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Aliso Viejo

    Vice President Business Development Institutional Sales I - Aliso Viejo, United States - Western & Southern Financial Group

    Western & Southern Financial Group
    Western & Southern Financial Group Aliso Viejo, United States

    1 week ago

    Default job background
    Description
    Overview:

    Summary of Responsibilities:

    Initiates, develops and maintains sales of the Touchstone Funds within institutional markets. These markets include RIAs, family offices, private banks, TAMPs, broker-dealer platforms, mutual fund consultants and 401(k) alliances within the assigned territory. Demonstrates principled leadership and sound business ethics; shows consistency of values and behavior; and builds trust with others through own authenticity and follow-through on commitments.



    Responsibilities:

    Position Responsibilities:

    • Clearly defines and executes a tactical plan to demonstrate progress toward increasing Touchstone Investments market share in all profitable fields of play.
    • Builds relationships with RIAs, family offices, private banks, TAMPs, broker-dealer platforms, mutual fund consultants and 401(k) alliances.
    • Identifies new gatekeepers and centers of influence that have the ability to leverage distribution.
    • Schedules and conducts outside and inside sales calls to institutional markets. Demonstrates where funds should be positioned within an asset allocation strategy.
    • Works in partnership with National Account Managers to place Touchstone Funds within assigned broker-dealer recommended lists and model portfolio programs.
    • Deeply understands the investment portfolios offered by Touchstone. Is able to speak intelligently about the funds process, positioning and holdings.
    • Stays current on the market by reviewing periodicals, fund performance and manager philosophy to engage in topical conversations in the institutional markets environment.
    • Manages territory to maximize sales with the efficient use of agreed-upon expenses. Budgets estimated sales and institutional support expenses on an annual basis. Submits expense reports weekly.
    • Attends/conducts seminars and conferences.
    • Accurately maintains and updates CRM database for territory to support all business development activities.
    • Works to retain existing assets and clients. Works with the Home Office to follow up on significant redemptions.
    • Performs other duties as assigned by management.


    Qualifications:

    Selection Criteria:

    • Must have a minimum four to eight years of related sales experience.
    • Demonstrated established relationships and book of business within the institutional marketplace.
    • Proven ability to analyze investment managers to differentiate them from their competition.
    • Demonstrated excellent verbal and written communication skills with ability to convey information to internal and external customers in a clear, focused and concise manner while following proper rules of punctuation, diction and style. Ability to prepare correspondence, reports and forms using a prescribed format.
    • Demonstrated superb presentation skills.
    • Proven work experience influencing others to initiate a recommended course of action to solve a problem or increase efficiency.
    • Must be able to cite examples of self-motivation and experience working independently.
    • Demonstrated strong attention to detail with excellent organizational skills. Cite examples of organization and time management methods used to manage or prioritize workload demands.
    • Proven experience handling multiple duties, and completing assigned tasks accurately and on a timely basis.
    • Demonstrated successful experience in the institutional marketplace or in the financial services industry.
    • Proven substantial knowledge of investment management concepts, disciplines and strategies.

    Work Setting:

    • This position travels and works in various office settings and requires being in a stationary position for long periods of time frequently while working at a desk, on a computer or with other standard office equipment, or while in meetings.
    • Position requires frequent movement of wrist, hands and fingers for continuous computer work.

    Educational Requirements:

    • Bachelors degree; MBA preferred.

    Computer Skills and Knowledge of Hardware & Software Required:

    • Working knowledge of word processing and spreadsheet applications, along with CRM.
    • Zephyr StyleADVISOR, Morningstar Direct, Discovery Database and RIA Database preferred.

    Certifications & Licenses (i.e., Series 6 & 63, CPA, etc.):

    • FINRA Series 7 and 66 licenses required.
    • CFA preferred.
    • Valid drivers license and satisfactory driving record.
    • Maintain appropriate vehicle insurance.

    Position Demands:

    • Extended hours required during peak workloads or special projects.
    • Extensive travel required.
    • Ability to drive personal vehicle over relatively large geography which will include extensive daily and overnight travel.


    Note: Posted Hiring Salary Range:
    145,000
    #J-18808-Ljbffr
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