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Posted: Sunday, February 11, 2018 8:18 AM

We live our Core Values at Gemini on a daily basis and strive to hire world-class talent! We focus on providing Quality service to our Trusted Partners while encouraging an Entrepreneurial Spirit with our team. We are dedicated to our Authenticity and continue to be Results-Focused by inspiring Thought Leadership in our people. The SVP, Institutional Sales is responsible for representing the Gemini Companies (\"Gemini\"), in its sales efforts to promote its dedicated managed account (DMA) services to institutions including but not limited to endowments, pensions, foundations and any other investment pool relating to the institutional and the outsourced chief investment officer (OCIO) marketplaces. This position works to increase sales by developing, qualifying and maintaining new and existing relationships through various activities such as networking with critical contacts and sponsorship opportunties. ESSENTIAL FUNCTIONS: BUSINESS DEVELOPMENT Develops new business opportunities by identifying RFP (request for proposal) bids, referrals and other qualified leads by providing sales and marketing information, and follow up information as requested Develops and maintains relationships with partner firms and contacts, keeping them up-to-date on offerings by Gemini, as well as new prospects and opportunities Contributes strategies, content and ideas for marketing pieces and campaigns Develop an effective thought leadership sales pitch focused on the customer benefits to be achieved through the use of the Gemini designed DMA offering. Make recommendations to improve the DMA offering to enable the execution of new salesCreates and maintains proactive relationships with critical contacts through call campaigns, meetings and conferences in business travel and other various forms of communication Makes outbound calls and emails as well as handles incoming phone calls and requests for information (sales and marketing materials) in a professional and timely manner for follow up Maintains open communication with the CEO, President and executive VP of sales, which may include, but not limited to, a weekly review of potential new prospects to share information on calls for literature and any other topics impacting the sales effort Represents Gemini and its services to qualfied parties knowledgeably and effectively enabling those qualified parties to clearly identify benefits of Gemini services relative to its competitors SALES ACTIVITIES Reports sales funnel and the business lines selling to develop action plans to address issues and increase sales Offers information, ideas, and other materials required to move prospects through sales funnel Works and maintains sales funnel based on sales processes; reports funnel status on a weekly basis Provides effective proposal and pro forma delivery that specifically address the needs of prospects and existing clients Collaborates with team on the development, implementation and execution of the institutional sales plans resulting in increase in sales of the dedicated managed account business line focus areas (pensions, foundations and endowments and any other investment pool relating to the institutional and the outsourced chief investment officer (OCIO) marketplaces), as well as works with the team on retention of those same assets to achieve sales goals Strategizes with the Gemini team in designing ideal sales and engagement plan resulting in the growth of current AUM; maintains and nurtures existing relationships Develops new prospects and capitalizes on referrals to increase sales; uses channels efficiently to build relationships Contacts and coordinates on-site visits to prospects and critical contacts with necessary attendees from Gemini, information and presentation medium Coordinates parties following on-site visits to provide additional information, obtain feedback and utilize needs- based selling techniques to inquire about additional clarity on the offering or needs Serves as a service expert on NorthStar's offering and solutions by keeping the institutional leads and clients apprised of specific regulatory changes and/or restrictions creating sales opportunities 50% SALES ADMINISTRATION Maintains territorial sales database and keeps the executive VP of sales abreast of potential prospects and critical contact relationships Works with internal sales support on a high frequency basis to continue focus on high payoff activities Participates in weekly sales funnel meetings to review the past week and outline initiatives for coming week Follow ups on schedule and meetings Maintains and updates a file on competitive products and firms Reviews and analyzes both activity and sales for the week, month, quarter, and year versus projections Ensures discretionary expenses and travel stay within budget Monitors, completes and analyzes daily/weekly/quarterly sales goals and activity reports to ensure accuracy and to inform sales management of activities within territory in a timely manner Meets agreed upon sales activity goals Attends ongoing training to maintain current knowledge of all markets and industry developments Maintains and updates contact database including prospect information and activity in sales automation tools; maintains reports of existing competitor's products Completes and distributes weekly dashboards providing recap of sales as compared to goal and highlights activities THOUGHT LEADERSHIP AND MARKETING Assists sales and marketing focus in developing an effective strategy, including key players and message delivered, to maximize time with clients during company sponsored conferences Attends and participates in development and sponsorship of conferences, roadshows; uses various strategies to maximize attendance at conferences and roadshows Partners with marketing in development of campaigns, newsletters, or any other client, prospect, critical contact facing information Supports marketing campaigns by organizing and assisting with the creation of content to enable business development activities such as participation in webinars, drafting blogs, assisting with marketing collateral Follow up with leads identified as a result of marketing campaigns 20% Maintains thorough understanding of all company products, including benefits and drawbacks, to assist prospects on choosing correct structure to meet their institutional needs and objectives Reads and engages topical industry related stories daily, weekly, and quarterly to keep updated on industry news, trends and events May perform other duties as required and assigned. WORKING RELATIONSHIPS & CONTACTS Daily contact with prospects to build and manage relationships and effectively leverage time within territory Regular contact with sales management regarding communication of daily activities and market conditions Regular contact with realtionship management, national accounts and sales teams regarding collaboration on maximization of territory sales and retention efforts Excellent knowledge of financial services offerings and company policies and procedures, including advanced knowledge of revenue and profits models within endowments, pensions, foundations and any other investment pool relating to the institutional and the outsourced chief investment officer (OCIO) marketplaces such that Gemini's DMA \"value\" can be properly presented in a \"value\" sale Demonstrated ability to interact, listen, influence and partner in a professional and engaging manner with high-level decision-makers Ability to effectively influence actions and opinions of others Ability to speak effectively before groups of customers or employees Ability to adapt and implement changes as market and business conditions evolve Ability to consistently meet agreed upon performance goals Ability to multi-task while maintaining careful attention to detail Ability to work effectively both individually and within a team environment Ability to work with a sense of urgency to meet deadlines and address competing priorities Ability to recognize cross-selling opportunities for sister firms and critical contacts Proficient skills with Microsoft Office software including Word, Excel, PowerPoint and Outlook Effective written, listening and verbal communication skills Excellent organizational skills, superior time management strategies and the ability to work with minimal supervision from a remote office Strong sales skills required: negotiation and persuasion, up-selling, closing, follow-up, relationship building and networking to persuade others of the value of a product/solution EDUCATION:* Minimum of a Bachelor's degree in Business Administration or related field required EXPERIENCE:* Minimum of 2-4 years of experience in a field-based consultory or sales position selling financial services offerings to institutions required Minimum of 2 years of experience building and maintaining an institutional customer account base required *Equivalent education and experience will be considered
Associated topics: bank, finance, financial security, financial service, merchant service solution, mortgage, payment, payment management solution, personal banker, risk management


• Location: Hauppauge, Other

• Post ID: 155608942 newyork is an interactive computer service that enables access by multiple users and should not be treated as the publisher or speaker of any information provided by another information content provider. © 2018