DCIO Platform Relationship Manager

Washington, DC
Mar 20, 2017
Mar 23, 2017
Full Time
Requisition Number SLS170002 Post Date 3/15/2017 Title DCIO Platform Relationship Manager City Washington State DC Description Reach Your Peak with ICMA-RC, a FINANCIAL SERVICES LEADER in public sector employee retirement products and services. Headquartered in Washington, DC, our Financial Services corporation manages over $50 billion in retirement plan assets for more than one million participant accounts. We are constantly looking for ways to create new opportunities to serve our participants. We have an extraordinary talent base and invite you to consider joining our DCIO/Sales team.This position is responsible for supporting a growing sales organization in building a distribution footprint in the Public and Private DC space. The Platform Relationship Manager role will focus on developing relationships with key decision makers on the research/due diligence teams and ultimately drive assets and sales through research coverage and firms retirement platform opportunitiesSignificant travel required.Essential functions for this role include:* Work in coordination with Consultant relations and DCIO sales to understand overall focus firm's business strategy* Develop and maintain relationships with focus firm research clients (Directors of Research, CIO's and strategy analysts)* Develop investment placement business plan for each focus firm focused on retaining current placement and identifying new opportunities with Key stakeholders* Initiate and negotiate all selling agreements * Understand and maintain a working knowledge of firm platforms and manager evaluation process* Understand and effectively communicate all ICMA-RC investment management and distribution capabilities to clients including appropriately managing the investment professional involvement in client meetings* Knowledgeable in the capital markets/economic views, portfolio construction, portfolio level activity, and competitive landscape* Maintain consultant contact management and history via Salesforce Requirements If you have the following credentials, we encourage you to apply: * BA/BS Degree or equivalent work-related experience* 7-10 years of direct experience calling on retirement platform gate keepers as well as platform fund analysts; industry knowledge as well as experience of retirement platform distribution; be a strategic thinker with the demonstrated ability to establish strategic account reviews for IO retirement platform client, and have an extensive background and experience selling Mutual Funds, CIT's and separate accounts to retirement plans as well as investment consultants* Experience in using research tools including Zephyr style advisor and Morningstar direct* Excellent communication, interpersonal, and strong presentation skills a must* High degree of professionalism, organizational and time management skills with the ability to manage multiple responsibilities* Demonstrated success in taking initiative and delivering immediate and independent action for problem solving* Commitment to team-oriented environment and a willingness to openly share ideas* Certifications preferred: MBA, CIMA, CPWM, CAIA or CFA* Licenses required/preferred: FINRA Series 7 & 63 or 66For your well-being, we offer a solid compensation and benefits package that features a competitive salary, a straight-forward incentive plan that rewards results, and a 401(k) Plan. For your career, we offer tuition reimbursement, professional development courses, seminars, career enrichment assignments, mentoring programs and a record of enterprise growth that creates continuing opportunities for career advancement. Consider ICMA-RC, and respond in strictest confidence. ICMA-RC is an Equal Opportunity Employer that values diversity in the workplace. Minorities and women are encouraged to apply. We look forward to hearing from you.

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