• Drive sales in territory by developing, maintaining and deepening relationships with new and existing advisors through 1:1 calls, client events, training and education, group presentations and other selling strategies and tactics. • Will influence advisor choice through the use of a consultative sales process and other sales techniques and systems (ex. Quality Sales Call, etc.) • Works with leader to research, analyze, and manage territory and execute on sales plan; leverage resources to achieve/exceed targets • Demonstrate deep understanding of retirement products, including all features and benefits, to educate and sell solutions to solve advisor and client needs • Build and maintain relationships with internal/external partners (e.g. Wealth Management Solutions, Marketing, Investment Research Group, field leadership, etc.) • Research and communicate industry changes and trends that may impact company or product positioning, both with internal and external customers • Manage and develop systems to create efficiencies (scheduling/rotations, meeting preparation & follow-up, recognizing advisor sales, budget management, etc.) • Prioritize and manage daily, weekly, and monthly workload • Use tools/software, including proprietary programs, to research advisor business and identify opportunities to offer solutions • Analyze reports to increase understanding of advisor business and identify sales trends; leverage the information to prepare for face-to-face sales calls. • Complete required coursework in order to maintain compliance with state and federal regulations and licenses • Travel within territory to conduct in person 1:1 Advisor sales calls, conduct client events, and to deliver group presentations, including continuing education/training. • Represent WMS at National, Regional and Industry related meetings, conferences, and virtual events.

Provide strategic direction and leadership for global program management, ensuring effective execution of development plans, managing risks, and enhancing team effectiveness through mentorship and cross-divisional collaboration.

Provide strategic leadership for a multi-country program on health product stability and climate resilience, ensuring high-quality delivery, stakeholder engagement, and compliance with organizational standards while fostering innovative solutions and...

Title: Assistant Director for Development, Natural Sciences Location: Seattle Full time Job Description: For over 160 years, the University of Washington has been a hub for learning, innovation, problem solving and community building. Supporting this legacy and important public mission—with the goal of making the UW the world’s greatest public university, as measured by positive impact—guides everything we do in University Advancement. Bringing together development; alumni and stakeholder engagement; marketing and communications; and advancement operations, we advance the UW’s impact by developing meaningful connections that foster pride, advocacy and philanthropic support. The mission of the Development team is to facilitate private resources to enhance and protect the University’s reputation and support equitable community building and service. This starts with creating a culture of belonging within our organization that values the diverse experiences and expertise of our team members, allowing everyone to thrive and to contribute their unique talents as we strive to achieve our shared goals. The College of Arts & Sciences has an exciting opening for an Assistant Director for Development, Natural Sciences. This is a full-time permanent position. The Assistant Director for Development, Natural Sciences is a key member of the College of Arts & Sciences Development Team focused on donor discovery and solicitation. In collaboration with Development colleagues supporting the Natural Sciences, this position will help plan, manage and direct advancement activities and efforts to secure gifts primarily from individuals. The Assistant Director will translate the college vision and strategic plan to diverse audiences and build strong relationships between prospective donors and the College of Arts & Sciences, resulting in opportunities to invest in students, faculty, programs and research. This position will hold a portfolio comprised of individuals who have an interest in philanthropically supporting priorities in the Division of Natural Sciences, which comprises nine degree-granting departments: Applied Mathematics, Astronomy, Biology, Chemistry, Mathematics, Physics, Psychology, Speech & Hearing Sciences, Statistics. What You Will Do Frontline Fundraising (80%) - Identify and cultivate prospective donors, develop relationships and advance them through the donor continuum from discovery to gift conversion. - Build and sustain long-term partnerships and trust while aligning donor passion and goals with division and college priorities. - Manage a large portfolio of leads with the potential of raising major gifts. Solicit and close gifts across all levels. - Collaborate with frontline fundraising colleagues in Arts & Sciences and across the university to conceptualize, develop and implement strategies, activities and special events for supporting qualification and solicitation efforts. - Coordinate campaigns for strategic constituent groups. - Prepare, review and edit materials needed to secure and steward gifts. - Develop, lead and participate in donor cultivation and stewardship activities in collaboration with other advancement staff. - Ensure accurate and complete record-keeping and associated donor acknowledgements. - Represent the university at events or professional functions, as appropriate. Strategy and Program Development (15%) - Assist in informing strategy development promoting philanthropic priorities. - Participate in annual planning, including goals, objectives and strategies. - Provide strategic leadership in designing and implementing advancement programs needed to sustain and increase university support. - Support marketing and communications efforts by developing marketing materials, editing and proofreading content, as needed. Other Duties (5%) - Participate in College of Arts & Sciences events and activities as appropriate. - Participate in ongoing professional development activities. - Other related duties as assigned. Required Qualifications To be considered for this opportunity, your application must demonstrate that you meet the minimum qualifications and additional qualifications listed below. Equivalent education and/or experience may substitute for minimum qualifications except when there are legal requirements, such as a license, certification, and/or registration. Minimum Qualifications Applicants who do not meet these qualifications will not be forwarded to the Hiring Department. Bachelor’s degree AND at least three years of experience in Advancement/Development or a related field. Preferred Qualifications - Previous fundraising office or higher education experience. - Knowledge of alumni relations/development/advancement principles. - Demonstrated strong computer skills, including proficiency with Microsoft Word, Excel and PowerPoint for correspondence, special reports, spreadsheets, databases, forms, etc. - Demonstrated project management skills, with flexibility and initiative to manage a variety of tasks. - Ability to build relationships with a diverse set of partners and stakeholders (donors, volunteers and faculty). - Demonstrated creativity, organizational ability and attention to detail. What You Can Expect - Hybrid schedule of three days in the office with two days eligible for telework per week. - Cubicle/Open workspace environment which may result in additional or higher levels of noise and visual distractions. - Workload and times may vary, including occasional evening and weekend hours, as necessary, on short or limited notice. - Access to regular and reliable transportation for local travel and willing to travel when necessary. #UWUAJOBS Compensation, Benefits and Position Details Pay Range Minimum: $76,428.00 annual Pay Range Maximum: $80,928.00 annual Other Compensation: Benefits: For information about benefits for this position, visit https://www.washington.edu/jobs/benefits-for-uw-staff/ Shift: First Shift (United States of America) Temporary or Regular? This is a regular position FTE (Full-Time Equivalent): 100.00% Union/Bargaining Unit: Not Applicable