Institutional Business Development Lead

3 weeks ago


Cincinnati, Ohio, United States Western & Southern Life Full time
Job Overview:

The Institutional Business Development Lead will be responsible for developing and implementing strategies to grow third-party business through cross-selling of existing third-party clients and generating leads on prospective new clients.

This role requires a strong understanding of the asset management business and relationship management activities with institutional clients. The Institutional Business Development Lead will work closely with senior team members in business development, portfolio management, operations, marketing, legal/compliance, and executive management to achieve business growth objectives.

The position involves strategic collaboration with senior-level executives, finance/investment committee members, Boards of Directors, consultants, and other professional business partners of the client (domestic and international).

Key Responsibilities:
  • Develop and implement customized relationship management plans to proactively service the individual needs of each client and consultant when applicable.
  • Identify opportunities to expand firm business with existing clients by anticipating needs and introducing additional investment solutions.
  • Lead formal client review meetings with client senior management, Investment Committees, and Boards of Directors.
Qualifications:
  • Bachelor's degree in business (finance, marketing, accounting) or equivalent experience within the investment industry.
  • FINRA Series 7 and 66 required or obtained within the first six months.


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

    Job SummaryWe are seeking a Business Development Lead to join our team in Greater Cincinnati. In this role, you will be responsible for identifying and pursuing new business opportunities to drive growth and revenue for Keurig Dr Pepper, Inc. You will work closely with cross-functional teams to develop and execute business development strategies, build...


  • Cincinnati, Ohio, United States TruPartner Credit Union Full time

    Company Overview:TruPartner Credit Union is a leading financial institution with a rich history dating back to 1937. Founded by Louise McCarren Herring, the organization has grown to become a leader in the industry, offering a wide range of products and services to its members.We are committed to helping our members achieve their personal economic goals...


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

    Job TitleDirector, Business Development and Strategic PartnershipsAbout the RoleWe are seeking a highly skilled Director to lead our Business Development and Strategic Partnerships team. As a key member of our senior leadership team, you will be responsible for developing and executing strategic plans to drive business growth and build strong relationships...


  • Cincinnati, Ohio, United States Whitewater Express Car Wash Full time

    About UsAt WhiteWater Express Car Wash, we value our customers and employees above all else. Our goal is to provide exceptional service and create a positive work environment for our team members.Job DescriptionThis leadership role involves overseeing the daily operations of our car wash facilities, managing employee performance, and ensuring high-quality...


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

    About the RoleWe are seeking a highly skilled Senior Business Development Manager to join our team at Western & Southern Life. As a key member of our business development team, you will be responsible for building and maintaining strong relationships with institutional clients, identifying new business opportunities, and driving revenue growth.The ideal...


  • Cincinnati, Ohio, United States American City Business Journals Full time

    **About the Role**We are seeking a highly skilled and results-driven Sales Growth Professional to join our team at American City Business Journals. As an Account Executive, you will be responsible for creating and maximizing revenue generation by fostering and growing relationships with high-target prospects and valued clients.**Key Responsibilities**Develop...


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

    About the RoleWe are seeking a highly skilled Institutional Relationship Director to join our team at Western & Southern Life. As a key member of our business development team, you will be responsible for developing and implementing customized relationship management plans to meet client needs, identifying new business opportunities, and driving revenue...


  • Cincinnati, Ohio, United States Stock Yards Bank and Trust Full time

    Join Our Team as a Business Banking Relationship ManagerStock Yards Bank and Trust is a leading financial institution offering a range of banking services to individuals and businesses. We are seeking a highly skilled Business Banking Relationship Manager to join our team and contribute to our success. The estimated salary for this position is $90,000 -...


  • Cincinnati, Ohio, United States Konica Minolta Business Solutions Ltd Full time

    Konica Minolta Business Solutions Ltd is a company that cares about its employees and the world around us. We partner with our customers to design Future of Work technology solutions that help their businesses thrive. As a Technology Sales Representative, you will join a team that values innovation, collaboration, and customer...


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

    Job TitleExecutive Director, Institutional Relationship ManagementAbout the RoleWe are seeking a seasoned Executive Director to lead our Institutional Relationship Management team. As a key member of our senior leadership team, you will be responsible for developing and executing strategic plans to build and maintain strong relationships with institutional...


  • Cincinnati, Ohio, United States AMEND Consulting Full time

    The Data Engineer consultant role at AMEND Consulting is an ideal opportunity for individuals who want to make a real impact on businesses. This role involves working with stakeholders to design and implement cutting-edge analytic solutions. With a focus on data architecture, process improvement, and infrastructure development, this position requires strong...


  • Cincinnati, Ohio, United States Vector Solutions Full time

    Job Overview: Vector Solutions is a leading provider of industry-focused SaaS solutions that connect content and technology. Our mission is to empower everyday heroes in the public, educational, and commercial sectors to make safer, smarter, and better decisions.Key Responsibilities:Create a blueprint of your territory, mapping a path to goal by identifying...


  • Cincinnati, Ohio, United States Vericast Full time

    Company Overview:Vericast is a leading provider of financial services solutions, dedicated to helping banks and credit unions drive growth, improve efficiency, and navigate change. With over 150 years of experience in the financial services industry, Vericast has established itself as a trusted partner for thousands of financial institutions. Our advanced...


  • Cincinnati, Ohio, United States PNC Full time

    Company OverviewPNC is a leading financial institution that prioritizes innovation, customer satisfaction, and employee growth. We strive to create an inclusive environment where our employees feel valued, respected, and empowered to deliver exceptional results.Job DescriptionAs a Relationship Manager I - Business Banker, you will be responsible for managing...


  • Cincinnati, Ohio, United States American City Business Journals Full time

    OverviewWe are seeking an Account Executive to join our team at American City Business Journals. In this role, you will play a critical part in fostering relationships with high-target prospects and valued clients while collaborating with local and corporate-based teams.


  • Cincinnati, Ohio, United States BYG ANDERSON Full time

    Do you have a passion for business development and a desire to lead a team of talented professionals? By Golly's Bar & Grill is seeking a seasoned Manager of Business Development to join our team in Milford, OH. As a Manager of Business Development, you will be responsible for identifying and pursuing new business opportunities, developing marketing...


  • Cincinnati, Ohio, United States StandardAero Business Aviation Services Full time

    Company OverviewStandardAero Business Aviation Services is a leading provider of maintenance, repair, and overhaul services in the aerospace industry. We pride ourselves on our commitment to safety, collaboration, and teamwork.As an intern with our IT team, you will gain hands-on experience working with data analysis techniques and tools such as Excel, SQL,...


  • Cincinnati, Ohio, United States Whitehorse Freight Full time

    Job OverviewWe're seeking a Business Development Representative to join our team at Whitehorse Freight. As a key member of our salesforce, you'll be responsible for generating sales leads, building relationships with existing clients, and driving revenue growth.The ideal candidate will have excellent communication and interpersonal skills, a proven track...


  • Cincinnati, Ohio, United States Divisions Maintenance Group Full time

    Job DescriptionThe Divisions Maintenance Group is seeking a highly motivated Sales and Account Executive to join our team. As a key member of our sales team, you will play a crucial role in driving business growth by identifying and acquiring new clients within the facility management sector.Your primary responsibilities will include prospecting and lead...


  • Cincinnati, Ohio, United States Slalom Consulting Full time

    About the Opportunity:We are seeking an experienced business leader to join our Cincinnati team as a Cincinnati Business Lead. As a key member of our leadership team, you will be responsible for driving business growth, developing strategic plans, and overseeing all aspects of office operations. This includes managing a high-performing team, establishing...