Vice President, Professional Services

Conning is a leading global investment management firm with a long history of serving the insurance industry.

We develop customized investment strategies that address our clients' unique objectives, requirements and tolerance for risk. We develop solutions by leveraging Conning's risk management tools and utilizing a highly disciplined investment process that relies on fundamental analysis.

Position Summary:

We are looking for an experienced professional to join our Professional Services team. As Vice President, Professional Services, you will be responsible for client service and retention, business development, and generating services revenue. In this role, you will establish partnerships that lead to software sales, contribute to software development, and manage team projects or activities.

Responsibilities:

• Contribute to earning targeted advisory revenue by working with Sales Executives to obtain advisory revenue assignments and successfully complete required deliverables in a timely manner.
• Delegate appropriate projects to Analysts; review their work for accuracy and completeness; provide training and feedback.
• Client Service and retention - for existing ADVISE and GEMS clients.
• Produce professional services revenue.
• Establish partnerships to produce sales.
• Sales- Collaborate with Sales to assess market needs, maintain competitive information, develop appropriate demos and pitch materials, and assess the viability of select partnerships.
• Product training- Collaborate with team members to develop training programs for end users.
• Contribute to software development.
• Assist with Client retention.
• Assist with Revenue generation.

As may be evident from the descriptions above, this role is highly matrixed with other areas of the Risk Solutions business. Team members involved in planning, developing and delivering our products in the market will continue to play critical roles alongside this position. The Vice President, Professional Services will participate in selected sales prospect opportunities.

Requirements:

• A minimum of 5 years of relevant insurance or asset management experience, or
• A minimum of 5 years of consulting experience, or work in a project-oriented client service role.
• Proven leadership skills and expert knowledge of systems and processes.
• Actuarial software expertise and the ability to learn new software.
• Thorough knowledge of insurance and enterprise risk management.
• Actuarial designation (FSA/FCAS or experienced ASA/ACAS) preferred.
• Chartered Financial Analyst (CFA) designation, or progress towards a designation is a plus.
• Experience with Asset/Liability Management.
• Insurance and financial acumen including understanding of insurance finances.
• Strong verbal and written communication skills for a client facing position; Excellent presentation skills
• Strong analytical skills and the ability to successfully manage multiple projects.

Errors in judgment can directly lead to lost clients, revenue and reputation. Our work is used by clients to support major decisions, so the impact of errors on our clients can be significant.

Conning is an equal opportunity employer. Our company embraces the principles of inclusion; our employees can bring the best version of themselves to work every day. We thrive in an environment where everyone's voice is heard, every idea counts, and the differences of our employees are valued. We provide reasonable accommodations to those who need them.

If you are unable to complete this application due to a disability, contact us to ask for an accommodation or an alternative application process.

We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class.

Applicants must exhibit a strong commitment to meet compliance obligations reflecting Conning's core values of honesty and integrity; must accept responsibility for compliance in each role and comply with all applicable rules, regulations, and legal requirements.