Megan Hopps
Greenland,NH
Summary
Experienced professional with a strong track record in cultivating relationships and consistently delivering results in client acquisition. Highly skilled in exceeding goals by establishing trust and building strong connections.
Overview
21
21
years of professional experience
1
1
Certification
Work History
Divisional Sales Manager - Broker Dealer, Northeast
Hartford Funds
01.2022 - Current
- Oversee development, daily activities, and sales of 14 Advisory Consultants from Indiana to Maine
- Target clients include Merrill Lynch, Morgan Stanley, UBS, Wells Fargo, Edward Jones, LPL, Raymond James, Ameriprise, RBC, RIA’s, and Tier 2 Firms
- Shared best practices to enhance cross-channel collaboration and partnership.
Divisional Sales Manager - Broker Dealer, North
T.Rowe Price
12.2017 - 01.2022
- Managed and developed 10 Regional Investment Consultants from Wisconsin to Pennsylvania.
- Helped build out the sales team from 20 to 52 within 4 years.
- Target clients include Merrill Lynch, Morgan Stanley, UBS, Wells Fargo, Edward Jones, LPL, Raymond James, and Tier 2 Firms.
- Collaborate cross channel with the Head of DCIO, RIA, IC, and VA to share best practices and find the best outcome for our clients.
- Participated on the Diversity & Inclusion committee and Women In Sales initiative workstream.
- Selected as Master of Ceremonies for USI Winter Offsite 2019.
Divisional Vice President - Broker Dealer & RIA, Northeast
Janus Henderson Investors
01.2015 - 12.2017
- Managed daily operations and development of 13 Northeast directors.
- Target clients include RIA’s, Ameriprise, Merrill Lynch, Morgan Stanley, UBS, LPL, Commonwealth, Raymond James, RBC, RIA's and Custodians
- Recruited, trained, and developed 6 new wholesalers in the areas of territory organization, product training, scheduling, time management, and presentations.
- Designed and delivered sales presentations for national and regional meetings.
- Initiated and created partnerships with COI's at partner firms.
- 2016 J-Tank Finalist Award Recipient - Internal Charity Competition
- One of two $50k Award Recipients
- Invited to Private CEO Dinner - One of 10 across the company
Director, Northern New England
Janus Henderson Investors
01.2007 - 12.2014
- Generated sales in mutual funds and SMA’s through cultivating relationships with financial advisors in all channels and DCIO partners in ME, NH, VT, and MA
- Consistently had 80-100 meetings a month, to present customized solutions to clients
- Maintained in-depth knowledge of all products, platforms, markets, and competitors
- Consistently had the highest market share in the company and top tier territory
- 2011 & 2012 – Awarded Best Overall Territory Achievement
- 2012 – First recipient of Amy Martich Spirit Award
- 2009 - Business Excellence Award Recipient
Client Consultant
Janus Henderson Investors
Denver, USA
09.2003 - 12.2006
- Partnered with 3 Directors to drive sales with advisors in all channels by proactively positioning Janus investment solutions through the phone and in person visits
- Initiated outbound sales calls and incoming client requests
- Scheduled meetings and coordinated seminars, conference calls, and events
- Traveled extensively throughout the territory and met with clients to drive sales
Education
MBA -
University of Colorado
Denver, COB.S. - Business Administration
Towson University
Towson, MDSkills
- Sales territory growth
- Presentation Skills
- Product Knowledge
- Sales processes
- Objection handling
- Sales Coaching
Certification
- FINRA Series 24
- FINRA Series 7
- FINRA Series 66
- FINRA Series 63
Hobbies and Interests
- Kiteboarding
- Skiing
- Scuba diving
- Travel
Timeline
Divisional Sales Manager - Broker Dealer, Northeast
Hartford Funds
01.2022 - Current
Divisional Sales Manager - Broker Dealer, North
T.Rowe Price
12.2017 - 01.2022
Divisional Vice President - Broker Dealer & RIA, Northeast
Janus Henderson Investors
01.2015 - 12.2017
Director, Northern New England
Janus Henderson Investors
01.2007 - 12.2014
Client Consultant
Janus Henderson Investors
09.2003 - 12.2006
MBA -
University of Colorado
B.S. - Business Administration
Towson University
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