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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

 

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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