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Sales Marketing

Location:
7093
Posted:
March 10, 2011

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Resume:

ARIEL SAGIZ

**** **** **** *** ***, West New York, NJ 07093

Phone: 646-***-**** **********@*****.***

FINANCIAL MARKETING PROFESSIONAL

New Business Development ~ Retirement Income Planning ~ Institutional

Sales~ Sales Strategy & Training

Highly accomplished global investment professional with expertise in

acquiring multi-million corporate business accounts and high net worth

individual accounts through innovative networking, marketing,

negotiations, and analytical strategies. Entrepreneurial approach to

client portfolios and driving corporate revenue with demonstrated success

at building client and corporation wealth. Excellent interpersonal

skills; collaborates and consults with financial advisors; inspires

confidence in clients strongly influencing investment decisions. Broad

background including in-depth knowledge of the retirement market, stocks,

bonds, mutual funds, options, hedge funds and structured products.

Multilingual, fluent in English and Turkish, conversational in French and

Hebrew, US Citizen. Key strengths in:

( Financial Institutional Sales ( Fixed Income Consulting

( Financial TradeShow Development

( Hedge Fund Marketing ( Alternative Investment Sales (

Asset Allocation-Consultative Sales

( Mutual Funds Consulting ( Advanced Estate Planning (

Institutional Cash Management

( Defined Contribution Plans ( Relationship Management (

Sales Training Program Development

PROFESSIONAL EXPERIENCE

AXA FINANCIAL, New York, New York 03/2008-Present

The AXA Group is ranked #15 on the Fortune Global 500 World's Largest

Corporations.

New Business Development & Relationship Manager, Retirement Planning &

Mutual Fund Sales Specialist

. Built a client base of 401(k) and Mutual Fund Plans with $75+ million in

assets. Professionally managed portfolio of securities for Wealthy

Families and Businesses, increased revenues for Seperately Managed

Accounts. Developed to improve Corporate Benefits Consulting Sales to

Financial Advisory Groups.

. Devise and execute business development strategies to acquire high net

worth and institutional investors.

. Coordinate and manage regional consulting teams in, asset and wealth

management, also specializing in tax-efficient fixed income, executive

compensation plans and advanced estate planning & trusts.

. Lead networking and marketing efforts by creating promotional campaigns.

Led Strategic Alliances with The Investment Company Institute. Improved

Mutual Fund and ETF sales performance, added $95M+ assets.

. Develop and manage client relationships with hedge funds, mutual funds,

investment advisers. Implement use of Larkspur Database system and

WealthEngine client information marketing system for financial advisors

to increase the Retirement Plans market share .

. Initiated a highly targeted relationship marketing program, achieved 40%

increase in revenue in 9 months.

MORGAN STANLEY, New York, New York 02/2007-03/2008

Global Financial Services Firm and Market Leader in Securities, Asset

Management and Credit Services.

Investment and Private Wealth Advisor, Retirement Plans & Mutual Fund Sales

Development Group

. Consulted with clients; based on client investment objectives, risk

tolerance, time horizon and unique circumstances advise on a full range

of financial investments and services including fixed income and equity

investing, retirement and estate planning, tax strategies, mutual funds,

managed money investments, philanthropic vehicles, mortgages, forex,

structured products, alternative investments, 401k plans, corporate cash

management, separate managed accounts and managed a portfolio of

securities lending clients.

. Developed and presented product training detailing technical product

information and customized sales promotions with actionable marketing

plans to financial advisors and private wealth managers.

ARIEL SAGIZ page 2

. Spearheaded design of client retention & acquisitions to provide sales

tools for Investment Specialists.

. Acquired client base of high net worth individuals, managed 100+ accounts

and $100+ m in assets.

. Conducted "Mutual Funds and Asset Allocation" seminars at Yeshiva

University, Institute for Private Investors and Family Office Exchange

resulting in new client accounts with $145+ million in assets.

. Developed long-term financial advisory relationships with mid-sized

business owners, created client Investment Policy Statements; increased

clients' overall portfolio annual returns from 8% to 15%.Experience with

institutional asset management, Rule 144, restricted stock, 10b5-1 and

venture fund distributions.

AMG GROUP, New York, New York 09/2002-02/2007

Financial Wealth Management & Marketing and Corporate Benefits Consulting

Director, Interactive Marketing, Relationship & Defined Contribution Plans

Sales/Training Development

. Oversaw all company operations including accounting, sales, human

resources, and purchasing to effectively implement policies and programs

to drive significant revenue streams.

. Analyzed clients' financial needs, goals, sensitivity to risk and

investment horizon. Led all company efforts on Investment Sales,

Insurance and Retirement & Financial Planning.

. Helped to establish Online Retirement Income Planning and Mutual Funds

Center for advisors and clients to increase their Retirement Planning

knowledge. Achieved revenue growth from 32% in 2001 to 55% in 2003.

. Educated investment advisors on prospecting techniques and on improving

more effective product presentations. Implemented "Advisor Client

Relationship Building Seminars" & "Integrated Selling System", generating

$18M in assets. A Retirement Financial Planning and Mutual Funds

Selection Software was implemented as a part of the CPA & Attorney

Strategic Alliance program.

. Worked with Relationship Managers and Investment Specialists to develop

and execute client financial business plans and investment strategies.

Expertise in portfolio management, separate managed accounts, structured

products, fixed income securities, hedge funds, private equity, REITs and

401(k) and Mutual Fund Plans.

. Successfully worked with several high profile plan sponsors, Fortune 500

companies: Fidelity, TransAmerica, Charles Schwab, MetLife, Vanguard and

ING while maximizing client retention rates.

EDUCATION

FORDHAM UNIVERSITY, New York, New York

Certificate in Post-Graduate Product Management

Master of Business Administration in Marketing/Finance, MBA

MIDDLESEX UNIVERSITY, London, United Kingdom

Bachelor of Arts in Marketing, BA

CHARTERED INSTITUTE OF MARKETING, Berkshire, United Kingdom

Diploma in Marketing

LICENSURE

Series 7, Series 66 (Series 65+Series 63), Series 31 Licenses and Variable

Life and Health License.

(Expect to complete the course work for a Wharton School Certificate in

Retirement Planning. (Expect to earn CAIA Chartered Alternative Investment

Analyst designation by 2012.)



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