Sales Development Manager
Jobscan
Total years of experience :9 years, 4 Months
Creates a systematic sales approach for team of three salespeople, trains and mentors younger members of the salesforce
• Researches target markets and verticals to develop thoughtful and effective approach to creating brand awareness
• Analyzes sales data to create more highly-tuned sales team and coordinates with COO to enhance return on all processes
As a self-starter, generated $12 million in new asset flow within 12 months by exploring publicly available executive incentive packages at target companies, developing nuanced insights to create new business opportunities
• Maintained net new asset target of $25 million, while collaborating with senior leadership through Managing Director and Senior VP to identify and achieve goals regularly, documenting and outlining the process for new-comers
• Collaborated with a direct report and cross-functional stakeholders internally to develop new business and client inroads, focusing on high net-worth and non-profit clients to create centers of influence and continuous growth
• Evaluated prospective clients to establish pain points and potential for wealth management solutions, aligning services with client needs before pursuing inroads through mutual connections
Researched, tested, and evaluated Global Macro (“big-picture”) trends in economic, geopolitical, and sentimental activity to develop white papers to help ultra-affluent and institutional investors make the best possible decisions
• Collaborated with quantitative research to distill tens of thousands of data sets to design relevant research materials for coming out of the worst recession since the Great Depression
• Measured and compared factors playing into recession life cycle to develop a realistic idea of how much longer the recession would last
Vice President - Finance Society Chief Investment Officer – Portfolio Management Team Sigma Chi – Treasurer and Vice President