Sunday, April 24, 2011

We are Expanding - VP Key Accounts Needed

VP, Independent Distribution Development Table Bay Financial. Los Angeles CA

This position is responsible for the acquisition, maintenance, growth and increased profitability of existing accounts, the creation of new opportunities within distribution to expand product suite and overall Table Bay relationships as well as ensuring the consistent alignment of Table Bay’s strategy and customer goals.

Key responsibilities:

• Meet/exceed sales revenue plans, expand Table Bay product offerings and grow market share for each strategic account by creating and implementing a strategy/business plan

• Direct strategic, customer specific initiatives, which deliver “value added” services through the execution of financial institutions/Broker Dealer/Affinity specific business plans

• Establish, define and develop strong relationships with key influencers and senior management of key focus firms

• Manage the holistic customer relationship to ensure that goals and activities within the functional areas of Table Bay are aligned to deliver on key customer expectations

• Create and deliver key messages to customers via one-on-one, large groups and/or key-note speaking situations to create competitive advantage ad ensure involvement at customer events

• Responsible for segmenting the firms to determine best opportunities

• Work interdependently with senior sales leadership and wholesaling teams to drive targeted production and mix goals, activity and to increase shelf space at focus firms

• Responsible for the seamless and successful integration of product and technology solutions with focus firms

• Negotiate agreements

• Manage a team of Relationship Managers and Internal Relationship Managers

• Responsible for ensuring communication and coordination across Retirement and Protection Account Management function

• Over 50% of travel required


• Proven execution and sales leadership experience in the financial services industry

• BA/BS or equivalent

• Strong account management/relationship experience; ability to work collaboratively with firms/clients to build strategic and tactical plans

• Ability to interact professionally and effectively in a team environment; strong influencing skills

• Previous leadership experience


• Hands-on experience working in financial institutions, BD and affinity channels culture

• High level of persistency and initiative

• Commercial savvy with excellent executive presence

• Excellent communicator at all levels. Ability to educate, interface, influence and make presentations to internal and external executive level management

• Strong experience with business planning processes

Email resume to Corporate Recruiter-

Barry L. Bulakites

Chief Sales and Marketing Officer

Table Bay Financial Network, Inc.

21820 Burbank Blvd., Suite 330

Woodland Hills, CA 91367

Phone: 818.615.0899 ext. 305

Fax: 818.615.0874

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