Jonathan L. Hill
Boston,MA
Summary
Results-driven sales professional with experience in driving organizational success. Skilled in strategic planning, operational management, and fostering collaborative work environment. Known for building strong relationships to achieve business objectives and for leading effective sales teams.
Overview
23
23
years of professional experience
1
1
Certification
Work History
President/Co-Founder
BIGELOW TRACE, LLC
12.2017 - Current
- Raised capital from various investors to buy and manage properties.
- Growing a portfolio of properties to generate passive income
- Navigate and understand the short term vs. long term rental market.
- Integrated new media and web advertising initiatives into our marketing strategies to enhance brand awareness.
Vice President Business Development
SAGEWELL FINANCIAL
10.2021 - 12.2022
- Hired as the fourth employee to build out our platform and distribution model (from both a regulatory and client acquisition perspective).
- Collaborated with sales, marketing, technology, and compliance departments to support business objectives.
- Developed strategic partnerships to enhance market presence and drive revenue growth.
- Defined and integrated roles, responsibilities and processes for the sales team and technology platform.
- Led cross-functional teams to identify new business opportunities and optimize client engagement strategies.
- Developed short-term and long-term sales objectives and strategic plans to meet our strategic goals.
Vice President Regional Sales Manager
PUTNAM INVESTMENTS
03.2016 - 11.2017
- Actively Managed the South East Cross Channel Division (BD, RIA, DCIO, IAD, and Private Bank) (13 direct reports).
- Developed and implemented training programs to enhance team performance and client engagement.
- Targeted Sales Goal of $2.956B; Achieved 107.8% of goal with the South East Region hitting all key metrics.
- Founder/Coach of the Putnam Men's Basketball team - Winners of the 1st Mutual Fund Madness Basketball Tournament.
Divisional Sales Director
COLUMBIA THREADNEEDLE INVESTMENTS
12.2012 - 02.2016
- Actively Managed Two Sales Teams: East Coast IAD Division and National Private Wealth/RIA/DCIO Team (13 direct reports).
- Targeted Sales Goal of $19B; consistently achieving >100% of gross sales year over year.
- Improved customer experience and deepen client relationship by working with Internal and External Partners.
- Headed up Career Opportunities Program (COP), an initiative developed to help internal wholesalers find alternative career paths within Columbia (Portfolio Management, Product, Platform Distribution, Institutional Sales, Trading, Marketing, etc.).
- Founding member of Columbia Threadneedle Investments Toastmaster's program.
Regional Sales Director
COLUMBIA THREADNEEDLE INVESTMENTS
05.2010 - 11.2012
- Co-managed Massachusetts, Maine, and New Hampshire: a territory with goals >$650M in sales.
- Achieved 119% of gross sales number and was the top IAD Wholesaling team 2 consecutive years.
- Partnered with Regional Vice President to develop, maintain, and deepen client relationships.
- Conducted client meetings and lead group presentations throughout the territory; generated leads and drove sales via outbound calls.
- Facilitated relationship between clients and Portfolio Managers by organizing and moderating seminars, conference calls, and client-meetings.
Financial Consultant
AXA ADVISORS, LLC
10.2008 - 04.2010
- Educated and advised individual clients on defined benefit plans, supplemental retirement plans, risk protection, social security benefits and all other aspects of financial planning.
- Performed detailed financial analysis to project retirement income and expenses.
- Developed and maintained relationships with key centers of influence in order to gain clients from various demographics.
- Highest 1st year premium of any starting associate in South and Western Carolinas Division.
- Winner of Fast Start Award and "A" Class Associate of the Year for the South and Western Carolinas Division.
- Managed retirement accounts (>$4 million in AUM).
- Built book of business with >400 clients.
Professional Golfer
NATIONWIDE AND eGOLF TOURS
06.2004 - 09.2008
- Actively sought and attained sponsorship from private entities.
- Created a business plan and proposal that secured a variety of investors.
- Established a sole proprietorship to define terms and returns on investment.
Assistant Golf Coach
EAST CAROLINA UNIVERSITY
06.2003 - 06.2004
- Helped develop and implement an annual budget for men's and women's varsity programs.
- Instructor in The Junior Pirate Summer Golf Program.
- Recruited student-athletes of highest caliber to elevate team performance.
- Coached and mentor players on and off the golf course.
Education
B.A - Finance
EAST CAROLINA UNIVERSITY
Greenville, NC05.2003
Skills
- Strategic sales leader
- Business development
- Financial management
- Organizational leadership
- Staff management
- Public speaking
- Staff training
- Project management
- Sales and marketing
- Leadership team building
Accomplishments
- 4 Marathons (Boston 2013, 2014, 2016) and 1 Half Marathon
- Captain of the Men's Golf Team (2001-2003)
- Winner of the East Carolina University PCS-Phosphate Academic Award (2000-2003)
- Winner of the Conference USA Commissioner's Medal for Academic Excellence (2002, 2003)
- First Team All Conference USA honoree (2003)
- Vice President of the Student Athlete Advisory Council (2002)
- Winner of 2 Collegiate golf tournaments
- Winner of the prestigious Donal Ross Golf Tournament in Pinehurst, NC
- Qualified for Match Play in the Massachusetts State AM Golf Tournament (2021)
- Winner of The Country Club Member/Guest (2024)
Certification
Series 24, 7, and 66 (expired)
Timeline
Vice President Business Development
SAGEWELL FINANCIAL
10.2021 - 12.2022
President/Co-Founder
BIGELOW TRACE, LLC
12.2017 - Current
Vice President Regional Sales Manager
PUTNAM INVESTMENTS
03.2016 - 11.2017
Divisional Sales Director
COLUMBIA THREADNEEDLE INVESTMENTS
12.2012 - 02.2016
Regional Sales Director
COLUMBIA THREADNEEDLE INVESTMENTS
05.2010 - 11.2012
Financial Consultant
AXA ADVISORS, LLC
10.2008 - 04.2010
Professional Golfer
NATIONWIDE AND eGOLF TOURS
06.2004 - 09.2008
Assistant Golf Coach
EAST CAROLINA UNIVERSITY
06.2003 - 06.2004
B.A - Finance
EAST CAROLINA UNIVERSITY