Current jobs related to Institutional Business Development Associate - Cincinnati - Western & Southern Life

  • Institutional Business Development Associate

    3 weeks ago

    Cincinnati, United States Western & Southern Life Full time

    OverviewSummary of Responsibilities: The Institutional Business Development Associate is responsible for ongoing client/prospect support issues, product positioning/competitive analysis and client presentations. This individual focuses on supporting the origination of new business and provides a broad range of sales and marketing support to the Touchstone...

  • Institutional Business Development Associate

    4 months ago

    Cincinnati, United States Western & Southern Life Full time

    Overview: Summary of Responsibilities: The Institutional Business Development Associate is responsible for ongoing client/prospect support issues, product positioning/competitive analysis and client presentations. This individual focuses on supporting the origination of new business and provides a broad range of sales and marketing support to the...

  • Institutional Business Development Associate

    4 weeks ago

    Cincinnati, United States Western & Southern Life Full time

    Overview: Summary of Responsibilities: The Institutional Business Development Associate is responsible for ongoing client/prospect support issues, product positioning/competitive analysis and client presentations. This individual focuses on supporting the origination of new business and provides a broad range of sales and marketing support to the...

  • Business Development Associate

    5 days ago

    Cincinnati, Ohio, United States Medpace Full time

    Business Development AssociateWe are seeking a highly motivated and results-driven Business Development Associate to join our growing team. As a key member of our sales team, you will be responsible for driving sales growth and expanding our customer base.Key Responsibilities:Collaborate with Business Development Executives to identify and pursue new...

  • Business Financial Consultant

    3 weeks ago

    Cincinnati, Ohio, United States Cincinnati Minority Business Assistance Center Full time

    Job OverviewPosition: Business Financial ConsultantJob Type: Full-time – 40 hours/weekCompensation: $80,000/yearWork Schedule: Monday – Friday (in-office)Benefits: Health insurance, Life insurance, 401(K).Role Summary:The selected candidate will work closely with the Regional Director of the Cincinnati Minority Business Assistance Center (MBAC) and the...

  • Institutional Giving and Development Manager

    2 weeks ago

    Cincinnati, Ohio, United States Strategic HR Client Job Openings Full time

    Job DescriptionJob Title: Director of Institutional GivingJob Summary:Cincinnati Opera is seeking an experienced Director of Institutional Giving to cultivate, solicit, and steward significant support from foundation and government sources. Reporting to the Chief Development Officer, this position serves as a grants specialist with a leading role in securing...

  • Business Development Associate

    2 weeks ago

    Cincinnati, Ohio, United States State Farm Insurance Full time

    Job SummaryWe are seeking a highly motivated and results-driven Sales Account Specialist to join our team at State Farm Insurance. As a Sales Account Specialist, you will play a critical role in helping our business grow through value-based conversations and exceptional customer service.Key ResponsibilitiesLead Generation: Develop and implement strategies to...

  • VP Business Development Lead

    2 days ago

    Cincinnati, Ohio, United States Western & Southern Life Full time

    Job Title: VP Business DevelopmentOverviewThis position is responsible for leading and coordinating all foundation and endowment client acquisition and support services, resulting in high client loyalty and significant growth in revenue for the organization. The successful candidate will work with minimal supervision, making broad decisions and escalating to...

  • Business Development Associate

    5 days ago

    Cincinnati, Ohio, United States Thermo Fisher Scientific Full time

    Job DescriptionThermo Fisher Scientific is seeking a highly motivated Business Development Associate to join our Small Molecule API Division. As a key member of our Sales & Marketing team, you will be responsible for driving new growth opportunities and supporting the growth of our division.Key ResponsibilitiesResearch and identify potential client companies...

  • Janitorial & Facility Supplies Business Development Executive

    3 weeks ago

    Cincinnati, United States Supply Post Business Products Full time $3,000 - $4,000

    Job DescriptionJob DescriptionWe are seeking an experienced business development sales professional to help us grow our janitorial and facility supply business within the greater Cincinnati market. The ideal candidate will have a strong background in B2B sales, calling on all levels of prospective customers from purchasing agents and facility managers to...

  • Janitorial & Facility Supplies Business Development Executive

    1 month ago

    Cincinnati, United States Supply Post Business Products Full time

    Job DescriptionJob DescriptionWe are seeking an experienced business development sales professional to help us grow our janitorial and facility supply business within the greater Cincinnati market. The ideal candidate will have a strong background in B2B sales, calling on all levels of prospective customers from purchasing agents and facility managers to...

  • Business Development

    4 months ago

    Cincinnati, United States Waibel Energy Systems Full time

    Job DescriptionJob DescriptionSalary: POSITION DESCRIPTION The Business Development Leader reports to the Business Development Manager and works closely with Account Managers, Service Operations, Client Services, Contracting, and Accounting Departments.The Business Development Leader is responsible for: finding and establishing new client relationships and...

  • Business Development Officer

    2 weeks ago

    Cincinnati, Ohio, United States Western & Southern Life Full time

    About the RoleWe are seeking a highly skilled Business Development Officer to join our team at Western & Southern Life. As a key member of our sales team, you will be responsible for growing third-party assets through business development efforts to meet established sales goals aligned with our company scorecard.Key ResponsibilitiesDevelop and execute a...

  • Business Development Executive

    2 weeks ago

    Cincinnati, Ohio, United States Supply Post Business Products Full time

    Job DescriptionWe are seeking an experienced sales professional to help us grow our commercial business within the greater market. The ideal candidate will have a strong background in B2B sales, calling on all levels of prospective customers from purchasing agents and facility managers to owners and C-suite personnel. Ideal candidate will possess a strong...

  • Business Development Associate

    2 weeks ago

    Cincinnati, Ohio, United States Thornton Group - An IBG Partner Full time

    Job DescriptionJob Summary:We are seeking an entry-level Business Development Associate to join our team at Thornton Group - An IBG Partner. As a Business Development Associate, you will play a crucial role in helping clients navigate their options in supplemental health products, fostering meaningful relationships, and securing a financially independent...

  • Business Development Associate

    2 weeks ago

    Cincinnati, Ohio, United States Brad Robbins - State Farm Agent Full time

    About Our OfficeAt Brad Robbins - State Farm Agent, we're committed to providing exceptional service to our customers. Our office is a dynamic and supportive environment where team members can thrive and grow in their careers.Key ResponsibilitiesBuild Strong Customer Relationships: Develop and maintain strong relationships with customers, providing ongoing...

  • Director of Business Development

    6 days ago

    Cincinnati, Ohio, United States PharMerica Full time

    About the RoleWe are seeking a highly skilled and experienced professional to join our team as a Director of Business Development. This key role will be responsible for spearheading strategies to acquire new customers within the Assisted Living sector, focusing exclusively on chains within this market.Key ResponsibilitiesCollaborate with the Business...

  • Business Law Associate Attorney

    3 weeks ago

    Cincinnati, Ohio, United States Jobot Full time

    Job Overview:We are looking for a skilled and motivated Corporate Associate Attorney to become a vital part of our legal team. This role presents an excellent opportunity for a qualified professional to deliver comprehensive legal services to our corporate clientele.About Us:Our firm is committed to providing exceptional legal assistance through expertise,...

  • Business Development Director

    2 weeks ago

    Cincinnati, Ohio, United States Hixson Incorporated Full time

    About the RoleHixson Incorporated is seeking a highly skilled Business Development Director to join our team. As a key member of our Science + Technology strategic business unit, you will be responsible for driving business growth and developing new relationships with clients in the pharmaceutical, biotech, laboratory, and R&D market sectors.Key...

  • National Account Executive

    6 days ago

    Cincinnati, Ohio, United States Keurig Dr Pepper Inc. Full time

    About the RoleWe are seeking a highly skilled National Account Executive to lead our Direct Store Delivery (DSD) business at Kroger. As a critical member of our sales management team, you will be responsible for driving revenue, profit, and market share growth by developing and executing strategic plans to increase distribution and availability across our...

Institutional Business Development Associate

4 months ago

Cincinnati, United States Western & Southern Life Full time

Overview:

Summary of Responsibilities:

The Institutional Business Development Associate is responsible for ongoing client/prospect support issues, product positioning/competitive analysis and client presentations. This individual focuses on supporting the origination of new business and provides a broad range of sales and marketing support to the Touchstone Institutional Sales Division including, but not limited to, technical product support (e.g., investment insight, competitive positioning, Zephyr & Morningstar Direct comparisons) and routine follow-up that addresses client and prospect requests. This individual will also be assigned a select number of RIAs to personally cultivate relationships and generate bona fide sales results. Works with some supervision and is responsible for making an established range of decisions, escalating to manager when necessary and updating manager on a regular basis.

Responsibilities:

Position Responsibilities:

  • Provides administrative and sales support. Follows up on sales calls, answers product questions, provides performance data and identifies new sales opportunities.

  • Provides follow-up support for Institutional Vice Presidents including email/mailing literature and provides additional information to the financial advisor as needed.

  • Maintains customer information files for both prospects and clients, and compiles statistical information as necessary.

  • Interfaces with Touchstone Investment Research and Product Management to position product, run competitive analyses, and serve as the liaison between Institutional Sales and these departments.

  • Provides in-depth analytics of Touchstone products versus the competitive landscape and finds positioning opportunities.

  • Proactively seeks sales opportunities with a select number of RIAs that are either too small to warrant a personal visit and/or are located in remote geographical areas.

  • Performs other duties as assigned by management.



Qualifications:

Selection Criteria:

  • Demonstrated financial acumen and proven 1 to 3 years of related experience with broker-dealers, Registered Investment Advisors and Bank Trust Departments.

  • Proven excellent written and verbal communication skills with the ability to present information to internal and external customers in a clear, focused and concise manner while following proper rules of punctuation, dictation and style.

  • Demonstrated Ability to prepare correspondence, reports and forms using a prescribed format. Experience must include strong telephone communication and etiquette skills.

  • Proven aptitude for sales.

  • Demonstrated strong command of investment products and a proven ability to grasp new products, concepts and procedures.

  • Proven influencing skills with both internal and external customers.

  • Demonstrated ability to manage multiple tasks and competing deadlines.

  • Proven ability to cite examples of self-motivation and experience working under limited supervision.

  • Demonstrated strong attention to detail with excellent organizational skills. Cite examples of organization and time management methods used to manage or prioritize workload demands.

Work Setting:

  • This position works in an office setting and remains in a continuous stationary position for long periods of time while working at a desk, on a computer or with other standard office equipment, or while in meetings. Position requires substantial movement of wrist, hands and fingers for continuous computer work.

Educational Requirements:

  • Bachelors degree required.

  • MBA preferred.

Computer Skills and Knowledge of Hardware & Software Required:

  • Proficient in Microsoft Office Suite, including Excel spreadsheet application, along with Salesforce.com CRM.

  • Ability to quickly learn how to operate Morningstar Direct, Zephyr StyleADVISOR, Discovery Database and RIA Database.

Certifications & Licenses (i.e., Series 6 & 63, CPA, etc.):

  • FINRA Series 7 and 66 licenses required or FINRA 6, 63 and 65.

  • CFA or have passed Level 1 of the CFA required.

Position Demands:

  • Extended hours required during peak workloads or special projects.

  • Territory demands may require evening hours.

  • Periodic travel.