Assistant Director Sales Execution
Current• Drive and support deal strategy in both Tax Exempt & Corporate Retirement Markets. • Cultivate and maintain strong intermediary relationships and prospects. • Identify sales and pipeline opportunites through concentrated calling efforts, mailings and strategic marketing initiatives. • Project manage all RFP's, proposal mailings & presentation projects.• Price new business up to $30M in assets while collaborating with the pricing analyst on strategy, mapping of investments and positioning of fees. • Conduct competitive research and construct summary reports to prepare Regional Vice President for finals presenations. • Maintain/update sales prospect information in centralized database to ensure quality of sales reporting, commissions and compliance. • Lead campus recruiting intern searches for corporate retirement, resulting in full time hire.• Assist management with interviewing, new hire onboarding & training for all AD’s hired in the past 2 years.