Jobs in Greenwich, CT

Clinton Investment Management, LLC (“CIM”), an SEC registered investment adviser with $4 billion in AUM, specializes in the professional management of municipal bond portfolios on behalf of High-Net-Worth, Ultra-High-Net-Worth, and Institutional investors. Our firm's goal is to be a leading provider of municipal bond investment solutions by offering world class investment management solutions, superior value-added thought leadership, and preeminent client service for our advisors and investors.

The Role:

Due to a rapid growth trajectory, CIM is seeking a Head of National/Key Accounts to expand and support CIM’s brand presence and awareness across the broker/dealer, RIA, bank, trust company and family office distribution channels, throughout the U.S.

Key Responsibilities:

· Report directly to the Chief Executive Officer.

· Increase investor access to CIM’s investment products by expanding CIM’s selling agreements/approvals across an array of distribution channels including broker/dealers, RIAs, banks, trust companies and family office groups.

· Develop, foster and maintain relationships with relevant influencer/gatekeepers throughout the various distribution channels via effective communication and relationship building.

· Meet with primary contacts at least annually and develop a strategic account plan with each firm.

· Strive to position CIM’s investment products on any available “preferred,” “select,” “recommended,” or similarly categorized preference lists, while proactively and preemptively supporting metrics to retain existing approval, platform availability and assets.

· Actively source home office data to create targeted efficiency for CIM team’s engagement and grow sales.

· Act as a subject matter expert representing the CIM platform and investment solutions.

· Develop and implement business plans, budgets, and recommend marketing and sales initiatives to achieve goals.

· Work with CIM team members to establish new selling agreements/approvals, drive and monitor progress and ensure compliant documentation process is adhered to.

· Employ interpersonal relationship skills to efficiently partner and collaborate with CIM wholesaling team to develop relationships with new and existing platforms in order to drive sales.

· Update accounts quarterly on key performance indicators including year over year sales, top producers, current offerings, commissions paid, and sales team activity.

· Attend and present at internal meetings.

· Provide updates on sales goals, status of selling agreements, and provide training on new Broker Dealer relationships, including creating robust platform overview cheat sheets/deliverables to build streamlined awareness and credibility with external clients.

· Source targeted branding opportunities and serve as a CIM representative by speaking at relevant industry conferences.

· Travel on a consistent basis to uncover opportunities to increase sales, gain additional product approval, strengthen relationships, and build trust through in person meetings.

Qualifications:

·        Proven relationships with key players including gatekeepers, research analysts and business contacts at broker/dealers, registered investment advisors, banks, trust companies and family office groups.

·        Minimum 5-7 years investment management Key/National Account experience.

·        Bachelor’s degree and strong academic background.

·        Excellent verbal communication and presentation skills.

·        Demonstrated knowledge of fixed income/municipal bonds and competitive landscape preferred.

·        Proven understanding of selling agreements, RFPs and onboarding requirements across financial intermediary space.

·        Strong organization and time management skills and strong independent work ethic.

·        Established process to continue to update personal value proposition.

·        Strong interest in sales, pipeline maintenance, and the financial markets.

·        Series 65 registration required.