Dir of Institutional and Intermediary Business Development

Job Description

Feel Good About Doing Good

The Knights of Columbus is a tax-exempt Catholic fraternal benefit society that provides financial security to members and their families through our life insurance, long-term care insurance, disability income insurance, investment and annuity products. Charity is at the core of our missions: our profits are donated to help those in need and to support our faith - $1.73B over the past ten years.

While we have many employees who are not Catholic, we follow the Church's teachings in our investment strategies and our employee benefits. As part of our religious mission, we support the pro-life cause by contributing to the March for Life and pregnancy resource centers, we oppose assisted suicide and euthanasia, we are evangelists for the Catholic faith, and we help Christians who are facing religious persecution in the Middle East. We all work together to support our two million members as they volunteer to help others in their parishes and communities around the world.

Share Your Talent. Live Your Purpose.

We are a growing and purpose-driven community of professionals. Join us to discover how you can meet your goals and ours!

#LI-Hybrid
Overview
Responsibility will be split between investment sales, marketing, and service within the financial intermediary channel, with additional activities across all institutional channels and consultant relationships. Develops and executes sales strategies targeting Catholic-oriented institutions which include (arch)dioceses, foundations/endowments, religious institutes, universities, hospitals, and other institutions, along with the consultants and intermediaries that serve these organizations.

Core Responsibilities
Serve as a modified wholesaler with a primary focus on intermediary relationships, including consultants, advisor platforms, and other distribution partners.
Expected to jointly liaise within the financial intermediary channel, which includes participating in the orchestration of financial intermediary conferences and serving on the respective panels to represent KoCAA.
Develop and implement strategic sales and marketing plans tailored to financial intermediaries, consultants, and institutional clients.
Actively manage an assigned sales territory in coordination with aligned financial intermediaries and consultants to drive new business and support existing relationships.
Lead consultant-centric RFP and due diligence processes, ensuring timely, accurate, and competitive responses.
Represent the firm in financial intermediary, consultant, and prospect meetings and presentations, as well as conferences across assigned territories.
Build, maintain, and deepen relationships with key financial intermediaries, consulting firms, platforms, and centers of influence.
Partner with internal marketing and product teams to align messaging and product positioning with consultant and institutional client needs
Utilize CRM systems to track pipeline activity, manage relationships, and report on sales efforts.
Skills Qualifications

Required:

Institutional sales and marketing background
Knowledge of the Financial Intermediary marketplace
Knowledge of fixed income, equity, and alternative investments
Knowledge of investment laws, policies, and regulatory practices
Knowledge of Catholic institutions and hierarchy
Knowledge in Catholic Social Teachings and Faith-Based Investing
Superior customer service orientation
Strong oral and written communication skills
Analytical and critical thinking
Microsoft Office, including Word, Excel, and PowerPoint
CRM systems (Salesforce, Microsoft Dynamics)
SIE, Series 7, and Series 66 FINRA licenses required
Education
Required:

BS or BA in marketing, finance, or a related field
Minimum 5+ years marketing and investment industry experience or equivalent combination of training and experience
SIE, Series 7, and Series 66 FINRA licenses required
Compensation
The wage range for this role takes into account a broad array of factors that are considered in making compensation decisions, including but not limited to: skill sets; experience and training; licensure and certifications; and other business and organizational needs. The range below applies as long as the work is performed in Connecticut; the Knights of Columbus reserves the right to adjust the wage range if the position is performed in another location. At the Knights of Columbus, it is not typical for an individual to be hired at or near the top of the range for their role, and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $126,00 - 220,500.

Authorization to work in the United States is required.
This position is not eligible for visa sponsorship.

Physical Demands
Must be able to remain in a stationary position for a majority of the workday.
KofC Cares

Our mission is focused on family and faith, and we support our employees in seeking a balanced life.

Employee benefits include:

Time Away: 13 paid holidays per year in addition to vacation and paid sick leave, and flexible workweek schedules.

Professional Development: Certifications, designations, and tuition reimbursement.

Retirement Benefits: 401(k) retirement savings plan with matching company contributions, and cash balance retirement plans fully funded by the company.

Health and Wellness:

Short-term disability and term life insurance fully paid for by the company;
Up to 12 weeks of childbirth leave under STD policy.
One week of fully paid parental leave for all new parents, including adoptive and foster parents.
A variety of health insurance options, including premium-level family coverage and a pre-tax Health Savings Account with employer contributions. The Order's health plans do not cover abortion, sterilization, or contraception, and the Order has helped advocate for other employers who do not want to provide coverage.
Long-term disability insurance;
Dental insurance;
Vision insurance;
Health club membership reimbursement;
Employee Assistance Program

About the Employer

The Knights of Columbus is the world's largest Catholic fraternal organization, with more than 1.8 million members in over a dozen countries. Founded in 1882, the Knights of Columbus both offers and promotes a parish-based model for Catholic lay leadership and service, and is a fraternal benefit society that provides life insurance for members and their families.

With over $100 billion of insurance in force, and more than $21 billion in assets under management, the Knights of Columbus is a Fortune 1000 company. There is no more highly rated insurer in North America than the Knights of Columbus.