JOANNE LOUISE ROBINSON

857-***-**** aczh9i@r.postjobfree.com

EXECUTIVE SUMMARY

Entrepreneurial and highly driven global financial services technology professional, with a proven track record in consultative solutions sales, new business development and strategic account management, consistently exceeding sales targets.

AREAS OF EXPERTISE

Business Development Relationship Management

Fixed Income & Derivatives Market Penetration

Consultative Solutions Selling Global Markets

PROFESSIONAL EXPERIENCE

MILESTONE GROUP, Boston

Senior Vice President, Institutional Sales & New Business Development 2016 – to date

Outstanding sales track record, consistently over-achieving quotas, in prospecting and qualifying opportunities, cross selling, contract negotiation and closing business.

Build a sales pipeline and generate new revenue by cultivating prospects, creating new business opportunities and up-selling products and services to existing clients.

Partner with internal functional groups and establish successful partnerships that produce client centric solutions across the enterprise to deliver a seamless experience to both internal and external clients throughout the client lifecycle.

Participate and manage all stages of the sales opportunity, which includes creating customized presentation materials, competitive analysis reporting, leading internal key account planning and identifying any follow up deliverables.

Effectively synthesize and incorporate thorough knowledge of the asset management industry, global capital markets and complex product knowledge into client conversations, uncovering client key needs and pains to drive and create unique value for prospects.

Drive a cohesive business development strategy, based on a thorough understanding of the target client base, industry knowledge, sales process, compliance regulations and client needs.

Build deep relationships across the entire buy-side organization which will includes portfolio managers, technology staff, analysts, traders, compliance and multiple business managers.

NED DAVIS RESEARCH, Boston

Director, Institutional Sales & New Business Development 2015 – 2016

Gather and communicate intelligence from client, prospect and partnership meetings to help bring new ideas to market and create client-facing enthusiasm for innovative new alpha-generating analytics, tools and models covering multiple sectors, regions and markets.

Participate and manage all stages of the sales opportunity, creating customized presentation materials, competitive analysis, leading strategic account planning and identifying any follow up deliverables.

Evangelize the consultative solutions group story and vision, whilst also coordinating key targeted messaging and positioning for account specific initiatives.

Work collaboratively with internal resources, developing strategic relationships with key home office contacts, to increase overall sales and help nurture the results driven, team-oriented environment.

Cultivate, develop and maintain client and partner relationships, ensuring the highest level of satisfaction and provide consistent value by selling additional services and offerings.

MORGAN STANLEY INC. (MSCI), London

Director, Institutional Sales 2013 – 2014

Developed a global strategic client and territory sales plan, to ensure appropriate positioning and drive the adoption of unique investment products and services with prospective clients.

Promoted additional access to a suite of alpha-generating analytics, models and research, enabling clients with a unique perspective to help them make more informed, confident investment decisions.

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PROFESSIONAL EXPERIENCE, continued

Provided value-added strategic input and feedback from meetings to marketing, distribution and product management teams to assist in business development initiatives for new products and solutions.

Served as product champion, explaining detailed analysis and insights to audiences that can range widely in sophistication levels.

Foster close working relationships with Asset Managers, Asset Owners, Endowments, Foundations, Sovereign Wealth Funds, Advisors and Consultants, together with external partnerships, industry associations and internal members of the investment organization.

STANDARD CHARTERED 2005 – 2012

Director, Fixed Income Institutional Sales, New York 2007 – 2012

Director, Fixed Income Institutional Sales, Singapore 2005 – 2007

Recruited in 2005 to rebuild the Singapore office. Results: Singapore went from bottom quartile to top quartile and the number of active clients triples in two years.

Identified unique business opportunity in Brazil, created marketing strategy, developed products and allocated resources to launch SCB to #1 in Brazil. Results: Latin American Franchise went from zero to $5mio in eighteen months and promoted to lead Latin American sales efforts.

Educated and consulted with internal colleagues, clients and risk takers on markets, performance, asset flows, outlook and industry trends.

Undertook special projects to increase understanding of Emerging Markets, promoting consistency and inspiring investor confidence across all instrument categories.

Member of local Emerging Markets Committees driving discussions of strategic EM Asset Allocation with geographic experience in Asia, Latin America, Eastern Europe and Africa.

NATIONAL AUSTRALIA BANK, London 2003 – 2005

Vice President, Institutional Derivatives Sales

Conduct sales and retention meetings with clients; increased sales conversion from 5% to 23%, despite turbulent economic environment. Develop messaging, competitive analysis, identify appropriate product positioning and create materials to explain performance, differentiate value proposition of organization.

Prepare portfolio updates, risk reports, performance data and other timely market information to help management and clients determine investment views and decisions.

Author of an investor options manual detailing strategies and products used for investor sales typically non- traditional for NAB; created business plan, marketing materials and implemented guidelines.

Collaborate with colleagues and teams to discuss and explore timely investment ideas to benefit clients and keep abreast on performance, outlook and trends.

NATIONALITY

British Citizen & US Green Card Holder

EDUCATION

King Edward VI College, UK

French & Geography

Professional Qualifications

NASD Series 7 and Series 63

VOLUNTEER EXPERIENCE

100 Women in Hedge Funds

U.S. Nonprofit Board Committee Member

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