TD EPOCH-Director, Business Development NYC, NY
Company: CFA Institute
Location: New York
Posted on: October 22, 2024
Job Description:
The Director, Business Development is responsible for growing
client relationships and TDGIS' profile within the community to
facilitate the recommendation and selection of TDGIS investment
solution. This role is also responsible for building market
understanding of TDGIS as a provider of leading-edge investment
solutions, resulting in an increase in the number of strategies
researched and recommended by consultants and driving new business
opportunities.
Depth & Scope:
- Develops, maintains and communicates a business development
strategy framework
- Develops and implements new and innovative approaches to the
sales process; provides expert advice internally and
externally
- Serves as the primary investment contact for assigned prospects
and/or intermediaries
- Builds strong relationships with field consultants gathering
market intelligence and disseminating it back to the team
- Facilitates meetings of internal stakeholders to assess,
strategize and assign accountability of tasks to complete
requests
- Solves unique problems with broad impact on the business
segment and financials
- Works with Consultant Research Team to maintain / obtain buy
ratings for TDGIS institutional investment solutions
- Provides prospects, consultants and / or intermediaries with
ongoing updates about the investment philosophy, process, and
performance of specific products
- Defines new approaches to sell and deliver solutions and
products
- Provides oversight of RFP process
Education & Experience:
- Undergraduate degree
- Chartered Financial Analyst (CFA)
- 10 + years experience in a business development sales role with
a proven track record in establishing new business within the
institutional marketplace - Pension, Asset/Liability, Multi-Asset,
Private Market and/or Portfolio Management sales experience highly
preferred
- Extensive knowledge of the institutional marketplace, including
pension, insurance, endowment & foundation, sub-advisory and
understanding all aspects of the investors
- A high-energy level and the ability to be focused and self
directed are essential
- Strong existing relationships, both direct and through
intermediaries such as consultants.
- Superior prospecting, lead generation and relationship
management skills
- Capacity to function independently while providing appropriate
and meaningful feedback and direction to senior management on
issues/challenges
- Strong business judgment, resource management and negotiation
skills
- Outstanding communication, presentation and consensus building
skills required, in addition to proven team leadership and project
management experience
- Up to date knowledge of relevant legislation
- Solid performance in team atmosphere
- Demonstrated ability to manage multiple priorities
simultaneously
- Strong attention to detail and follow through
Shareholder Accountabilities:
- Develops / implements sales strategies to proactively attract,
acquire and retain customers / sales opportunities and referrals,
to increase profitability and enable business growth
- Plans and executes business development activities, reviews and
communicates results, and adjusts tactics accordingly
- Promotes and offers full suite of products, sales,
services
- Protects the interests of the organization - identifies and
manages risks, and escalates non-standard, high risk transactions /
activities as necessary
- Ensures documentation that is prepared / completed is accurate
and properly reflects client / business intentions and is
consistent with relevant rules / regulations
- Actively manages relationships within and across various
business lines/ corporate and/or control functions and ensure
alignment with enterprise and/or regulatory requirements
- Ensures necessary due diligence to support the accuracy of all
customer transactions / activities
Employee/Team Accountabilities:
- Participates fully as a member of the team, supports a positive
work environment that promotes service to the business, quality,
innovation and teamwork and ensures timely communication of issues/
points of interest
- Provides thought leadership and/ or industry knowledge for own
area of expertise and participate in knowledge transfer within the
team and business unit
- Keeps current on emerging trends/ developments and grows
knowledge of the business, related tools and techniques
- Contributes to team development of skills and capabilities
through mentorship of others, by sharing knowledge and experiences
and leveraging best practices
- Leads, motivates and develops relationships with internal and
external business partners / stakeholders to develop productive
working relationships.
- Contributes to a fair, positive and equitable environment that
supports a diverse workforce
- Acts as a brand ambassador for your business area/function and
the bank, both internally and/or externally
Physical Requirements:
- Domestic Travel - Occasional
- International Travel - Never
- Performing sedentary work - Continuous
- Performing multiple tasks - Continuous
- Operating standard office equipment - Continuous
- Responding quickly to sounds - Occasional
- Sitting - Continuous
- Standing - Occasional
- Walking - Occasional
- Moving safely in confined spaces - Occasional
- Lifting/Carrying (under 25 lbs.) - Occasional
- Lifting/Carrying (over 25 lbs.) - Never
- Squatting - Occasional
- Bending - Occasional
- Kneeling - Never
- Crawling - Never
- Climbing - Never
- Reaching overhead - Never
- Reaching forward - Occasional
- Pushing - Never
- Pulling - Never
- Twisting - Never
- Concentrating for long periods of time - Continuous
- Applying common sense to deal with problems involving
standardized situations - Continuous
- Reading, writing and comprehending instructions -
Continuous
- Adding, subtracting, multiplying and dividing - Continuous
The above statements are intended to describe the general nature
and level of work being performed by people assigned to this job.
They are not intended to be an exhaustive list of all
responsibilities, duties and skills required. The listed or
specified responsibilities & duties are considered essential
functions for ADA purposes.
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Keywords: CFA Institute, Cherry Hill , TD EPOCH-Director, Business Development NYC, NY, Executive , New York, New Jersey
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