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| |  Posted 9/19/2008 3:34:57 PM | |
| Supreme Being
Group: Administrators
Last Login: 1/29/2007 9:04:03 AM
Posts: 4,199, Visits: 95 |
| Position: Investment Solutions Specialist
Company:Insurance Organization
Location: New York
Job ID: 15321
RESPONSIBILITIES
- Organize and expand a successful marketing and sales program in the Eastern United States, which targets the larger Private Banking and RIA platforms. Prudent asset growth is critical.
-This will be achieved through winning new mandates as well as by securing additional mandates from current clients.
- Effectively communicate the investment style, products and performance to prospective clients as a proxy for the investment management team.
- Educate the wholesale distribution force on the model portfolio construction process with strategic partners.
- Determine team, agenda, and materials necessary for all presentations involving other firm professionals.
- Accurately and successfully represent the firm to the outside world in various public forums.
- Participate in periodic strategic budgeting and sales projection planning.
- Serve as a “Value-add” speaker for regional conferences.
QUALIFICATIONS:
- Minimum of 7 years of experience in a sales role at another investment management firm.
- Extensive and current contacts with the broker-dealer and RIA community.
- Successful track record raising assets.
- Willingness and ability to travel extensively.
- Excellent interpersonal skills and team orientation.
- High degree of initiative, results-orientation and entrepreneurial attitude.
- Excellent communication and presentation skills and an ability to explain and discuss sophisticated investment products and investment strategy.
- He/she must be comfortable with building long-term relationships and with “finals” presentations, and have a keen understanding of the sales cycle.
- Strong academic background including an advanced degree such as a MBA or a professional certification such as the CFA is desired.
- Capital markets sales experience would be an added plus.
Online Application available at www.jobs4actuary.com
For further information, email info@nasearchg.com and mention Position #15321, or contact any of our recruiters at (905)-477-2962. |
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