What are the responsibilities and job description for the JAM Business Development Director position at Johnson Investment Counsel?
POSITION DESCRIPTION
Job Title : Business Development Director
Date : October 2024
Department : Johnson Asset Management
Reports To : President – JAM
FLSA Classification : Exempt
Summary / objective of position : Johnson Asset Management is seeking a Business Development Director to structure, implement and lead our home office relationships at distributing partner firms. The role is focused on driving product placement and sales through effective relationship management and internal cross departmental coordination. The BDD is responsible for managing the partner firm home office relationships with a focus on asset gathering, retention, expanding product offerings usage, new offerings, marketing campaigns, conference / event management and client satisfaction.
Essential functions of position :
- Explores and executes strategic opportunities for product placement, sales, and marketing execution.
- Drives home office accounts initiatives through day-to-day relationship management across products, research, operations, marketing, and sales teams at partner firms. Resolves complex problems through collaboration and communication across internal and external teams.
- Cultivates partnerships with key decision makers at assigned firms to meet their product, sales, marketing, and training / education needs.
- Serve as portfolio specialist, provide technical information and effectively position the firm’s investment strategies, demonstrate a strong knowledge of the competitive landscape, financial markets and industry related topics.
- Develops, manages, and ensures execution of strategic and tactical plans by leveraging broader distribution, operational and investment teams.
- Develops knowledge of partner firms’ platforms, sales trends, execution, and placement opportunities across channels.
- Works with investment teams to tailor message.
- Initiates and works collaboratively to develop firm specific marketing campaigns to achieve client retention and new business development goals.
- Works with speakers to create tailored content directed to partner firms’ audiences.
- Supports sales team goals through effective communication of partner firms’ initiatives, trends, and available resources.
- Represents Johnson Asset Management at national, regional and partner firms’ conferences and events.
- Leads internal coordination functions working closely with sales, marketing, operations, finance, and investment teams.
- Manages agreements related to partner firms’ legal needs.
- Prepares and presents to internal and external management teams on function related topics.
Qualifications :
Required education and experience :
Preferred education and experience :
Supervisory responsibility : N / A
Travel required : Yes, expected to be 25-50% of the time.
Work environment : Temperature controlled, office environment. Potentially remote work location.
Physical demands : Must be able to withstand the rigors of routine business travel.
Additional eligibility requirements : N / A
Work authorization / security clearance requirements : United States Citizen or lawful permanent resident.
EEO statement : As an equal opportunity employer, Johnson Investment Counsel, Inc. does not discriminate in its employment decisions on the basis of race, religion, color, national origin, sex, pregnancy, sexual orientation, age, disability, veteran / military status, or any other protected status as required by law.
Other duties : Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
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