- 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.
- 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.
- 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.
- Bachelors degree; MBA preferred.
- Working knowledge of word processing and spreadsheet applications, along with CRM.
- Zephyr StyleADVISOR, Morningstar Direct, Discovery Database and RIA Database preferred.
- FINRA Series 7 and 66 licenses required.
- CFA preferred.
- Valid drivers license and satisfactory driving record.
- Maintain appropriate vehicle insurance.
- 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.
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Vice President Business Development Institutional Sales I - Aliso Viejo, United States - Western & Southern Financial Group
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:
Qualifications:
Selection Criteria:
Work Setting:
Educational Requirements:
Computer Skills and Knowledge of Hardware & Software Required:
Certifications & Licenses (i.e., Series 6 & 63, CPA, etc.):
Position Demands:
Note: Posted Hiring Salary Range:
145,000
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