AVP, Market DevelopmentAVP, Market Development
Ref 44899 Country USA City New York Business Area Sales Management & Planning Contract Type Permanent Estimated publish end date
Department OverviewBarclays Wealth is a leading global wealth manager, and the UK?s largest. With offices in 25 countries, Barclays Wealth serves affluent, high net worth and intermediary clients worldwide, providing international and private banking, investment management, fiduciary services, and brokerage. Barclays Wealth is part of theBarclays Group, a major global financial services provider engaged in retail and commercialbanking,credit cards,investment banking,wealth managementandinvestment management h over 300 years of history and expertise in banking, Barclays operates in over 50 countries and employs over 144,000 people. Barclays moves, lends, invests and protects money for over 48 million customers and clients worldwide. For further information about Barclays Wealth, please visit our . It is the policy of Barclays Capital to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, creed, religion, national origin, alienage or citizenship status, age, sex, sexual orientation, gender identity or expression, marital or domestic/civil partnership status, disability, veteran status, genetic information, or any other basis protected by law.
Main FunctionThe Sales Development team helps drive enhancements to Investment Representative (IR) productivity through a variety of new business development efforts. As one of the efforts, Practice Management delivers knowledge, skills and tools to enable sales teams to grow heir business. Initiatives have supported one of four primary segments along the client experience: consulting, advising, implementing and reviewing, as well as general business management. The team works closely with senior Sales Management, Strategy, and Learning & Development. A second effort relates to managing client relationships with Barclays Capital senior executives in order to maximize wallet share with internal clients and encourage referrals. Another effort relates to managing referrals between Barclays Wealth Americas (BWA) and the Investment Banking Division (IBD).
Main Duties Responsibilities for the Market Development role include (but are not limited to): ? Develop specific initiatives to drive IR behavior and best practices ? Develop and maintain robust sales processes and integrate the Client Advisory Framework into BWA?s sales process ? Conduct analyses to drive further insights and opportunities with respect to successful sales practices ? Partner with senior Sales Management and Branch Managers to deliver ongoing enhancements and modifications to sales management processes ? Manage client segmentation strategies (e.g., Private Business Owners, Hedge Fund / Private Equity principals, private endowments, etc.) ? Implement training initiatives (working with Learning & Development) and monitor / track / analyze results ? Monitor / track / analyze business activity with internal executives ? Work closely with MD IR coverage teams, HR and senior management to provide centralized support for the effort ? Work with IR teams to bring relevant corporate finance introductions to IBD and 3rd party boutique investment firms, ensuring compliance with necessary private and public side information barriers
*LI
Person Requirements Basic Qualifications:
? BS/BA degree requied. ? 6+ years of professional experience working at a financial services or consulting firm ? 3+ years of expereince with MS office(Excel, Word, Powerpoint, and Outlook) ? 1+ years of experience with wealth management.
Preferred Qualifications:
? Ability to structure ambiguity and effectively prioritize multiple tasks ? Extensive knowledge of the wealth management and/or corporate finance business ? Investment and product knowledge is helpful. ? Excellent analytical problem-solving skills and strategic thinking ? Superb written and verbal communication skills ? Strong work ethic with ability to work effectively in a team environment ? Outstanding organizational skills
|