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Yyyyyy x. yyyyyy
0000 xxxxxx xxxx , xxxx , xxxxx 00000 abc@xyz.com xxx-xxx-xxxx
Driven, focused, and knowledgeable Executive Manager with 20+ years of experience in high-stress environments in addition to a strong background within the financial industry. Experienced in leading successful teams, designing operational/sales strategies, completing in-depth market/trend research, and providing comprehensive sales training/coaching. Equipped with a keen ability to develop positive relationships with others in addition to sourcing, developing, and retaining high-level accounts.
Key Competencies
Key Account Management Staff Training/Coaching Contract Management Sales Strategy Development |
Sales/Business Development Industry Networking Financial Industry Series 6 & 63 Licensure |
Process Improvement Attention to Detail Complex Problem Solving Vendor Management
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Professional Experience
William Blair November 2011-Present
Director of National Accounts
- Directly manage several operational and administrative functions within a fast-paced environment with a focus on increasing organizational revenue and productivity
- Played an integral role in obtaining over $1 billion in mandates in 2015 in addition to providing managerial and logistical support to a quickly growing team
New York Life/Mainstay Investments December 2010-August 2011
Managing Director, Head of Wirehouse Strategic Relationship Team
- Coordinated day-to-day operations within a financial organization with a concentration on fostering positive relationships with key clients which included Merrill Lynch, MSSB, Oppenheimer, and UBS
- Utilized superior communication and interpersonal abilities in order to providing individualized coaching and feedback to sales team members along with performing workforce planning functions
- Designed and implemented comprehensive standard operating procedures which encouraged a positive working environment and outlined account management techniques
- Successfully increased market share of Merrill Lynch from 22nd the 5th within 7 months
JPMorgan Asset Management December 2006-December 2010
Vice President, Global Strategic Relationship Manager
- Facilitated the sourcing, management, and retention of key accounts which included Merrill Lynch, Bank of America, and US Trust Businesses
- Successfully negotiated/executed strategic product agreements which included 15 mandates which were awarded within 4 years in addition to increasing retirement product placements by 200%
- Created unique marketing content and targeted campaigns, maintained a robust pipeline of potential platform placements, and consistently exceeded individual sales goals
Additional Experience Includes: Director, Relationship Management, Alliance Bernstein (1997-2006) and Vice President, Corporate Legal, Alliance Bernstein (1991-1997)
Education
Certified Investment Management Analyst, University of Pennsylvania, Wharton Business School
Master s of Business Administration, Banking and Finance, Dowling College
Bachelor of Arts, English & History, Minor in Business, Loyola College
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