Institutional Relationship Manager

3 days ago

Minneapolis, United States FundFire Full time

Minneapolis, MN or Remote across the U.S. We exist to help people achieve financial clarity. At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people make the most of all they’ve been given. At our heart, we are a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the unique needs of our clients. We focus on their goals and priorities, guiding them toward financial choices that will help them live the life they want today—and tomorrow. Job Summary At Thrivent Asset Management our clients trust us to manage $179 billion in assets. This trust necessitates the responsibility to generate strong risk-adjusted returns that help our clients achieve their goals. To meet this responsibility, we have made a commitment to attract high caliber people who care deeply about this mission. The commitment to our people and our clients has resulted in strong long-term performance from our investment products. The Institutional Relationship Manager role is part of broader institutional sales effort and will be responsible for driving new business, maintaining existing business and serving as the primary liaison for institutional clients and prospects. Institutional Relationship Manager will focus on solutions across consultants, insurance companies, Endowment & Foundation, and retirement. They will be responsible for developing new business and maintain existing business relationships by conducting phone calls, email campaigns, webinars, in person and virtual sales meetings, and attending industry conferences. Expand opportunities for Thrivent Investment Products by leveraging current and new industry contacts. They achieve this by mastering Thrivent Investment Products and utilizing extensive product knowledge, competitive positioning, sales process skills and case consultation skills. The incumbent works with complex and strategic sales opportunities. Required to complete RFI responses and inquiries. Job Responsibilities and Duties Drive sales and market share growth of Thrivent Investments. Develop sales pipeline through multiple marketing activities, including attending conferences, networking with existing relationships, and developing consultant and sponsor relationships through face-to-face meetings. Demonstrate excellent knowledge/expertise of Thrivent Investment products/strategies and present analytical investment processes through the sales process with firms. Manage all aspects of the sales cycle including but not limited to development and execution of the RFI, determining sales strategy, developing presentations, and orchestrating all internal resources. Build effective working relationships with internal partners, existing intermediary wholesaling staff, and internal product specialists. Leverage product specialist resources to develop RFPs and coordinate activities throughout the sales process. Fulfill required administrative/team responsibilities such as CRM data entry, call reporting, expense reports, and meetings in a timely manner. Provide new ideas for product solutions for the institutional channel. Adhere to all compliance guidelines including use of pre-approved marketing materials, prospectus requirements and proper licensing. Manage annual T&E budget. Conduct daily activities in the highest professional manner. Job Qualifications An established and extensive professional network that can be leveraged to develop and advance highly complex and strategic sales opportunities. Demonstrated track record of success in developing a sales pipeline in the $250 million and above plan segment. Intelligent, driven, detail-oriented, hard-working, and able to work effectively with professional, high caliber executives in various business areas. Exemplary interpersonal and presentation skills; strong oral and written communication skills. Proven determination, ability to show persuasiveness and leadership in difficult situations. Collaborative and collegial in approach and style. Entrepreneurial mindset, achievement-oriented mindset with discipline to work independently. Years of relevant experience with requisite competencies. Bachelor’s degree or equivalent work experience required. Deep understanding of competitors’ products. Technology skills in Excel, Word, PowerPoint, Salesforce, Broadridge Opportunity Hunter, eVestment. Required to travel 35% to 50% of the time as needed, mostly overnight stays. Ability to build relationships. Additional Information For anyone working remotely, this position requires you to work one week per quarter on-site in Minneapolis, MN. For anyone in the Minneapolis, MN area, this position requires you to work on-site in Minneapolis, MN a minimum of two days a week. How To Apply Forward all correspondence to Jake Swedberg at jake.swedberg@thrivent.com. #J-18808-Ljbffr

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