Intermediary Sales Resume Samples

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B McKenzie

Berta

McKenzie

5651 Gerlach Ferry

Boston

+1 (555) 701 0046

5651 Gerlach Ferry

Boston

Phone

p +1 (555) 701 0046

Experience Experience

Detroit, MI

Intermediary Sales

Detroit, MI

Heller-Mraz

Detroit, MI

Intermediary Sales

Responsible for maintaining existing client relationships, perhaps in conjunction with portfolio managers and/or relationship managers
Provide world class support proactively to support business opportunities and client development
Work independently with the various product and investments groups at Fidelity in order to create solutions for intermediary clients
Develop and implement a sales strategy of global private banks
Work closely with other intenal departments (e.g. Product, Client Services, Marketing, Operations, Legal and Compliance) on planning and resources allocation
Build the intermediary business to a market leading position in terms of assets and reputation as well as provide consistent and strong representation of Hong Kong
Work closely with the intermediary business team to build and expand intermediary business in various distribution channels such as retail banks, private banks and insurance companies

Los Angeles, CA

Intermediary Sales Desk

Los Angeles, CA

Howe, Keebler and Borer

Los Angeles, CA

Intermediary Sales Desk

Proactively review sales management information, competitor information and industry press to develop client relationships and generate sales ideas
Research and monitor market developments and competitors
Gather performance and charting information for presentations, meetings and special events
Meet and exceed sales campaign targets and other key performance indicators
Execute telephone sales campaigns consistent with overall German Wholesale targets and objectives
Input and extract data from the Client Relationship Management system to support sales activity
Support the work and activities of the sales teams to deliver regional sales objectives

present

San Francisco, CA

Intermediary Sales Manager

San Francisco, CA

Toy Group

present

San Francisco, CA

Intermediary Sales Manager

present

Strong competency in portfolio performance criteria and management process
Management background or demonstrated management competencies
Working knowledge of all MS Office software
Participates in special projects and performs other duties as assigned
Ensures the adoption of the Miller Heiman framework across the sales team and monitors sales effectiveness
Develop a value proposition and service model specific to the targeted channels
In depth knowledge of the retail investment marketplace, financial markets and portfolio management strategy

Education Education

Bachelor’s Degree in Finance

University of Delaware

Bachelor’s Degree in Finance

Skills Skills

Excellent in interpersonal skills with good connectivity with distributors
Good communication skills and a good presenter
Accurate, articulate, presentable and showing initiative
Native fluency in Chinese (Mandarin and Cantonese), and excellent spoken and written English
Good time management skills
Strong team player
Computer skills, both numeric (essential) and creative

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Asset Management Intermediary Sales Resume Examples & Samples

Provide sales support to the Hong Kong Intermediary Sales team through preparing sales reports, product and market reports and analysis
Assist the team to enhance and broaden business relationships through regular client visits, product pitching and training, conference calls and meetings
Assist in marketing events, sales training, seminars and coordinate with internal parties to preparing all related materials
Prepare and translate pitch book, presentations and reports
Handle client enquiries and assist on account opening procedures, coordinate with internal parties to work towards a solution
University graduate in Business, Finance and/or related discipline with 2+ years of experience in financial industry, preferably with Asset Management business background
Professional qualifications such as CFA would be an advantage
Good team player whilst able to work independently
Able to work under strong pressure
Good analytical skills and can demonstrate a comprehensive understanding of financial markets and investment products (especially fund)
Spoken and written fluency in Chinese and English
Knowledge in Micropal, Bloomberg would be an advantage

Asset Management Intermediary Sales Resume Examples & Samples

Build and deepen strong business partnerships with assigned intermediaries (mainly to private banks) and gain our market share
Proactively communicate with all levels of employees (including gatekeepers, investment consultants, relationship managers) from various intermediaries and explore sales and other promotional activities
Understand and analyze industry development and translate into business opportunity
Prepare business report and handle business agreement related issues
Work effectively with different internal parties and able to present on the team's behalf
As a team to achieve overall business objectives, i.e. sales targets and other KPIs
University graduate in Business, Finance and/or related discipline with a minimum of 10 years of experience in financial industry, with solid intermediary or wholesales sales background
Good analytical skills and can demonstrate a comprehensive understanding of financial markets and investment products (including mutual funds, hedge funds and alternatives)
Spoken and written fluency in Chinese (Cantonese, Mandarin ) and English
Knowledge in Morningstar, Bloomberg and Reuters would be a advantage

Head of Intermediary Sales, Asset Management Resume Examples & Samples

Develop and execute multi-channel strategies including retail banks, IFA, family offices, private banks and some institutional clients
Work closely with senior management to devise the overall business strategies
Manage and strengthen existing business relationships, and build new channels
Lead and manage a small team of sales and marketing to drive business cohesively
Collaborate with other teams such as product development and investment team to enhance the overall platform

Intermediary Sales Resume Examples & Samples

Responsible for Insurance clients (VAL-Retail), prepares presentations, follows up on client contacts, and closes the deal
Responsible for maintaining existing client relationships, perhaps in conjunction with portfolio managers and/or relationship managers
Detail-oriented, Client-focused, matured and confident
Comprehensive knowledge of investment products and market with managerial skills and a proven new business generator
Experience or judgment to consistently handle complex client requirements independently may not be required

Intermediary Sales Analyst Resume Examples & Samples

Support numerous external sales people as an internal point person for existing and prospective clients in the sub-advised, DCIO intermediary market
Maintain detailed knowledge of each client’s portfolio accounts and prepare thoughtful investment analysis in determining opportunities for cross-selling investment products
Work closely with the group’s management to prepare business plans, sales objectives, forecasts, and sales channel reporting, and analyze financial P&L statements for the business
Maintain detailed client and prospect databases and coordinate mass client distributions and communications
Coordinate and support group needs for client and industry conferences
Bachelor’s degree and relevant sales/marketing experience with an investment management organization or other financial services firm
Series 6/7 and 63 licenses preferred (MSIM will sponsor candidate’s licensing requirements, as necessary)
Excellent communication, interpersonal, and presentation skills
High degree of professionalism, organizational and time management skills, with the ability to work well under pressure while managing multiple responsibilities
Demonstrated success in taking initiative and delivering immediate and independent action to solve business problems
Commitment to a team-oriented environment and a willingness to openly share ideas and leverage the expertise of others in order to generate new ideas

VP, Intermediary Sales Resume Examples & Samples

Bachelor's degree in Finance or Economics
Minimum 3-5 years sales experience in asset management
Experience of sales to China retail distributors preferred
Consultative sales approach, with strong product and investment knowledge across equities and fixed income
Native Mandarin speaker, with fluency in spoken and written English is a requirement for the role

Intermediary Sales Resume Examples & Samples

Develop and implement a sales strategy of global private banks
Grow and maintain AUM
Deliver investment presentations to clients
Coordinate and ensure delivery of after sales service to clients
Liaise with Marketing to ensure the appropriate activities are undertaken to support the product range
Work closely with other intenal departments (e.g. Product, Client Services, Marketing, Operations, Legal and Compliance) on planning and resources allocation

Head of Intermediary Sales Resume Examples & Samples

Building and managing sales team in respect to client relationships, sales activities (including wholesale activities), facilities and staff performance and development
Contributing to the development of junior staff to improve overall sales capabilities
Developing sales strategies for both national and regional accounts and executing it well co-working with team member and other related departments
Taking the lead on enhancing business relationships with key accounts
Closely collaborating with the Wholesale Solutions team to ensure maximum effectiveness of handling wholesale support for the clients
Having collaborated closely with internal support functions on a regular basis and building strong and good relationships with them
Taking the lead on listening to our customer voices and promoting to improve customer experience
Strong understanding on business and excellent knowledge of financial services industry
Experience in Investment trust/asset management industry with more than 10 years
Excellent interpersonal, communication and presentation skills. Verbal and written fluency in English
Strong people and organization management skills
Must have a passion for improving team to become winning organization
Excellent project management skills, well-developed analytical thinking, able to multi-task, flexible with a strong sense of responsibility, business, self-motivated and self-learner
Proactive focus is required with a high degree of responsiveness, quick turnaround, impeccable follow-up and a focus on exceeding expectations
Ability to work under pressure in a fast-changing and demanding environment: must be able to handle, coordinate, and prioritize multiple tasks, issues, and problems, ensuring resolution
Relevant knowledge of the rules and regulations governing asset management and intermediary sales is required
Ability to work at differing levels of details; both big picture concepts and complex, detailed issues
PC literacy(Excel, Word, Power Point)

Intermediary Sales Executive Resume Examples & Samples

Develops, maintains and broadens relationships by thoroughly understanding the philosophy and dynamics of the organization and acts as a trusted adviser/consultant in matching needs with Vanguard products and services
Achieves sales and sales activity goals within the spirit of Vanguard's Code of Ethics
Raises awareness of Vanguard's ETFs and related services and delivers key Vanguard messages through targeted prospecting activities including but not limited to; cold-calling, direct mail campaigns, face-to-face meetings, client seminars, and attendance at national and regional industry conferences
Responsible for reporting sales activities to support Vanguard Unmatchable Excellence programs
Leads/participates in other projects/duties as assigned
Undergraduate degree or equivalent combination of experience and training
Minimum five years financial services industry and sales experience
Good working knowledge of PC and MS Office software. Understanding of CRM systems

Sales Rep, Intermediary Sales Resume Examples & Samples

0-1+ years of experience in Sales that directly aligns with the specific responsibilities for this position
Proficiency in Communication including presentations, Problem solving, and Microsoft Office Suite (Excel, PowerPoint, Word, Outlook)
Possesses a bias for action and avoids workplace distractions
Drives performance targets to completion
Must be able to travel up to 90% domestically #LI-POST

Sales Rep Trainee, Intermediary Sales Resume Examples & Samples

Builds & maintains effective relationships with assigned Advisors, Registered Representatives, Brokers &/or Plan Sponsor/Participants to ensure a high level of satisfaction & increase revenues
Conducts site visits to assigned Advisors, Registered Representatives, Brokers &/or Plan Sponsor/Participants to achieve sales targets
Cultivates, manages, & maintains basic Advisor, Registered Representative, Brokers &/or Plan Sponsor/Participants client relationships within assigned territory
Develops & executes basic plans to increase/gain opportunities to introduce Lincolns products/services, mgmt & other resources to targeted Advisors, Registered Representatives, Brokers &/or Plan Sponsor/Participants
Develops, maintains & executes basic sales plans to increase sales revenue & market share with assigned Advisors, Registered Representatives Brokers, &/or Plan Sponsor/Participants
Ensures any potential conflicts regarding Lincolns products/services are resolved
Increases/gains awareness of Lincoln's products & services with Advisors, Registered Representatives, Brokers &/or Plan Sponsor/Participants
Maintains sales call data in appropriate systems &/or completing sales reports
Meets or exceeds all department &/or sales goals/targets for his/her assigned territory
Profiles assigned basic territory & assigned Advisors, Registered Representatives, Brokers &/or Plan Sponsor/Participants o target relationships to build & identify which firms/institutions would be interested in LFG offerings
Provides feedback to internal partners on existing & targeted Advisors, Registered Representatives, Brokers &/or Plan Sponsor/Participants
Provides information, education, training & advice on companys products & services to assigned Advisors, Registered Representatives, Brokers &/or Plan Sponsor/Participants
Provides sales support tools, sales & marketing ideas on Lincolns products/offerings to assigned Advisors, Registered Representatives, Brokers &/or Plan Sponsor/Participants
0 - 1+ Years of experience in intermediary sales that directly aligns with the specific responsibilities for this position (Required)

Senior Sales Rep, Intermediary Sales Resume Examples & Samples

Builds & maintains effective long-term relationships with assigned Advisors, Registered Representatives and/or Brokers to ensure a high level of satisfaction & increase revenues
Collaborates with internal stakeholders on proposals &/or promotional materials for his/her assigned area(s) of responsibility
Conducts site visits to assigned Advisors, Registered Representatives &/or Brokers to achieve sales targets
Cultivates, manages & maintains Advisor, Registered Representative and/or Broker client relationships within assigned territory
Develops & executes plans to increase/gain opportunities to introduce Lincoln's products/services, management & other resources to targeted Advisors, Registered Representatives and/or Brokers
Develops & executes sales plans to increase sales revenue & market share with assigned Advisors, Registered Representatives &/or Brokers
Develops & maintains collaborative relationships with internal stakeholders to achieve sales objectives
Ensures any potential conflicts regarding Lincoln's products/services are resolved
Increases/gains awareness of Lincoln's products & services with Advisors, Registered Representatives and/or Brokers within his/her assigned territory
Maintains expense budgets to set limits
Meets or exceeds all department and/or sales goals/targets for his/her assigned territory
Profiles assigned territory & assigned Advisors, Registered Representatives and/or Brokers to target relationships to build & identify which firms/institutions would be interested in LFG offerings
Provides feedback & intelligence to internal partners on existing & targeted Advisors, Registered Representatives &/or Brokers
Provides information, education, training & advice on company's products & services to assigned Advisors, Registered Representatives &/or Brokers
Provides sales support tools, sales & marketing ideas on Lincoln's products/offerings to assigned Advisors, Registered Representatives &/or Brokers
Supports Relationship Management retention efforts & looks for opportunities to cross sell & cross partner with appropriate stakeholders
1 - 3+ Years experience in intermediary sales that directly aligns with the specific responsibilities for this position(Required)

Intermediary Sales Desk Resume Examples & Samples

Execute telephone sales campaigns consistent with overall German Wholesale targets and objectives
Meet and exceed sales campaign targets and other key performance indicators
Deliver guided sales campaigns effectively through the use of sales scripts and other FIL products and materials
Execute and deliver client requirements in an efficient and effective manner
Production of management information and appropriate reporting of campaign activity
Support the work and activities of the sales teams to deliver regional sales objectives
Support pre and post-sale client activity as required, in particular the fulfilment of client literature and product information
Deliver a high standard of sales support interaction with sales teams and clients following agreed processes and controls
Input and extract data from the Client Relationship Management system to support sales activity
Help analyzing the existing customer base to identify opportunities aiming at promoting FIL products and services and achieving the team sales goals especially for not yet raised potential for small and medium-sized clients
Proactively review sales management information, competitor information and industry press to develop client relationships and generate sales ideas
Act as first point of contact for complex client issues that require navigation through FIL to resolve
Prepare investment analysis by using internal sources as well as Morningstar, FWW Fund Analyzer and Bloomberg
Prepare and monitor standard presentations and participate in seminars and roadshows
Gather performance and charting information for presentations, meetings and special events

Regional VP-intermediary Sales Resume Examples & Samples

Work in with Sales Leaders to develop and execute business plan and sales strategy that ensures attainment of regional sales goals (by revenue, plan count and product mix)
Effectively and efficiently expand relationship with retirement focused advisors in assigned territory
Follow prescribed sales process, works closely with group to ensure effective and professional proposals and sales presentations
Effectively manage T&E budget to control cost of distribution
Deliver worksite education/enrollment meetings for larger sold plans

AVP, Intermediary Sales Mgt S Resume Examples & Samples

Analyzes benchmarks and performance metrics to track sales plan progress, effectiveness, return on spend and bottom-line impact
Anticipates and provides Intermediary Sales strategies/solutions to complex problems or trends
Builds, enhances and maintains relationships with Advisors/Registered Representatives for assigned areas to drive sales results and build a comprehensive understanding of external partner's business, product and customer experience needs
Collaborates with key internal stakeholders and senior management to identify synergist/cross selling opportunities within the Lincoln Financial Group business portfolio
Contribute to developing Intermediary Sales strategies which have substantial impact on sales revenue and increase in market share within his/her assigned area(s) of responsibility
Delivers top and bottom line financial results, consistently achieves growth targets and profitability, and establishes sales growth and profitability targets
Develops and maintains sales programs with Intermediary Sales external clients within assigned region
Develops financial budgets for assigned Intermediary Sales region
Develops, implements and oversees the execution of strategic sales and business plans for assigned Intermediary Sales region
Directs and oversees sales promotion and product training meetings for assigned clients/customers and existing or prospective
Identifies Intermediary Sales external partner's business, product and/or customer experience needs and Collaborates with internal key stakeholders and senior management to service assigned territory
Identifies new business opportunities while managing and retaining existing business
Provides strategic direction and oversight on assigned Intermediary Sales team(s) sales goals and objectives
10+ Years experience in Intermediary Sales that directly aligns with the specific responsibilities for this position, including 3+ years of managerial, supervisory, and/or demonstrated leadership experience including influencing senior management/critical stakeholders experience(Required)

Senior Manager, Intermediary Sales Resume Examples & Samples

Marketing and selling Invesco funds to various distribution channels including but not limited to consumer banks, IFA and insurance companies in Hong Kong
Building and maintaining the overall relationship with high standard of client service with all levels with our distribution partners
Provide quality support to distributors
Assist in exploiting new channels and business opportunities, developing new distribution partnership and pitching new/existing product ideas
Achieve sales and revenue target as assigned
Achieve agreed level of client engagement activities
Representing Invesco as the speaker in different seminars and presenting our market views and investment product ideas professionally
Work closely with the team in developing new product ideas, product focus and sales ideas to enhance business opportunities
Communicate effectively to the team and other departments on distributors’ requirements and expectations
Lead or participate in other ad-hoc projects as assigned
Actively provide market intelligence and analyses for strategic planning and business development
Work closely with other departments in delivering timely response to the clients
Provide guidance to junior members on the team
At least 7 years of sales and marketing experience in financial and / or fund products
Excellent in interpersonal skills with good connectivity with distributors
Innovativeness in coming up with new ideas in response to prospects’ needs
Native fluency in Chinese (Mandarin and Cantonese), and excellent spoken and written English

Director Intermediary Sales Resume Examples & Samples

Driving sales of AAMs products in a defined geographic territory by developing and expanding relationships
Leveraging a deep understanding of the varying RIA, FO, MFSA business models and designing a sales strategy around each framework
Producing expected sales results and territory activity levels as defined by senior leadership
Positioning and differentiating AAM and our products against competitor firms and their products
College degree and minimum two years of related work experience
Series 7 and 63 Licenses
Intermediate investment/product knowledge
Strong consultative phone and sales skills
Demonstrated success in an autonomous, proactive environment
Strong investment/product knowledge
Sophisticated relationships management skills
Working towards CFA preferred

Intermediary Sales Manager Resume Examples & Samples

Manages staff. Provides guidance, training, and motivation as necessary to develop staff. Hires, evaluates and counsels crew. Sets performance standards, reviews performance, provides feedback and recommends wage increases/adjustments in accordance with the applicable HR policies and procedures. Administers disciplinary action when needed in accordance with Vanguard HR policies
Build a business strategy for the targeted channels with the Head of Intermediary, to maximize Vanguard presence, penetration and sales opportunities within these specific channels
Work closely with Intermediary Sales Team to identify, develop and close opportunities within the targeted channels that leads to increased sales into Vanguard products
Own selected accounts, implement plans and negotiate partner programs. Own selected relationships
Manage the communication and execution of strategy on behalf of the Intermediary team and ensure all objectives and actions are implemented, achieved and reported
Develop a value proposition and service model specific to the targeted channels
Identify, establish and maintain new and existing relationships with key individuals, entities and industry bodies to increase Vanguard’s sales and promote its value proposition
Maintains specific account plans using Large Account Management Process (LAMP), with appropriate groups, ensuring key activities are recorded and updated regularly
Identify client needs within this specific channel, access global best practice resources and propose appropriate, practical and robust market solutions tailored to this audience
Responsible for assessing industry trends and impacts on future business strategy
Develops marketing campaigns in conjunction with internal stakeholders
Works closely with internal stakeholders (i.e., Marketing, Investment Research, Internal Sales, and Senior Managers) to obtain support in building relationships
Participates in special projects and performs other duties as assigned
Minimum of ten years financial services experience
Ability to think and perform strategically, bringing innovative solutions to complex client or prospect situations
Ability to successfully develop strong working relationships with senior executive management in the IFA/Accountancy channels and internally within Vanguard
Excellent communication skills and ability to communicate with senior stakeholders
Completion of RG146 qualification
Good knowledge of investment offerings and/or retirement plan services
Strong knowledge of the competitive environment, preferred
Excellent presentation skills. Excellent oral and written communication skills

Intermediary Sales Associate Director Resume Examples & Samples

Maintains up-to-date knowledge of products and services of all Fidelity companies and identifies needs for new products and works closely with the centralized product development group to meet customer requirements
Closely work with Wholesale Solutions, Marketing, Client Service, OAM and other internal stakeholders including overseas offices to meet client’s need and help generate business
Strong technical understanding of application support needs for a regional office
Extremely client focused the candidate must be able to understand and pro-actively meet client needs
Experience in managing critical application projects for clients and being accountable to management
Experience in managing a critical services with knowledge of safe change management process and how to pro-actively avoid outages and issues
Excellent analytical problem solving skills, able to breakdown complex data and display logical thinking in order to manage content and data
Excellent communication skills and experience in providing management reporting
Well organised self-starter with good attention to detail and project management experience
Strong technical understanding of systems and application architecture

Manager, Intermediary Sales Resume Examples & Samples

Proactively identify and pursue sales opportunities with targeted clients through understanding of their business model and needs
Implement effective sales strategy for key clients to grow and deepen relationship and AUM
Lead new product pitches and presentations
Engage clients across functions, from gatekeepers to investment specialists and relationship managers
Manage new account and/or new fund onboarding process from end to end
Develop in-depth understanding of Invesco funds and keep abreast of new product developments to deliver best-in-class solutions to clients
Deliver sales and AUM targets
At least 5 years of sales and marketing experience in financial and / or fund products
Proven track record in selling to retail banks(branch network / front line selling), gatekeepers of retail banks / private banks, and private bankers
Good technical knowledge in investment
Highly driven, results-oriented self-starter
Good communication skills and a good presenter
Computer skills, both numeric (essential) and creative

Intermediary Sales Manager Resume Examples & Samples

Manages staff. Provides guidance, training, and motivation as necessary to develop staff. Hires, evaluates, and coaches the team. Sets performance standards, reviews performance, provides feedback and recommends wage increases/adjustments in accordance with all applicable Human Resources policies and procedures
Achieves established sales and retention goals through personal direction of all executive and staff level activities of the sales process. Provides leadership and guidance to other sales executives, extended sales team members and support staff to achieve the highest levels of performance in new business development
Leads and drives BDM & BDC activity identified in the trimester plan or as required
Coaches BDM and BDC's on client and opportunity strategies, ensuring that all objectives, strategies and actions are implemented, achieved and reported
Ensures the adoption of the Miller Heiman framework across the sales team and monitors sales effectiveness
Develops strong relationships with senior and executive management of prospect and client organizations. Effectively identifies prospect/client needs and proposes appropriate Vanguard solutions
Uses expertise of market and competitive environments to help position Vanguard's services appropriately
Eight to ten years financial services experience with at least five years in a senior level client or prospect relationship role. Three to five years of successful adviser sales experience preferred
Proven ability to successfully develop strong working relationships with executive management in the prospect organization and internally within Vanguard
Completion of PS146 qualification will be required
Extensive knowledge of investment offerings and/or retirement plan services
Strong knowledge of the institutional competitive environment, preferred
Excellent executive presence, poise and presentation skills
Strong leadership and personnel development skills