Andrew Wajntraub

Andrew Wajntraub Email and Phone Number

Senior Financial Services Professional - Australia>USA>Australia @ NMG Group
singapore, singapore
Andrew Wajntraub's Location
Greater Melbourne Area, Australia
Andrew Wajntraub's Contact Details
About Andrew Wajntraub

• Originally from Australia, a Senior Financial Services Professional who relocated from Chicago, USA back to Melbourne, Australia.• Possesses a comprehensive track record of designing/executing distribution and business development strategies in banking, wholesale, institutional, and SFO/MFO channels. • Experience in developing & managing key strategic partner relationships, including UBS, Wells Fargo Morgan Stanley, and Merrill Lynch. • Raising significant assets across various market segments, with $2.6Bn (USD) raised over the course of a career in asset management.• Comprehensive experience in both traditional and alternative strategies.• Skilled in a wide array of functions including distribution, business development, client relationship management, marketing & branding strategy, and implementing impactful client communication programs. • Concise and creative communicator, with a history of partnering with clients internationally and nationally throughout the U.S., coordinating marketing efforts across multiple departments, and training/mentoring employees.Areas of Expertise: • Distribution• Business Development• Client Relationship Management• Marketing & Branding Strategy• Employee Training/Mentoring• Budget AccountabilitySelected Achievements:• Sharpe Financial Consulting - Executive Director (2019-2022): Advised a $650MM SFO expanding to a MFO, with $2.7Bn+ in committed investable assets. • Zacks Investment Management - Director of National Accounts (2015-2019): Headed distribution & business development efforts across all product lines and managed all key client relationships. Directed the raising of over $1.8Bn in new assets in 4.5 years. • Oak Ridge Investments - Vice President (2002-2005, 2011-2014): Co-Led East Team's business development, client relationship management, and marketing efforts. Raised over $790MM in equity assets in 6.5 years.• Wunderkind Group - Director of Financial Services Consulting (2006-2009): Led the Firm’s Financial Services Consulting Group, advising institutional consultants, SFO/MFOs, and UHNW RIAs.• Morgan Stanley, Graystone Wealth Management Services - Associate (1999-2002): Partnered with two senior financial consultants overseeing six client relationships with combined assets of $1.3 Billion. Member of Graystone's manager research team.

Andrew Wajntraub's Current Company Details
NMG Group

Nmg Group

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Senior Financial Services Professional - Australia>USA>Australia
singapore, singapore
Website:
nmg-group.com
Employees:
37
Andrew Wajntraub Work Experience Details
  • Nmg Group
    Financial Serices Consultant
    Nmg Group May 2023 - Present
    Melbourne, Victoria, Australia
    NMG Group is a global advisory and intermediary firm focused exclusively on the financial services sector. NMG Consulting provides market insight and advice across products, distribution, marketing, and operations for asset managers worldwide.- Contributing key data to the annual NMG Global Asset Management Study. The study is designed to objectively inform asset managers and investment buyers of client needs, behavioral drivers, and competitive strengths & weaknesses.- Collecting and analyzing quantitative & qualitative data from investment decision-makers including institutional asset owners, asset consultants, and retail gatekeepers.- Responsible for evaluating and delivering key metrics involving investment performance, asset allocation, global investment factors, risk management, key challenges, pricing, and fees.
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  • Sharpe Financial Consulting
    Executive Director
    Sharpe Financial Consulting Sep 2019 - Aug 2022
    Chicago, Il
    Sharpe Financial Consulting was a Chicago-based business consulting firm specializing in advising single-family offices, multi-family offices, and UHNW RIAs. - Advised a $650MM family office expanding to a multi-family office, with $2.7Bn+ in committed investable assets.- Product Development & Positioning: Developed product positioning based on market insights and business case viability. Created a marketing strategy to launch new products and rebrand services.- Value Proposition Creation & Communication: Turned concepts into practical marketing materials that resonated with the target audience. Crafted product and service messaging that effectively communicated the value proposition to cultivate client relationships.- Brand Strategy Development & Evolution: Developed brand strategy & articulation for new and existing products and services.- Managed a staff of four, including an administrative assistant, graphic designer, public relations professional, and marketing associate.
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  • Zacks Investment Management
    Director Of National Accounts
    Zacks Investment Management Jan 2015 - Apr 2019
    Chicago, Il
    Zacks Investment Management is a Chicago-based investment advisor, managing assets for banks, broker-dealers, independent broker-dealers, institutional consultants, single-family offices, multi-family offices, and HNW clientele. - Headed firm-wide product distribution and client relationship management efforts. Responsible for developing and implementing sales and distribution strategies across all product lines.- Managed all key strategic partner relationships, including UBS, Merrill Lynch, Morgan Stanley, Charles Schwab, Wells Fargo, New York Life, Advisor Group, Lincoln Financial, and Mass Mutual.- Directed the raising of over $1.8Bn in total new assets. Facilitated the increase in Firm AUM from $4.2Bn to $8.1Bn, 93% growth in 4.5 years.- Spearheaded raising over $420MM on the Envestnet platform (Fintech/TAMP). Increased Zacks’ platform assets from $200MM to $950MM, 475% growth in 4.5 years.- Initiated and successfully completed the addition of Zacks Dividend Strategy to the UBS Managed Accounts Platform.- Formulated and administered sales strategies, value-added programs, and business-building tools that supported the 13-member national sales team in growing their revenues and better managing their businesses.- Travelled regularly to participate in sales/client service meetings, due diligence discussions, special events, and industry conferences.- Oversaw staff of three, including RFP/RFI coordinator, marketing associate, and administrative assistant.
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  • Oak Ridge Investments
    Vice President
    Oak Ridge Investments Jun 2011 - Mar 2014
    Chicago, Il
    Oak Ridge Investments is a Chicago-based investment advisor, managing assets for banks, broker-dealers, independent broker-dealers, institutional consultants, multi-family offices, and HNW clientele. - Co-led East Team’s business development, client relationship management, and marketing efforts over a 26-state territory.- Raised over $340MM in SMA equity assets, surpassing sales and revenue targets, growing the Firm’s AUM from $3.2Bn to $4.2Bn. - Raised $49MM in assets for the Oak Ridge Mid Cap Growth portfolio, growing portfolio assets from $67MM to over $135MM over 33 months. 100%+ asset growth in 33 months.- Collaborated with portfolio managers and marketing team to develop brand strategy and marketing material.- Traveled regularly within the territory of 26 states to participate in sales/client service meetings, due diligence discussions, special events, and select industry conferences.
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  • Chicago Coffees And Teas
    Co-Owner/Director Of Marketing And Business Development
    Chicago Coffees And Teas May 2009 - May 2011
    Chicago, Il
    Chicago Coffees and Teas was the premier purveyor of sustainably-grown gourmet coffees and teas, serving Chicago area restaurants and hotels. - Spearheaded company-wide business development and client retention efforts to grow company revenue from $0 to $1.1MM in 19 months, growing client base to over forty restaurants and hotels.- Designed, developed, and implemented sales & distribution strategies. Created branding strategy, authored website copy, and firm-wide marketing & sales materials.- Managed a staff of six including three sales professionals, graphic designer, social media consultant, and an administrative assistant.
  • Wunderkind Group
    Director Of Financial Services Consulting
    Wunderkind Group Feb 2006 - Apr 2009
    Chicago, Il
    Wunderkind Group was a Chicago-based management consulting firm that specialized in advising small to medium size companies to improve marketability, efficiency, and profitability. - Designed, developed, and implemented marketing, sales, and distribution strategies for institutional consultants, multi-family offices, UHNW RIAs, and estate planning specialists. - Developed key messages, establishing brand equity, authoring and editing marketing and sales copy, including websites and public relations copy for various clients. - Managed six employees, including two sales professionals, graphic designer, web designer, public relations professional, and an administrative assistant.
  • Oak Ridge Investments
    Vice President
    Oak Ridge Investments Feb 2002 - Jul 2005
    Chicago, Il
    Oak Ridge Investments is a Chicago-based investment advisor, managing assets for banks, broker-dealers, independent broker-dealers, institutional consultants, multi-family offices, and HNW clientele. - Co-led East Team’s business development, client relationship management, and marketing efforts over a 26-state territory.- Raised over $450MM in SMA equity assets, playing a direct role in growing firm AUM from $820MM to $2.3Bn. - Authored firm-wide marketing and sales materials, including corporate presentations, sales tools, and quarterly portfolio commentaries.- Delivered marketing presentations and led client service and portfolio review meetings for groups ranging up to 200 people.- Trained sixty internal and external sales representatives at Pioneer Investments for “new” product rollout (Oak Ridge Small to Mid-Cap Growth Fund).- Oversaw staff of three, including RFP/RFI coordinator, marketing associate, and administrative assistant.
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  • Morgan Stanley
    Associate
    Morgan Stanley May 1999 - Jan 2002
    Chicago, Il
    Morgan Stanley - Graystone Wealth Management Services, was a specialized investment advisor, providing investment counsel to UHNW clients with investable assets of $100MM+. - Partnered with two Senior Financial Consultants overseeing six client relationships with combined assets of $1.3 Bn.- Member of Graystone's manager research team. Participated in due diligence and manager selection discussions with top-tier traditional and alternative asset managers in various asset classes. - Designed and authored firm-wide marketing material, including the ‘Graystone Foundation Survey Report’, sent to 250+ prospective clients, resulting in $380MM in new client assets. - Managed all phases of marketing campaigns, supervised print operations, and coordinated mailings.
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Andrew Wajntraub Skills

Strategy Crm Integrated Marketing Investments Marketing Business Development Management Copywriting Social Media Sales Financial Services Investment Strategies Securities Salesforce.com Email Marketing

Andrew Wajntraub Education Details

Frequently Asked Questions about Andrew Wajntraub

What company does Andrew Wajntraub work for?

Andrew Wajntraub works for Nmg Group

What is Andrew Wajntraub's role at the current company?

Andrew Wajntraub's current role is Senior Financial Services Professional - Australia>USA>Australia.

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What schools did Andrew Wajntraub attend?

Andrew Wajntraub attended University Of Illinois Chicago, University Of Illinois Chicago, The Second City.

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Andrew Wajntraub has skills like Strategy, Crm, Integrated Marketing, Investments, Marketing, Business Development, Management, Copywriting, Social Media, Sales, Financial Services, Investment Strategies.

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Andrew Wajntraub's colleagues are Serbia Carmen, 韩东勋, Delphine Lesauvage, Paulina Ntuli, Yoong Kit Lee, Asha Mol, Slomon Menniboe.

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