3 дня назад
Senior Business Development Officer - Institutional Asset Management (Asset Management)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Senior Business Development Officer - Institutional Asset Management (Asset Management): Developing new institutional asset management business by advising nonprofits, corporations, and defined benefit and 401(k) plan prospects on OCIO, 401(k), and fixed income solutions with an accent on complex client development, sales strategy, and relationship building. Focus on identifying opportunities, cultivating referral networks, responding to proposals, closing sophisticated sales, and coaching market team members.
Location: Onsite in Louisville, Kentucky, United States
Company
is a financial services company providing institutional asset management and related investment solutions.
What you will do
- Identify prospective institutional asset management clients and referral sources by positioning asset management capabilities and generating new revenue.
- Consult with nonprofits, corporations, defined benefit plans, and 401(k) plans to understand needs and present OCIO, 401(k), and proprietary fixed income solutions.
- Build relationships with prospects and centers of influence, cultivate referrals, collaborate with internal and external partners, and close complex sales.
- Monitor products, pricing, competitive activity, and industry trends to develop business development strategies and pursue new opportunities.
- Conduct book-of-business reviews, respond to inquiries and requests for proposals, maintain territory lists, and manage sales administration.
- Train, coach, or mentor other team members in the market when applicable.
Requirements
- Typically 8+ years of relevant industry experience.
- Bachelor’s degree or a comparable combination of education, certifications, and experience.
- Demonstrated sales success and client development experience.
- Knowledge of account management, asset allocation, capital management, credit risk analysis, equity valuations, investment banking, and sales.
- Strong communication, presentation, organization, critical thinking, and prioritization skills.
- Employment visa sponsorship and STEM OPT participation are not available.
Nice to have
- Professional network in the Greater Louisville/Lexington region.
- Experience developing long-term relationships with centers of influence and internal partners.
- Experience training, coaching, or mentoring colleagues.
Culture & Benefits
- In-office work environment with an emphasis on collaboration and employee balance.
- Medical, prescription, dental, vision, life insurance, and disability coverage options.
- 401(k) matching, pension, stock purchase plans, and dependent care support.
- Educational assistance, wellness programs, and financial incentives.
- Paid parental leave, up to 11 holidays, occasional absence days, and 15–25 vacation days depending on career level and service.
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