Assistant Vice President - Institutional Sales & Marketing
- Employer
- Emerald Advisers, LLC
- Location
- King of Prussia, Pennsylvania
- Salary
- Salary Commensurate with Experience
- Closing date
- Dec 6, 2019
View more
- Job Function
- Institutional Sales, Relationship Management
- Industry Sector
- Asset Management
- Employment Type
- Full Time
- Education
- Bachelors
Job Details
PRIMARY JOB RESPONSIBILITIES:
- Identify, qualify and cultivate new prospects across multiple institutional channels, focusing on Sub-Adviser and Consultant channels (as well as OCIO, RIA, FO/MFO, etc.)
- Through extensive research, create detailed prospect profiles
- Determine best path to introduction and establish communication
- Identify needs and potential Emerald solutions
- Input prospect information into CRM and keep information current
- Use Emerald resources to develop comfort level
- Follow up on a regularly scheduled basis
- Attend industry-related conferences
- Assist in closing new business
- Maintain designated existing institutional relationships
- Handle as needed relationships across multiple industry channels
- Where appropriate, cross-sell existing relationships
- Drive attendance to any scheduled conference calls
- Set up meetings around conferences and investment team’s travel
- Assist in the retention of current Emerald clients and work to grow AUM in these relationships
- Work with senior staff to become familiar with the clients and their specific needs
- Attend industry-related conferences
- Set up and attend educational settings
- Assist in developing and executing the successful roll-out and asset raising for new investment products and strategies
- Work collaboratively with Emerald institutional and intermediary sales teams, client services team and 1251 staff
- Follow Emerald’s defined sales process including the use of the CRM
- Assist with the messaging and communication of Emerald’s investment strategies, competitive advantages and value proposition
ADDITIONAL JOB RESPONSIBILITIES:
- At the direction of the SVP of Institutional Client Relations and Business Development, work cooperatively with fellow sales team staff in coordinated efforts
- Prepare for and attend scheduled Sales & Marketing Team meetings and participate in related activities and projects
- Assist in development of digital marketing strategy and ongoing implementation
- Demonstrate adherence to a professional and consistent work ethic and ability to set individual priorities. Major challenges include being able to readily adapt to changes and unscheduled events affecting customary workload and scheduling.
- Maintain a meetings / travel schedule that is the most efficient and cost-effective possible
- Maintain strict adherence to the Company’s policies and procedures, including the Code of Ethics, Operations and Compliance Manual and Employee Handbook
- Provide assistance to fellow Team Emerald members and assist with special projects and/or needs as directed by management staff
- Always represent Emerald in a positive, professional manner
SKILLS/CORE ATTRIBUTES:
- 2-5 years of relevant industry experience
- Excellent communication skills – both written and verbal
- Superior time management and organizational skills
- Propensity to be a self-starter, working independently as well as with a team
- Ability to present and explain sophisticated investment strategies effectively
- Aptitude to learn sales process from experienced and successful mentors
JOB PERFORMANCE ASSESSMENT INDICATORS:
- Quality and quantity of client/consultant/prospect touches
- Achieve goals related to identifying new prospects in appropriate channels (Consultant, Sub-advised, OCIO, RIA, FO/MFO, etc.)
- Meet or exceed expected asset capture and client retention goals as specified by manager
- Timeliness and detail of sales and sales activity related reporting, including maintaining and updating pertinent information in CRM
- Quality and quantity of requested assistance provided to institutional as well as intermediary sales efforts
Company
Founded in 1991, Emerald provides equity and fixed-income portfolio management services to institutional investors and to individual investors via separate account management, the Emerald Mutual Funds, the Emerald Direct Lending marketplace lending funds and EAGLE ETF portfolios.
Research is the cornerstone of our equity investment strategies, what we call “The Emerald Advantage.” What makes us different is our 13 member in-house research team using a proprietary 10-Step research process dedicated to intense, hands-on, fundamental research specifically designed to identify unrecognized and under-researched growth companies. Emerald also provides investors with fixed income separate account strategies using a combination of proprietary quantitative models and fundamental analysis.
Emerald is headquartered in Leola, Pennsylvania with additional offices in King of Prussia, Pittsburgh, and Cleveland, Ohio. Emerald managed approximately $4.6 billion as of September 30, 2019.
Parent company Emerald Asset Management was founded in 1991. Subsidiary companies include Emerald Separate Account Management, LLC, Emerald Advisers, LLC, Emerald Mutual Fund Advisers Trust, EmStone Advisers, LLC, and Emerald Direct Lending Advisers, LLC.
- Website
- http://www.teamemerald.com/
- Telephone
- 7175568900
- Location
-
3175 Oregon Pike
LEOLA
Pennsylvania
17540
US
Sign in to create job alerts
Sign in or create an account to start creating job alerts and receive personalised job recommendations straight to your inbox.
Create alert