Director Advisor Relations - Tephra : Job Details

Responsible for managing Our client's relationships with targeted advisors in North America and will:

• Work with all our client's units to brief and position Our client's products and services to advisors.
• Broaden and deepen Our client's relationships with Advisors.
• Work with advisors to bring in qualified opportunities.
• Work with advisors to get coaching on ongoing deals.
• Plan, schedule, and facilitate Advisor meetings with Our client's leaders.
• Track and report all advisor deal and interaction activity.

• Position our client as a thought-leader with Advisors through frequent executive meetings and briefings.
• Deepen and track relations with Advisors.
• Increase Wallet Share (Leads / RFPs / Win Rate) of TPA-led pursuits, providing support to the MMU teams.
• Focus on GTM and market penetration activities with key TPA's.
• Lead and drive advisory briefings, workshops, etc., across verticals and service lines.

• IT / BPO background in sales and/or consulting.
• 5+ years of advisory relations within 15+ years of business experience.
• Ability to build relationships at all levels (externally with Advisors and internally within our client).
• Exemplary communication and interpersonal skills.
• Ability to travel 50%.
• Understanding and applying relationship and communication skills to succeed in large, complex advisor-led deal opportunities.
• A master's degree such as an MBA or MSA is required.