Business Development: Product Specialist (Prescient Fund Services)
Prescient Co.
Business Development: Product Specialist (Prescient Fund Services) Prescient Fund Services is the leading technology driven Fund Administration Service provider. To support the operational environment of PFS group by taking on new funds and clients, working with client requests, process improvement and better utilisation of technology to improve and grow the environment. DUTIES & RESPONSIBILITIES Be part of the Business Development Product Team: Act as conduit for all clients interacting and interfacing between operations and the clients. Essential to have knowledge of full product range and service offering, to take responsibility for management of relationships with clients. Align requirements, identify the core services and value-added services required, present alongside BD in the pitches, get ops agreement on any specific builds or break out and support the BD function in putting forward the best opportunities / proposals for PFS. Efficient handover to Implementation acting as a critical part of the BD team in identifying Client required services and any additional requirements. Ultimately responsible from supporting the BD initiative until assignment to the Implementation / CRM Manager. Interacting function with other PFS departments in identifying, demonstrating / demo-ing, showcasing and winning new opportunities, including understanding what the core and value-added services required. Maintain a detailed knowledge of the operational environment for the purposes of supporting the qualification and winning of opportunities as they pertain to core and value-added services. To engage, assist and run with all new client take-ons, handing over to the Operational Implementation / CRM Team by creating and maintaining core product principle-based checklists with assignment and handover. Be responsible for any misinterpreted opportunities handed over into operations. The Business Development Product: Specialist is a Subject Matter Expert in Prescient Fund Services Group products and services. To develop, work on and roll out the project list as directed by the strategic initiatives as directed. Relationship building internally, able to positively influence all relevant stakeholders. To be responsible for all new prospect and client discussions, to align, to document and to agree to hand over into the operational environment. Relationship building, have positive relationships with all internal parties, including spreading of positive influence in dealing with the stakeholders.. Have regular catch ups with the key staff in sharing focus and client strategy. On at least a weekly basis communicate into operations using Salesforce and email communication protocols of worked on opportunities. REQUIRED EXPERIENCE Strong technical Fund Accounting / Investment operations experience where you have gained solid product experience and knowledge of a range of funds including CIS, Segregated funds, ETFs, Hedge funds. Min. 4 years relevant experience required. Project management experienced gained in Fund Services environment. Experience in engaging with clients. Suited to someone used to working in small, high-performance teams and dealing with multiple issues at once, to a prioritisation queue. REQUIRED QUALIFICATIONS Relevant Degree / Honours Degree (Investments, Finance, Commerce) required. KEY COMPETENCIES Positive, collaborative team player. Strong attention to detail. Able to act decisively and work under pressure. Strong relationship building skills, natural networking ability. Trustworthy and reliable. Strong communication skills both verbal and written. Strong commercial and business acumen. WHY THIS ROLE? This is an exciting newly created position in the Business Development Product team for a Subject Matter Expert in all Prescient Fund Services Group products and services. This role will see you support the operational environment of PFS group by taking on new funds and clients, working with client requests, process improvement and better utilisation of technology to improve and grow the environment. Where exceptional expertise meets meticulous financial services #J-18808-Ljbffr Prescient Co.
- Prescient Fund Services is seeking a Business Development: Product Specialist to join the BD Product team. You will act as the conduit between clients and operations, leveraging in-depth knowledge of the product range to manage client relationships and identify core and...Suggested
- ...sponsorship.Schwab’s Workplace Services (WS) team is... ...across our Retirement business, our Stock Plan Services... ...Participant Product will be responsible for... ...and delivery.Support development of participant education... ...to align priorities, funding, and delivery plans for...SuggestedFull timeWork at office
- ...Director of Business Development - Physician Services Hunter Recruiting is seeking a highly motivated Director of Business Development – Physician... ...discovery conversations to understand staffing, coverage, productivity, and operational challenges. Position the...SuggestedContract workLocum
$128k - $268k
...SummaryThe Director of Family Governance and Development Services is a senior advisory leader within Key... ...-generational engagement.Partner with Business Advisory Services on family business... ...compensation which may include production, commission, and/or discretionary incentives...SuggestedFull timeWork at officeFlexible hoursNight shift- ...living within Westlake, TX for business purposes. At Schwab, you’re... ...-party asset management, products and services to consultants and advisors... ...are good at:The Business Development Officer, Schwab Wealth Advisory... ...accounts, ETFs, mutual funds, fixed income assets) and investment...SuggestedFull timeLocal areaRemote work
- ...employer sponsorship. The Client Service Manager role is responsible... .... Collaborate with business partners to delegate and lead... ...proven understanding of mutual funds and other investments. Ability... ...supportive culture, and focus on your development means you’ll get the tools...Full time
- ...currently seeking a Director of Business Development . Reporting to the Chief... ...across all Test Services locations, with a primary focus... ...evaluation and sales of other Q-Lab products Engage and collaborate... ...year-end bonus and company-funded retirement plan. Comprehensive...Temporary workHome officeRelocation package
$26.5 - $32.92 per hour
...SUMMARY Under limited supervision, provides reference and reader advisory services tocustomers. Instructs users in operation of library services and equipment. Participates in collection development and maintenance activities of the assigned subject area. Develops new...Full timePart timeCasual workWork at officeLocal area$85k
...is seeking a Branch Manager for its Orkin division in North Olmsted, Ohio. This role involves leading a team to provide exceptional service and meet performance goals. Candidates should have strong sales experience and a high school diploma. The position offers a...Traineeship- ...understandable, and effective for all.Schwab Private Wealth Services (SPWS) delivers a highly personalized experience for ultra-high... ...(UHNW) clients with $10M+ in assets. As a Director, SPWS Business Development Officer, you will play a key role in growing this business by...Full timeWork at office
- ...Description: Summary: The Loan Operations Servicing Specialist is responsible for the timely and... ...activities related to the booking and funding of Third Party Originated (TPO) loans,... ...skills, a deep understanding of loan products, and a commitment to delivering high-...Work at office
- ...North Olmsted, Ohio is seeking a Loan Operations Servicing Specialist responsible for processing and funding TPO loans promptly. The role demands excellent organizational... ...capabilities, and thorough knowledge of loan products. The ideal candidate will have over 2 years of...Work at office
- ...employer sponsorship.Schwab Stock Plan Services (SPS) provides a variety of solutions to... ...Relationship Management, Education, Trading, Product Management and Conversion teams to... ...Values to team members.Project management, business analysis and/or consulting experience.In...Full timeLocal areaFlexible hoursWeekend work
- ...define the future of brokerage products and experiences that will... ...landscape within financial services, the rise in mobile investing... ...a Senior, Brokerage Product Business Analyst, you will draw on deep... ...group of digital brokerage specialists with a mission to provide an...Full time
$75k - $95k
...keeping track of policy details and documentation in a secure system. This is a critical role on our team with a strong focus on client services to foster ongoing sales and renewals. We will provide industry-specific training for the right candidate who demonstrates a...$75k - $95k
...our team with a strong focus on client services to foster ongoing sales and renewals. We... ...according to NAIC regulations in our book of business and clearly communicate with customers... ...up with industry standards, insurance products, current rates, coverages, insurance policies...Work at office- ...advantage: the freedom to truly build custom solutions for both businesses (Commercial Lines) and individuals (Personal Lines). We... ..., and families. Retain & Scale: Partner with our internal service team during renewal cycles to proactively review accounts, cross...Local area
- ...focuses on simple, scalable business and technical outcomes for our... ...those we serve. The Marketing Specialist & Office Ambassador plays a... ...Manager on partner funding requests, claims, proposals,... ...Provide exceptional customer service to everyone who interacts with...For contractorsWork at officeLocal area
- ...communications.As the Senior Product Manager, Messaging Experience... ...identify where messaging can solve business problems and client pain... ...messaging experiences across service, subscription, and regulatory... ...consistency and scaleSupport development of compelling product...Full timeWork at office
- Q-Lab Corporation is seeking a Director of Business Development to oversee profitability across all Test Services locations, with a focus on new business growth. The role reports to the COO and collaborates with the VP of Sales and VP of Marketing to shape programs that...Relocation package
- ...Consultant II is to act as a product authority on managed accounts... ...acting as Portfolio Advisory Services’ voice to the customer. With... ...selling skills to handle a book of business on behalf of Fidelity Wealth... ...profiling, funding, investing procedures, risk mitigation...Full time
- Your OpportunityThe Investment Product Marketing team is seeking a... ...this role, you will own the development and continuous improvement of... ...product marketers to translate business objectives and marketing... ...marketing. Marketing in financial services or other highly regulated...Full time
- ...team and drive store execution and performance while building consumer loyalty through exceptional service. Under the Store Manager's supervision, you will lead a productive store team by example and initiative. This role supports total leadership and strategic operation...
$19 - $29 per hour
...the Store Management team. You will drive store execution, supervise staff, oversee inventory, and reinforce exceptional customer service to build loyalty and outcomes. Responsibilities include leading store crew, scheduling, training, financial oversight, and communicating...Hourly payFull timeEarly shift- ...to join the Store Management team, driving store execution, performance, and customer service while building consumer loyalty. You will work under the Store Manager to lead a productive, engaged team and exemplify initiative. Responsibilities include managing store...
- ...Operations Manager to support store leadership and drive performance. You will oversee staffing, training, inventory, sales and customer service, reporting to the Store Manager and promoting a proactive store culture. Responsibilities include leading the store crew, managing...
$100k
...of industry experience. Slice Merchant Services offers innovative payment processing solutions... ...put together a comprehensive package of products and services. Slice delivers a... ...your passion and sales skills by offering businesses in your local community substantial savings...Local area$145k - $153k
...states in which Franciscan Ministries and Franciscan Advisory Services operates. This independent position is responsible for all aspects... ...activities at the communities. Identify and assist in development and revision of policies and procedures, and forms, as needed....Remote work- Job Summary The Director of Business Development is responsible for the development and implementation... ...; utilization of programs and services; competitive analysis; medical staff utilization... ...cost and quality improvement by product-line and physician practice patterns....Temporary workLocal areaImmediate startDay shift
- ...leading brands, and we are growing our Business Development team to support the growth of our... ...Hunter to provide STEM-focused recruiting services and solutions. Responsible for increasing... .... Proven ability to sell a range of products / service offerings, preferably in a B...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Business Development: Product Specialist (Prescient Fund Services). Be the first to apply!
- director of marketing and business development Westlake, OH
- business development Westlake, OH
- director of operations and business development Westlake, OH
- sales business development Westlake, OH
- business development rep
- business process engineer
- senior business development coordinator
- inside sales business development representative
- senior business development consultant
- business objects developer



