Managing Director, Client Relations
Janus is a global investment management firm with the trust and respect of more than four million shareholders, clients and institutions, and with more than $164 billion in assets under management (as of March 31, 2012). Our product offerings include investment strategies across fixed income, as well as growth, mathematical and value equities. Janus has always been passionately inquisitive and independent in our pursuit to identify better investment opportunities for our clients. If there’s one thing that we’ve uncovered throughout our 40 year history, it’s that our unique culture of discipline and independence helps drive our clients’ success. Janus is in business to help our investors achieve their financial goals and realize their dreams, and we believe the most effective way to do so is to work together to deliver strong, consistent long-term investment performance and exceptional service. We are deeply committed to our mission to deliver better outcomes for our clients through the disciplined pursuit of independent ideas.
ESSENTIAL FUNCTIONS:
• Works independently, maintains and enhances relationships with existing institutional clients.
• Promotes investment product sales through frequent client meetings and discussion covering investment strategy, account performance, new products, and market developments.
• Works closely with sales, PMs, Client PMs and client service staff to coordinate all sales and support activities for assigned accounts.
• Experience managing large and/or complex account relationships
• Ability to develop strong relationships with key plan sponsor decision makers and their investment consultants
• Proven ability to develop and deliver product/client specific messaging.
• Skilled at understanding all aspects of the client relationship including business segment, investment objectives, guidelines and plan structure.
• Proven skills as a team player working closely with others in all areas of the firm to provide excellence in client outcomes.
• Participate in business projects within the team to ensure alignment with business plans and strategy.
OTHER FUNCTIONS: Assumes additional responsibilities as requested or assigned
SUPERVISORY RESPONSIBILITIES: May directly manage exempt and/or non-exempt staff. Plans, allocates, monitors work and makes decisions regarding employment, performance appraisal, training, salary adjustments and related personnel actions.
QUALIFICATIONS
KNOWLEDGE, SKILLS ABILITIES:
• Excellent interpersonal, relationship building and customer service skills
• Excellent verbal and written communication skills
• Advanced knowledge of mutual fund/financial services industry and company products
• Strong organizational skills with the ability to manage multiple tasks simultaneously
• Excellent presentation skills
• Ability to work and make decisions independently
• Intermediate to advanced computer skills including MS Word, Excel, PowerPoint
• Excellent problem solving skills
MINIMUM EXPERIENCE:
• Five or more years of portfolio management, sales, marketing or relationship management experience.
MINIMUM EDUCATION, TRAINING AND CERTIFICATIONS:
• Bachelor’s Degree in Business/related field or equivalent required
• Series 7, 3 and 63 licenses required and CFA or equivalent strongly preferred.
WORKING ENVIRONMENT/PHYSICAL ACTIVITIES:
• Overtime may be required on short notice and may include evening, weekend, and holiday hours
• Typical office environment with PC, telephone, copier, fax machine, etc.
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