Description
SUMMARY Seasoned institutional distribution professional with front-line business support and management experience for asset gathering effort. Expertise established across broad product set (equity, fixed income, property equities, hedge funds) Business Development Manager: Henderson Global Investors (February 2011 - Present) * Supervise team members working on consultant databases, presentations and RFPs * Train institutional hires * North American Consultant Relations and Client Service responsibility * Coordinate efforts of Marketing Team, Data Support Team, and Business Support Team * Deliver targeted prospect plan across corporate, endowment and public plan markets * Ultimate responsibility for RFP production and delivery across multiple sectors * Deliver content across multiple platforms including webinars, mass emails, websites * Manage all thought content from London-based headquarters for the North American marketplace * Liaison for London home office for GIPS and Compliance * Total assets of $1.3 billion in 2016 with a 3-person team Business Development Analyst: Gartmore Global Partners (May 2008 - February 2011) * Served as Client, prospect, and consultant contact for North American entities * Spearheaded support for North American institutional sales effort * Performed competitive research and product positioning for US marketplace * Revised UK - centric marketing materials for US distribution * Oversaw consultant databases, RFPs, quarterly commentary, fact sheets Marketing and Client Service: Oechsle International Advisors (1998 - April 2008) * Handled all consultant data communication * Maintained performance composites, performance attribution, portfolio characteristics, assets/accounts and personnel gained/lost databases * Conducted performance analytics for internal and external use * Completed consultant databases, RFPs, client reports * Fielded and assigned assorted inquiries and requests from consultants, clients and prospects Product Specialist: New England Investment Associates (1995 - 1998) * Produced and revised collateral marketing material including aspects of production, graphic presentation, text review, compliance maintenance and inventory control * Assisted in preparing RFPs for plan sponsors and consultants including final proofing and formatting * Consultant support activities including questionnaire responses, annual and quarterly database updates. * Processed advertising placements to promote the firm in brochures for plan sponsors and consultant conferences
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