Sales Director, Sub-Advisory

About Schroders

We’re a global investment manager. We help institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future.

We have around 5,000 people on six continents. And we’ve been around for over 200 years, but keep adapting as society and technology changes. What doesn’t change is our commitment to helping our clients and society prosper.

The Base

We are based at 7 Bryant Park in the heart of NYC. And we have everything we need to work flexibly. We operate a hybrid working model, with a requirement that our Sales Director, Sub-Advisory be in the office 3 days per week. This is to sustain our culture of innovation, collaboration, knowledge sharing, and building relationships within the business.

The Team

This is an opportunity to work interdependently with an engaged team that sits within a global Intermediary function at a global asset management firm. 

Position Overview

As an integral member of the Subadvisory Client Group team, the ideal candidate will cultivate new and existing relationships with leading insurance and mutual fund providers to market Schroders’ investment products. To drive top line growth, you would be responsible for the following:

• Provide consultative expertise on Schroders’ investment strategies to assigned clients and prospects
• Develop and execute a well-organized business plan to increase assets under management and drive overall revenue growth
• Identify, develop and maintain relationships across senior leadership, research, distribution and operational roles with prospective and existing Subadvisory clients
• Generate and develop new business pipeline opportunities and establish Schroders as a trusted source for client and prospect inquiries to effectively market the Schroders’ brand
• Success in this position requires a well-developed, proven ability to achieve results by solving client needs.  The qualified candidate will have experience executing high-value presentations and can demonstrate a strong aptitude for insurance product design, investment portfolio construction and asset allocation decision making. A thorough understanding of capital markets will be necessary. 

Responsibilities

Sales Responsibility (80%)

• Develop and execute on a well-constructed business plan to promote long-term growth objectives
• Work closely with investment teams to maintain high level of investment strategy process, philosophy and positioning
• Within assigned client and prospect firms, identify key areas of opportunity to promote Schroders’ strategies and cultivate new business
• Meet or exceed assigned gross sales and net sales goals

General Responsibilities (20%)

• Maintain consistent and systematic client contact as demonstrated through Salesforce relationship management system
• Collaborate within the Subadvisory and Insurance team to provide on-going sales support, strategy updates and marketing deliverables
• Operate with a high level of professionalism, accountability, and collaboration with colleagues, clients and prospects
• Travel extensively within assigned territory and manage allocated travel and expense budget properly

Basic Qualifications

• Bachelor’s degree
• Minimum of 7+ years working in a business development capacity within the asset management industry.
• Strong capital markets and financial services knowledge
• Series 7 license
• Board level oral and written communications skills
• Valid driver’s license
• Ability to travel up to 70% of the time (International travel may be necessary)

Preferred Qualifications

• Established relationships with both insurance and mutual fund providers strongly preferred
• Able to work on own initiative with limited direction within a team environment
• Thorough and attentive to detail
• The ability to apply the principles of analytical and logical thinking to define problems, interpret data, establish facts and draw valid conclusions

Compensation

Schroders offers a base salary in a range of $200,000 to $225,000 for this position.

The referenced salary range is based on the Company's good faith belief at the time of posting. Actual compensation may vary based on factors such as geographic location, work experience, market conditions, education/training and skill level.

We recognize potential, whoever you are

Our purpose is to provide excellent investment performance to clients through active management. Diversity of thought facilitated by an inclusive culture can help us achieve this goal. We are a proud equal opportunity employer and ensure fair employment practices without regard to race, color, national origin, age, disability, sex, sexual orientation, gender identity, religious beliefs, veteran status, or any other protected characteristics.
 
Schroders endeavors to make our careers website accessible to all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact HR at 212-641-3800 or simpersonnel@us.schroders.com. This contact information is for accommodation requests only and cannot be used to inquire about the status of applications.