Vice President - Client Relations & Business Development
Emerald Advisers, LLC, Leola, PA, United States
Emerald Advisers, LLC
Job Title: Vice President – Client Relations & Business Development
Company Name: Emerald Advisers, LLC
Company website: www.teamemerald.com
Job Location: King of Prussia, PA (19406) (and certain Mondays in Leola, PA)
Hybrid: Currently 3 days office / 2 days WFH
FUNCTION GOALS: Assist in maintaining and increasing firm assets by implementing a strategically-focused sales plan geared to identify new business opportunities and to maintain existing relationships.
PRIMARY RESPONSIBILITIES: Client Service & Sales Support Identify, qualify and cultivate new prospects across multiple sales channels (Consultant, Institutional, OCIO, Sub-advised, 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 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 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 RESPONSIBILITIES: At the direction of the CMO & Head of Distribution, 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: 3-7 Years of 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
Compensation
: The position offers a combination of salary and performance-based incentives commensurate with education and experience. Benefit package includes health insurance and 401(k). Emerald is employee-owned via participation in the Company’s ESOP plan.
Contact e-mail Address:
careeropportunities@teamemerald.com
FUNCTION GOALS: Assist in maintaining and increasing firm assets by implementing a strategically-focused sales plan geared to identify new business opportunities and to maintain existing relationships.
PRIMARY RESPONSIBILITIES: Client Service & Sales Support Identify, qualify and cultivate new prospects across multiple sales channels (Consultant, Institutional, OCIO, Sub-advised, 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 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 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 RESPONSIBILITIES: At the direction of the CMO & Head of Distribution, 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: 3-7 Years of 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
Compensation
: The position offers a combination of salary and performance-based incentives commensurate with education and experience. Benefit package includes health insurance and 401(k). Emerald is employee-owned via participation in the Company’s ESOP plan.
Contact e-mail Address:
careeropportunities@teamemerald.com