Richard Sajkoski
Garden City,New York
Summary
Proven leader and financial expert with extensive experience at United Asset Strategies, adept in asset allocation strategies and client relationship building. Enhanced portfolio performance and client retention through innovative solutions and effective relationship management. Achieved consistent growth for the firm. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment. As Director, Business Development uses advanced skills gained through training and experience to build customer base and increases revenue. Trusted resource to foster client relationships and help advisors manage and grow business. Adapts to rapidly changing business and technology environment. Collaborative finance professional with 30 years of expertise helping clients attain financial goals. History of delivering tailored client service while responsibly driving business development.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Director, Business Development
United Asset Strategies
Garden City, NY
02.2011 - Current
- Director, Business Development for United Asset Strategies, with over $1.5 Billion in AUM, consisting of over 1,500 clients.
- Maintain client base of over $274MM in AUM of which directly responsible for current client base of over $174MM in AUM, consisting of over 500 accounts and approximately 250 relationships.
- Implemented innovative training programs aimed at continuously improving skills set of entire sales force to remain ahead of competitors in marketplace.
- Delivered presentations at referral branches demonstrating thought leadership capabilities and raising company profile among potential partners/clients alike.
- Mentored junior sales staff members, enhancing their skills and performance for increased success in meeting targets.
- Streamlined internal processes to boost efficiency, leading to increased productivity within sales team.
- Increased sales revenue by developing and implementing strategic business plans and initiatives.
- Improved client retention rates by fostering strong relationships and providing exceptional client service.
- Trained and mentored sales personnel to apply best practices and techniques.
- Developed deep understanding of customer needs, priorities and pain points to deliver customized service.
- Assessed customer needs and developed customized solutions to drive sales.
- Liaised with external stakeholders to form strategic partnerships with prospective clients.
- Prepared sales presentations for clients showing success and credibility of products.
- Directed sales support staff in administrative tasks to help sales representatives close deals.
- Managed revenue models, process flows, operations support and client engagement strategies.
Registered Representative
American Portfolios Financial Services
Huntington, NY
08.2014 - Current
- Participated in ongoing professional development opportunities to maintain licensure and continually improve financial expertise.
- Assessed suitability of potential investments by analyzing clients'' financial circumstances and risk tolerance, ensuring appropriate recommendations were made.
- Developed strong relationships with clients through regular communication and portfolio reviews, resulting in increased trust and retention rates.
- Enhanced client understanding of complex financial concepts by delivering clear and concise explanations tailored to their unique circumstances.
- Maintained strict compliance with industry regulations and company policies, ensuring consistent professional approach to all aspects in role.
- Educated prospective clients about benefits of working with financial advisors.
- Interviewed clients to better understand financial positions and assets ready for investment.
Branch Manager
Citigroup Investment Services
Garden City Park, NY
05.2007 - 02.2011
- Led branch to number one ranking in region of over 145 branches.
- Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
- Maintained friendly and professional customer interactions.
- Implemented effective sales strategies to achieve branch targets and exceed expectations consistently.
- Strengthened relationships with key clients, securing long-term partnerships and driving revenue growth.
- Assessed employee performance and developed improvement plans.
- Engaged employees in business processes with positive motivational techniques.
- Developed a high-performing team through targeted recruitment, training, and performance management initiatives.
- Enhanced staff competency with regular training sessions, boosting productivity levels across branch operations.
- Created strategies to develop and expand existing customer sales, resulting in increase in annual sales.
Education
Bachelor of Science - Economics
United States Military Academy
West Point, NY05.1984
Skills
- Relationship Building
- Client Engagement
- Client service and support
- Relationships and rapport
- Financial product knowledge
- Account Management
- Asset Allocation Strategies
- Client Relationship Building
- Retention Strategies
- Goal-oriented mindset
- Process Improvement
Certification
Series 7, 63, 24, SIE, Life, Accident and Health, Variable Life and Annuities
Timeline
Registered Representative
American Portfolios Financial Services
08.2014 - Current
Director, Business Development
United Asset Strategies
02.2011 - Current
Branch Manager
Citigroup Investment Services
05.2007 - 02.2011
Bachelor of Science - Economics
United States Military Academy
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