Business Development Manager
Apply NowCompany: Axcelus Financial
Location: Philadelphia, PA 19120
Description:
Position Summary
Axcelus Financial is seeking a savvy and dynamic Business Development Manager who will support growth initiatives within a company sitting at the intersection of alternative investments and insurance, catering to high-net-worth and institutional clients.
This is an exciting opportunity for a candidate to deepen their knowledge of and become a subject matter expert on the alternative investments landscape within the insurance sphere. Working side by side with senior sales team members the business development manager will engage with our large network of asset managers and financial advisors to provide their High Net Worth and Ultra High Net Worth clients with customized insurance-based solutions designed to grow and preserve their assets
A leader in the private placement insurance space, Axcelus Financial provides innovative and customized insurance-based solutions to help high-net-worth and institutional clients grow and preserve their assets. Formerly Lombard International US & Bermuda, the new Axcelus name and brand was officially adopted in January of 2024. As Axcelus Financial, we leverage three decades of experience and trusted leadership in the insurance industry to understand our client's unique needs and challenges, and we are committed to meeting them with the highest levels of service. For institutions, our Global Institutions practice provides investment managers and their institutional client base (both domestic and non-U.S.) with unique, tax-efficient structures to access U.S. private markets. For individuals and families, our extensive expertise in Private Placement Life Insurance and Annuities enable us to curate solutions that efficiently and effectively address the unique goals, needs, and tax implications of high-net worth and ultra-high-net-worth individuals and families.
Responsibilities
The Ideal Candidate will possess the following:
Requirements
At Axcelus Financial, we are invested in your growth and development, and in doing so will gladly train candidates who possess the drive, passion and willingness to learn required for success in this position.
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
This is a hybrid role (3 days per week in office during three to six-month training period, reducing to 2 days per week thereafter) based out of Philadelphia or New York.
Our comprehensive benefit package includes medical, dental, vision, life, disability, 401(k), FSA, and other voluntary benefits.
Additional perks are a fully stocked pantry, catered in office meals, wellness events and corporate sports outings.
Axcelus Financial is committed to creating a diverse and inclusive workforce and we are proud to be an equal opportunity employer that does not discriminate against any employee or applicant on the basis of race, religion, color, age, national origin, sexual orientation, disability, gender identity or any other state, federal or local protected class. At Axcelus, we understand that cultivating and maintaining a culture of diversity and inclusion allows the company to thrive and creates an environment where everyone feels empowered, respected and valued.
NOTE: This job description is not intended to be all-inclusive. Employee may perform other related duties as negotiated to meet the ongoing needs of the organization.
#LI-Hybrid
Axcelus Financial is seeking a savvy and dynamic Business Development Manager who will support growth initiatives within a company sitting at the intersection of alternative investments and insurance, catering to high-net-worth and institutional clients.
This is an exciting opportunity for a candidate to deepen their knowledge of and become a subject matter expert on the alternative investments landscape within the insurance sphere. Working side by side with senior sales team members the business development manager will engage with our large network of asset managers and financial advisors to provide their High Net Worth and Ultra High Net Worth clients with customized insurance-based solutions designed to grow and preserve their assets
A leader in the private placement insurance space, Axcelus Financial provides innovative and customized insurance-based solutions to help high-net-worth and institutional clients grow and preserve their assets. Formerly Lombard International US & Bermuda, the new Axcelus name and brand was officially adopted in January of 2024. As Axcelus Financial, we leverage three decades of experience and trusted leadership in the insurance industry to understand our client's unique needs and challenges, and we are committed to meeting them with the highest levels of service. For institutions, our Global Institutions practice provides investment managers and their institutional client base (both domestic and non-U.S.) with unique, tax-efficient structures to access U.S. private markets. For individuals and families, our extensive expertise in Private Placement Life Insurance and Annuities enable us to curate solutions that efficiently and effectively address the unique goals, needs, and tax implications of high-net worth and ultra-high-net-worth individuals and families.
Responsibilities
- Develop deep knowledge in alternative investments and private placement insurance and their benefits to our client base.
- Supports Sales and Investments Teams in the origination, education and ongoing servicing of third-party distribution relationships in pursuit of new business development opportunities.
- Accountable for the development and maintenance of marketing collateral and communication, in coordination with senior team members.
- Leverage data analytics to drive engagement, target marketing efforts and measure success.
- Build, maintain, and continuously grow a portfolio of clients - Private Banks, Wirehouses, Hedge Funds, RIAs, Family Offices, Institutional Clients and Multi-Family Offices.
- Oversee case pipeline, collaborating with internal and external stakeholders to provide end-to-end sales support ensuring a smooth client experience and successful deal execution.
- Engage with our large network of asset managers and financial advisors to provide solutions for a range of audience needs and services.
The Ideal Candidate will possess the following:
- Client service experience with high-net-worth individuals.
- Experience in sales support role in financial services, preferably with a focus on alternative investments or insurance.
- Basic knowledge of compliance regulations and how they relate to marketing materials and functions.
- Self-motivated and team-focused individual.
- Experience using CRM systems (Salesforce, Microsoft Dynamics, etc.).
- Experience with the Adobe Creative Cloud
- FINRA Series 6 or 7 and 63, and/or Variable Insurance licenses or ability to obtain within six months of hire
Requirements
- Two to four years' experience in sales, client service, or a related field
- Exceptional oral and written communication and interpersonal skills
- Bachelor's degree
- Proficiency in Microsoft 365 and interest in remaining current with emerging technologies as well as design trends
- FINRA Series 6 or 7 and 63, and/or Variable Insurance licenses or ability to obtain within six months of hire
- Ability to thrive in a dynamic and fast-paced environment, demonstrating teamwork, constructive feedback and active participation
At Axcelus Financial, we are invested in your growth and development, and in doing so will gladly train candidates who possess the drive, passion and willingness to learn required for success in this position.
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
This is a hybrid role (3 days per week in office during three to six-month training period, reducing to 2 days per week thereafter) based out of Philadelphia or New York.
Our comprehensive benefit package includes medical, dental, vision, life, disability, 401(k), FSA, and other voluntary benefits.
Additional perks are a fully stocked pantry, catered in office meals, wellness events and corporate sports outings.
Axcelus Financial is committed to creating a diverse and inclusive workforce and we are proud to be an equal opportunity employer that does not discriminate against any employee or applicant on the basis of race, religion, color, age, national origin, sexual orientation, disability, gender identity or any other state, federal or local protected class. At Axcelus, we understand that cultivating and maintaining a culture of diversity and inclusion allows the company to thrive and creates an environment where everyone feels empowered, respected and valued.
NOTE: This job description is not intended to be all-inclusive. Employee may perform other related duties as negotiated to meet the ongoing needs of the organization.
#LI-Hybrid