DCIO Platform Relationship Manager

Icma Rc
Washington, DC
Apr 18, 2017
Apr 21, 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:a€ cents Work in coordination with Consultant relations and DCIO sales to understand overall focus firma€ (TM) s business strategya€ cents Develop and maintain relationships with focus firm research clients (Directors of Research, CIOa€ (TM) s and strategy analysts)a€ cents Develop investment placement business plan for each focus firm focused on retaining current placement and identifying new opportunities with Key stakeholdersa€ cents Initiate and negotiate all selling agreements a€ cents Understand and maintain a working knowledge of firm platforms and manager evaluation processa€ cents Understand and effectively communicate all ICMA-RC investment management and distribution capabilities to clients including appropriately managing the investment professional involvement in client meetingsa€ cents Knowledgeable in the capital markets/economic views, portfolio construction, portfolio level activity, and competitive landscapea€ cents Maintain consultant contact management and history via Salesforce Requirements If you have the following credentials, we encourage you to apply: a€ cents BA/BS Degree or equivalent work-related experiencea€ cents 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, CITa€ (TM) s and separate accounts to retirement plans as well as investment consultantsa€ cents Experience in using research tools including Zephyr style advisor and Morningstar directa€ cents Excellent communication, interpersonal, and strong presentation skills a musta€ cents High degree of professionalism, organizational and time management skills with the ability to manage multiple responsibilitiesa€ cents Demonstrated success in taking initiative and delivering immediate and independent action for problem solvinga€ cents Commitment to team-oriented environment and a willingness to openly share ideasa€ cents Certifications preferred: MBA, CIMA, CPWM, CAIA or CFAa€ cents 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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