Director

Description:

The Director, Business Development is responsible for growing client relationships and TDGIS' profile within the community to facilitate the recommendation and selection of TDGIS investment solution. This role is also responsible for building market understanding of TDGIS as a provider of leading-edge investment solutions, resulting in an increase in the number of strategies researched and recommended by consultants and driving new business opportunities.

Depth & Scope:

Develops, maintains and communicates a business development strategy framework
Develops and implements new and innovative approaches to the sales process; provides expert advice internally and externally
Serves as the primary investment contact for assigned prospects and/or intermediaries
Builds strong relationships with field consultants gathering market intelligence and disseminating it back to the team
Facilitates meetings of internal stakeholders to assess, strategize and assign accountability of tasks to complete requests
Solves unique problems with broad impact on the business segment and financials
Works with Consultant Research Team to maintain / obtain buy ratings for TDGIS institutional investment solutions
Provides prospects, consultants and / or intermediaries with ongoing updates about the investment philosophy, process, and performance of specific products
Defines new approaches to sell and deliver solutions and products
Provides oversight of RFP process
Education & Experience:

Undergraduate degree
Chartered Financial Analyst (CFA) preferred
10 + years experience in a business development sales role with a proven track record in establishing new business within the institutional marketplace - Pension, Asset/Liability, Multi-Asset, Private Market and/or Portfolio Management sales experience highly preferred
Extensive knowledge of the institutional marketplace, including pension, insurance, endowment & foundation, sub-advisory and understanding all aspects of the investors
A high-energy level and the ability to be focused and self directed are essential
Strong existing relationships, both direct and through intermediaries such as consultants.
Superior prospecting, lead generation and relationship management skills
Capacity to function independently while providing appropriate and meaningful feedback and direction to senior management on issues/challenges
Strong business judgment, resource management and negotiation skills
Outstanding communication, presentation and consensus building skills required, in addition to proven team leadership and project management experience
Up to date knowledge of relevant legislation
Solid performance in team atmosphere
Demonstrated ability to manage multiple priorities simultaneously
Strong attention to detail and follow through
Shareholder Accountabilities:

Develops / implements sales strategies to proactively attract, acquire and retain customers / sales opportunities and referrals, to increase profitability and enable business growth
Plans and executes business development activities, reviews and communicates results, and adjusts tactics accordingly
Promotes and offers full suite of products, sales, services
Protects the interests of the organization – identifies and manages risks, and escalates non-standard, high risk transactions / activities as necessary
Ensures documentation that is prepared / completed is accurate and properly reflects client / business intentions and is consistent with relevant rules / regulations
Actively manages relationships within and across various business lines/ corporate and/or control functions and ensure alignment with enterprise and/or regulatory requirements
Ensures necessary due diligence to support the accuracy of all customer transactions / activities
Employee/Team Accountabilities:

Participates fully as a member of the team, supports a positive work environment that promotes service to the business, quality, innovation and teamwork and ensures timely communication of issues/ points of interest
Provides thought leadership and/ or industry knowledge for own area of expertise and participate in knowledge transfer within the team and business unit
Keeps current on emerging trends/ developments and grows knowledge of the business, related tools and techniques
Contributes to team development of skills and capabilities through mentorship of others, by sharing knowledge and experiences and leveraging best practices
Leads, motivates and develops relationships with internal and external business partners / stakeholders to develop productive working relationships.
Contributes to a fair, positive and equitable environment that supports a diverse workforce
Acts as a brand ambassador for your business area/function and the bank, both internally and/or externally
Physical Requirements:

Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%

Domestic Travel – Occasional
International Travel – Never
Performing sedentary work – Continuous
Performing multiple tasks – Continuous
Operating standard office equipment - Continuous
Responding quickly to sounds – Occasional
Sitting – Continuous
Standing – Occasional
Walking – Occasional
Moving safely in confined spaces – Occasional
Lifting/Carrying (under 25 lbs.) – Occasional
Lifting/Carrying (over 25 lbs.) – Never
Squatting – Occasional
Bending – Occasional
Kneeling – Never
Crawling – Never
Climbing – Never
Reaching overhead – Never
Reaching forward – Occasional
Pushing – Never
Pulling – Never
Twisting – Never
Concentrating for long periods of time – Continuous
Applying common sense to deal with problems involving standardized situations – Continuous
Reading, writing and comprehending instructions – Continuous
Adding, subtracting, multiplying and dividing – Continuous