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Company

Johnson Investment Counsel · 6 hours ago

Director of Institutional Business Development

United States

Full-time

Remote

Director/Executive

5+ years exp

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BankingFinancial Services

No H1B

U.S. Citizen Only

Security Clearance Required

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Responsibilities

Manage and develop assigned territory and market(s)

Cultivate institutional consultant relationships – including both field consultants and analysts

Cultivate relationships directly with Plan Sponsors – including trustees and staff

Market all of the firm’s investment products and services

Advise and assist with the preparation of proposals and presentations as needed

Coordinate and schedule the use of firm’s resources – RFP’s, presentations, travel and investment professionals for meetings and presentations

Identify and determine appropriate search activity and RFP’s

Prepare and present at consultant due diligence meetings, prospective client meetings and finals (new business) presentations

Attend appropriate industry events and conferences to increase firm’s visibility, brand awareness and overall relationships

Identify and close sales opportunities

Take an active role in client service and client relationship development after the sale

Qualification

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Business DevelopmentConsultant RelationsInvestment Products KnowledgeSales MindsetRelationship ManagementFinancial Markets KnowledgeExisting RelationshipsSeparately Managed AccountsMutual Funds KnowledgeCreative Critical Thinking

Required

Inquisitive mindset, asking probing questions and seeking additional information to identify needs and offer customized solutions

Entrepreneurial - possesses strong desire to be part of a growing/dynamic organization and be directly involved in the development of the strategic long-term plan

Sales mindset – enjoys the challenge of prospecting firms

Ability to work independently

Initiative, self-starter qualities

Excellent relationship management and communication skills with the ability to interface across all levels of clients & prospects

Strong problem-solving skills

Ability to operate and collaborate in a team environment

Effective communication skills, both written and oral

Prepare and make presentations

Knowledge of financial markets

Ability to articulate opinions effectively

Creative critical thinker

High energy, strong desire to build new business within assigned territory