Associate Director – Global Insurance Group – SLC Management

Associate Director – Global Insurance Group – SLC Management

Requirements

• 3+ years of relevant experience in an institutional asset management or consulting role
• Proven ability to work collaboratively in a team oriented atmosphere
• Strong organizational skills with the ability to manage complex projects within deadlines
• Exceptional communication skills (written, verbal, and presentation) with the ability to explain complex ideas in a simple way
• Strong research skills with the ability to concisely synthesize information
• High-energy, results-oriented self-starter with a commitment to quality and meeting deadlines
• Entrepreneurial, self-starter
• A winning attitude and highly charged, positive disposition
• Proficient in Microsoft Power Point, Word and Excel
• Progress toward CFA designation a plus
• FINRA Series 7 & 63 or willingness to pass the exams upon hire

Responsibilities

• Lead various business management related functions to ensure the team stays organized and operates in the most efficient manner possible
• Oversee the team’s use of Salesforce, the CRM system, by researching, implementing and monitoring best practices and developing and analyzing custom reports. Own prospect research and profile maintenance with Salesforce
• Maintain and update sales pipeline, wins tracker and territory segmentation reports to be reviewed at weekly sales meetings
• Support the team with reporting and communication-oriented tasks like budget monitoring and producing reports for the SLC sales and management teams
• Coordinate with the marketing team to help shape the direction and ensure timely execution and creation of marketing materials, conferences, events, etc.
• Work closely with the Insurance Client Solutions Team to develop bespoke client solutions, multi-asset strategies and thought leadership content
• Explore ways to leverage sales and insurance industry data as effectively and efficiently as possible
• Support the sales process through the entire cycle from target market analysis and sales plan development to meeting preparation, follow ups and tracking key metrics
• Oversee the client and prospect meeting process, including research and preparation of materials
• Participate in the creation and review of RFP documents prior to submission
• Stay up to date on industry developments across asset management and insurance
• As the Associate Director gains knowledge and experience, she/he may have the opportunity to become more involved with communicating directly with prospects and consultants

Preferred Qualifications

• Progress toward CFA designation a plus
• FINRA Series 7 & 63 or willingness to pass the exams upon hire