USA Test -PROF - Director - KC

Position Overview

Reporting to the Head of US Institutional Sales, the regional salesperson will actively develop new clients while maintaining established institutional relationships within a defined geographic region.  The institutional salesperson will play an important role in developing and implementing a plan to achieve Schroders North America’s aggressive growth objectives.

Responsibilities

Responsibilities will include working closely with the firm’s existing team of sales professionals as well as with the firm’s senior investment professionals in executing a strategic plan to attract and retain assets from institutional plan sponsors, including corporate, not-for-profit, and public organizations.  This individual will drive the positioning of existing and future products for the firm’s regional institutional client base.  He/she will also be assisting in the development of marketing materials and product development strategies tailored to the institutional community.  The successful candidate will work with a closely-aligned Client Relations team, as well as with the Consultant Relations group.  The Institutional Sales Director, while working closely with the firm’s senior sales leadership team, will play a vital role in creating a more proactive and competitive presence for Schroders in the US market.

Sales Responsibilities (80%)

• Conduct over 100 face-to-face meetings per annum with prospects with Portfolio Managers, Product Managers, or Product Specialists.  Determine team, agenda, and materials necessary for all presentations involving other professionals.

• Attend conferences, phone calls, individual product meetings without PMs or PSs and all activities that lead to face-to-face meetings with appropriate portfolio support.

• Interact with approximately 250 public and corporate pension plans, endowments, unions, corporate and public defined contribution plan sponsors and other accumulators of institutional wealth.  This is a large market position, by and large targeting plans over $1B in assets.

• Understand and effectively communicate complex financial products and strategies in a clear and simple fashion in both verbal and written form.

• Participate in periodic strategic budgeting and sales projection planning.

• Assist in developing and launching new products.

• Travel in excess of 50% of the time will be required.

Administrative Responsibilities ( 20%)

• Maintain an accurate record of all activity in Schroders contact management system, Salesforce, on an absolutely current basis.

• Coordinate trips with various investors.

• Maintain all FINRA and other licensing, as determined by the firm’s Compliance Department.

• Interact regularly with the Head of US Institutional Sales, in order to keep him apprised of activity and developments.

Position Requirements

Candidates will likely be serving in a similar institutional sales capacity or will be currently conducting business development activities focused upon the corporate and/or endowment and foundation channels on behalf of a well-regarded investment management firm.  The successful candidate will have an excellent educational and professional background, which may include a graduate degree and/or a CFA designation.  He/she should be articulate, possess a high level of intellect, strong communication skills (oral and written), and be a consummate team player.  The position calls for an outstanding sales and marketing individual who is very disciplined and well-organized with a high level of energy.  He/she will be entrepreneurial by nature, seeking out opportunities to bring in new sources of business.  Comfortable with traveling, the individual will be client-centric in their approach to their responsibilities

Basic Qualifications

• 10-15 years working in the Large Plan market

• Ability to communicate complex financial products, both verbally and in written form, in an understandable fashion.

• Successful track record of raising assets.

• Excellent sales skills and in-depth product knowledge.

• Extensive and current contacts with plan sponsors in assigned region.

• Ability to travel (50% of time). 

Preferred Qualifications

• MBA or CFA, or other relevant advanced degree preferred.

• Current Series 7 and 66 FINRA licenses are preferred.

ADA

Schroder Investment Management North America Inc. complies with the Americans with Disabilities Act of 1990.

EEO/Affirmative Action

Schroder Investment Management North America Inc. is an affirmative action-equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, religious creed, age, marital status, national origin, ancestry, sex, sexual orientation, gender identity or expression, intellectual disability, mental disability or physical disability, including, but not limited to, blindness, or protected veteran status.