Director of Institutional & Intermediary Business Development

#LI-Hybrid

Overview

Responsibility will be split between investment sales, marketing, and service within the financial intermediary channel, with additional activities across all institutional channels and consultant relationships. Develops and executes sales strategies targeting Catholic-oriented institutions which include (arch)dioceses, foundations/endowments, religious institutes, universities, hospitals, and other institutions, along with the consultants and intermediaries that serve these organizations.

Core Responsibilities

• Serve as a modified wholesaler with a primary focus on intermediary relationships, including consultants, advisor platforms, and other distribution partners.
• Expected to jointly liaise within the financial intermediary channel, which includes participating in the orchestration of financial intermediary conferences and serving on the respective panels to represent KoCAA.
• Develop and implement strategic sales and marketing plans tailored to financial intermediaries, consultants, and institutional clients.
• Actively manage an assigned sales territory in coordination with aligned financial intermediaries and consultants to drive new business and support existing relationships.
• Lead consultant-centric RFP and due diligence processes, ensuring timely, accurate, and competitive responses.
• Represent the firm in financial intermediary, consultant, and prospect meetings and presentations, as well as conferences across assigned territories.
• Build, maintain, and deepen relationships with key financial intermediaries, consulting firms, platforms, and centers of influence.
• Partner with internal marketing and product teams to align messaging and product positioning with consultant and institutional client needs
• Utilize CRM systems to track pipeline activity, manage relationships, and report on sales efforts.  

Skills Qualifications

Required:

• Institutional sales and marketing background
• Knowledge of the Financial Intermediary marketplace
• Knowledge of fixed income, equity, and alternative investments
• Knowledge of investment laws, policies, and regulatory practices
• Knowledge of Catholic institutions and hierarchy
• Knowledge in Catholic Social Teachings and Faith-Based Investing
• Superior customer service orientation
• Strong oral and written communication skills
• Analytical and critical thinking
• Microsoft Office, including Word, Excel, and PowerPoint
• CRM systems (Salesforce, Microsoft Dynamics)
• SIE, Series 7, and Series 66 FINRA licenses required

Education

Required:

• BS or BA in marketing, finance, or a related field
• Minimum 5+ years marketing and investment industry experience or equivalent combination of training and experience
• SIE, Series 7, and Series 66 FINRA licenses required

Compensation

The wage range for this role takes into account a broad array of factors that are considered in making compensation decisions, including but not limited to: skill sets; experience and training; licensure and certifications; and other business and organizational needs.  The range below applies as long as the work is performed in Connecticut; the Knights of Columbus reserves the right to adjust the wage range if the position is performed in another location.  At the Knights of Columbus, it is not typical for an individual to be hired at or near the top of the range for their role, and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $126,00 - 220,500.

Authorization to work in the United States is required.

This position is not eligible for visa sponsorship.

Physical Demands