Managing Director - Head Of Financial Institutions Group (Fig)
Paris, France, Fr
Head of Financial Institutions Group responsible for building wholesale business through intermediaries and advisers/consultants of national brokerage firms, insurance carriers, private banks, TAMPS, regional B/D's and RIA's. Responsible for all aspects of the sales management, product development, maintenance and continued growth of Rothschild's High Net Worth and Third Party Distribution efforts.Successfully built the new business asset base at this historically institutional firm raising over $2.5 billion by partnering with national accounts professionals and advisers of intermediaries including Ameriprise, American Portfolios, Goldman Sachs, Wells Fargo, Morgan Stanley, UBS, LPL, Charles Schwab, New York Life, Lincoln Financial, MetLife, Sagemark Consulting, Credit Suisse, Graystone, Envestnet, BNY Mellon/Lockwood, among others.Acted as product specialist for all client/platform events, seminars, conference panel presentations, due diligence reviews and client account reviews while managing all FIG sales team and portfolio managers servicing activities. Senior Relationship manager for all FIG institutional and HNW clients while developing all key account/platform professional relationships and servicing their ongoing legal review, contract negotiations, partnering schemes, conference budgeting, system conversions, open product searches and new product launches.