I’m an experienced Sales and Marketing professional focused on business development and relationship management for Institutional Asset Management with a specific focus on US Public Pension Funds. I have a proven track record of managing the new business process from prospecting and proposals to finalist presentations and contract execution. I have excellent coaching and team building skills and am adept at working with cross-functional teams to manage all aspects of the sales and relationship management process while under strict deadlines. I strive under pressure and am enriched by the opportunity to partner with clients to help achieve their investment goals and objectives.Core Competencies:PROJECT MANAGEMENT: Managed business aspects of on average six to ten investment Request for Proposals (RFPs) every three to four weeks.MULTI-TASKING: Perform multiple concurrent work-streams on each project, partnering with various internal support teams (RFP Team, Legal, Trading, etc.) to ensure all aspects of a search are identified, resources and any areas of firm-wide risk are evaluated.PROBLEM SOLVING: Analytical in nature and seek to craft solutions to challenges of varying degrees though analysis of risk/reward options while accounting for any time-constraints. BUILDING RELATIONSHIPS: Working closely with many different functional teams has afforded me the ability to work with many different personalities and establish genuine relationships that create a more productive relationship. Additionally, I enjoy the coaching/mentoring aspects of relationship building and the positive effects of the effort.Seeking sales and relationship management roles within institutional investment management (Boston Metro Region). Contact me at thelenkj@yahoo.com
Seeking New Opportunities In Investment Management
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Targeting Sales And Relationship Management RoleSeeking New Opportunities In Investment Management Jun 2023 - Present
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Assistant Vice PresidentWellington Management Company Llp Oct 2010 - Jun 2023Boston, Massachusetts, United StatesInstitutional Sales and Relationship Management professional, responsible for project managing new business process for U.S. Public Fund channel managing investment proposals for Equity, Fixed Income, Asset Allocation and Alternative investment mandates, concurrently providing client service and reporting for institutional client relationships. -
Business Strategist (Contractor)Mercer Human Resource Consulting Oct 2009 - Feb 2010Managed internal sales process for Great Lakes and Mid-West Regions for Benefits Outsourcing, partnering with the Region Sales Executive in each territory to achieve region sales target. -
Business Strategist (Contractor)Mercer Jul 2008 - Jun 2009Managed internal sales support for West and Mid-West Regions for Benefits Outsourcing, partnering with the Region Sales Executive in each territory to achieve region sales target. -
Sr. Marketing SpecialistBny Mellon Asset Management Feb 2006 - Jan 2008Managed marketing and sales activities for an over $5 billion AUM Institutional Mutual Fund complex; including direct sales opportunities, distribution and sub-transfer agency agreements, and Investment Consultant & Financial Intermediary Due Diligence Survey requests. -
Business AnalystTechnology Business Research Oct 2005 - Jan 2006Performed profit-pool study on Information Technology (IT)Service companies for Dow Jones Industrial Average Component Company. Researched single-service and multi-segment IT service vendors utilizing Compustat, SEC filings, and company interviews; determining revenues and operating profits attributable to each service segment participated. -
Mba AssociateManulife Financial Jun 2004 - Mar 2005Performed profit study on the Variable Annuity Broker/Dealer distribution channel utilizing actuarial software and excel models to determine major profit drivers and provided business recommendations for increased channel profitability based on results. -
Sales Communications SpecialistState Street Bank Oct 2000 - Jan 2003Coordinated all aspects of sales support for two Senior Vice Presidents of Sales, including proposal writing, divisional new business risk reports, and compliance approvals. -
Corporate Trust Admin IiState Street 1998 - 2001
Kenneth Thelen, Cfa Education Details
Frequently Asked Questions about Kenneth Thelen, Cfa
What company does Kenneth Thelen, Cfa work for?
Kenneth Thelen, Cfa works for Seeking New Opportunities In Investment Management
What is Kenneth Thelen, Cfa's role at the current company?
Kenneth Thelen, Cfa's current role is Experienced Investment Management Sales and Marketing Professional | Collaborative Project Manager | Driving Positive Client Service Experience in Support of Client Investment Objectives.
What schools did Kenneth Thelen, Cfa attend?
Kenneth Thelen, Cfa attended Florida State University, D'amore-Mckim School Of Business At Northeastern University.
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