Dynamic Financial Executive with a distinguished track record in asset management, relationship management, and sales. Throughout my career, I've consistently amplified assets under management, serving a diverse clientele including institutional and retail sectors, defined contribution platforms, and insurance entities. My profound investment acumen encompasses a myriad of products and services, underscored by steadfast client relationships in both the institutional and retail domains.At Schroders, I helmed a high-caliber team devoted to defined contribution plans, sub-advisory dynamics, and insurance general accounts. This role, in tandem with prior positions, allowed me to cultivate strategic relationships with pivotal retirement platform stakeholders and spearhead institutional sales across an array of investment sectors, both traditional and alternative.My professional footprint extends beyond operational roles: I'm acknowledged for pivotal industry leadership and possess a vast, intricate web of industry affiliations. Following my recent transition from Schroders, I'm on the lookout for fresh challenges and am receptive to novel opportunities.My unwavering commitment lies in fueling financial growth, establishing meaningful collaborations, and consistently delivering unparalleled value within the financial sphere.
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Chief Revenue OfficerBidmoni Inc.Vail, Co, Us -
Head Of Strategic PartnershipsSchroder Investment Management Aug 2022 - PresentNew York City Metropolitan AreaCrafted and implemented a strategic framework aimed at cultivating synergistic partnerships with pivotal industry players. Utilized a robust network of industry wide contacts to pinpoint and engage with prospective collaborators, enhancing the firm's alliance portfolio.
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Head Of Intermediary Distribution, North AmericaSchroder Investment Management Nov 2019 - Aug 2022Greater New York City AreaI had the honor of leading an exceptional team across various pivotal channels, including sub-advisory, defined contribution, wealth management, and insurance general accounts. Together, we sculpted and navigated the vision and strategic trajectory of our intermediary business, which constituted over half of Schroders' footprint in North America. This endeavor not only highlighted the power of our united efforts but also showcased our strategic acumen in propelling significant business expansion.
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Head Of Us Defined Contribution And Insurance SalesSchroder Investment Management Jan 2019 - Nov 2019Greater New York City AreaAppointed to drive the sub-advisory and insurance general account divisions, with the additional charge of cultivating the defined contribution business. My role entailed orchestrating a strategic vision and laying out a robust execution framework in close collaboration with business leads, setting the stage for measurable success across each segment.
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Vice President & Director, Financial InstitutionsJanus Henderson Investors U.S. Aug 2015 - Jan 2019Greater New York City AreaIn my role, I undertook the dual responsibilities of a player-coach, leading a dedicated team focused on sales and client service within the insurance and defined contribution sectors. My role was hands-on, managing key client relationships while driving our strategic approach in sub-advisory sales and investment-only plans, including defined contribution, variable annuities, and retirement platforms.My expertise was pivotal in forging connections with manager research teams and C-suite executives of insurance companies, successfully positioning Janus Henderson’s investment strategies for integration into their product offerings. Collaboratively, we crafted and executed sales initiatives alongside Retirement Specialists and wholesalers, which significantly propelled our sales performance. -
Senior Relationship Manager, National Accounts - Investment OnlyColumbia Management Aug 2013 - Aug 2015Greater New York City AreaI forged strategic business relationships and propelled sales and marketing initiatives with premier retirement platforms and insurance partners. My domain expertise spanned sub-advisory sales and investment-only plans, including defined contribution and variable annuities, along with a spectrum of other retirement solutions. A cornerstone of my role was my collaboration with Due Diligence teams to diversify investment options, leading to the successful incorporation of Columbia Management funds into various platforms. Working closely with Retirement Platform Sales executives, we crafted and implemented incisive sales strategies that substantially enlarged Columbia's market presence. -
Director, Retirement Platform RelationshipsLord, Abbett & Co. Llc Jun 2008 - May 2013Jersey City, NjI actively supported strategic engagements and growth initiatives with our retirement platform partners. I developed expertise across a broad spectrum of retirement financial products, focusing on investment-only defined contribution and benefit plans, variable annuities, variable universal life insurance, and 401(k)s, among others. In collaboration with Due Diligence teams, my role was integral in understanding and addressing their needs, aligning with their selection criteria and enhancing decision-making processes. Working in concert with Retirement Platform National Sales Managers, we crafted and implemented innovative sales strategies that contributed to sustained business expansion.
Joel Schiffman Education Details
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Economics -
Cima, Certified Investment Management Analyst
Frequently Asked Questions about Joel Schiffman
What company does Joel Schiffman work for?
Joel Schiffman works for Bidmoni Inc.
What is Joel Schiffman's role at the current company?
Joel Schiffman's current role is Chief Revenue Officer.
What schools did Joel Schiffman attend?
Joel Schiffman attended University Of California, Los Angeles, University Of Pennsylvania - The Wharton School.
Who are Joel Schiffman's colleagues?
Joel Schiffman's colleagues are Stephen Soldo, Cameron Hockaday, Brittney Knowles.
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Joel Schiffman
United States1yahoo.com -
1alum.mit.edu
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2financialfreedom.com, financialfreedom.com
1 (800) 4XXXXXXX
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2wbsk.com, thewbkfirm.com
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