VP, Head of Consultant Relations, Platform Development, Banks

Stellenbeschreibung:

Lead, coach, and develop a team of institutional consultant sales, bank channel sales, and platform development professionals
Set the integrated channel strategy, priorities, accountability, and execution standards
Develop and execute an integrated U.S. distribution strategy across institutional consultants, banks, and investment platforms
Establish business management practices including market segmentation, account prioritization, pipeline governance, metrics, resource allocation, and performance reviews
Build and maintain senior-level relationships with consultant firms, banks, due diligence teams, home offices, platform gatekeepers, and other decision makers
Direct engagement strategies for priority relationships with coordinated coverage, account plans, messaging, and follow-through
Translate client, consultant, and platform insights into recommendations for investment strategy, products, vehicles, pricing, marketing, sales enablement, and service delivery
Partner with U.S. distribution teams and investment professionals to align channel strategies and convert ratings, approvals, and placements into sales opportunities
Represent the firm in senior-level client meetings, due diligence reviews, industry conferences, and strategic negotiations
Foster teamwork, exceptional client service, prudent risk management, and compliance

Requirements

Deep knowledge of institutional consultant, bank, and platform distribution models
Proven ability to lead experienced sales and business development professionals
Demonstrated success converting channel insights and senior relationships into ratings, approvals, placements, qualified pipeline, asset growth, revenue, and retention
Exceptional written, verbal, presentation, and negotiation skills
Ability to lead through influence across investment, product, marketing, legal, compliance, operations, client service, and distribution teams
A minimum of 15 years of relevant investment management distribution experience
Significant people-management experience leading senior sales, relationship management, or business development professionals across multiple channels or client segments
Demonstrated success setting strategy and delivering measurable asset, revenue, ratings, approval, placement, and retention outcomes
Experience influencing senior decision makers and peers throughout a complex asset management organization
Established network across institutional consulting firms, banks, research and due diligence organizations, and strategic investment platforms
Broad investment knowledge across multiple asset classes, products, and vehicles
Bachelor’s degree required
Series 24 required or attainment within 120 days of hire date
Strong intellectual capacity and curiosity
Passion for the industry
Entrepreneurial, energetic and enthusiastic
Driven and accountable to deliver outcomes
Established credibility with institutional consultants, bank executives, platform decision makers, and peers throughout the investment management industry
High personal and professional standards
Unassailable integrity and ethics
Significant travel required

Core Competencies

Demonstrates extensive experience in leading and developing sales teams within the investment management distribution sector, with a strong focus on building senior-level relationships and executing integrated channel strategies. Proven ability to translate insights into actionable investment strategies and drive measurable outcomes in asset growth and client retention.