Position Details: Director, Advisor Relations

Description:

Responsible for managing Our client relationships with targeted advisors in North America and will:

• Work with all Our client's  units to brief and position Our client products and services to advisors.  

• Broaden and deepen Our client's relationships with Advisors

• Work with advisors to bring in qualified opportunities

• Work with advisors to get coaching on on-going deals

• Plan, schedule and facilitate Advisor meetings with Our client leaders

• Track and report all advisor deal and interaction activity

Responsibilities:  

• Responsible for positioning Our client as a thought-leader with the Advisors through frequent Executive meetings and briefings

• Responsible for deepening and tracking of relations with the Advisors

• Responsible for increasing the Wallet Share (Leads / RFP’s / Win Rate) of the TPA led pursuits, providing appropriate introductions and support to the MMU teams

• Focused GTM and market penetration activities with key TPA’s

• Lead and drive Advisory briefings, workshops, etc. across all verticals and service lines

Qualifications: 

• IT / BPO  background in sales and/ or consulting

• 5+ years of Advisory Relations as part of 15+ years of business experience

• Capability to build relationships at all levels (externally with Advisors and internally within Our client)

• Exemplary communication and interpersonal skills

• Ability to travel 50%

• Understanding of and an ability to apply the relationship skills and communication skills requisite to succeed in large, complex Advisor led deal opportunities

• A masters like an MBA or MSA degree required

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