VP, Head of Consultant Relations, Platform Development, Banks

Jobtailor; Deutschland; Remote; EUR 150.000 - 230.000; Vollzeit

Zusammenfassung

Jobtailor is seeking a senior leader to spearhead institutional consultant sales, bank channel sales, and platform development. You will set and drive an integrated channel strategy across the U.S., prioritizing accounts and governance while building senior relationships with banks, consultants, and platform gatekeepers.

You will lead through influence across investment, product, marketing, legal, compliance, and distribution teams, delivering measurable asset growth and revenue outcomes.

Qualifikationen

• Proven ability to lead experienced sales and business development professionals.
• Demonstrated success converting insights into ratings, approvals, and placements.
• Bachelor’s degree required; Series 24 certification or within 120 days.

Aufgaben

• Lead, coach, and develop a team of institutional consultant sales, bank channel sales, and platform development professionals.
• Set the integrated channel strategy, priorities, accountability, and execution standards.
• Develop and execute an integrated U.S. distribution strategy across institutional consultants, banks, and investment platforms.
• Establish business management practices including market segmentation, account prioritization, and pipeline governance.
• Build and maintain senior-level relationships with consultant firms, banks, due diligence teams, and platform gatekeepers.

Kenntnisse

Institutional Distribution Models

Sales Leadership

Strategic Relationship Management

Investment Management Experience

Series 24 Certification

Ausbildung

Bachelor's Degree

Series 24

Jobbeschreibung

• Lead, coach, and develop a team of institutional consultant sales, bank channel sales, and platform development professionals
• Set the integrated channel strategy, priorities, accountability, and execution standards
• Develop and execute an integrated U.S. distribution strategy across institutional consultants, banks, and investment platforms
• Establish business management practices including market segmentation, account prioritization, pipeline governance, metrics, resource allocation, and performance reviews
• Build and maintain senior-level relationships with consultant firms, banks, due diligence teams, home offices, platform gatekeepers, and other decision makers
• Direct engagement strategies for priority relationships with coordinated coverage, account plans, messaging, and follow-through
• Translate client, consultant, and platform insights into recommendations for investment strategy, products, vehicles, pricing, marketing, sales enablement, and service delivery
• Partner with U.S. distribution teams and investment professionals to align channel strategies and convert ratings, approvals, and placements into sales opportunities
• Represent the firm in senior-level client meetings, due diligence reviews, industry conferences, and strategic negotiations
• Foster teamwork, exceptional client service, prudent risk management, and compliance

Requirements

• Deep knowledge of institutional consultant, bank, and platform distribution models
• Proven ability to lead experienced sales and business development professionals
• Demonstrated success converting channel insights and senior relationships into ratings, approvals, placements, qualified pipeline, asset growth, revenue, and retention
• Exceptional written, verbal, presentation, and negotiation skills
• Ability to lead through influence across investment, product, marketing, legal, compliance, operations, client service, and distribution teams
• A minimum of 15 years of relevant investment management distribution experience
• Significant people-management experience leading senior sales, relationship management, or business development professionals across multiple channels or client segments
• Demonstrated success setting strategy and delivering measurable asset, revenue, ratings, approval, placement, and retention outcomes
• Experience influencing senior decision makers and peers throughout a complex asset management organization
• Established network across institutional consulting firms, banks, research and due diligence organizations, and strategic investment platforms
• Broad investment knowledge across multiple asset classes, products, and vehicles
• Bachelor’s degree required
• Series 24 required or attainment within 120 days of hire date
• Strong intellectual capacity and curiosity
• Passion for the industry
• Entrepreneurial, energetic and enthusiastic
• Driven and accountable to deliver outcomes
• Established credibility with institutional consultants, bank executives, platform decision makers, and peers throughout the investment management industry
• High personal and professional standards
• Unassailable integrity and ethics
• Significant travel required

Core Competencies

Demonstrates extensive experience in leading and developing sales teams within the investment management distribution sector, with a strong focus on building senior-level relationships and executing integrated channel strategies. Proven ability to translate insights into actionable investment strategies and drive measurable outcomes in asset growth and client retention.

Highest-signal resume keywords

• Institutional Consultant Distribution Models
• Sales Team Leadership
• Strategic Relationship Management
• Investment Management Experience
• Series 24 Certification

Hard Skills

• Investment Strategy Development
• Market Segmentation
• Pipeline Governance
• Performance Metrics
• Account Prioritization
• Sales Enablement
• Asset Growth
• Revenue Generation
• Client Service Delivery
• Risk Management

Soft Skills

• Exceptional Communication Skills
• Negotiation Skills
• Influential Leadership
• Teamwork
• Accountability

Certifications & Qualifications

• Bachelor's Degree
• Series 24

Industry Keywords

• Investment Management
• Institutional Consulting
• Bank Channel Sales
• Platform Development
• Due Diligence
• Client Relationship Management
• Asset Classes
• Investment Products
• Strategic Negotiations
• Compliance