Third Party Distribution Cover Letter

I am excited to be applying for the position of third party distribution. Please accept this letter and the attached resume as my interest in this position.

In the previous role, I was responsible for strategic advice on external trends, best practices, law firm/supplier markets and relationship management best practices.

I reviewed the requirements of the job opening and I believe my candidacy is an excellent fit for this position. Some of the key requirements that I have extensive experience with include:

• Advanced SQL and Excel (formulas, writing and editing macros, queries, data maintenance)
• Previous experience with large databases, datasets, or academic research
• Interest in capital markets and building a career in investment management
• Experience with Asset Management Third Party Sales (mutual fund)
• Strong relationship with regional banks
• Sufficient presentation skills on mutual fund products
• Strong communication skills in Japanese
• Fluency in French and English language (written and oral proficiency)

In response to your job posting for third party distribution, I am including this letter and my resume for your review.

Previously, I was responsible for substantial business line guidance, consistent and coordinates with responsible parties to ensure compliance to program requirements for U.S.

I reviewed the requirements of the job opening and I believe my candidacy is an excellent fit for this position. Some of the key requirements that I have extensive experience with include:

• Strong financial background with understanding and management of large budgets
• Knowledge of Annuity and Variable Life products and business practices
• Knowledge of Agile development methodology and product management
• Experience and knowledge of Revenue Management principles and philosophies
• High level of organization and control expertise, with previous experience in establishing robust governance and processes
• Understanding of the MiFID II Research Unbundling rules and other regulation that impacts the distribution of Research content
• Develops and maintains relationships with distributors' product gatekeepers, sales force, operations teams and other key stakeholders
• Recommends new product and distribution opportunities to the General Managers of each product line, including prioritization

In response to your job posting for third party distribution, I am including this letter and my resume for your review.

In the previous role, I was responsible for portfolio construction and practice management support to financial advisors to help them strengthen their client relationships and grow their business.

My experience is an excellent fit for the list of requirements in this job:

• Maintaining relationships with key business contacts both internally and externally, and providing introductions to colleagues who will manage the portfolios on an ongoing basis
• Undertaking profiling and initial fact finds to review business partners
• Facilitating the due diligence process to support the account opening of new clients to Adam Investment
• Monitoring and tracking new business activity in conjunction with the Investment Support team
• Mandarin highly desirable as a result of frequent client interaction
• Audit knowledge/experience
• Knowledge and experience with industry compliance regulations, standards and practices
• Good working knowledge of industry distribution systems and independent sales channels

Please consider me for the third party distribution opportunity. I am including my resume that lists my qualifications and experience.

Previously, I was responsible for oversight and effective challenge of risks relating to third parties to influence senior management decision-making (including investment and risk treatment).

I reviewed the requirements of the job opening and I believe my candidacy is an excellent fit for this position. Some of the key requirements that I have extensive experience with include:

• Knowledge of life/health/wealth product lines
• Frequent travel across Canada
• Bilingualism –English and French (written and spoken) an asset
• Possess strong interpersonal skills and maturity in handling clients’ relationship
• Experience marketing financial services products within a Third Party Distribution system
• Track record of crafting innovative and creative solutions to unique and complex problems
• Exemplary project management skills
• Demonstrated experience in proactively cultivating and maintaining relationships with key internal and external stakeholders to gain support for regional channel initiatives

In response to your job posting for third party distribution, I am including this letter and my resume for your review.

In my previous role, I was responsible for business insights and recommendations to the Head of TPA for improved Third Party management and assurance.

Please consider my qualifications and experience:

• Executes the 3rd party distribution strategy and deploys this new business
• Builds a pipeline of new distributors, determines the best opportunities and implements them
• Collaborate closely with Product Strategy members to explore ideas for new and / or suggest alterations to existing investment strategies / products
• Evaluate and recommend optimal products to prioritize for promotion, factoring in anticipated market trends using flows and industry trends analysis
• Maintain a strong understanding of peer universes and competitors across all asset classes and closely monitor and communicate competitor developments to GSAM stakeholders
• Leverage strong command of various systems and analytical tools (e.g., Morningstar, Broad ridge, Bloomberg) to develop insightful reports and analyses to assist with sales and client retention
• Comfortable making decisions with limited data
• Knowledge of investment management, mutual fund, and/or ETF businesses preferred