James Stevens

James Stevens Email and Phone Number

Chief Distribution Officer @ Sustainability Engines
Travelers Rest, SC, US
James Stevens's Location
Travelers Rest, South Carolina, United States, United States
James Stevens's Contact Details

James Stevens personal email

n/a
About James Stevens

Sales, business development and relationship management professional. Sales and business manager and individual contributor with a proven track record. Provide leadership to develop new business models, restructure internal resources to enter new markets. Drive sales growth and sustain profit margins. Attract new clients, expand existing client relationships and launch new products. Efficiently use the resources of the organization to provide a better client experience.CORE COMPETENCIESLEADERSHIP• Built and led teams responsible for business development, marketing, sales support and product creation. Hired, trained and mentored staff.BUSINESS STRATEGY DEVELOPMENT• Developed the strategic plan that led Van Kampen Investments entry into the sub-advisory and investment only insurance markets that resulted in year over year sales increases of 26% and 265%.SALES MANAGEMENT• Directed the activity of sales and relationship management teams ranging from two to twenty-three sales professionals in the retirement, DCIO, sub-advisory and insurance markets. STRATEGY EXECUTION• Created both strategic and tactical plans, working with management team members designed to achieve long term goals.BUSINESS DEVELOPMENT• Account Management - Created a client segmentation model based on qualitative and quantitative factors to provide structure to both the business development and field engagement process. Results were validated by Market Metrics yearly client surveys. Personally responsible for top tier clients. Received the firm’s Relationship Building award. • Sales Effectiveness - Met or exceeded personal sales goals eight out of ten years. Also partnered with European and Asian sales teams to expand US relationships globally resulting in new mandates in Japan, Italy and the UK. FINRA Series 7, 63, 66, and 24 registered

James Stevens's Current Company Details
Sustainability Engines

Sustainability Engines

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Chief Distribution Officer
Travelers Rest, SC, US
James Stevens Work Experience Details
  • Sustainability Engines
    Chief Distribution Officer
    Sustainability Engines
    Travelers Rest, Sc, Us
  • Sustainability Engines
    Co-Founder
    Sustainability Engines Jan 2024 - Present
    Our mission is to inspire and empower employees to actively engage in sustainable practices that positively impact our environment and society. Through our industry-leading Employee Sustainability Benefits, we are dedicated to fostering a culture of environmental stewardship, social responsibility, and holistic well-being. We strive to provide our members with innovative benefits that promote sustainable living, reduce our collective carbon footprint, and enhance the health and prosperity of our communities. We are committed to inspiring and implementing employee-driven sustainability initiatives in the workplace that foster long-term environmental, social, and economic prosperity for future generations.
  • Digital Workplace
    Evp - Channel Development
    Digital Workplace Mar 2019 - Present
    Boston, Massachusetts, Us
  • Agf Management Limited
    Head Of U.S. Sub-Advisory/Intermediary
    Agf Management Limited Oct 2015 - Jan 2019
    Toronto, Ontario, Ca
    Create and execute business plan to enter the U.S. sub-advisory and intermediary channels comprised of sales, product and marketing initiatives. Business leader and individual contributor responsible for strategy, business development and relationship management efforts with a product focus on both fundamental and quantitative strategies delivered as separate accounts, mutual funds and ETF’s.
  • Russell Investments
    Business Development Director - Defined Contribution
    Russell Investments Sep 2014 - Oct 2015
    Seattle, Wa, Us
    Responsible for DCIO business development and relationship management with strategic partners. Drive top down sales through product positioning. Coordinate and deliver firm resources creating access and opportunity for field sales personnel.
  • Trustivo Llc And Trustivo Technologies
    Evp, Strategic Business Development
    Trustivo Llc And Trustivo Technologies Dec 2012 - Sep 2014
    Boston, Massachusetts, Us
    • Registered Investment Advisor and SaaS/Fin Tech solution supporting the financial wellness market and the financial advisor.• Define multi-channel distribution strategy and manage ongoing channel development.• Source, qualify, negotiate, close and manage strategic partnerships.• Design and execute initiatives to increase platform membership and sales.
  • Invesco Ltd.
    Executive Director - Institutional Business Development
    Invesco Ltd. 2010 - 2012
    Atlanta, Ga, Us
    Business development and relationship management in the DCIO, Sub-advisory, wealth management and Insurance markets.
  • Van Kampen Investments/Morgan Stanley Investment Management
    Executive Director
    Van Kampen Investments/Morgan Stanley Investment Management 1996 - 2010
    Held a variety of positions including:Executive Director - Business Development• Led business development, relationship management and marketing/product initiatives for the sub-advisory and insurance markets.First Vice President - Director, Insurance Sales & Marketing• Led sales, marketing, account management, product development and P&L for packaged products and investment only.V.P. - National Sales Manager, Retirement ProductsDirected the activity of twenty-three sales personnel, including wholesalers and internal sales representatives with a product focus on full service 401(k) and DCIO offerings.
  • Fidelity Investments
    Vice President - Retirement Strategic Marketing
    Fidelity Investments 1994 - 1996
    Boston, Ma, Us
  • Painewebber
    Corportate Vice President - National Sales Manager
    Painewebber 1987 - 1995
    Us

James Stevens Skills

Mutual Funds Portfolio Management Business Development Crm Investments Investment Strategies Relationship Management Strategic Partnerships Alternative Investments Marketing Strategy New Business Development Sales Management Series 7 Strategy Asset Management Leadership Wealth Management Account Management Sub Advisory Defined Contribution Customer Relationship Management Business Relationship Management

James Stevens Education Details

  • Denison University
    Denison University
    Economics
  • Edgemont Hs
    Edgemont Hs

Frequently Asked Questions about James Stevens

What company does James Stevens work for?

James Stevens works for Sustainability Engines

What is James Stevens's role at the current company?

James Stevens's current role is Chief Distribution Officer.

What is James Stevens's email address?

James Stevens's email address is jd****@****ast.net

What schools did James Stevens attend?

James Stevens attended Denison University, Edgemont Hs.

What skills is James Stevens known for?

James Stevens has skills like Mutual Funds, Portfolio Management, Business Development, Crm, Investments, Investment Strategies, Relationship Management, Strategic Partnerships, Alternative Investments, Marketing Strategy, New Business Development, Sales Management.

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