Janus Henderson Investors Sr Director Private Banking in New York, New York
We are a leading independent global asset manager, dedicated to delivering the best outcomes for our clients through a highly diversified range of actively-managed products. We are truly global, supporting our individual and institutional investors across a range of products, encompassing equities, fixed income, multi-asset and alternatives. Our high-energy and collaborative culture at Janus Henderson helps our client achieve their goals and ensures that our people love the place they work.
Overview of the role
You will work to develop Janus Henderson’s domestic private client and family office services (PCFOS) activities. In this role your responsibilities may also include sales to, and support of, other intermediary client types. You will report to Senior Managing Director, PC FOS Sales within Retirement Strategy Group (“RSG”).
Duties and responsibilities
Work to grow the company's asset footprint and overall relationship quality across targeted prospect and client areas
Build and execute against client-level sales and servicing strategies to ensure the advancement of the PCFOS business
Actively participate in the durable and profitable business growth across the PCFOS client base
Coordinate, with direct manager and the input of others across JCG, various aspects of PCFOS relationship development, including opportunity identification, prospect/client segmentation, interface and collaboration with investment management personnel, sales pipeline maintenance, new account onboarding and ongoing client support
Collaborate between PCFOS and other business divisions (e.g., Marketing, broader RSG team, Advisor Solutions Group, Janus Institutional, Janus Labs, etc.) to maximize company’s collective ability to raise and retain assets
Assist immediate manager with the development of annual sales goals and annual discretionary budget
Interpret and champion thoughtful responses to financial services and wealth industry, client and product development trends vis-à-vis JCG’s investment capabilities and client-centered servicing model
Advance business-building ideas, campaigns and innovative sales and asset retention tactics along with your direct manager
Carry out additional duties as assigned
Technical skills and qualifications
Existing relationships across the domestic financial services and wealth industry—trust officers, analysts, platform product personnel, consultants, trade association contacts, etc.
Strong interpersonal/communication, negotiation, consensus-building and public presentation skills
Proven ability to prioritize multiple tasks, projects and priorities with limited guidance and oversight
Shown ability to effectively communicate, collaborate and problem-solve across business divisions
Proven knowledge of the mutual fund industry, ’40 Act investment vehicles, trust institutions and family office structures
Knowledge of, and proficiency with, CRM systems and general client relationship servicing processes and practices
Ability to forge respect- and trust-based relationships up, down and across a complex, constantly evolving financial services organization
Approaches business challenges with an ambitious perspective and passion
Track record of professional integrity and stewardship of confidential information
Results-orientated with a strong ability to execute against strategic objectives
In addition to putting clients first, acting like an owner, and succeeding as a team, the competencies for this role include:
Five (5) or more years in the financial services industry
Solid financial services, wealth industry, related product and product pricing knowledge base
Proven sales, client relationship and distribution experience in a financial service setting
Bachelor’s Degree in Business, Finance, Marketing or related field (or equivalent experience) required
Series 7 and 63 licenses required
At a minimum the role will require you to:
Place the interest of Janus Henderson’s Clients first and always act in accordance with TCF (Treating Customers Fairly) principles
Understand and follow laws and regulations applicable for your role, seeking the help of your supervising manager or Compliance if you would like further explanation or direction regarding this
Understand and abide by all Janus Henderson policies applicable to your role, and ask for the support/guidance of the policy owner if you are unsure at any time
You are ultimately accountable for your actions and responsible for seeking further information on any or all of the above as necessary
Janus Henderson (including its subsidiaries) will not maintain existing or sponsor new industry registrations or licenses where not supported by an employee’s job functions (as determined by Janus Henderson at its sole discretion).
All applicants must be willing to comply with the provisions of Janus Henderson Investment Advisory Code of Ethics related to personal securities activities and other disclosure and certification requirements, including past political contributions and political activities. Applicants’ past political contributions or activity may impact applicants’ eligibility for this position. Janus Henderson is an equal opportunity /Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status. All applications are subject to background checks.