Experience in growth strategy and strategic planning
Experience in client retention and growth
Experience in business development
Experience leading and managing sales campaigns
Experience in product development
Experience developing and maintaining client relationships
Experience in event planning and organization
Experience building, managing and developing teams
Responsibilities
Managing Americas’ GFO Wealth Strategists and Sales Associates including setting performance and financial targets
Contributing to GFO overall growth strategy throughout the Americas, and accountable for supporting all new business activities across new business, cross-sell, additions and fee restructures
Working with GFO Regional Managing Directors, and MDs to maximize business growth and effectiveness
Leading regional Marketing & Events in collaboration with GFO Regional Managing Directors
Leading coordination of Centers of Influence (COIs) strategy and relationships
Supporting Product development to underpin competitiveness (e.g., Alternatives) in collaboration with GFO Heads of Banking, Asset Servicing, Investments, Fiduciary and Advisory
Developing and delivering reporting and other analytics with respect to pipeline forecasting/depth, sales-based activity and other metrics
Driving GFO sales and business development activities across the US, Canada and Latin American markets
Line management of the Americas-based Wealth Strategist and Sales Associate teams
Working directly with US Regional Managing Directors on developing and executing market growth plans
Establishing and monitoring sales related processes and best practices