The Institutional Strategist is a strategic advisor tasked with anticipating their clients' and prospects' needs and pro-actively presenting them with new product ideas, suggestions for alternate business strategies and solutions to business problems. As a Sales Professional focused on growing the Institutional 401k product, the primary responsibilities of the Strategist include business development and the retention of a book of existing 401k clients. Working closely with internal bank referral partners to deepen client relationships, the Strategist will serve as the 401k product expert who leads new business meetings and client administrative and investment review sessions. The Strategist may need to address plan design, regulatory or legal aspects of the 401k relationship as well as be required to address the current state of the financial and investment markets, provide economic outlooks and discuss applicable industry trends. The Strategist will work with a Client Service team that includes a Client Manager, Account Specialist and Retirement Specialist but the Strategist will serve as the Relationship Lead on their Client Relationships.
Expert in 401k plan administration, client relationship management and institutional investment management. Will have a new business sales goal in addition to a client retention goal. This position will play a key role in the overall sales and marketing efforts for the 401k line of business.
Undergraduate degree in finance, marketing or other business related field. 8 years of sales, client management, or investment experience. Strong working knowledge of regulatory and compliance requirements
Excellent oral, written and presentation skills.
10 years of client experience. One or more professional designations via ASPPA, CEBS, CFA, CFP or academic credentials, e.g. MBA and JD.
Wealth & Investment Management
DC-Washington-Washington Main Office