Jessica Butler
Wethersfield
Summary
Dynamic Senior Regional Consultant with expertise in market analysis and client relationship management. Proven track record in delivering impactful presentations and cultivating strong advisor relationships, driving significant product sales opportunities. Adept at leading teams and executing strategic marketing initiatives to enhance overall business performance.
Overview
28
28
years of professional experience
Work History
Senior Regional Consultant, National Sales Desk
Virtus Investment Partners
Hartford
02.2020 - Current
- Executed proactive marketing calls across all sales levels within assigned territory.
- Delivered impactful presentations showcasing Virtus' products and competitive advantages.
- Cultivated relationships with financial advisors to identify product sales opportunities.
- Provided tactical support and expertise to internal and external business partners.
- Supported strategic marketing initiatives at corporate and departmental levels.
RFP Specialist, Institutional
Virtus Investment Partners
Hartford
01.2019 - 02.2020
- Completed Requests for Proposals and Due Diligence Questionnaires for institutional and retail clients.
- Conducted peer and final reviews on RFPs and DDQs to ensure accuracy.
- Served as subject matter expert for assigned affiliates and corporate departments.
- Collaborated with sales channels to showcase Virtus investment capabilities to clients and prospects.
Sales Desk Lead, National Sales Desk
Virtus Investment Partners
Hartford
01.2011 - 12.2018
- Engaged in strategic dialogue with financial professionals to identify vulnerabilities in advisor practices.
- Mentored and coached Sales Desk Consultants to foster positive work habits and sales strategies.
- Conducted proactive marketing calls within assigned territory, targeting acquisition, development, and retention sales levels.
- Delivered impactful presentations showcasing Virtus’ products, services, and competitive advantages.
- Provided support and guidance to colleagues to maintain a collaborative work environment.
Registered Representative
ING Financial Advisors
Cromwell
06.2008 - 01.2011
- Promoted ING retirement solutions to State of Connecticut employees and organizations.
- Conducted retirement seminars for public and private sector clients, enhancing financial literacy.
- Advanced retirement readiness through strategic education and financial planning initiatives.
- Developed and implemented business development strategies to attract new client relationships.
Registered Client Service Associate
Citi/SmithBarney
Avon
10.2007 - 06.2008
- Managed transition of client accounts for Vice President of Wealth Management at Citi/SmithBarney from UBS Financial Services.
- Identified improvements to transition processes and systems, enhancing efficiency in client service.
- Assisted in delivering sales presentations to current and prospective clients.
- Reviewed client accounts for compliance with internal and external policies.
Senior Registered Client Service Associate
UBS Financial Services
Hartford
03.1997 - 10.2007
- Served as primary client contact for wealth management team handling assets exceeding $200 million.
- Managed comprehensive marketing efforts, including advertising and seminars for Fortune 500 executives.
- Coached newly hired client service associates to enhance team performance and service quality.
- Contributed to branch transition team for Hartford and Providence locations, ensuring seamless integration.
Education
Bachelor of Arts - History
Assumption College
Worcester, MASkills
- Market analysis and sales strategy
- Presentation skills
- Financial services expertise
- Client relationship management
- Team leadership
References
References are available on request.
Professional Licenses
- FINRA Series 7
- FINRA Series 63
- FINRA Series 65
Timeline
Senior Regional Consultant, National Sales Desk
Virtus Investment Partners
02.2020 - Current
RFP Specialist, Institutional
Virtus Investment Partners
01.2019 - 02.2020
Sales Desk Lead, National Sales Desk
Virtus Investment Partners
01.2011 - 12.2018
Registered Representative
ING Financial Advisors
06.2008 - 01.2011
Registered Client Service Associate
Citi/SmithBarney
10.2007 - 06.2008
Senior Registered Client Service Associate
UBS Financial Services
03.1997 - 10.2007
Bachelor of Arts - History
Assumption College
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