Third Party Distribution Job Description
Third party distribution
provides leadership in the development, and execution of the business vision - helping customers transform their business and derive measurable business value from their IT investment.
Third Party Distribution Duties & Responsibilities
To write an effective third party distribution job description, begin by listing detailed duties, responsibilities and expectations. We have included third party distribution job description templates that you can modify and use.
Sample responsibilities for this position include:
Develop and manage a business plan for each Key Account
Direct and execute strategic priorities and projects that match the client objectives to include
Influence, direct and lead peer relationships Sales Management, Platform Sales, Marketing, Product Strategy, Legal, Transfer Agent to appropriately execute a coordinated strategy
Work collaboratively with the Practice Management Team to develop, refine, and manage the suite of practice management programs for financial advisors affiliated with Independent Advisors, Banks/Trusts, and Broker-Dealer firms
Coordinate with internal/external GTPD sales/service to source new business, track sales opportunity and impact, and coordinate with client-advisors to ensure timely completion of projects and deliverables
Assist in the execution of Sales Development training for the GTPD internal/external professionals
Help manage and update practice management content for use by GSAM intermediary clients
Chicago (preferred) or New York based
Sales Team & Client Engagement – present to sales and clients on investment process, portfolio positioning, current events
Work closely with TPD sales teams to facilitate product sales by providing a high level of technical expertise across the range of relevant products
Third Party Distribution Qualifications
Qualifications for a job description may include education, certification, and experience.
Education for Third Party Distribution
Typically a job would require a certain level of education.
Employers hiring for the third party distribution job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and University Degree in Finance, MBA, Business/Administration, Economics, Communication, Education, Associates, Graduate, Financial Services, Trades
Skills for Third Party Distribution
Desired skills for third party distribution include:
Corporate and government cultures
General business
Superannuation and Financial Planning
Excel and PowerPoint
Investment vehicles
Microsoft Word
Passion for ETF product line
Agile development methodology and product management
Annuity and Variable Life products and business practices
Best ideas based upon firm specific investment themes
Desired experience for third party distribution includes:
Candidate is required to work closely and support the sales team to service, expand and deepen the existing PB relationships in Singapore
Develop in-depth client relationships over time to support the growing number of distributors in the region, inclusive of 2nd and 3rd tier PB segments in Singapore
Opportunity to also work with sales leader to better understand South East Asia sales landscape and business requirements as we expand the business
Strong Microsoft PowerPoint and Excel abilities
Collaborative and collegiate team player
Possess strong interpersonal skills and maturity in handling client relationships
Third Party Distribution Examples
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Third Party Distribution Job Description
Job Description Example
Our company is growing rapidly and is hiring for a third party distribution. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for third party distribution
- Work closely with the heads of GSAM’s Existing Growth Strategy team to help execute a phone-based and digital strategy which will enhance our servicing of both existing and new advisers
- Develop a business plan for each focus firm
- Develop a clear understanding of the focus firm’s overall business including their product/platform strategy, market share
- Proactively contact focus firms with investment updates and any organizational issues to keep them fully informed
- Regularly meet with due diligence contacts to get additional funds approved for use on their platform and to maintain our current asset base
- Build a strong personal relationship with focus firm due diligence contacts (Directors of Research, CIOs and strategy analysts) and deepen these relationships over time
- Partner, effectively communicate and strategize with Strategic Relationship Managers and Sales in client efforts
- Develop strong product knowledge for all investment strategies and fee structures
- Consult and partner with Consultant Relations, Direct Sales, and Relationship Management teams to support and increase their retirement sales efforts
- Develop an understanding of focus firm’s overall business including their product platform strategy, market share
Qualifications for third party distribution
- Has good product knowledge with strong technical background
- Genuine commitment to generating and closing sales opportunities
- Strong sales personality, high energy level, resilient temperament, outgoing, resourceful and possesses intellectual curiosity
- CFA preferred but not mandatory
- Fluency in French & English is essential (written and oral proficiency)
- High caliber individual with at least 2 years of industry experience in retail fund sales/ marketing with proven track record in phone-based sales
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Third Party Distribution Job Description
Job Description Example
Our growing company is hiring for a third party distribution. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for third party distribution
- Manage/coordinate preparation for product introduction meetings including attendance of appropriate GSAM personnel and production of presentation decks
- Manage/coordinate preparation for subsequent meetings, site visits, requests for information, periodic communications
- Manage and respond to platform due diligence analysts, CIO’s and strategists inquiries and quarterly questionnaires
- Market complex industry investment themes and analysis to clients
- Effectively partner/communicate and strategize with Strategic and Key Account Relationship Managers in client efforts
- 3 to 5+ years of financial sales or due diligence experience
- CFA or working towards a CFA a plus
- Develop strong knowledge of the retail distribution market including mutual fund share class options, SMA, ‘model’ delivery/UMA, along with legal and regulatory issues
- Manage the follow up initiatives post conference call/meeting, inclusive of goal setting, reporting and tracking progress
- Work alongside the Insurance Solutions team to strategically position new strategies for clients and prospects
Qualifications for third party distribution
- Motivated self-starter who is outgoing, resourceful, with strong work ethic, high energy level and intellectual curiosity
- Knowledge of various fundamental and quantitative investment strategies including fixed income & currency, equity, and alternatives
- Excellent interpersonal skills and ability to work efficiently within a team environment
- Strong and persuasive presentation and communication skills organizational skills
- Appropriate academic credentials including graduate degree
- Working knowledge of Morningstar Direct would be advantageous
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Third Party Distribution Job Description
Job Description Example
Our growing company is looking for a third party distribution. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for third party distribution
- GSAM point of contact for our most critical platform due diligence teams
- Manage/coordinate preparation for subsequent meetings, additional requests for information, periodic communications
- Develop strong knowledge of the insurance distribution market including legal and regulatory issues
- Build, develop and maintain relationships with our UK adviser clients and prospects and
- Support new business and sales generation through active follow up with local and regional adviser networks, primarily by telephone
- Represent GSAM's range of product solutions across products and asset classes including equity, fixed income & currency, quantitative and alternative investment strategies
- Representing GSAM's range of product solutions across products and asset classes including equity, fixed income & currency, quantitative and alternative investment strategies
- External sales role calling on a list of regional broker dealer firms, RIAs, independent financial advisors, insurance companies, and banks in the NJ, DE, MD territory
- Providing secretarial and administrative support to functional team within the division
- Coordinating domestic travel arrangements and processes expense reports
Qualifications for third party distribution
- Ability to manage administrative aspects of job effectively (call reports, expense reports)
- Experienced sales or possess minimum 2-4 years of sales experience at a global asset management firm, servicing the private banking businesses in Singapore
- Working knowledge of Salesforce and FactSet/eVestment is preferred
- Minimum of 7-10 years of financial sales and/or institutional client service experience
- Requires Series 7 & 63 registrations
- Demonstrated interest in global markets, portfolio construction and the business of financial advice, with experience in EMEA
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Third Party Distribution Job Description
Job Description Example
Our company is growing rapidly and is looking to fill the role of third party distribution. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for third party distribution
- Answering phone calls from external / internal clients
- Inputting client information and activities into internal system
- Ordering supplies and keep inventory well-stocked
- Work alongside the Platform Solutions Group to strategically position new strategies for clients and prospects
- Review, enrich and maintain investor level trade and balance data
- Bespoke and ad-hoc reporting for internal sales and management teams
- Build and develop close working relationships with cross functional teams across the organization
- Collaborate with salespeople and managers on data research/analysis requests
- Analyze data workflow and processes to identify opportunities for improvement
- Investigate and resolve sales data inaccuracies and issues
Qualifications for third party distribution
- Proficiency and ideally fluency in European languages besides English
- Effective Sales and/or Sales Management experience
- NASD Series 6/7 registrations
- Experience working with RIA’s and/or independent financial advisors
- CFP, CFA and/or CIMA designation
- Extensive industry contacts a plus
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Third Party Distribution Job Description
Job Description Example
Our company is looking for a third party distribution. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for third party distribution
- Actively communicate with distributors and provide high level solutions for them
- Work with Product Capital Market team and Wholesale team to raise assets
- Mentor junior people in the group
- Establish, maintain and grow relationships with leading insurance-based advisors / consultants across both the HNW and corporate markets (travel will be required for part of this role)
- Collaborate with the service provider in the development and implementation of systems and processes that ensure a high degree of inventory integrity by confirming inventory best practices
- Sound knowledge of MS Excel, PowerPoint, Salesforce and CRM systems (desirable)
- Work closely with senior team members for ongoing client servicing and sales support, with the focus on developing into a highly self-motivated, effective, self-sustaining client coverage person in 2 to 4 years
- Lead and manage the entire internal sales process involving multi-disciplined teams including Portfolio Management, Legal, Compliance, Operations, RFP and across regions
- Participate actively in team discussions and formulation of new initiatives
- Analyze relevant market-based trends, internal or third-party research on funds
Qualifications for third party distribution
- Bachelor’s degree (concentration in finance preferred)
- Minimum of 3 to 5 years in a research-related role
- Exceptional attention to detail and high sensitivity to confidential Information
- An understanding of broker/dealer and registered investment advisory markets a plus
- Background working both with technology and with sales organizations
- Solid financial acumen, with in-depth knowledge of the Asset Management Industry and/or Business Analytics platforms and tools