Thomas Woolley Email & Phone Number

San Francisco, CA, US

New York, NY, US

Business Development - U.S. Institutional Investors

New York, NY, US

• The primary responsibility of the Institutional Asset Management Business Development Director is new client development and retention within the Institutional marketplace. The focus is direct market sales to.
• Drive new product sales by targeting Plan Sponsors (including pension and defined contribution plans), endowments, foundations, record keepers, banks, trust companies, insurance companies and other institutional.
• Develop and execute an effective sales calling/correspondence campaign to qualified leads
• Conduct a needs analysis, provide potential solutions and right size opportunities
• Coordinate needed paperwork and oversee on-boarding process
• Call upon all resources of the firm (people and technology) to provide valuable solutions to strengthen relationships. Key internal partners include investment management, legal, operations, product management.

• Managed sales process from lead generation through, RFP, finals presentation, implementation and ongoing portfolio reviews for Commonfund Strategic Solutions™ (outsourced chief investment office), private capital.
• Utilized risk analytics, Allocation Planning Model™, StyleAdvisor and Benchmark Studies to make asset allocation and investment policy recommendations. Analyzed and discussed performance attribution, risk, fees.
• Serviced over 100 client relationships with invested assets of $2 billion with Commonfund. Implemented intensive client retention strategy aimed at clients with all assets at Commonfund in the face of significant.
• Hosted seminars, workshops and trustee roundtables to attract and retain clients
• Developed relations with over 150 prospective investors.
• Raised $900mm in new assets from new and existing investors. Initiated and closed new client relationships with over 30 first-time Commonfund investors.

Charlotte, NC, US

• Grew business in the Western US across multiple bank market segments and investment platforms
• Sold and maintained full-service investment programs for foundations and endowments, bundled defined contribution plans, defined benefit plans, and other investments to institutional investors
• Advised clients on asset allocation, investment policy, manager selection, and risk management KEY ACCOMPLISHMENTS
• Executed business plan to partner with 80 middle market and global corporate investment bankers
• Sold 6 bundled defined contribution relationships, 6 investment only accounts, and one non-profit investment program in the midst of two reorganizations, a bank merger, and a major industry

Baltimore, Maryland, US

• Managed institutional defined contribution plan sales for western region. Supervised office.
• Sold $1.4 billion in mutual fund, common trust and separate account investments over six years to foundations and qualified plan sponsors including retirement plan recordkeeping services for 30 defined contribution.
• Planned and opened San Francisco office

Boston, MA, US

• Account Executive, Fidelity Institutional Retirement Services Co Sold and serviced bundled defined contribution and defined benefit plan services to corporate plan sponsors.
• Regional Marketing Manager, Fidelity Tax Exempt Services, Inc. Serviced and sold retirement investment programs for universities, colleges, foundations, and healthcare institutions. Relocated to San Francisco to manage.