Associate Regional Director; Institutional Sales

Associate Regional Director (Institutional Sales) page is loaded## Associate Regional Director (Institutional Sales) locations:
Toronto time type:
Full time posted on:
Posted Yesterday job requisition :
R-03755# Business Unit:

North America Institutional#

Job Description:

Partner with Institutional Regional Director(s) with a focus on building OCIO, investment management and implementation services relationships with corporate, public pension plans and non-profits. Support all aspects of the sales process, creating leverage and bandwidth to increase Russell Investments’ presence in the market and productivity. This role contributes to lead generation, prospect research, responds to daily requests and supports regular client reporting processes, develops prospect pitches and assists on special projects as well as respond to Requests for Proposals (RFPs).Work

closely with Regional Director(s) and other Russell Investments teams to ensure a unified and highly targeted approach to prospecting new business, and help achieve sales objectives. Upon demonstrating excellent sales acumen and investment/industry knowledge, the Regional Associate Director will take on an increasingly meaningful role in business development efforts within the assigned territory.
** The responsibilities of the individual in this position include:
**** Support Business Development 50%:
** Support sales efforts by:
* Partnering with Regional Director(s) to develop and execute territory plans and sales strategies to achieve sales goals.
* Effectively engaging and developing relationships through in-person, phone, email, and virtual outreach.
* Furthering the relationship between the firm and key prospects, providing regular information and follow-up activity to identify where sales opportunities may be uncovered and progressed.
* Identifying, researching and prospecting sales leads. Consider viability of prospects and identify best investment solutions for their needs.
* Maintaining CRM database with accurate and up-to-date activity, sales pipeline, and prospect information for all Canadian market segments.
* Preparing for initial contact, follow-up, and finals meetings with prospects.
* Developing presentations for prospect audiences, writing and reviewing strategic RFP responses.
* Providing input for the development of business strategy, marketing materials, and market positioning.
* Supporting consultant relations initiatives and requests for information from consultants.
* Tailoring sales materials to prospect-specific circumstances and ensuring all key sales messages are included.
* Providing ad-hoc support on key sales initiatives.
** Client Servicing 25%:
** Support client relationships by:
* Working with sales and onboarding teams to project manage new client onboarding.
* Coordinating with internal teams to ensure timely and accurate delivery of large-market client reports and compliance certificates.
* Ensuring proper AML and KYC are completed for each client and appropriate updates are made on a timely basis.
* Reviewing Investment Management Agreements and Transition Management Agreements.
* Working closely with compliance and legal teams on client contracting and regulatory reporting to ensure administration is in accordance with governing documents.
** Responsibility for RFP Production / Responses 25%:
** Key objectives include:
* Managing the RFP response process, serving as project manager and lead writer for all to all mid-market and large market RFPs as required.
* Tailoring responses to prospect-specific circumstances, and ensuring all key sales messages are included.
* Ensuring all responses directly address the questions asked while maintaining a high level of quality under tight timelines.
* Enhancing responses to effectively communicate Russell Investments’ value proposition and differentiators
* Working with compliance to obtain required approval for RFPs and submit to prospective clients.
** Support & Collaborate with Marketing:
On-going
** Collaborate with Marketing on brand building and lead generation activities such as:
* Providing CRM lists for communication distribution, email campaigns, and event or newsletter invitations to…