Melissa Nordaby
Bedford,NH
Summary
Driven, ambitious sales professional with 25 years of financial services experience in business development, relationship management, consultation and sales seeking a collaborative team with the desire and aptitude to grow.
Overview
26
26
years of professional experience
Work History
Senior Director, Business Development
Cambridge Investment Research
04.2013 - Current
- Proactively Initiate and engage with potential affiliates including solo reps, ensembles, enterprises, RIA's & broker-dealers
- Cultivate candidate/client relationships before, during and after affiliation
- Analyze markets, target areas of highest return, and develop strategies to attain goals
- Perform profitability analysis to assist in negotiations
- Identify potential problems, collaborate with internal teams to provide solutions
- Participate in firms conferences to maintain and enhance relationships
- Mentor, train, and motivate internals, associate directors, directors & colleagues
- Partner with advisors, enterprises and branch builders to support their desire for growth
- Quarterbacked relations and negotiations with 7 broker dealer BDW's
- Maintain knowledge of industry topics, competing firms, outside platform, internal programs and product lines available
Associate Director / Director
Cambridge Investment Research
04.2006 - 04.2013
- An original and last standing member of Cambridge's first outbound solicitation team
- Created marketing campaigns and materials to assist in solicitations and engagement
- Implemented prospecting efforts via drip campaigns, phone, mail, email, wholesalers, referrals
- Drove the creation of the “Roadmap to Revenue” program to assist advisors with their map to success within the open architecture of Cambridge
- Initiated the concept of business development opportunities with active rep conferences -
- Collaborated on the HOV structure, process and success initiative
- Seeded multiple growth initiatives including retirement plan support team, & High net worth client solutions including SMA's
- Consistently and proactively participate in growth initiatives including marketing, website design, practice management opportunities
National Marketing Consultant / Recruiter
Investors Capital Corporation
06.2004 - 04.2006
- Developed New Client, Company & Candidate Relations
- Accountable for Networking and hosting regional meeting for existing ICC reps
- Hosted Recruiting Meetings for potential candidates
- Negotiated agreements
- Registered, Transitioned and Trained new Financial Professionals to ICC
- Marketed Fee Platform, products, and insurance platform to prospects and existing rep base
Inside Wholesaler
John Hancock Funds
05.2000 - 06.2004
- Proactively managed and cultivated two tier 1 sales territories coupled with 2 external wholesalers
- Actively marketed and solicited JH Mutual funds, SMA's, and Retirement plan products to wirehouse, regional, independent and RIA channels
- Liaison between National Accounts, Marketing and Strategic Partner Firms
- Assumed the role of VP Business Development as two territories restructured
- Identified prospective clients needs and provided custom tailored solutions
- Performed portfolio analysis and asset allocation
- Provided marketing support and value added sales ideas
- Provided an overall consultative overlay
Broker Service Representative
John Hancock Signature Services
11.1997 - 05.2000
- Assisted and developed new additions to the communication department by training and mentoring,
- Assisted Managers with floor support in high volume call center
- Maintained relationships with Top performing clients
- Fielded questions; Maintained updated knowledge on 36+ John Hancock Funds' objectives, strategies, performance, return history and portfolio holdings
- Provided solution to service issues, commission questions, and legal requirements
- Executed transactions on qualified and non-qualified accounts for advisors, firms and investors
- Retained company assets
- Served as Proxy coordinator for two John Hancock Mutual Fund mergers.
Education
1990 -1991
Champlain College
Burlington, VTFINRA Series 6, 63,65
Skills
- Persuasive Interpersonal Skills
- Organizational Skills
- Strong Goal Orientation
- Productive Client Relations
- Consultative Selling
- Time Management Skills
Timeline
Senior Director, Business Development
Cambridge Investment Research
04.2013 - Current
Associate Director / Director
Cambridge Investment Research
04.2006 - 04.2013
National Marketing Consultant / Recruiter
Investors Capital Corporation
06.2004 - 04.2006
Inside Wholesaler
John Hancock Funds
05.2000 - 06.2004
Broker Service Representative
John Hancock Signature Services
11.1997 - 05.2000
1990 -1991
Champlain College
FINRA Series 6, 63,65
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