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 Home » Lifestyle » Lifestyle» Business Development Associate - National Broker/Dealer Channel

Business Development Associate - National Broker/Dealer Channel
This position will work closely with the Business Development Manager to help build and cultivate relationships with advisors at national broker/dealers (i.e. Merrill Lynch, Morgan Stanley Smith Barney, UBS, etc.)

Russell Investments is an investment firm with global reach, providing investment products and services to individuals and institutions in 46 countries. A pioneer in multi-manager investing, and the creator of Russell Indexes, Russell manages more than US $140 billion in assets (as of June 30, 2010). Founded in 1936, Russell is a subsidiary of Northwestern Mutual. Russell's clients include retirement plans, foundations, endowments and investment plans of all types. Investors have access to Russell's services through a network that includes many of the world's top banks, brokers, insurance companies and independent investment advisors. For more information, go to www.russell.com.

Russell is seeking a Business Development Associate (BDA) for the National Broker/Dealer (NBD) Sales team. This position will work closely with the Business Development Manager (BDM) to help build and cultivate relationships with advisors at national broker/dealers (i.e. Merrill Lynch, Morgan Stanley Smith Barney, UBS, etc.) The successful candidate will be responsible for making outbound calls as well as delivering outstanding in-bound customer service across the NBD Channel.

The responsibilities of the individual in this position include:


  • Partner with the Business Development Manager (BDM) to maximize territory sales coverage and increase assets.
     
  • Develop and maintain new and existing relationships with advisors via telephone.
     
  • Act as trusted consultant to new and existing clients by effectively positioning Russell's ETF products and services.
     
  • Travel as needed to industry conferences and client seminars.
     
  • Effectively position Russell's ETF products and services by developing strong investment knowledge and expertise of the capital markets and investment management industry.
     
  • Complete operational responsibilities (i.e. manage CRM database, assist with client reporting, etc.).

The successful candidate will have extensive demonstrable skills and experiences including the following:


  • BA/BS Degree required.
     
  • CIMA and / or CFP designation preferred.
     
  • Series 7 and 63 (or 65 & 66) required.
     
  • 3+ years of related financial services industry required.
     
  • Solid technical understanding of capital markets and modern portfolio theory.
     
  • Excellent communication, organizational, and interpersonal skills.
     
  • Proven ability to sell over the phone and develop strong client relationships.
     
  • A self-starter with the ability to work effectively in a team environment.
     
  • Ability to collaborate with a variety of team members across multiple functional areas, management/experience levels, operating styles and physical locations.
     
  • Comfort working in an entrepreneurial environment and ability to deal with ambiguity.
     
  • Clean U-4.
We offer a competitive compensation and benefit package including: medical, vision and dental coverage, profit sharing retirement plan, sabbatical leave, and tuition assistance. Most importantly, Russell offers a work environment where respect for the individual and teamwork are part of our fundamental values. Russell supports workforce diversity and we are an Affirmative Action & Equal Opportunity Employer.
Папка: Lifestyle | Добавил: Пим (29.10.2010)
Р: 591

Контакт      54.196.182.102          Събота       16.12.2017, 03:33