Third Party Distribution Resume Sample

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Eleonore Crona
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Work Experience


Third Party Distribution Inforce Annuity Service Associate
01/2016 - PRESENT
New York, NY
  • Foster a strong individual and firm relationship with all critical business contacts to include, but not limited to -- Relationship Management, Advisory, Product Approval Group, Specialist Team Leadership, CIO’s and Strategists
  • Leverage strong command of various systems and analytical tools (e.g., Morningstar, Bloomberg, Lipper, Strategic Insight’s Simfund) to create impactful reports and analytics to assist with the sales and client retention
  • Assist with all facets of the team’s consultative services, including assisting with development, creation, and dissemination of client-facing content, and providing analytical support for various internal and client deliverables
  • Team Lead responsibilities
  • Acting as client’s main point of contact for a diverse set of functional areas, including portfolio management, trading, operations, legal, compliance and regulatory matters
  • Effectively communicate Brown Advisory’s culture, competitive advantages, investment philosophy, process and the performance of specific investment strategies
  • Solicit feedback and market intelligence to assist with understanding market perceptions about Brown Advisory’s strategies, competitive positioning, and product development
IMD, Gsam, Third Party Distribution
07/2012 - 11/2015
Chicago, IL
  • Willingness to work across product or geographic lines
  • Role requires the ability to position Goldman Sachs’ investment philosophy, process, product differentiation and competitive analyses in group presentations, public seminars and one-on-one presentations
  • External sales role calling on focused list of wirehouse and regional broker dealer firms in the Boston, Eastern Massachusetts, Rhode Island territory
  • External sales role calling on focused list of wirehouse and regional broker dealer firms in the AZ, NM, NV territory
  • Provide portfolio construction and practice management support to bank clients to help them strengthen their client relationships and grow their business
  • Generate and interpret comparative analysis reports to better position GSAM portfolio solutions
  • Coordinate with Client Service Team and Operations to help facilitate sales/new business
  • Deliver consistent follow up with investment professionals to advance the sales process and deepen bank relationships
Third Party Distribution Management Team-administrative Assistant
03/2009 - 05/2012
Boston, MA
  • Experience with Intermediary Sales, calling on RIAs and Bank Trusts
  • Develop complete understanding of the Brown Advisory value proposition which includes a culture of collaboration and integrity, a fundamental, long-term approach to investing and portfolio construction, and an unwavering devotion to our clients’ best interests
  • Effectively communicate Brown Advisory’s culture, competitive advantages, investment philosophy and process, and the performance of specific investment strategies
  • Solicit feedback and market intelligence to assist with understanding market perceptions about Brown Advisory’s strategies, competitive positioning and product development
  • Excellent work ethic with a self-starter mentality
  • Exceptional attention to detail, strong interpersonal skills and an orientation towards the achievement of team goals
  • Strong organization skills with an ability to manage a large territory
  • Prioritize and execute multiple tasks in a dynamic, deadline-oriented environment
  • Outstanding skills in problem solving and self-motivation

Education


Oklahoma State University - Tulsa
2004 - 2008
Bachelor's Degree in Management

Professional Skills


  • Strong communication skills and interacts well with all levels
  • Demonstrated proficiency in multi-tasking, problem solving, and deadline management
  • At least 6 months sales support experience from within the Financial service industry (ideally Asset Management)
  • 18 months - 3 years-experience
  • Motivated self-starter with strong work ethic Goldman Sachs is an equal opportunity employer
  • Experience in the areas of Third Party Management in Distribution Operations, Warehouse Operations Materials Operations, Inventory Control
  • Progress or interest in pursuing Series 7, 63, and CFA designations

How to write Third Party Distribution Resume

Third Party Distribution role is responsible for research, design, reporting, database, training, securities, finance, insurance, transportation, organization.
To write great resume for third party distribution job, your resume must include:

  • Your contact information
  • Work experience
  • Education
  • Skill listing

Contact Information For Third Party Distribution Resume

The section contact information is important in your third party distribution resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:

  • First and last name
  • Email
  • Telephone number

Work Experience in Your Third Party Distribution Resume

The section work experience is an essential part of your third party distribution resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous third party distribution responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular third party distribution position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions. Representative Third Party Distribution resume experience can include:

  • Work collaboratively and independently with external salespeople in building the Corporate Cash Liquidity Management business in respective territories by delivering on the GSAM value proposition
  • Collaborate with internal Sales (Regional Consultants) and external sales (Regional Directors) to grow assets and market share by executing on the GSAM value proposition
  • Lead all sales efforts relating to client’s internal desk. All new product launches, training and development as needed. Develop detailed coverage plan and regular visits and opportunities for connection
  • Manage and respond to GS and client inquiries (e.g. quarterly questionnaires, RFI’s, RFPs, sales reports, marketing campaigns, due diligence lift analysis, etc.), manages internal client relationship management system
  • Manage/coordinate responses to clients’ requests for information and periodic communications
  • Ensure FMIC inventory and capital investments are protected while collaborating with the Third-Party in the development and implementation of systems and processes to ensure volume adjusted budget objectives are met

Education on a Third Party Distribution Resume

Make sure to make education a priority on your third party distribution resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your third party distribution experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.

Additional details to include:

  • School you graduated from
  • Major/ minor
  • Year of graduation
  • Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.

Professional Skills in Third Party Distribution Resume

When listing skills on your third party distribution resume, remember always to be honest about your level of ability. Include the Skills section after experience. Present the most important skills in your resume, there's a list of typical third party distribution skills:

  • Demonstrate organized, efficient and effective project management and phone skills on a consistent basis
  • Series 7, 63 licensed or obtained within 3 months of joining
  • Significant familiarity with PowerPoint to create and deliver technical presentations
  • Demonstrated background in one or more of the following: strategic asset allocation, portfolio optimization, risk modeling, factor-based analysis, statistical methods
  • Deep familiarity with technical capabilities of Excel to design and deliver data-intensive analyses
  • Significant familiarity with PowerPoint to create technical presentations

List of Typical Skills For a Third Party Distribution Resume

1

Skills For IMD, Gsam, Third Party Distribution Resume

  • French (ideally Swiss French) and English fluency required
  • Compliance and risk sensitivity
  • Pro-active and a problem solver
  • Ensure the contractual levels of inventory accuracy are achieved and sustained while also leading formal reviews of the Inventory KPIs with the Third Party that establishes and confirms their accountability
  • Develop relationship and lead discussions between the transportation team and the Third-Party to guarantee that both inbound and outbound operational commitments are met
2

Skills For Third Party Distribution Inforce Annuity Service Associate Resume

  • Assist in the resolution of transportation issues as required and lead formal reviews of the Delivery and Transportation KPIs with the Third-Party that confirms that the accountability of the Third-Party is understood
  • Provide informal coaching and feedback to the Third-Party operations team, when necessary, to safeguard effective distribution and supply chain systems to improve overall performance
  • Maintains a high level of transparency and provides excellent communication to all stakeholders through the effective use of oral, written and non-verbal communication

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