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Western & Southern Financial Group · 1 month ago

Vice President Business Development Officer Direct Channel & Consumer Relations

Atlanta, GA

Full-time

Onsite

Mid, Senior Level, Lead/Staff

$225K/yr - $225K/yr

10+ years exp

Western & Southern Financial Group is seeking a Vice President Business Development Officer to initiate, develop, and maintain investment product sales within assigned channels. The role involves cultivating relationships with consultants and clients to grow third-party assets and requires significant experience in investment management business development.

Financial ServicesHealth InsuranceInsurance

Responsibilities

Develops and executes a comprehensive sales plan for a specific direct channel that would involve national coverage

Develops strategic sales plans, specific to key prospects, to identify opportunities to grow pipeline, sell appropriate Fort Washington products and maximize revenue

Conducts outside sales calls and other campaigns to institutions to influence them to hire Fort Washington Investment Advisors (FWIA) for investment strategies

Develops target markets with the CRM system and through campaigns of the Marketing Department to identify candidates for each of our strategies

Maintains contact management database of detailed notes and intelligence on all activities including meetings, phone calls, finals presentations (wins/losses) and opportunities in the pipeline

Proactively harvest and maintain relationships with relevant consulting firms and their regional and/or international offices

Develops new relationships within key consulting firms

Develops relationships within the research units

Develops relationships with field consultants around the world, as appropriate

Works to achieve a formal rating by consulting firms or be added to their manager roster or be included in searches for key strategies

Maintains constant awareness of market needs, provides feedback on current offerings and gathers input for development of new products

Keeps consultants, and indirectly our mutual clients, abreast of product information and developments

Collaborates with other sales representatives to develop new business

Delivers professional and effective presentations to clients and prospects for initial meetings, due diligence visits and finals presentations

Demonstrates understanding of saleable strategies to the appropriate Portfolio Managers

Provides market intelligence on investment and industry trends to enable a more focused marketing effort

Keeps abreast of competitor landscape and provides input on appropriate product messaging

Screens relevant RFP/RFI requests, oversee them through the process and ensure all recipients receive timely and accurate responses

Attends trades shows, conferences or other industry-related events to strengthen existing relationships and build new ones

Performs other duties as assigned

Complies with all policies and standards

Qualification

Investment management experienceBusiness development skillsClient management experienceAnalytical skillsPresentation skillsCRM proficiencyProject management experienceCommunication skillsGoal settingListening skillsMarket intelligenceSales strategy developmentCustomer serviceFlexibilitySelf-motivationAttention to detailTime managementNegotiation skillsWritten communicationTeam collaborationProblem-solvingOrganizational skills

Required

Bachelor's Degree With a preference for finance/marketing or related major

Must have significant experience (over 10 years) in investment management business development, investment consulting or related field

Demonstrated experience effectively influencing a group or individual to a recommended course of action

Proven experience coordinating multiple projects/assignments simultaneously and completing assigned tasks accurately and on a timely basis. Must demonstrate a strong attention to detail with excellent organization skills

Expected to cite examples of organization and time management/methods used to manage or prioritize workload demands. Must demonstrate project management experience in planning, executing and maintaining a project from start to finish

Demonstrated ability to cite examples from work experience on identifying complex problems, quantifying the problem and providing creative resolutions to solve

Proven experience in customer service or client management. This would include identifying client problems/issues, providing and initiating effective resolutions

Demonstrated examples from work experience demonstrating flexibility to meet department and customer needs

Proven experience setting professional goals and successfully implementing and achieving those goals

Demonstrated successful track record for raising assets from institutional clients

Proven excellent verbal and written communication skills with ability to convey information to internal and external customers in a clear, focused and concise manner. Demonstrated ability to effectively interact and communicate with broad range of clients as well as all levels of staff and management

Proven ability to cite examples of self-motivation and experience working under limited supervision

Proven strong analytical skills, including demonstrated experience identifying and quantifying problems and providing effective resolutions. Must be able to cite examples of good decision making skills when dealing with multiple alternatives. Demonstrate ability to conceptualize and use new methodologies. This includes providing examples of strong negotiating skills to resolve problems

Demonstrated superb presentation skills with experience conveying information in a clear, focused and concise manner. Demonstrated use of strong listening and communication techniques and presentation software. Must provide examples of effectively presenting information to individuals at all levels of understanding and knowledge

Working knowledge of word processing, CRM (prospecting/client database management), presentation and spreadsheet applications

FINRA Licenses Series 7 and 66 within 120 Days