POSITION SPECIFICATIONS:

• Bachelor degree required; MBA, CFA, or CIMA preferred
• Minimum of 7 years of client facing experience in the financial services industry (i.e. investment companies, consulting firms, etc.) required; Experience working with public sector investments; working with public officials and their staffs preferred
• An intrinsic understanding of investment concepts required
• Knowledge of public sector protocol required; Knowledge of legislative processes, state elections and appointments, Pension regulations, State Treasury functions preferred
• Knowledge of Federated products and separate account strategies preferred

• Must possess/immediately obtain FINRA Series 7 and Series 66 licenses

   

MAJOR DUTIES:

Work closely with the National Sales Manager of State Treasury Pools to provide a high level service to current clients and perform a variety of duties that help to advance the sales cycle for State Treasury related business.   Handling day-to-day activities with a high level of business acumen, this position will support ongoing strategic sales efforts and optimize the utilization of internal resources. 

• Manage day-to-day business activity, interfacing with State Treasury clients to keep investment and service deliverables on track.  Manage multi-faceted projects across Federated on behalf of the business channel.
• Assume relationship management duties for assigned State Treasury relationships.
• Direct the development of board materials, including presentations and preparatory write-ups; ensure fresh insightful content, appropriate performance depiction and accuracy.  Attend and deliver presentations as requested.
• Determine appropriate State Treasury conference presence and work with team members to assign personnel at key venues.  Attend as necessary.
• Assist in the management of  legislative surveillance and state level statutory and policy change initiatives with legal resources and the client sponsors and prospects.
• Work closely with National Sales Manager of State Treasury Pools to direct assignments that keep the sales queue moving, such as high level correspondence, follow-up analysis from meetings, special client projects, etc.  Manage among internal resources and compose documents as necessary.
• Serve as primary day-to-day contact for client and participant service team members on a myriad of business matters.
• Collaborate with appropriate personnel internally  on business development efforts, including oversight of RFPs, presentations and other related items.
• Manage scheduling of key client meetings and appointments and provide thorough preparatory support.

• Contribute to the formation of the business / marketing plans and oversee the continuous implementation, keeping all support well-coordinated, and on time.  Vet and answer ongoing business issue questions for the channel:  database and composite decisions, strategies to propose and the correct portrayal of them. 

   

HOURS/LOCATION:  

• 8:00 a.m. - 5:00 p.m. (overtime as required)
• Location: Pittsburgh, PA preferred; Boston, MA or Chicago, IL
• Ability to work core business hours

• Extended hours as required; some travel required

   

EXPLANATORY COMMENTS:

• Excellent verbal and written communication skills; must be a consummate communicator
• Strong presentation skills with the ability to discuss information with high level individuals
• Interpersonal skills
• Must be deadline driven
• Demonstrated decision making ability
• Analytical aptitude
• Ability to manage multiple projects and execute priorities
• Ability to provide direction to others
• Will be required to sign an employment agreement

• Must maintain a valid driver's license

   

About this opportunity please visit: https://careers.federatedhermes.com/psp/EXT/EMPLOYEE/HRMS/c/HRSHRAM.HRSAPPSCHJOB.GBL?Page=HRSAPP_JBPST&Action U&FOCUS=Applicant&SiteId=11&JobOpeningId=9121&PostingSeq=1

We are interested in qualified candidates who are eligible to work in the United States. However, we are not able to sponsor visas.

EOE -- Including Disability / Vets

Federated Hermes is committed to providing equal employment opportunities to qualified individuals without regard to the following criteria: race, color, national origin, religion, sex (including pregnancy), sexual orientation, gender identity or expression, mental or physical disability, age, familial or marital status, ancestry, military status, veteran status or genetic information as well as any other prohibited criteria under any applicable local, state or federal law applicable to Federated Hermes.