Joel Schiffman Email & Phone Number

Vail, Co, Us

New York City Metropolitan Area

Crafted 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.

Greater New York City Area

I 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.

Greater New York City Area

Appointed 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.

Greater New York City Area

In 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.

Greater New York City Area

I 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.

Jersey City, Nj

I 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.

Bachelor Of Arts (B.A.), Economics

Activities and Societies: Sigma Alpha Epsilon fraternity, Varsity Rugby Team

Cima, Certified Investment Management Analyst