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Fort Washington Investment Advisors, Inc. · 1 day ago

Business Development Officer

Atlanta Metro

Full-time

Onsite

Senior Level, Lead/Staff

10+ years exp

Fort Washington Investment Advisors, Inc. is a Fortune 500 company committed to customer service and community engagement. The Vice President & Business Development Officer is responsible for initiating, developing, and maintaining investment product sales within the Southern territory, focusing on business development efforts to grow third-party assets and cultivate relationships with prospective clients.

Financial Services

Hiring Manager

Kristen Wentzel

Responsibilities

Direct Prospecting/Territory Management – Develops and executes a comprehensive sales plan for a specific direct channel that would involve national coverage. Examples include corporate, endowment/foundation, public and healthcare organizations. 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

Consultant Relations – 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

Presentation Skills – 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

General Industry – Provides market intelligence on investment and industry trends to enable a more focused marketing effort. Keep 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

Qualification

Investment managementBusiness developmentFINRA Licenses Series 7Sales strategy developmentClient relationship managementMarket intelligencePresentation skillsTeam collaboration