Business Development Officer

3 days ago

Cincinnati, Ohio, United States Western & Southern Life Full time
About the Role

We 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 Responsibilities
  • Develop and execute a comprehensive sales plan for a specific direct channel, including corporate, endowment/foundation, public, and healthcare organizations.
  • Develop strategic sales plans, specific to key prospects, to identify opportunities to grow pipeline, sell appropriate investment products, and maximize revenue.
  • Conduct outside sales calls and other campaigns to institutions to influence them to hire Western & Southern Life for investment strategies.
  • Maintain contact management database of detailed notes and intelligence on all activities, including meetings, phone calls, final presentations, and opportunities in the pipeline.
  • Proactively harvest and maintain relationships with relevant consulting firms and their regional and/or international offices.
  • Develop new relationships within key consulting firms, research units, and field consultants around the world.
  • Work to achieve a formal rating by consulting firms or be added to their manager roster or be included in searches for key strategies.
  • Maintain constant awareness of market needs, provide feedback on current offerings, and gather input for development of new products.
  • Deliver professional and effective presentations to clients and prospects for initial meetings, due diligence visits, and final presentations.
  • Provide market intelligence on investment and industry trends to enable a more focused marketing effort.
  • Screen relevant RFP/RFI requests, oversee them through the process, and ensure all recipients receive timely and accurate responses.
  • Attend trades shows, conferences, or other industry-related events to strengthen existing relationships and build new ones.
Requirements
  • Significant experience (over 10 years) in investment management business development, investment consulting, or a related field.
  • Demonstrated successful track record for raising assets from institutional clients.
  • Proven excellent verbal and written communication skills with the ability to convey information to internal and external customers in a clear, focused, and concise manner.
  • Demonstrated ability to effectively interact and communicate with a broad range of clients as well as all levels of staff and management.
  • Demonstrated experience effectively influencing a group or individual to a recommended course of action.
  • Proven experience coordinating multiple projects/assignments simultaneously and completing assigned tasks accurately and on a timely basis.
  • Demonstrated ability to cite examples of organization and time management/methods used to manage or prioritize workload demands.
  • Proven strong analytical skills, including demonstrated experience identifying and quantifying problems and providing effective resolutions.
  • Demonstrated superb presentation skills with experience conveying information in a clear, focused, and concise manner.
  • Proven experience in customer service or client management, including identifying client problems/issues, providing and initiating effective resolutions.
  • Demonstrated flexibility to meet department and customer needs.
  • Proven experience setting professional goals and successfully implementing and achieving those goals.
Work Setting

This role will work in an office setting and remain continuously in a 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 or making presentations.

Educational Requirements

Bachelor's degree with a preference for finance/marketing or a related major.

Computer Skills and Knowledge of Hardware & Software Required

Working knowledge of word processing, CRM (prospecting/client database management), presentation, and spreadsheet applications.

Certifications & Licenses

Series 7 and 66 are required. CFA, CAIA, or MBA are recommended.

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