Now Hiring - Institutional Sales Associate - Consultant Relations in Menomonee Falls, WI

Description

We are seeking a motivated self-starter with a can-do attitude and a passion for providing exemplary service both to our internal and external partners/consultants. Some of the responsibilities of the Institutional Sales Associate on the Consultant Relations Team include:

Provides efficient and effective day-to-day planning and support of Institutional Consultant Directors in new sales and client retention activities to help achieve revenue goals and maintain business.

This will include developing presentations, preparing marketing and service materials, assessing compliance implications, and managing the client/consultant questionnaire process.

This will also include preparation and provision of portfolio performance and competitive analysis, interpreting such data and making recommendations.

Acts as secondary back up contact while Consultant Directors are traveling/out of the office handling emails/calls and outside requests.

Coordinate information gathering across various investment, marketing, and distribution partners to ensure timely and accurate fulfillment of requests, with a major emphasis on the accuracy and attention to detail with the information created and exchanged.

Fulfillment of monthly and quarterly reports and commentaries in addition to preparation of portfolio review material is an additional requirement of the role. Has an understanding of the assigned relationships, regulatory, guideline, and servicing requirements.

Partners with sales, portfolio managers, product specialists and/or client relations staff for all support activities for relationships.

Participate and assist in the Directors planning for market penetration and deepening of relationships via strategy and business plans.

Work with Directors to ensure implementation of strategic and individual business plans throughout the year and look for ways to add value to relationships.

Will participate and host meetings via conference call or occasionally in person, will direct, and may chair those conversations. Will also coordinate, prepare and on occasion host onsite visits.

Build and enhance relationships through phone and email interactions and support of Directors at regional events. Responsible for various projects including identifying resources, establishing timeframe, and managing to milestones.

Look for opportunities to streamline processes and procedures providing for more efficient and timely execution of team tasks.

Maintain a clean CRM, ensure it is up-to-date and accurate.

Ensure that the consultants' needs are met with a focus on improving the customer experience.

Build strong client relationships to maintain old business and acquire new business.


Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)