge-sharing tailored to meet the particular operating needs, regulatory challenges, risk profile, and investment constraints of each client.

 

What are the ongoing responsibilities of a VP- DC Strategic Client Relations Team?

  • Identifies and cultivates prospects and/or clients, initiates and follows-up on new business opportunities, leads new business meetings and closes sales to large, multi-billion-dollar DC platforms.
  • Develops and maintains relationships with internal business partners to help facilitate client sales and servicing efforts.
  • Responsible for cross-selling products within existing client relationships.  Assists in developing and launching new products.
  • Complete call reports, expense reports, itineraries (or any other assignment from the sales manager) on time.
  • Provide the highest quality services by coordinating the resolution of problems and providing requested communications.
  • Complete special assignments: Due diligence meetings, conferences, developing relationships with designated client home office personnel.

**Preferred to be filled in one of our National Offices**

 What ideal qualifications, skills & experience would help someone to be successful?

  • Bachelor's degree or equivalent experience
  • Five or more years of investment sales experience
  • Knowledge of financial services industry
  • Series 7 required
  • CFA and MBA preferred
  • Excellent sales skills and in-depth product/investment knowledge.
  • Stature and experience needed to cover the largest and most complex prospects and/or clients.

819784

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