Assistant Director

Israel Bonds; New York (NY); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

Paid time off + holidays

401(k) with match

Life and disability insurance

Job summary

Israel Bonds in New York seeks an Assistant Director to work with Executive Directors to develop and execute sales strategies while overseeing daily office operations and staff. The role includes coordinating events, driving community-based initiatives, and managing reports and budgets.

Reporting to the Executive Director, you will supervise staff, participate in fundraising campaigns, and ensure compliance with FINRA licensing requirements.

Qualifications

• 3-5 years of sales or development/fund-raising experience.
• FINRA licensing required: SIE, Series 7, Series 63 (Training provided).
• Knowledge of the American-Jewish community and Israel’s history.

Responsibilities

• Manage staff and office operations, including performance evaluations.
• Plan and participate in events and campaigns.
• Develop and maintain office budget and supervise sales activities.
• Identify local markets for communal and individual sales.
• Solicit bond sales from existing customers and cultivate new groups.

Skills

Fundraising

Sales leadership

Communication

Analytical skills

Persuasion

Multitasking

Education

FINRA licensing: SIE, Series 7, Series 63

Tools

Salesforce

Microsoft Word

Excel

Outlook

Job description

Development Corporation for Israel/ Israel Bonds is an organization offering securities issued by the State of Israel. Since the first bond was sold in 1951, Israel Bonds has secured more than $57 billion in bonds sales globally, supporting the development of every aspect of Israel's economy.

POSITION SUMMARY

The Assistant Director works closely with the Executive Directors to develop and execute sales strategies that align with the goals and objective with Israel Bonds while also overseeing daily office operations, supervising staff, coordinating sales events, and driving community-based sales initiatives.

Report To: Executive Director

Benefits of Israel Bonds:

Medical, dental, and vision insurance. Generous paid time off plus most Federal and Jewish holidays. 401k with up to a 3% match and a 4% non-elective contribution. Access to Flexible Spending. Account for health and dependent care expenses. Employer-paid short- and long-term disability insurance and life insurance.

ESSENTIAL FUNCTIONS

Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions

• Manage professional and support staff of office, including, without limitation, making hiring and firing recommendations and performance evaluations
• Communicate expectations relating to job performance; provide feedback to staff
• Supervise and assist in the planning of events
• Develop and maintain office budget, as requested
• When necessary, conduct and manage entire campaign from beginning to end; including managing other Registered Representatives in the office, as well as generating sales
• Provide oversight and assist in determining the appropriate local market for communal and individual sales activity
• Supervise and participate in the scheduling and organizing of sales meetings and events, including, but not limited to, the preparation of budgets, the selection of honorees and speakers, printing of approved invitations, catering details, enlisting a function committee, coordination of lay leaders
• Ensure and participate in the following up of solicitations
• Manage and participate in marketing presentations to individuals, small and large groups
• Solicit bond sales from existing customer base
• Cultivate new customer groups and organizations
• Conduct “Know Your Customer” analysis to assure that recommendations to customers are suitable based on his/her situation and needs; such analysis includes a review of information such as customer’s financial status, tax status, and investment objectives
• Recognize red/yellow flags for anti-money laundering program and elevate, as appropriate
• Handle telephone and in person customer inquiries
• Manage customer database and update as necessary
• Maintain knowledge of social/political/economic situation in Israel and the US
• Manage campaign calendar and schedule
• Develop new events/business

OTHER DUTIES

Such other duties as directed by the Vice President, Sales, and Executive Director as he/she deems appropriate and necessary to meet the needs of the National Sales Department

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

Knowledge, Skills, Experience & Licensing Requirements

• 3-5 years of sales or development/fund-raising experience
• FINRA licensing required: SIE (Securities Industry Essentials) Series 7 and Series 63. (Training will be provided if needed).
• Knowledge of the American-Jewish community and Israel’s history and current social/political/economic situation
• Strong written, oral, analytical, listening, and persuasion skills
• Excellent Interpersonal Skills
• Ability to multitask and meet deadlines
• Ability to manage professional and support staff
• Proficient in use of Microsoft Word, Excel, Outlook, and Salesforce

SUPERVISORY RESPONSIBILITY: This position has supervisory responsibilities.

WORK ENVIRONMENT: This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, telephones, photocopiers, filing cabinets and fax machines.

PHYSICAL DEMANDS: This is largely a sedentary role; however, this position requires constant communication and the ability to exchange accurate information, the ability to operate a computer and other office equipment, lift files, open filing cabinets and bend or stand as necessary.

POSITION TYPE/EXPECTED HOURS OF WORK: This is a full-time position. Hours of work are Monday through Friday, 9:00 a.m. to 5:00 p.m., 35 hours per week. Work extended/evening hours, weekends and holidays when needed

TRAVEL: Minimal local travel in attending events is expected for this position.

SECURITY CLEARANCE: Must successfully pass licensing exams, background checks, and fingerprinting.