Joel Mullins Email & Phone Number

Greater Minneapolis-St. Paul Area

• Responsible for development and implementation of strategy to support the global platform of mutual funds, ETFs and 529 Plans.
• Collaborate with organizational partners to seek opportunities to mitigate risk for the firm.
• Lead team in managing the day-to-day business for mutual fund, ETF and 529 product sets.
• Develop, implement and manage an efficient and effective process for onboarding new products onto the investment platforms.
• Oversee the firm's strategic partner program to ensure alignment with key initiatives and to appropriately leverage relationships with partner entities.
• Monitor the regulatory environment to determine opportunities for policy and process changes as required.

Greater Minneapolis-St. Paul Area

• Lead team in managing the mutual fund product set within RBC U.S. business lines.
• Manage the review of new product offerings and platform enhancements for existing products.
• Conduct research on competitive landscape and industry trends ensuring product offerings are competitive and align to our clients' investment strategies.
• Develop and maintain relationship with product vendors to enhance products and services within each business channel.

Greater Minneapolis-St. Paul Area

• Managed business relationships with over 90 mutual fund families to support placement of product within Ameriprise investment platforms.
• Facilitated the onboarding process of new mutual funds including due diligence, contracts, operations and presentations to Investment Committee.
• Collaborated across the organization a part of multiple project focused on key initiatives within Wealth Management Solutions such as implementation of new Department of Labor regulations.

• Responsible for Capital Markets product management, product development, product enhancements, pricing, sales promotion and P&L management.
• Led team responsible for product management activities for all Capital Markets products consisting of equities, fixed income, ETFs, options and unit investment trusts. Activities include competitive analysis.
• Drove Capital Markets initiatives across multiple business units including Clearing, Service Delivery, Legal, Compliance, Supervision, Marketing & Communications, Sales Consulting, and Investment Research.

• Led a team providing risk mitigation, reporting and analytic support for Wrap business line.
• Provided oversight of outsource vendor supporting Wrap product.
• Established and maintained relationships with internal and external business partners.

• Developed and implemented a new discretionary investment advisory product. Collaborated cross-functionally with legal, compliance, service and technology leaders to produce the first “Representative as Portfolio.
• Developed and implemented a new model management and portfolio rebalancing tool being utilized with investment advisory accounts.
• Implemented a targeted strategy, providing useful advisor segmentation data to key mutual fund wholesaling partners, to increase sales across all managed account solutions.
• Served as subject matter expert for internal sales representatives and financial advisors to provide product and industry expertise to further drive managed account sales and grow advisor practices.

• Performed concurrently in two distinct roles.
• Developed and championed sales strategy in partnership with marketing, sales, and investment management aimed at growing and retaining assets under management within specific mutual fund product lines.
• Served as point-of-contact for 20+ external asset managers as well as multiple internal teams for operation and marketing of sub-advised investment products.

• Developed and maintained sales relationships with financial advisors via teleconferences and in-person meetings.
• Provided actionable sales ideas to targeted advisors driving annuity and mutual fund sales.
• Consulted with advisors on specific client cases to assist in closing business.

• Established and developed sales relationships with financial advisors and field leaders through in-person meetings throughout a six-state territory.
• Developed sales strategies utilized with targeted advisors driving sales.
• Uncovered opportunities for advisors to grow their business through investment sales.
• Presented at client and prospect seminars to assist advisors in growing their businesses.