Business Development and Marketing Director
1 week ago
Position Overview:
Dakota Funds Group is seeking a highly skilled and experienced Business Development and Marketing professional to lead the company's business development and marketing efforts. The ideal candidate will be a self-directed and organized individual who can contribute meaningfully to the company's growth and success.
Key Responsibilities:
- Identify New Business Opportunities: Develop and implement strategies to identify new business opportunities and actively engage various channels for business growth in separate accounts, mutual funds, and platforms.
- Manage Campaign Messaging: Refine and manage campaign messaging to effectively communicate the company's philosophy and products through various channels, including the website, outgoing correspondence, presentation materials, and press releases.
- Plan Sales and Marketing Meetings: Plan and lead regular sales and marketing meetings to drive new business opportunities, relationship development, and expanding marketing messaging.
- Operate as Lead for Direct Sales Campaigns: Serve as the lead for direct sales campaigns and as the first point of contact for new business inquiries.
- Oversee Product and Brand Messaging: Oversee product and brand messaging to ensure that the company's investment approach and product positioning are accurately communicated in client materials, questionnaires, RFPs, and in databases.
- Participate in Industry Conferences: Participate in relevant industry conferences and successfully communicate the company's investment approach and products through one-on-one relationship development and speaking engagements.
- Track Sales and Pipeline Reports: Track sales and pipeline reports and manage the company's CRM database.
- Manage Relationships with Vendors: Manage relationships with relevant technology and marketing vendors.
- Oversee Due Diligence Requests: Oversee the completion of due diligence requests and RFPs/RFIs, ensuring that company messaging is effectively presented and communicated.
- Maintain Critical Documents: Maintain critical documents and support in various aspects of compliance documentation per industry policies and requirements.
- Assume Special Project Work: Assume special project work and additional responsibilities as requested or assigned.
Qualifications:
- Experience: 7-10 years of experience as a marketing professional in the investment management or capital markets industry.
- Education: Bachelor's degree is required.
- Professional Certifications: Series 6 or 7 and Series 63 and/or 65 required.
- Industry Knowledge: Familiarity and comfort operating within multiple business channels: separate accounts, mutual funds, and SMA/UMA managed accounts.
- Business Development Experience: Demonstrable experience generating new business.
- Marketing Experience: Experience managing media content and developing effective campaign messaging in materials such as pitchbooks, product brochures, fact sheets, and websites.
- Project Management Experience: Proven experience with planning and executing marketing plans that resulted in growing mutual fund assets and expanding client base.
- Industry Relationships: Established relationships within the consultant community.
- Communication Skills: Driven to generate leads and demonstrate the persistence and enthusiasm to pursue new business opportunities.
- Technical Skills: Working understanding of databases and effective means by which to present firm data and messaging.
- Public Speaking Experience: Experience with industry conferences and public speaking.
- Project Management Skills: Adept at Project Management with the ability to manage tasks and see projects to completion within a set timeframe.
Skills:
- Organizational and Project Planning Skills: Excellent organizational and project planning/implementation skills with a proven track record of meeting deadlines and goals.
- Industry Knowledge: Deep understanding of the investment industry and maintains current and relevant knowledge of product positioning versus competitors.
- Business Judgment and Professionalism: Demonstrates sound business judgment and professionalism and is results-driven.
- Written Communication Skills: Strong written communication skills with the ability to develop product and firm messaging.
- Verbal Communication Skills: Effective and professional verbal communication skills with a high comfort level for networking and sales.
- Attention to Detail: Demonstrates great follow-through and is detail-oriented.
- Technical Skills: Strong skills in Microsoft Office (PowerPoint, Outlook, Excel, and Word) and experience with CRM systems.
- Desire to Work in a Boutique Firm: Desire to work in a boutique firm with a collaborative work environment.
Position Specifics:
This is a hybrid work schedule position that offers flexibility and work-life balance. Travel is a component of this role in order to directly develop relationships and attend industry conferences.
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