kerry james

Senior Product Specialist for all Boston Partners strategies outside of North America Investment resource for non-US clients and prospects for all Boston Partners strategies, focused on US and Global equity. Created and delivered macroeconomic presentations for investor seminars, third-party distributors, and institutional clients Reviewed all non-US based RFPs and marketing efforts; created marketing and sales materials specifically for the needs of the non-U.S. client base Increased assets of the flagship fund from $800 million to $5.5 billion, and doubled the exposure of U.S. equity products across key European accounts Maintained direct sales responsibilities in key non-US markets, in addition to client relationship management responsibilities, providing regular and customized reporting for over $1 billion in separate account mandates across various investment strategies

Case Team Leader focusing on product introductions in US and European markets Developed and managed team work plans for various strategic marketing initiatives for pharmaceutical companies including estimating market potential, determining markets to enter, and product positioning

* Researched and developed mid-size endowments, foundations and other non-profit prospects for institutional asset management business * Worked cross-functionally to develop uniquely tailored pitches for new accounts

Institutional Research Sales Associate providing customized service and key messages on US-based equities Maintained lead or co-coverage responsibilities for 13 institutions with over $15 billion in AUM, and developed business plans for managing service to accounts and worked with colleagues to deliver quality service

Developed the insurance intermediary business and cultivated relationships with variable annuity insurance companies; created marketing presentations and collateral papers for insurance distribution wholesalers; worked with portfolio managers to create tailored sales pitches and board presentations Developed and executed business case for building a third-party advisory business focused on insurance intermediaries, working directly with a Managing Director Established client service program for insurance relationships, developed standards for service of insurance accounts in collaboration with operations, legal, and compliance teams

Chair of the the Custom Collaborative Circle (CCC) which honors Custom Collaborative’s donors and friends who choose to make annual leadership gifts of $1,000 or more to the Custom Collaborative unrestricted fund.

* Lead the International distribution efforts for the firm for all non-U.S. based clients and prospects for all long-only and alternative strategies * Player-coach on marketing a new Global Long/Short UCITS fund responsible for setting and executing the distribution strategy for the fund and speaking with clients about the strategy and the current investment performance and positioning * Lead the team of sales, consultant relations, and product specialist serving the non-US marketplace to build assets across our available product set * Maintain direct sales responsibilities in key non-US markets, in addition to high-level client relationship management responsibilities * Responsible for managing external marketing and the firm relationship with the external public relations company

* Head of US Institutional Distribution to clients and prospects for all long-only and alternative strategies. * Managed the team of sales, consultant relations, and client service professionals serving the institutional marketplace to build assets across our available product set to US-based clients and prospects; responsible for setting the team structure and compensation * Designed the marketing strategy, client segmentation, and sales targets with team input * Maintained direct sales responsibilities in key non-US markets, in addition to high-level client relationship management responsibilities * Responsible for managing external marketing and public relations teams * Researched and successfully implemented Seismic, a marketing content management and automation application