The Regional Director will lead our Non-Profit market sales effort for the west coast territory to execute sales plans for retaining and growing our institutional relationships. Activities will include: retaining and developing existing accounts; prospecting leads, generating RFPs, and leading presentation teams to the acquisition of new accounts; executing a follow-up plan on Russell conferences, symposiums and mail campaigns; attending relevant outside conferences, and developing referral relationships through other strategic providers and partners.
The responsibilities of the individual in this position include:
Develop sales methods and presentations for prospect audiences; conduct one-on-one and investment committee sales presentations with prospects.
Develop institutional relationships; implement direct sales efforts with the goal of growing discretionary investment management and advice solutions (ocio).
Develop and implement prospect strategies for the endowments and foundations.
Communicate Russell's product and service offerings to various levels of financial sophistication.
Participate and support development of US investment marketing and product development efforts.
The successful candidate will have extensive demonstrable skills and experiences including the following:
Bachelor degree required, as is the Series 7 and 63 licenses.
10+ years of experience with a proven success record of institutional sales - Portfolio Management sales experience with endowments and foundations highly preferred.
CFA designation and/or Master's degree in Finance a plus.
Strong prospecting, lead generation and relationship management skills.
A high-energy level and the ability to be focused and self directed are essential.
Outstanding communication, presentation and consensus building skills required, in addition to proven team leadership and project management experience.
Strong business judgment, resource management, business development and negotiation skills.
In-depth investment industry knowledge, including capital market theory and investment strategies that relate to the implementation of the Russell investment philosophy.
Russell Investments - 23 months ago
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No longer Frank Russell's company (it's a subsidiary of Northwestern Mutual), Russell Investments provides investment services to...