Job Title:- Vice
President, National Accounts Business
Development Manager
Company:- TOP
International Investment Company
Location:-Chicago, IL
Exp:- 7+years
Position Type:- Permanent
Employment type:- Full
time
The National
Accounts Business Development Manager ("NABDM")
serves as a member of
the National Accounts leadership team.
The NABDM is
responsible for driving the strategic needs of our
clients internal National
Accounts group forward as they establish,
maintain and leverage key
relationships at sponsor firms, as well
as partner closely within our clients
distribution partners (Sales,
Marketing and Product) to maximize success in
shelf-space
procurement and rationalize distribution channels through
analysis
and valuation.
The NABDM role will
reside in Chicago, reporting to the Head of
National Accounts, and manage a
team of individuals across both the
Wirehouse and IBD channels within National
Accounts. This individual
is responsible for supporting the business planning
initiatives of the
team while maintaining internal strong relationships.
ESSENTIAL DUTIES
AND RESPONSIBILITIES:
The following duties are generally representative of the
nature
and level of work assigned and are not necessarily all inclusive.
* Oversee and lead
the Business Development and Investment
Analytical teams on development and
execution of business plans
relating to product placement and visibility,
including identifying
and facilitating product placement and select list
opportunities.
* Serve as a key
advisor within the National Accounts team and
maintain a deep understanding and
knowledge of our clients
strategies in order to identify sponsor initiatives
for the team,
as well as align closely on home office initiatives e.g.,
marketing
campaigns, sales connectivity, conference planning, etc.
* Ability to
interpret complex data and disseminate firm intelligence
to home office and
wholesalers in order to further develop and
strengthen our clients footprint at
the sponsor firms.
* Ability to take
ownership of the departmental budget and forecast,
as well as generate
monthly/quarterly CRM reports, pipeline analysis
and ad hoc reporting projects
as necessary.
* Maintain master
conference schedule, as well as due diligence
calendars, and coordinate with
Our client affiliate investment
teams and sponsor firm analysts as appropriate.
* Maintain,
organize and archive all firm specific literature (profiles,
performance
reports, brochures, etc.).
QUALIFICATIONS:
To
perform this job successfully, an individual
must be able to perform each
essential duty satisfactorily. The
requirements listed below are representative
of the knowledge,
skill, and/or ability required. Reasonable accommodations may
be
made to enable individuals with disabilities to perform the essential
functions.
EDUCATION /
EXPERIENCE:
* Bachelor’s degree
required; MBA highly preferred.
* 7 plus of applicable work experience within an
investment or
mutual fund environment.
* Strong
managerial/leadership experience with the ability to provide
strategic
direction both internally within a group setting as well as forge
strong
relationships with internal client facing business groups.
* Must have
in-depth knowledge of retail mutual fund products;
financial markets and
competitive landscape; product performance
and investment management
philosophy, manager search and selection;
knowledge of the separate account
marketplace is a major plus.
COMMUNICATION
SKILLS:
* Professional
approach to work with service orientation including strong
verbal and written
communication skills.
* Strong work
ethic, attention to detail and ability to work in collaborative,
team-oriented
environment.
* Ability to make
decisions in a timely manner, sometimes with incomplete
information and under
tight deadlines and pressure; innovative thinker
and creative problem solver.
* Strong mediation
skills to facilitate a constructive approach to dealing
with conflict.
* Effectively
adapts to change; comfortable with complexity and ambiguity.
ANALYTICAL SKILLS:
* Self-starter with
robust reasoning and logic skills.
* Strong MS Office
applications.
LICENSES,
REGISTRATION:
* Series 7 required
(if expired: within three months of employment).
* Series 63 and 65
are required within six months of employment.
Please send your cv to
Cheers...
Thiyagarajakumar Ramaswamy
Director
KalaAnantarupah Consultants
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