Vice President - Client Relations & Business Development
Emerald Advisers, LLC, Leola, PA, United States
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
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
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 possibleMaintain 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.
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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
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
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 possibleMaintain 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.
#J-18808-Ljbffr