Assistant Director, Business Development

2 months ago

Farmington, Michigan, United States Symetra Investment Management Full time

About the role

This newly created position will be a key member of the Business Development and Marketing team, responsible for assisting in the marketing, business development and client support functions for Symetra Investment Management (SIM). As described below, SIM currently has two large, affiliated clients, but is new to the third-party institutional investment management market. This position will become familiar with SIM's investment teams, strategies historical performance and portfolio construction, and will assist in the creation and implementation of SIM's business development strategy, incorporating competitive trends and areas of growth, related marketing materials, as well as client service as the client base grows. The successful candidate must be a credible representative of SIM, being a thoughtful creator and presenter of material with good understanding of SIM's strategies, culture, team approach, performance and attribution. This position will report to the Head of Business Development and Marketing. A highly collaborative team player is required to effectively work with other SIM team members as well as partnering with current and future clients to understand needs and discuss potential solutions.

Company Overview

Symetra Investment Management ("SIM") is a SEC-registered investment advisory firm with approximately $75 billion in assets under management as of December 31, 2023. Symetra Financial Corporation ("SFC"), a diversified financial services company with $59 billion in assets as of December 31, 2022, headquartered in Bellevue, Washington is the sole shareholder of SIM. SFC is the holding company of Symetra Life Insurance Company ("Symetra Life"), which was founded in 1957, and has insurer financial strength ratings of 'A' by A.M. Best and Standard & Poor's and 'A1' by Moody's. Symetra Life is among the top 40 largest life insurance companies in the United States (based on statutory admitted assets as of December 31, 2022) and has approximately 1.7 million customers and over 2,200 employees nationwide. SFC is a wholly owned subsidiary of Sumitomo Life Insurance Company, a mutual life insurance company with head offices in Osaka and Tokyo, Japan. Founded in 1907, Sumitomo is one of the largest life insurance companies in Japan with $319 billion of assets as of March 31, 2023. SIM currently plans to enter the third-party investment management market in the short to intermediate term.

What you will do

  • Assist with all aspects of business development, marketing and client support for SIM.
  • Assist in the implementation of a comprehensive business development and marketing strategy to substantially raise awareness of SIM's capabilities and profitably grow third-party AUMs.
  • Attend conferences and arrange meetings to broaden awareness of SIM's capabilities.
  • Partner with Head of Business Development and Marketing and investment teams to discuss investment and marketing strategies, develop and update marketing materials, assist in potential new product development, and keep investment management team up to date on institutional market trends.
  • Assist with building and maintaining all marketing material.
  • Partner with legal and compliance to ensure marketing materials and communications are consistent with internal and external requirements, policies and procedures.
  • Effectively represent and advocate to potential and current clients for SIM's culture of fundamental, long-term results focus, integrity and collaboration.
  • Utilize prospecting tools, like Fin|Searches and Dakota Marketplace, maintain awareness of relevant search activities and industry trends, and assist the Head of Business Development and Marketing with setting up meetings.
  • Utilize eVestment Alliance as a key competitive and industry trend research tool and assist in the initial onboarding and ongoing maintenance of SIM investment strategies on the database.
  • Utilize Salesforce to track prospect and client activities.

    Who you are
    • BA/BS in finance or business.
    • CFA or MBA a plus but not required.
    • Interest in becoming a CFA Charterholder.
    • At least 5 years of overall experience in marketing and business development roles at investment management firms with strong fixed income capabilities and a proven track record of success assisting in successful capital raising.
    • Strong communication, listening, organizational and presentation skills.
    • Team player looking to partner with others to produce optimal outcomes.
    • Good analytical skills and fixed income/portfolio management investment knowledge to understand and communicate client needs, investment strategies, results and a range of possible solutions.
    • Experience coordinating the creation and implementation of business development and marketing strategies and collateral that result in new clients and expanding relationships.
    • Experience with Fin|Searches, Dakota, S&P Money Market Directory, Salesforce, eVestment Alliance and other industry data providers.
    • Strong Microsoft PowerPoint and Excel skills

  • Director of Business Development

    2 days ago

    Farmington, Michigan, United States Friedman Management Full time

    About the RoleWe are seeking a highly skilled and experienced Business Development Director to join our team at Friedman Management. As a key member of our organization, you will be responsible for identifying and pursuing new business opportunities, developing and implementing a comprehensive business development strategy, and collaborating with our...

  • Business Development Manager

    6 days ago

    Farmington, Michigan, United States MAT Holdings, Inc Full time

    Job DescriptionMAT Holdings, Inc., a multinational corporation with global manufacturing operations, distribution centers, and sourcing offices, is seeking a seasoned professional to fill the role of OEM Customer Advocate. As the primary point of contact for HD OEM customers, you will play a pivotal role in various interactions across...

  • Business Development Representative

    4 hours ago

    Farmington, Michigan, United States LSPedia Inc Full time

    Job DescriptionAbout the RoleWe are seeking a highly motivated and results-driven Business Development Representative to join our team at LSPedia Inc. As a key member of our sales team, you will be responsible for identifying and pursuing new business opportunities, building strong relationships with clients, and driving revenue growth.Key...

  • Business Growth Strategist

    3 days ago

    Farmington, Michigan, United States Friedman Management Full time

    About the RoleWe are seeking a highly skilled and experienced Business Development Director to join our team at Friedman Management. As a key member of our organization, you will be responsible for identifying and pursuing new business opportunities, developing and implementing a comprehensive business development strategy, and collaborating with our...

  • Business Development Analyst

    3 days ago

    Farmington, Michigan, United States Bosch USA Full time

    **About Bosch USA**Bosch is a leading global supplier of technology and services. In the areas of mobility solutions, consumer goods, industrial technology, and energy and building technology, we develop innovative products and services that improve quality of life for people all over the world.**Job Summary**We are seeking a highly analytical and organized...

  • Senior Sales Director

    2 days ago

    Farmington, Michigan, United States Sewsus Full time

    **Job Summary**We are seeking a highly experienced and skilled Senior Sales Director to lead our sales efforts in North America. As a key member of our leadership team, you will be responsible for directing the activities of multiple account management teams to secure and maintain current and future business from NA OEM's.**Key Responsibilities**• Develop...

  • Account Executive, Business Development Specialist

    6 hours ago

    Farmington, Michigan, United States Family Heritage - Skip Smith Full time

    Job OpportunityBusiness Development and Sales LeadershipFamily Heritage, a reputable insurance company, is seeking a skilled professional to join their team as an Account Executive or Agency Builder. As a sales leader, you will be responsible for building and maintaining relationships with clients, identifying new business opportunities, and driving revenue...

  • Human Resources Business Partner

    13 hours ago

    Farmington, Michigan, United States Jing Jin Electric Full time

    Job DescriptionJing Jin Electric (JJE) is a world leader in motor systems and electric drive assembly for new energy vehicles (NEV), covering pure electric vehicles (EVs), plug-in hybrids, and hybrids. JJE employs more than 2,000 employees. We are in the process of launching our North America Operation, an automated production facility.We are thrilled to be...

  • Admissions Director

    1 day ago

    Farmington, Michigan, United States Farmington Opco LLC Full time

    Job SummaryThe Admissions Director is a key member of the Farmington Opco LLC team, responsible for managing the facility inquiry and admission process. This role requires strong communication and organizational skills, as well as the ability to effectively manage relationships with referral sources, residents, and their families.Key ResponsibilitiesRespond...

  • Admissions Director

    1 day ago

    Farmington, Michigan, United States Farmington Opco LLC Full time

    Job SummaryThe Admissions Director is a key member of the Farmington Opco LLC team, responsible for managing the facility inquiry and admission process. This role requires strong communication and organizational skills, as well as the ability to effectively manage relationships with referral sources, residents, and their families.Key ResponsibilitiesRespond...

  • Assistant Development Manager

    2 days ago

    Farmington, Michigan, United States Sheetz Full time

    Job SummaryThis role qualifies for an onsite work arrangement working out of our corporate office. The role requires in-field expectations and regular travel within the Southeast Michigan market.Key ResponsibilitiesReview and interpret jurisdictional ordinances for design and entitlement purposes, identifying site feasibility concerns, providing preliminary...

  • Education Director

    10 hours ago

    Farmington, Michigan, United States Paul Mitchell Schools Full time

    Job DescriptionPaul Mitchell Schools is seeking a qualified Education Director to join our team.About UsWe are a leading provider of education and training in the beauty industry, with over one hundred schools nationwide. Our unique culture and values create a wonderful learning environment that attracts the most qualified staff and students.Job SummaryThe...

  • Executive Director of Multifamily Operations

    2 days ago

    Farmington, Michigan, United States Friedman Management Full time

    About the RoleWe are seeking an experienced Executive Managing Director to lead our multifamily real estate division. As a strategic leader, you will oversee the management of over 15,000 units and lead a team of experienced professionals.Key ResponsibilitiesLeadership and Development:Provide strategic leadership of the multifamily division, including...

  • Healthcare Director

    3 days ago

    Farmington, Michigan, United States Anthology of Farmington Full time

    **Job Summary:**The Director of Health is responsible for overseeing the overall operation of the nursing department at Anthology of Farmington. This includes ensuring the highest degree of quality resident care in accordance with all applicable laws and regulations.Key Responsibilities:Develop and implement nursing department policies and procedures to...

  • Program Director

    12 hours ago

    Farmington, Michigan, United States Design Systems, Inc. Full time

    Job SummaryThe Program Director will oversee and coordinate multiple consulting projects within the manufacturing sector. This role involves managing project teams, ensuring the delivery of high-quality consulting services, and fostering strong client relationships.Key ResponsibilitiesProject ManagementLead the planning, execution, and delivery of consulting...

  • Business Development Manager

    7 hours ago

    Farmington Hills, Michigan, United States The Care Team Home Health & Hospice Full time

    About The Care Team Home Health & HospiceWe are a leading provider of hospice care services, dedicated to delivering compassionate and high-quality care to our patients and their families.Job SummaryWe are seeking a highly motivated and experienced Business Development Manager to join our team. The successful candidate will be responsible for developing and...

  • Business Operations Assistant

    2 weeks ago

    Farmington, Michigan, United States Arch Environmental Group Inc Full time

    Position OverviewWe are looking for a motivated and diligent individual to join our team as an Administrative Assistant. This role is essential in supporting our operations and ensuring smooth workflow across various departments.Key Responsibilities:Manage and organize project documentation and field paperwork.Ensure timely processing and filing of shipping...

  • Nursing Department Director

    2 days ago

    Farmington, Michigan, United States Anthology of Farmington Full time

    **Job Summary:**The Director of Health is responsible for overseeing the overall operation of the nursing department at Anthology of Farmington. This includes ensuring the highest degree of quality resident care in accordance with all applicable laws and regulations.Key Responsibilities:Develop and implement nursing department policies and procedures to...

  • Director Clinical Operational Excellence

    2 months ago

    Farmington Hills, Michigan, United States The Care Team Full time

    The Care Team The care you deserve and the support you need. Come join our growing team The Care Team Home Health is looking for a Full-Time Director of Clinical Operational Excellence. We specialize in providing Home Care in the home and facilities. If you are looking for a new and exciting opportunity, we encourage you to apply today. A member of the...

  • Program Director

    11 hours ago

    Farmington, Michigan, United States Dungarvin Full time

    Job SummaryWe are seeking a highly skilled and experienced Program Director to oversee and manage our programs in relation to individuals with developmental and intellectual disabilities and/or mental health diagnosis.Key ResponsibilitiesProgram Coordination: Coordinate and manage the overall assigned program or programs, ensuring compliance with licensing...