Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Ryan Miller

Chicago,IL

Summary

Versatile Senior Account Executive offering experience in account development, marketing, CRM expertise and business development. Expert at driving sales, marketing and building relationships. Dedicated to exceeding quotas and expectations.

Overview

9
9
years of professional experience
1
1
Certification

Work History

Senior Account Executive

Ancient Brands Milling
07.2023 - Current
  • Oversee managing account relationships and developing efficient operational systems
  • Devising sales and marketing strategies based on client objectives, product specifications, and market insights
  • Customizing Salesforce from start to finish
  • Initiated and built multiple tactical email marketing campaigns
  • Market analysis expert across multiple industry and branded products

Director, Marketing & Business Development

Dipsea Capital
08.2021 - 11.2022
  • In this role, I strategically developed and executed marketing and business development initiatives targeting global institutional markets, including consultants, OCIOs, E&Fs, Public Pensions, RIAs, Family Offices, and Fund of Funds building pipeline out to $100m+ in under 1 year
  • Managing prospect pipeline, coordinating over 250 meetings with new institutional opportunities, and serving as both relationship manager and product specialist during these engagements
  • Effectively introducing and educating C-suite executives and consultants on advantages and brand value of products and strategies
  • Revitalizing and rebranding all marketing materials, resulting in cohesive, polished presentation suite
  • Devising sales and marketing strategies based on client objectives, product specifications, and market insights
  • Leading comprehensive customization of Salesforce CRM for executive reporting, KPI tracking, pipeline.
  • Oversaw operations and provided corrective feedback to achieve daily and long-term goals.
  • Established departmental performance goals and provided feedback for underperforming areas.
  • Monitored and coordinated workflows to optimize resources.
  • Formed strategic partnerships and connected with potential clients to drive business development.

Client Solutions Specialist, Institutional Sales

Aviva Investors
01.2018 - 08.2021
  • As an internally focused strategist on the NA client solutions sales team, reported directly to the Head of US Institutional Sales, optimizing marketing and business development efforts for strategic institutional markets, such as consultants, OCIOs, corporate pensions, E&Fs, Public Pensions, and broker platforms
  • 2019 'Never Rest' Global Recognition Award (1 of 4 awards globally) among ~1,700 employees worldwide
  • Created and lead global rollout of 5 global specialized presentation templates to optimize delivery based on product strategy, audience, market data, and stage of relationship
  • Determined problem areas and resolved them through close coordination with portfolio managers, investment directors, marketing, and operations teams worldwide, converting prospects to clients
  • Executed quarterly marketing materials, presentation decks, compliance, internal reporting & dashboards, pipeline management, consultant roadmaps and quarterly board decks
  • Acting as North American Head of Salesforce and Seismic CRM products, developing analytics, reporting for executives, pitch decks, board presentations, pipeline management, and consultant relations.

Relationship Manager, Institutional Sales

Berenberg Asset Management
08.2015 - 01.2018
  • Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
  • Across assets, I facilitated AUM growth of over $350 million in just over 2 years
  • Managing and customizing all North American marketing materials, presentation decks, tear sheets, and performance updates, coordinating with German and global counterparts to ensure consistency
  • Generating over 250 institutional prospects annually, encompassing sovereign wealth funds, public and private pensions, endowments, foundations, and insurance firms
  • Fostering global consulting relationships through persuasive marketing strategies and campaigns
  • Leading comprehensive, end-to-end customization of Salesforce CRM for executive reporting, KPI tracking, pipeline management, data integrity, and marketing campaign execution.

Analyst, Client Services

SunGard Global Trading
06.2014 - 07.2015
  • As product and support specialist for global trading platform, contributed to management of money market and mutual fund solutions, overseeing $160B in average daily trading flow
  • In this role, facilitated money market transactions between institutional investors and fund families for over 6,000 accounts, encompassing both domestic and offshore funds across six distinct currencies.
  • Validated results and performed quality assurance to assess accuracy of data.

Education

Bachelor of Science - Finance, Economics, Risk Management

University of Wisconsin-Madison
Madison, WI
12.2013

Skills

  • Strategic Business Development
  • Relationship Building & Management
  • Lead Generation & Conversion
  • Market Research & Trend Analysis
  • CRM Customization & Reporting
  • Derivatives/Option Trading
  • Microsoft Office Suite
  • Alternative Investing
  • Salesforce
  • Presentations and Demonstrations
  • Digital Marketing

Certification

  • Chartered Alternative Investment Analyst (CAIA)
  • CFA Level 2 Candidate
  • Series 7
  • 63

Timeline

Senior Account Executive

Ancient Brands Milling
07.2023 - Current

Director, Marketing & Business Development

Dipsea Capital
08.2021 - 11.2022

Client Solutions Specialist, Institutional Sales

Aviva Investors
01.2018 - 08.2021

Relationship Manager, Institutional Sales

Berenberg Asset Management
08.2015 - 01.2018

Analyst, Client Services

SunGard Global Trading
06.2014 - 07.2015

Bachelor of Science - Finance, Economics, Risk Management

University of Wisconsin-Madison

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