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 administers 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 ICMA-RC's Institutional Sales Team.
The Manager, Internal Sales Desk is responsible for developing and maintaining existing relationships as well as identifying and acquiring new business within their territory to meet sales goals. The manager will support an experienced field team of sales professionals with the institutional sales area and be a liaison to the field sales teams. The manager is responsible for managing, mentoring and motivating a team of internal wholesalers. The manager will also be a liaison for the key consultant relationships.
Please note: This is a full-time telecommuter (remote) position.
Essential functions for this role include:
Partner with territory VP’s to develop a business plan, manage a territory, and drive to regional goals and objectives. Follow-up after key meetings and events.
Training of new and existing Internal Wholesalers to ensure core competencies and continual professional growth.
Identify and groom qualified Internal Wholesalers for external Sales Directors responsibilities or other opportunities that across the firm.
Provide information and analysis for active prospect situations, help qualify leads and convert them to sales.
Ensure all team members fully understand and are executing on channel goals and objectives.
Make proactive telephone calls to an assigned territory; Answer and convert inbound calls from the territory into additional opportunities to drive sales.
Conduct relations-building and consultative sales calls through outreach to key advisors and consultants. Build and maintain relationships with internal and external business partners.
Conduct competitive evaluation within product line-ups and maintain key competitive information.
Analyze reports to increase understanding of DC business and identify sales trends; leverage the information to prepare for outbound sales calls. Research and communicate industry changes and trends that may impact company or product positioning, with both internal and external customers.
Coordinate RFP activity and RFP reviews within each territory
Develop and tailor sales concepts and presentations on basis of prospect/client needs and profile.
Prioritize and manage daily, weekly, and monthly workload amongst the team.
Lead sales opportunities re-actively in the territory for $5m and below
Work with externals to develop territory strategy and coverage plan.
Work with externals to develop sales ideas and campaigns
Create data mining campaign to target key prospects
Be a leading user of salesforce in documenting and executing on activity and sales leads
Internal Relations and Effectiveness
Extensive knowledge of SS&C’s platform
Develop and maintain great internal relationships so that you can effectively leverage other departments to obtain data, material and resources as the sales team needs them
Build and maintain an exceptional working relationship with the external sales team
Solid organization, communication, and time management skills
Outstanding energy, focus, and drive to achieve results
Excellent interpersonal, leadership and sales skills
Ability to interact effectively and build strong partnerships at all levels of organization
Excellent analytical and problem-solving skills
Solutions driven, ability to effectively execute under pressure within a fast-paced environment; extremely adaptable to ever changing business demands and expectations
Demonstrated project management skills, including critical thinking and change management
If you have the following credentials, we encourage you to apply:
At least 7 years of experience in financial services industry, financial sales or financial wholesaling. Series 7, (ability to get within timeframe) Prior management experience preferred
Knowledge of investment management or financial industry
Demonstrates high level of time management, organizational skills, and attention to detail with integrity and ownership of work.
Team player with strong interpersonal communication and sales skills that can thrive in a collaborative sales environment.
Ability to work independently and in a team environment
Proficient with Word, Excel and PowerPoint
Internal Wholesaler experience a plus
For 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.
