TD EPOCH-Director, Business Development NYC, NY

Company: CFA Institute
Location: New York
Posted on: October 22, 2024

Job Description:

The Director, Business Development is responsible for growing client relationships and TDGIS' profile within the community to facilitate the recommendation and selection of TDGIS investment solution. This role is also responsible for building market understanding of TDGIS as a provider of leading-edge investment solutions, resulting in an increase in the number of strategies researched and recommended by consultants and driving new business opportunities.
Depth & Scope:

• 
  
• Develops, maintains and communicates a business development strategy framework
  
• Develops and implements new and innovative approaches to the sales process; provides expert advice internally and externally
  
• Serves as the primary investment contact for assigned prospects and/or intermediaries
  
• Builds strong relationships with field consultants gathering market intelligence and disseminating it back to the team
  
• Facilitates meetings of internal stakeholders to assess, strategize and assign accountability of tasks to complete requests
  
• Solves unique problems with broad impact on the business segment and financials
  
• Works with Consultant Research Team to maintain / obtain buy ratings for TDGIS institutional investment solutions
  
• Provides prospects, consultants and / or intermediaries with ongoing updates about the investment philosophy, process, and performance of specific products
  
• Defines new approaches to sell and deliver solutions and products
  
• Provides oversight of RFP process
  
  Education & Experience:
  
  • 
    
  • Undergraduate degree
    
  • Chartered Financial Analyst (CFA)
    
  • 10 + years experience in a business development sales role with a proven track record in establishing new business within the institutional marketplace - Pension, Asset/Liability, Multi-Asset, Private Market and/or Portfolio Management sales experience highly preferred
    
  • Extensive knowledge of the institutional marketplace, including pension, insurance, endowment & foundation, sub-advisory and understanding all aspects of the investors
    
  • A high-energy level and the ability to be focused and self directed are essential
    
  • Strong existing relationships, both direct and through intermediaries such as consultants.
    
  • Superior prospecting, lead generation and relationship management skills
    
  • Capacity to function independently while providing appropriate and meaningful feedback and direction to senior management on issues/challenges
    
  • Strong business judgment, resource management and negotiation skills
    
  • Outstanding communication, presentation and consensus building skills required, in addition to proven team leadership and project management experience
    
  • Up to date knowledge of relevant legislation
    
  • Solid performance in team atmosphere
    
  • Demonstrated ability to manage multiple priorities simultaneously
    
  • Strong attention to detail and follow through
    
    Shareholder Accountabilities:
    
    • 
      
    • Develops / implements sales strategies to proactively attract, acquire and retain customers / sales opportunities and referrals, to increase profitability and enable business growth
      
    • Plans and executes business development activities, reviews and communicates results, and adjusts tactics accordingly
      
    • Promotes and offers full suite of products, sales, services
      
    • Protects the interests of the organization - identifies and manages risks, and escalates non-standard, high risk transactions / activities as necessary
      
    • Ensures documentation that is prepared / completed is accurate and properly reflects client / business intentions and is consistent with relevant rules / regulations
      
    • Actively manages relationships within and across various business lines/ corporate and/or control functions and ensure alignment with enterprise and/or regulatory requirements
      
    • Ensures necessary due diligence to support the accuracy of all customer transactions / activities
      
      Employee/Team Accountabilities:
      
      • 
        
      • Participates fully as a member of the team, supports a positive work environment that promotes service to the business, quality, innovation and teamwork and ensures timely communication of issues/ points of interest
        
      • Provides thought leadership and/ or industry knowledge for own area of expertise and participate in knowledge transfer within the team and business unit
        
      • Keeps current on emerging trends/ developments and grows knowledge of the business, related tools and techniques
        
      • Contributes to team development of skills and capabilities through mentorship of others, by sharing knowledge and experiences and leveraging best practices
        
      • Leads, motivates and develops relationships with internal and external business partners / stakeholders to develop productive working relationships.
        
      • Contributes to a fair, positive and equitable environment that supports a diverse workforce
        
      • Acts as a brand ambassador for your business area/function and the bank, both internally and/or externally
        
        Physical Requirements:
        
        • 
          
        • Domestic Travel - Occasional
          
        • International Travel - Never
          
        • Performing sedentary work - Continuous
          
        • Performing multiple tasks - Continuous
          
        • Operating standard office equipment - Continuous
          
        • Responding quickly to sounds - Occasional
          
        • Sitting - Continuous
          
        • Standing - Occasional
          
        • Walking - Occasional
          
        • Moving safely in confined spaces - Occasional
          
        • Lifting/Carrying (under 25 lbs.) - Occasional
          
        • Lifting/Carrying (over 25 lbs.) - Never
          
        • Squatting - Occasional
          
        • Bending - Occasional
          
        • Kneeling - Never
          
        • Crawling - Never
          
        • Climbing - Never
          
        • Reaching overhead - Never
          
        • Reaching forward - Occasional
          
        • Pushing - Never
          
        • Pulling - Never
          
        • Twisting - Never
          
        • Concentrating for long periods of time - Continuous
          
        • Applying common sense to deal with problems involving standardized situations - Continuous
          
        • Reading, writing and comprehending instructions - Continuous
          
        • Adding, subtracting, multiplying and dividing - Continuous
          
          The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes.
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Keywords: CFA Institute, Levittown , TD EPOCH-Director, Business Development NYC, NY, Executive , New York, New York