Director of Institutional & Intermediary Business Development Join to apply for the Director of Institutional & Intermediary Business Development role at Knights of Columbus

Ensure all your application information is up to date and in order before applying for this opportunity. The Knights of Columbus is a tax-exempt Catholic fraternal benefit society that provides financial security to members and their families through life insurance, long-term care insurance, disability income insurance, investment, and annuity products. Our profits are donated to help those in need and to support our faith, totaling $1.73B over the past ten years. While many employees are not Catholic, we follow the Church’s teachings in our investment strategies and employee benefits. We support the pro-life cause, oppose assisted suicide and euthanasia, evangelize for the Catholic faith, and assist Christians facing religious persecution in the Middle East. Our community of over two million members volunteers worldwide to help others. Share Your Talent. Live Your Purpose. We are a growing, purpose-driven community of professionals. Join us to meet your goals and ours! Overview The role involves investment sales, marketing, and service within the financial intermediary channel, plus activities across institutional channels and consultant relationships. Develop and execute sales strategies targeting Catholic-oriented institutions such as (arch)dioceses, foundations, religious institutes, universities, and hospitals, along with their consultants and intermediaries. Core Responsibilities Serve as a modified wholesaler focusing on intermediary relationships, including consultants and distribution partners. Coordinate within the financial intermediary channel, including participating in conferences and panels representing KoCAA. Develop and implement sales and marketing plans for intermediaries and institutional clients. Manage an assigned sales territory, driving new business and supporting existing relationships. Lead RFP and due diligence processes, ensuring timely and competitive responses. Represent the firm in meetings, presentations, and conferences across territories. Build and deepen relationships with key financial intermediaries and consulting firms. Partner with marketing and product teams to align messaging with client needs. Utilize CRM systems to track activities, manage relationships, and report sales efforts. Skills & Qualifications Required: Institutional sales and marketing experience Knowledge of the financial intermediary marketplace Understanding of fixed income, equity, and alternative investments Familiarity with investment laws, policies, and regulations Knowledge of Catholic institutions and hierarchy Understanding of Catholic Social Teachings and Faith-Based Investing Excellent customer service skills Strong communication skills Analytical and critical thinking abilities Proficiency in Microsoft Office and CRM systems (Salesforce, Microsoft Dynamics) SIE, Series 7, and Series 66 FINRA licenses Education: BS or BA in marketing, finance, or related field Minimum 5+ years of industry experience or equivalent training Compensation Estimated salary range: $126,000 - $220,500, based on experience, skills, and location (Connecticut). The company reserves the right to adjust the range. Compensation depends on individual circumstances. Work Authorization: Must be authorized to work in the U.S. No visa sponsorship available. Physical Demands Primarily stationary work for most of the day. Benefits & Perks Paid holidays, vacation, sick leave, flexible schedules Professional development, certifications, tuition reimbursement Retirement plans with matching contributions Health and wellness benefits including insurance, disability, dental, vision, and more Additional Details Level: Director Type: Full-time Function: Business Development & Sales

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