KTP Executive Search Group, Inc. always has a host of great search assignments. Below is the top search assignment of the month as voted on by our staff and presented by our client; why is this important to you? Because the Search Assignment of the Month (SAM) will have added details of the search, the specific group and the career progression, plus notes on the search as the search progresses, to give each interested candidate added information.

Each month KTP will showcase a different search assignment with a complete write up and notes. If you have interest in the Search Assignment of the Month please call us immediately to learn more about the company and the role. 

KTP Executive Search Group, Inc. exclusively represents these opportunities the month they are featured, they will not be available anywhere else. 

Call (866) 411-8963 x1200 for more information.

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Search Assignment Summary

About the Firm:

The [CLIENT] is a leading global financial services firm providing investment banking, securities and investment management services to a substantial and diversified client base that includes corporations, financial institutions, governments and high-net-worth individuals. Founded in last centur, the firm is headquartered in New York and maintains offices around the world.  They are constantly developing new insights into global markets and industries. Their goal is to help our clients realize their objectives, and to help shape the debate in every sector in which the firm is involved.

The people of [THE FIRM] hold core principles in common. Throughout their history they have held fast to these values that make them unique. From individual to individual throughout the firm, they demonstrate a commitment to excellence in every aspect of the work that they do.

At [CLIENT] your ability to contribute to the performance of your team will help determine your success. You will work in a positive and supportive environment as diverse as the communities and cultures in which we do business. You will be challenged and stimulated and given the opportunity to contribute to the development of creative and commercial solutions for our clients – and your ability to do so will be directly connected to your ability to excel. At [the firm], they are committed to providing the tools and opportunities to advance your learning and your career as rapidly as possible.

and your career as rapidly as possible.

1. Lead and Motivate a group of 12-15 internal wholesalers to successfully build long term relationships with third party financial advisors and increase asset flows of investment products
2. Participate in the development of and lead the execution of sales campaigns and strategic initiatives to increase penetration and sales production
3. Provide ongoing professional development of internal sales team members through coaching, business planning support and training related to sales process
4. Manage, improve and monitor the daily operations and activities of the internal sales team
5. Facilitate communication to promote teamwork within and between internal marketing, operations and service departments
6. Generate creative ideas and unique services that help internal wholesalers strengthen client relationships.
7. Act as a liaison to national sales management, national accounts, marketing and product management to communicate market trends, competitive information and client needs.
8. Work closely with the National Director of Internal Sales to develop and successfully execute firm initiatives.

1. Series 7 required; Series 66 required within 30 days of hire
2. Project management skills
3. Supervisory skills
4. MS Office (Word, Excel, PowerPoint)
5. Demonstrate organized, efficient and effective territory management and phone skills on a consistent basis
6. Exceptional communication and outstanding probing skills
7. Detail oriented execution of responsibilities
8. Strong time management and organizational skills are a necessity
9. Have a high degree of accuracy and follow through

1. Strong communication skills and interacts well with all levels
2. Compliance and risk sensitivity
3. Client oriented
4. Energetic
5. Flexible w/ hours
6. Good judgment
7. Leader/Motivator/Coach
8. Pro-active and a problem solver
9. Results oriented
10. Team oriented with a strong interest in sales and the financial markets required
11. Exceptional interpersonal skills, verbal communication and presentation skills required
12. Strong organization and time management skills required
13. Articulate, assertive and charismatic
14. Ability to collaborate with a national sales team members and execute responsibilities independently
15. Extremely confident and energetic with carrying out daily activities
16. Dedicated, with a strong work ethic
17. A work ethic characterized by high integrity and behavior
18. Polished and ambitious professional possessing professional maturity
19. Honest and respectful of team

1. Minimum 5+ years of relevant sales experience
2. Minimum 2+ years of relevant sales desk management experience
3. Financial services industry and sales experience
4. Solid, consistent and progressive work history
5. Prior experience as an internal or external sales professional or financial advisor
6. Previous formal training experience a plus
7. Working knowledge of mutual funds, separately managed accounts and retirement products  

1. Bachelor’s degree and strong academic background required
2. Advanced degree or professional certificate a plus                                         

1. Base Salary, Bonus
2. Flexible vacation
3. 9 Paid Holidays each year
4. Medical, dental and vision benefits
5. Relocation

1. This is working from the Chicago office
2. The firm is a drug free employer
3. Qualified applicants should send resume via e-mail to jobspec@ktpsearch.com
4. Referrals are welcomed

– OR –

1. Call KTP Executive Search Group, Inc. for additional information:

Tarin R. Yankovich, CPC
Founder & President  

Direct: 1 (866) 411.8963 x1200

F I L L E D

Search Assignment Summary

About the Firm:

The [CLIENT] is a leading global financial services firm providing investment banking, securities and investment management services to a substantial and diversified client base that includes corporations, financial institutions, governments and high-net-worth individuals. Founded in last centur, the firm is headquartered in New York and maintains offices around the world.  They are constantly developing new insights into global markets and industries. Their goal is to help our clients realize their objectives, and to help shape the debate in every sector in which the firm is involved.

The people of [THE FIRM] hold core principles in common. Throughout their history they have held fast to these values that make them unique. From individual to individual throughout the firm, they demonstrate a commitment to excellence in every aspect of the work that they do.

At [CLIENT] your ability to contribute to the performance of your team will help determine your success. You will work in a positive and supportive environment as diverse as the communities and cultures in which we do business. You will be challenged and stimulated and given the opportunity to contribute to the development of creative and commercial solutions for our clients – and your ability to do so will be directly connected to your ability to excel. At [the firm], they are committed to providing the tools and opportunities to advance your learning and your career as rapidly as possible.

1. Lead and Motivate a group of 12-15 internal wholesalers to successfully build long term relationships with third party financial advisors and increase asset flows of investment products
2. Participate in the development of and lead the execution of sales campaigns and strategic initiatives to increase penetration and sales production
3. Provide ongoing professional development of internal sales team members through coaching, business planning support and training related to sales process
4. Manage, improve and monitor the daily operations and activities of the internal sales team
5. Facilitate communication to promote teamwork within and between internal marketing, operations and service departments
6. Generate creative ideas and unique services that help internal wholesalers strengthen client relationships.
7. Act as a liaison to national sales management, national accounts, marketing and product management to communicate market trends, competitive information and client needs.
8. Work closely with the National Director of Internal Sales to develop and successfully execute firm initiatives.

1. Series 7 required; Series 66 required within 30 days of hire
2. Project management skills
3. Supervisory skills
4. MS Office (Word, Excel, PowerPoint)
5. Demonstrate organized, efficient and effective territory management and phone skills on a consistent basis
6. Exceptional communication and outstanding probing skills
7. Detail oriented execution of responsibilities
8. Strong time management and organizational skills are a necessity
9. Have a high degree of accuracy and follow through

1. Strong communication skills and interacts well with all levels
2. Compliance and risk sensitivity
3. Client oriented
4. Energetic
5. Flexible w/ hours
6. Good judgment
7. Leader/Motivator/Coach
8. Pro-active and a problem solver
9. Results oriented
10. Team oriented with a strong interest in sales and the financial markets required
11. Exceptional interpersonal skills, verbal communication and presentation skills required
12. Strong organization and time management skills required
13. Articulate, assertive and charismatic
14. Ability to collaborate with a national sales team members and execute responsibilities independently
15. Extremely confident and energetic with carrying out daily activities
16. Dedicated, with a strong work ethic
17. A work ethic characterized by high integrity and behavior
18. Polished and ambitious professional possessing professional maturity
19. Honest and respectful of team

1. Minimum 5+ years of relevant sales experience
2. Minimum 2+ years of relevant sales desk management experience
3. Financial services industry and sales experience
4. Solid, consistent and progressive work history
5. Prior experience as an internal or external sales professional or financial advisor
6. Previous formal training experience a plus
7. Working knowledge of mutual funds, separately managed accounts and retirement products  

1. Bachelor’s degree and strong academic background required
2. Advanced degree or professional certificate a plus                                         

1. Base Salary, Bonus
2. Flexible vacation
3. 9 Paid Holidays each year
4. Medical, dental and vision benefits
5. Relocation

1. This is working from the Chicago office
2. The firm is a drug free employer
3. Qualified applicants should send resume via e-mail to jobspec@ktpsearch.com
4. Referrals are welcomed

– OR –

1. Call KTP Executive Search Group, Inc. for additional information:

Tarin R. Yankovich, CPC
Founder & President  

Direct: 1 (866) 411.8963 x1200