Company Profile Coalition Greenwich is the leading global provider of data, analytics and insights to the financial services industry. We specialize in providing unique high value data and actionable recommendations to help our clients improve their business results.Our suite of analytics and insights encompass all key performance metrics and drivers: market share, revenue performance, client relationship share and quality, operational excellence, return on equity, brand perception, behavioral drivers, and industry evolution.Price Metrix is a prominent entity within Coalition Greenwich, and the premier provider of practice management software for wealth management firms across North America. Leveraging advanced analytics and industry benchmarking, Price Metrix empowers financial advisors and their firms to enhance their client experience and effectively drive business growth.Our data, analytics and insights originate from three primary sources:The influential buyers of financial services. These buy-side institutions include fund managers, hedge fund managers, pension funds, insurance companies, public sector entities, large corporations, and small and midsize businesses. The data collected includes market share, product usage, satisfaction across channels, and brand perception.Banks, asset managers, wealth management firms and third-party partners. The data includes financial and operational information relating to their revenue, pricing, client activities, costs, capital, and technology/digital transformation.Our own unique research and analysis includes access to industry experts across the different product, financial and operational areas. Our clients include nearly all of the leading investment banks, commercial banks, and asset managers around the globe.Our clients also include a rapidly growing number of wealth management firms, technology firms, securities exchanges, information companies, government entities,



and other participants in the financial services ecosystem.Headquartered in London, we have 400+ professionals working in offices in London, Paris, New York, Stamford CT, Toronto, Mumbai, Singapore, and Tokyo.ResponsibilitiesThe Business Development Manager will take a leading role in the sales effort for Price Metrix and a supporting role in the sale of Wealth Management data & analytics products across the broader Coalition Greenwich organization. They will collaborate with sales leadership to help increase the growth of Price Metrix by cultivating client relationships and identifying impact opportunities for prospective clients.The successful candidate will lead virtual and in office presentations to prospective clients. They will write proposals, manage procurement, and negotiate and close agreements together with relevant Price Metrix leaders and partners in the broader Coaltion Greenwich organization.The role's responsibilities can be broken down into two categories:1. Business Development (New Logos)Target North American Wealth Management Firms with a particular focus on the RIA segmentManage a new business pipeline and progression of key opportunities - Own reporting and planning of their business development opportunitiesMarket continuously with prospects to broaden client coverageDevelop the strategic goals and tactical plans necessary to identify,



prospect and connect with targeted accountsLeverage existing contacts in the wealth management industry to create a sales plan to effectively scale your coverageUtilize company CRM to track sales activity and target specific contacts for upsell initiatives and other campaignsCoordinate as needed with other Price Metrix and Coalition Greenwich team members covering existing clients or prospects2. Sales Management SupportContribute to Price Metrix's overall Business Development StrategyStay abreast of trends in the Wealth Management IndustryCo-operate with Client Success and Product teams to obtain client input for existing and new product offeringsRefine product positioning and pricingAlign client needs with product development initiativesEnsure product pricing is aligned to the business costings and resourcingIdentify and collaborate to shape further innovations to product set to support future growth and differentiationRequired ExperienceBA/BS required, Series 7 licensing and/or MBA an assetMinimum 8-10 years' experience working for a Wealth Management Firm and/or a Fin Tech/data companyEstablished sales track recordKnowledge of the RIA segment a plusRequired SkillsImpactful Client Relationships - Ability to interact and build trust-based relationships with senior stakeholders at clients in the wealth management industry; Ability to build their own network within the industry in addition to client contacts.Excellent Business Development Marketing and acumen - Ability to spot opportunities and align client needs with Price Metrix/Coalition Greenwich capabilities.Exemplary communication skills - Ability to converse confidently and articulately; Excellent presentation skills and the ability to present with impact to small groups or to large audiences.Industry expertise - Strong knowledge of the Wealth Management space, specifically the typical business challenges facing advisors and their firms.Entrepreneurial approach -- ability and desire to initiate the identification and pursuit of innovative ideas in business development while orchestrating C-level stakeholder management#J-18808-Ljbffr

📌 Business Development Manager (Toronto)
🏢 Anonymous
📍 Toronto