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Investment Services Relationship Specialist

Employer
Ullico, Inc.
Location
Silver Spring, Maryland
Salary
Competitive
Closing date
Dec 24, 2021

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Job Details

Ullico Inc., headquartered in Washington, D.C., is actively recruiting an Investment Services Relationship Specialist for our Silver Spring, MD office.  The person will support Investment Services sales and marketing efforts by managing participation in events sponsored by clients and prospects, maintaining data integrity in all CRM systems, processing expense payments for sales professionals and operations staff, organizing and managing meetings with internal and external parties, and performing other similar duties as assigned.

The duties/responsibilities of this position are as follows: 

  • Manage the participation of Investment Services in events sponsored by clients and prospects by updating internal systems; obtaining all necessary approvals; communicating with event sponsors, sales professionals, Corporate Communications, and other business units; ordering and/or providing advertising, logos and promotional materials; processing payments; maintaining records; and responding to all LM10 reporting requests.
  • Maintain data integrity in the Investment Services Contact System by adding new investors and contacts, updating contact information, and making other necessary updates and additions as necessary.
  • Manage Investment Services’ data contained in Salesforce.com.  Assist in build out of Salesforce.com.
  • Manage expense processing through Lawson for sales professionals and operations staff.
  • Follow all compliance procedures, including obtaining compliance approvals as required and maintaining all soft and hard copy records.
  • Assist in special projects upon request.
  • Perform other similar and related duties as required.

 

Minimum Qualifications

The successful candidate must have a Bachelor’s Degree in Business, Finance or related field or equivalent experience.   Must have a minimum of two year’s related experience in a professional environment.  This person will need to exhibit a high level of professionalism and be able to interface with all levels of personnel and simultaneously handle multiple tasks.  Exceptional written, organizational, communication, and presentation skills are also necessary. Attention to detail and ability to follow-through are essential.   Proficiency in the Microsoft Office Suite is required.

For over 90 years, Ullico, the only labor-owned insurance and investment company, has been a proud partner of the labor movement, keeping union families safe and secure.  From insurance products that protect union members, leaders and employers, to investments in building projects that have created thousands of union jobs, our customers continue to trust us with protecting their families, employees, businesses and investments. 

We offer a competitive starting salary and an outstanding benefits package including health/dental/vision, 401(k) and pension plan.  Ullico is an Equal Opportunity Employer. 

Ullico participates in E-Verify.

 

Company

Our ability to serve America’s workers responsibly is what counts with the Ullico Family of Companies. This was true at the founding of The Union Labor Life Insurance Company in 1927 and remains true today for all subsidiaries and business lines. The products offered may change and grow to meet the dynamic needs of labor, but our commitment to working men and women is everlasting.

Our mission is:

  • to serve labor organizations, union employers, institutional investors and the working men and women of America – OUR CUSTOMERS
  • to develop and deliver innovative, sound and fairly priced insurance and investment products and services – OUR PRODUCTS
  • to ensure the preservation and growth of company assets and provide fair and equitable returns for our labor partners – OUR STOCKHOLDERS
  • to nurture a diverse work environment that promotes loyalty, integrity, quality, innovation, teamwork, accountability and sensitivity, and provides meaningful and rewarding opportunities for our most important asset – OUR EMPLOYEES
  • to exert a positive influence on the labor movement and on the communities in which we work and live – OUR CORPORATE CITIZENSHIP

The Ullico Difference

FINANCIAL STRENGTH: Financial strength and security, with a focus on discipline and accountability, to deliver stability amidst market uncertainty and solid growth into the future

PRODUCT EXPERTISE: Unparalleled combination of expertise in each of our product categories and experience in the union marketplace

MARKET CREDIBILITY: Unmatched credibility within the labor movement and an in-depth knowledge and understanding of labor’s unique challenges

LABOR VALUES: 80 years of service to the labor movement defined by the same work ethic and values of working men and women and the unions that represent them

PROACTIVE SOLUTIONS: A proactive approach to anticipating labor’s needs, developing innovative financial and risk solutions and delivering value to our clients

LABOR HERITAGE: A labor heritage that was born out of the vision of labor leaders and lives on through union investments and direct relationships with two-thirds of the labor market

 

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