Summary
Overview
Work History
Education
Skills
Websites
Certification
Timeline
Generic
Zach Wielkocz

Zach Wielkocz

Summary

Experienced alternative investment and sales professional with over four years of proven success. Ready to apply my expertise to drive sales strategies, facilitate growth, and nurture long-term client partnerships in my next endeavor.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Institutional Sales Associate

Man Group
11.2022 - Current
  • Conducted extensive research for the US Institutional Sales team on existing and potential investors across various channels, such as corporate and public pensions, endowments, foundations, insurance companies, and private bank platforms
  • Strengthened relationships with key institutional clients through consistent communication, market insights, and investment recommendations
  • Coordinated with client portfolio managers, legal, compliance, and other internal teams to execute various projects and tasks, including portfolio manager roadshows, client requests, and annual conferences
  • Engaged in comprehensive training to gain proficiency in key products within the alternative investment sector
  • Maintained CRM system with client records and activity/pipeline, and provided ongoing reporting to senior management.

Senior Business Development Specialist

Gallagher
01.2022 - 10.2022
  • Collaborated with senior producers to establish new business relationships through direct outreach to prospects
  • Assisted consultants in creating and delivering new business proposals and presentations
  • Managed a portfolio of existing clients, focusing on relationship-building and expansion
  • Oversaw budget revisions for insurance benefit renewals

Business Development Specialist

Gallagher
01.2021 - 01.2022
  • Conducted over 100 cold calls and 50 emails weekly to drive business growth
  • Expanded client base by identifying and pursuing new business opportunities through thorough market research
  • Participated in client interactions and gained expertise in the insurance negotiation process
  • Developed and distributed marketing collateral to prospective clients to secure new business opportunities

Producer Associate

Gallagher
01.2019 - 01.2021
  • Shadowed Gallagher's producers, consultants, and underwriting teams to gain insights into sales and marketing strategies
  • Engaged in weekly training sessions to enhance client service and sales skills.

Education

B.S. Finance -

University of Delaware Alfred Lerner College of Business & Economics
05.2019

Skills

  • Relationship Building
  • Microsoft Office
  • CRM proficiency
  • Relationship selling
  • Prospecting skills

Certification

  • Series 63 – Uniform Securities Agent State Law
  • Series 7 – General Securities Representative
  • Series 3 – National Commodities Futures

Timeline

Institutional Sales Associate

Man Group
11.2022 - Current

Senior Business Development Specialist

Gallagher
01.2022 - 10.2022

Business Development Specialist

Gallagher
01.2021 - 01.2022

Producer Associate

Gallagher
01.2019 - 01.2021

B.S. Finance -

University of Delaware Alfred Lerner College of Business & Economics

Similar Profiles

CREATE PROFILE
Zach Wielkocz