Client Development Analyst
Client Development Analyst
Posted on :
27-04-2025
Employer Active
1 Vacancy
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Monthly Salary
Not Disclosed
Salary Not Disclosed
Vacancy
1 Vacancy
Posted on :
27-04-2025
Job Description
Location: Cincinnati OH (OnSite)
Department: Client Development
About the Role / Position Summary
The Client Development Analyst is an integral part of FEGs Client Development Department which is comprised of the Marketing Pipeline and Sales Teams. This department leads the firms business development and client engagement efforts from establishing brand awareness to new client acquisition and onboarding.
The Client Development Analyst coordinates and executes RFI/RFP responses using effective project management skills across FEG service lines to support the firms new business and client retention efforts.
What Youll Do / Position Responsibilities
Proposal Management
- Produce and deliver accurate and timely proposals and other custom materials for current and prospective clients.
- Effectively understand and communicate FEGs brand service capabilities and value propositions to support new client acquisitions and maintain existing client relationships.
- Coordinate with Sales and Advisory Teams to establish proposal timelines and determine content that aligns with the Teams vision service line strategy and the needs/requirements of the prospect.
- Effectively coordinate with subject matter experts (SMEs) and contributing departments to obtain information necessary for proposal completion.
- Manage followup work associated with proposals moving to the next phase of the sales process and provide ad hoc finals support as needed.
- Crosstrain to assist in the production of custom presentation materials and collateral to support sales and marketing efforts.
- Provide support for a wide variety of marketing activities including but not limited to development and maintenance of marketing collateral occasional email marketing strategic campaigns and general website updates.
Process Management & Optimization
- Support the proposal management database (Loopio) and CRM by inputting data per designated processes.
- Contribute to and help maintain the teams internal roadmap.
Youll Enjoy This Job If You / Skills & Characteristics
- Listen and learn while still taking full ownership of individual scope of work.
- Take pride in having and continuing to develop expert financial data domain knowledge.
- Enjoy ensuring clients have excellent customer service.
- Care about data quality and consistency.
- Create & follow processes while thinking through efficiencies.
- Engage collaboratively with clients investment teams and peers.
- Prioritize effectively and decisively across complex teams and competing priorities.
- Enjoy working in and learning about the financial investment industry.
What We Expect / Qualifications
- Bachelors degree or equivalent years of service. For certain positions we accept a high school diploma GED or National Career Readiness Certificate (NCRC).
- 12 years of work experience in marketing sales and/or other relevant experience.
- Ability to identify and resolve/escalate complex problems with minimal guidance.
- Excellent written communication organization creativity and time management skills; resultsdriven with a strong commitment to deadlines.
- Experienced in Microsoft Office Excel PowerPoint and SharePoint with strong attention to detail excellent written and verbal communication skills and high work ethic.
What We Offer / Benefits & Compensation
- Competitive compensation and bonus opportunities commensurate with qualifications and performance.
- Employerpaid life/STD/LTD and subsidized Medical Dental & Vision plans.
- Wealth Benefits including company contributions into 401(k) and ESOP programs.
- Paid Time Off (Holidays PTO Parental Leave) and flexible/hybrid working.
- Employeeled culture committees dedicated to enabling a happy and healthy company culture.
Why FEG / About the Company
FEG is an independently owned advisory firm that provides investment consulting outsourced chief investment officer (OCIO) and research services to predominantly institutional clients1 such as university endowments private and public foundations religious organizations healthcare institutions corporate retirement plans and select family offices.
Founded in 1988 FEG has served communities both directly and by helping our clients fulfill their missions for over 35 years. FEG employs 135professionals across offices in Cincinnati Ohio Dallas Texas and Indianapolis Indiana with approximately $91.4 billion2 in client assets under advisement.
LIMITATIONS AND DISCLAIMER
The above job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities duties and skills required for the position.
All job requirements are subject to possible modification to reasonably accommodate individuals with disabilities. Some requirements may exclude individuals who pose a direct threat or significant risk to the health and safety of themselves or other employees.
This job description in no way states or implies that these are the only duties to be performed by the employee occupying this position. Employees will be required to follow any other jobrelated instructions and to perform other jobrelated duties requested by their supervisor in compliance with Federal and State Laws.
Requirements are representative of minimum levels of knowledge skills and/or abilities. To perform this job successfully the employee must possess the abilities or aptitudes to perform each duty proficiently. Continued employment remains on an atwill basis.
1Institutional clients include Charitable organizations Community Foundations Corporate Healthcare Higher Education Independent Schools Insurance Native American Tribes Private Foundations Public Funds Religious organizations and Taft Hartley. Nonprofit clientsinclude Charitable organizations Community Foundations Healthcare (nonprofit) Higher Education Independent Schools Private Foundations and Religious Organizations.
2As of December 31 2024. Assets under Advisement (AUA) include discretionary and nondiscretionary assets of FEG and its affiliated entities. These assets are typically nondiscretionary. Some asset values may not be readily available at the most recent quarterend; therefore the previous quarters values were used and may be higher or lower depending on current market conditions. Of the $91.4bn in AUA FEGs total assets under management (AUM) of $16.6bn includes discretionary $14.3bn) and nondiscretionary AUM $2.3bn).
FEG Investment Advisors is an Equal Opportunity Employer. FEG Investment Advisors does not discriminate in its employment decisions based on race religion color national origin sex (including pregnancy gender identity and sexual orientation) age 40 or older) disability veteran or military status genetic information or any other basis that would violate any applicable federal state or local law.
Required Experience:
IC
Employment Type
Full Time
Key Skills
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