Joseph Eck Email & Phone Number

Braintree, Ma, Us

Boston, Massachusetts, Us

Chicago, Il, Us

Led a team of sales executives covering all distribution channels for Workplace products including managed accounts, fiduciary services and investment management.

Sunnyvale, Ca, Us

Kansas City, Missouri, Us

Responsible for business development and client relationship management for financial institutions.

Hartford, Ct, Us

2009-PresentResponsible for business development and client relationship management for Hartford Mutual Funds. Team of 14 sales executives and 6 support individuals covering all institutional markets including defined benefit, defined contribution and high net worth bank platforms.Business focused on covering plan sponsors and intermediaries such as consultants, recordkeepers, bank trust platforms, financial advisors and broker dealer firms.Major AccomplishmentsGrew AUM to $17 billion in mutual fund assets (20% of mutual fund firm)New sales achieved were $3-5 billion per yearHired DCIO team of 4 individuals in 2012Implemented Miller Heiman strategic selling and key account management2002-2009Responsible for business development and client relationship management for the Institutional Solutions Group. Products include mutual funds, structured settlements, defined benefit termination and LDI strategies, DC in-plan and out of plan annuities, retail payout annuities and COLIMajor AccomplishmentsGrew AUM from $10 billion to $60 billionProduced annual new business record of $14.8 billion in 2009. The company's net income increased from $23 million to $142 million in 2007.Moved distribution of retail payout from retail distribution to institutionalRebuilt sales and client service organization - team members composed of 27 employees

Administered a sales and relationship management organization of 8 sales executives selling direct to plan sponsors, 2 sales executives on intermediaries, 4 relationship managers and the RFP/Presentation group of 12Maintained a key sales role by actively calling on new prospects and providing executive leadership in finals presentations. 80% of time with prospects/customersMajor AccomplishmentsExpanded recurring fee revenue base from $25M to over $150MSuccessfully drafted business plan, authored product policy, developed "investment-only" to third party administrators and bundled asset management to pension plans

Effectively executed product innovations which include first brokerage client for 401(k), development of retiree service business, creation of DC alliance program and bundled DB/DC asset managementMajor AccomplishmentsSpearheaded new business development and generated $50M revenue growth over 7 yearsAugmented equity assets by $11.2B, GIC by $5B, management of company stock by $20B and custody assets by $22B