What are the responsibilities and job description for the Vice President, Professional Services position at Conning & Company?
Conning is a leading global investment management firm with a long history of serving the insurance industry. We develop customized investment strategies that address our clients’ unique objectives, requirements and tolerance for risk. We develop solutions by leveraging Conning’s risk management tools and utilizing a highly disciplined investment process that relies on fundamental analysis. Responsible for client service and retention, business development, and generating services revenue. Establish partnerships that lead to software sales. Contribute to software development. Manages team projects or activities. Responsibilities Contribute to earning targeted advisory revenue by working with Sales Executives to obtain advisory revenue assignments and successfully complete required deliverables in a timely manner. Delegate appropriate projects to Analysts. Review Analyst's work for accuracy and completeness. Provide training and feedback. Client Service and retention – for existing ADVISE and GEMS clients. Produce professional services revenue. Establish partnerships to produce sales. Sales – Collaborate with Sales to assess market needs, maintain competitive information, develop appropriate demos and pitch materials, and assess the viability of select partnerships Product training – Collaborate with team members to develop training programs for end users. Contribute to software development Assists with Client retention Assists with Revenue generation As may be evident from the descriptions above, this role is highly matrixed with other areas of the Risk Solutions business. All those currently involved in planning, developing and delivering our products in the market will continue to play critical roles. Incumbent will participate in selected sales prospect opportunities. Requirements A minimum of 5 years of relevant insurance or asset management experience, or A minimum of 5 years of consulting experience, or work in a project-oriented client service role. Requires leadership skills and expert knowledge of systems and processes. Actuarial software expertise; the ability to learn new software. Thorough knowledge of insurance and enterprise risk management. Actuarial designation (FSA/FCAS or experienced ASA/ACAS) preferred. Chartered Financial Analyst (CFA) designation, or progress towards a designation a plus. Experience with Asset / Liability Management. Insurance and financial acumen including understanding of insurance finances Strong communication skills for client facing position. Other Skills: Excellent communication & presentation skills. Strong analytical abilities. Successfully manage multiple projects and projects. Errors in judgment can directly lead to lost clients, revenue and reputation. Our work is used by clients to support major decisions, so the impact of errors on our clients can be significant. Conning is an equal opportunity employer. Our company embraces the principles of and inclusion; our employees can bring the best version of themselves to work every day. We thrive in an environment where everyone’s voice is heard, every idea counts, and the differences of our employees are valued. We provide reasonable accommodations to those who need them. If you are unable to complete this application due to a disability, contact us to ask for an accommodation or an alternative application process. We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class. Applicants must exhibit a strong commitment to meet compliance obligations reflecting Conning's core values of honesty and integrity; must accept responsibility for compliance in each role and comply with all applicable rules, regulations, and legal requirements. Conning is a leading global investment management firm with a long history of serving the insurance industry. We develop customized investment strategies that address our clients’ unique objectives, requirements and tolerance for risk. We develop solutions by leveraging Conning’s risk management tools and utilizing a highly disciplined investment process that relies on fundamental analysis.
