The positions I've had while working on Wall Street or in Investment Management had a common theme. They involved new business ventures associated with new product/solutions. As such, I had the opportunity to “wear several hats.” A significant amount of time was spent on product management and ...
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The positions I've had while working on Wall Street or in Investment Management had a common theme. They involved new business ventures associated with new product/solutions. As such, I had the opportunity to “wear several hats.” A significant amount of time was spent on product management and business development/client relationship management.
Product Management/Specialist activities included the following: strategic and competitive positioning, product and business planning including channel strategies, analyses of global investment trends, internal and external messaging (including marketing materials, white papers, content for RFPs, presentations), analyses of peer groups, fees, performance, risk, volatility, correlations and general competitive analysis, worked closely with and gained the support of client service, marketing, sales, product/research teams and management, provided internal and external product education and training . As a product expert working closely with clients, I identified new business opportunities by assessing product capability gaps versus client needs. Finally, I assisted clients with customized risk budgeted investment solutions.
Business Development/Client Relationship Management: Clients included public, corporate pension plans, endowments, foundations, insurance companies and their respective consultants. I found prospective clients and/or identified cross-sell and upsell opportunities and closed by soliciting, understanding and responding to clients’ needs. I was also able to contribute to product development initiatives and priorities by providing critical client knowledge. Clients received an excellent service experience, making them feel they were being heard, promoted and nurtured. I participated in finals presentations and searches that led to growth in the number of deals/mandates across asset classes.
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