Todd Mann Email & Phone Number

Indianapolis, In, Us

Indianapolis, Indiana, United States

Indianapolis, Indiana, United States

• Built and grew effective working relationships with C-suite of existing and newly assigned retirement plan accounts to foster trusting partnership in overall governance of plan’s investment lineup. • Collaborated with investment research team to help institutional clients navigate fiduciary obligations in either 3(21) or 3(38) capacity through ongoing investment monitoring and plan benchmarking.• Provided timely updates of pertinent regulatory or legislative changes through regular communication and periodic plan reviews with assigned clients. Discussed all aspects of plan’s investment options. Reviewed performance, objective, risk measures, and overall asset allocation to ensure continued ERISA compliance. Discussed and proposed appropriate changes when pertinent.• Worked closely with client’s recordkeeper and / or administrator to help identify critical needs or areas of improvement in plan design and helped navigate through pertinent plan amendments, such as Roth feature, safe harbor, adherence to proposed legislative changes, and strategic benefits to adding non-ERISA components.

Indianapolis, Indiana

• Spearheaded and built solid working relationships with internal banking partners, C-suite executives of existing and target corporate bank clients, and key centers of influence to position IAM as trusted product partner.• Collaborated with internal banking partners, product verticals, and product specialists to identify cross-sell opportunities, outsourced investment advisory and retirement plan fiduciary investment services, planned giving, and defined benefit plans.• Sought ways to position PNC Institutional Asset Management Group as investment manager of choice throughout for-profit and non-profit communities across state of Indiana.• Identified sales opportunities and worked with internal resources to move sales opportunities through pipeline to close.

Carmel, In

• Built key centers of influence (advisors, RIAs, third-party administrators, and institutional partners) to grow assets in both volume and account size. • Partnered with external retirement plan wholesalers and sales force members of three retail territories to raise and retain ERICA and non-ERICA assets. • Closed new business and retained existing business through point-of-sale conference calls, online meetings, in-person enrollment, and ongoing education meetings. • Led efforts of training assigned retail internal wholesalers to grow retirement plan sales acumen, resulting in broader retirement business-building effort.

Carmel, Indiana, United States

• Built close working relationships within assigned accounts to position as trusted resource for company. • Partnered with assigned national accounts to develop and grow shared vision, resulting in increased presence and sales opportunities in retail, retirement, and institutional space. • Conducted quarterly on-site training, with both retail and retirement plan sales desks of assigned accounts, with timely and pertinent business-building content. • Acted as liaison between assigned accounts and American Funds sales force to identify shared growth opportunities.

Carmel, Indiana, United States

** Position held 3/02 - 4/06 & 5/09 - 6/12• Forged strong business relationships with key centers of influence within assigned territory through phone, electronic, in-person and online presentations. • Collaborated with external wholesalers to raise and retain mutual fund, retirement and institutional assets within assigned geographic territory.• Developed and implemented annual business plan to determine strategic territory coverage, with a focus toward strengthening existing partnerships and growing new relationships.