Executive Job Description | Vice President, Intermediary Business Development
Fund Evaluation Group, LLC
Fund Evaluation Group, LLC (FEG) is a recognized leader in the field of institutional investment consulting. FEG was founded in 1988 to provide independent investment advice to institutional investors. Today, the firm advises on approximately $27 billion in assets on behalf of endowments, foundations, healthcare institutions, pension plans and family offices nationwide. FEG Managed Portfolios were developed in 2003 to deliver a discretionary manager-of-managers service to institutions and financial advisors seeking to outsource the investment management function. Assets under management in Managed Portfolios are approximately $1.4 billion. The firm is 100% employee owned with all partners active in the business and is headquartered in Cincinnati, Ohio.
Position Summary:
The Vice President is responsible for generating new sales and asset growth through relationships with financial intermediaries including RIA's, financial advisors affiliated with independent broker dealers and family offices. The position reports to the Head of Sales and Marketing for FEG.
The FEG/Managed Portfolios product suite includes a range of turn-key portfolio solutions constructed with ETF's and institutional mutual funds along with a dynamic asset allocation overlay. FEG also markets alternative investment solutions including a hedge fund of funds. FEG/Managed Portfolios are available through various platforms including Schwab, Fidelity, TD Ameritrade, Envestnet and several independent broker dealers.
Position Responsibilities:
* Wholesale FEG Managed Portfolios to RIA's, family offices and financial advisors
* Wholesale FEG alternative investment products including FEG hedge fund of funds
* Bring an extensive professional network of industry contacts to make an immediate impact on sales
* Develop sales plan detailing strategy to identify, develop, and close top sales opportunities
* Optimize time and territory management through a strong goal orientation, attention to detail and outstanding work ethic
* Provide expert consultation in the development of marketing campaigns and initiatives
* Maintain and update business development activity in company CRM system
* Identify and measure key sales metrics in CRM system
* Represent company at targeted industry forums and professional associations
* Provide technical subject matter expertise and consultation to clients and prospects on asset allocation, portfolio construction and alternative investments
* Travel required
Qualifications:
* Proven record of accomplishments through 10+ years of successful financial intermediary sales experience
* Strong knowledge of investment strategies, market trends and competititors
* Strong time management, prospecting and relationship management skills
* Highest level of integrity, trustworthiness, and ethical standards
* Strong presentation skills
* Ability to communicate effectively
* Highly motivated team player seeking opportunity in an entrepreneurial and growth-oriented environment
* Bachelors degree required (MBA, CFA or advanced designation preferred)
Location:
Flexible - United States
Compensation:
Competitive compensation and bonus opportunities commensurate with qualifications and performance
Contact:
William G. Goslee
Head of Sales and Marketing
Fund Evaluation Group, LLC
wgoslee@feg.com
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