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Conning · 3 hours ago

Vice President, Professional Services

Hartford, CT

Full-time

Onsite

Senior Level, Lead/Staff

8+ years exp

Conning is a leading global investment management firm specializing in the insurance industry. The Vice President of Professional Services is responsible for client service and retention, business development, and generating services revenue while managing projects and contributing to software development.

Financial ServicesInsurance

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

Generate professional services revenue

Establish relationships and partnerships to generate 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

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

Assists with Client retention

Assists with Revenue generation

Qualification

Insurance experienceAsset management experienceActuarial software expertiseChartered Financial AnalystAsset / Liability ManagementAnalytical abilitiesCommunication skillsProject management

Required

A minimum of 8 years of relevant insurance or asset management experience, or a minimum of 8 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; ability to learn new software

Thorough knowledge of insurance and enterprise risk management

Strong communication skills for client facing position

Excellent communication & presentation skills

Strong analytical abilities

Successfully manage multiple projects and project teams

Errors in judgment can directly lead to lost clients, revenue and reputation