Description
Join Western & Southern – Somewhere You Want to Be
Western & Southern is somewhere to grow, lead, win and do good for others. Our supportive culture, continuous learning opportunities and connection to our local communities make our company the ideal place for a career. For more than 137 years, our long-term success has been fueled by a deep commitment to customer service and our community.
Headquartered in Cincinnati, W&S is a Fortune 500® company recognized as one of America’s Best Midsize Employers by Forbes. Our commitment to career growth and employee development earned us a top 100 ranking on the American Opportunity Index (AOI). We are dedicated to creating opportunities for our associates to grow and succeed. We take pride in our award-winning talent development team and our recognition as a Top 10 Military Friendly Employer and Top Spouse Employer.
Our Culture: Excellence and Collaboration
Western & Southern is built on a culture of integrity, top-notch performance, teamwork and collaboration. We’re committed to hiring and developing professionals who strive for excellence, demonstrate strong ethics and make fact-based decisions. Our associates are empowered to chase their career dreams while being supported every step of the way.
A Day in the Life of a Vice President & Business Development Officer
Our Vice President & Business Development Officers initiate, develop and maintain investment product sales with our Institutional (traditional) and Private Equity strategies within an assigned channel or territory. For this opening we are seeking an individual to take on our Southern territory which includes Texas, Oklahoma, Arkansas, Louisiana, Mississippi, Tennessee, Alabama, North Carolina, South Carolina, Georgia, and Florida. Position is responsible for growing third-party assets through business development efforts such as making outbound calls and cultivating direct prospect relationships to take through the sales cycle from prospective client to customer.
Duties & Responsibilities:
- Direct Prospecting/Territory Management – Develops and executes a comprehensive sales plan for a specific direct channel that would involve national coverage. Examples include corporate, endowment/foundation, public and healthcare organizations. Develops strategic sales plans, specific to key prospects, to identify opportunities to grow pipeline, sell appropriate Fort Washington products and maximize revenue. Conducts outside sales calls and other campaigns to institutions to influence them to hire Fort Washington Investment Advisors (FWIA) for investment strategies. Develops target markets with the CRM system and through campaigns of the Marketing Department to identify candidates for each of our strategies. Maintains contact management database of detailed notes and intelligence on all activities including meetings, phone calls, finals presentations (wins/losses) and opportunities in the pipeline.
- Consultant Relations – Proactively harvest and maintain relationships with relevant consulting firms and their regional and/or international offices. Develops new relationships within key consulting firms. Develops relationships within the research units. Develops relationships with field consultants around the world, as appropriate. Works to achieve a formal rating by consulting firms or be added to their manager roster or be included in searches for key strategies. Maintains constant awareness of market needs, provides feedback on current offerings and gathers input for development of new products. Keeps consultants, and indirectly our mutual clients, abreast of product information and developments. Collaborates with other sales representatives to develop new business.
- Presentation Skills – Delivers professional and effective presentations to clients and prospects for initial meetings, due diligence visits and finals presentations. Demonstrates understanding of saleable strategies to the appropriate Portfolio Managers.
- General Industry – Provides market intelligence on investment and industry trends to enable a more focused marketing effort. Keep abreast of competitor landscape and provides input on appropriate product messaging. Screens relevant RFP/RFI requests, oversee them through the process and ensure all recipients receive timely and accurate responses. Attends trades shows, conferences or other industry-related events to strengthen existing relationships and build new ones.
Requirements
Qualification Criteria
- Bachelor's Degree With a preference for finance/marketing or related major.
- Must have significant experience (typically 10 years) in investment management business development, investment consulting or related field.
- FINRA Licenses Series 7 and 66
- Willingness and ability to travel within Southern territory up to 70% of the time.
- Demonstrated successful track record for raising assets from institutional clients.
