Overlay Shares

Serving Registered Investment Advisors (RIAs), family offices and independent trust companies via consultative sales process. 
•	Cultivate new relationships via holistic sales and relationship management resulting in increasing revenues and client base.
•	Provide holistic suite of investment strategies across traditional and alternative asset classes via 
Exchange-traded funds (ETFs), separate accounts, and unified managed accounts providing diversified portfolios aligned with client risk tolerance differentiated via a persistent capital markets anomaly.
•	Consult with advisory practices about factors, risk parity, smarter beta and its effects on portfolio construction, risk management, and investor behavior.

Managing Director

Invesco Ltd.

Exclusively served Registered Investment Advisors (RIAs), family offices and independent trust companies via consultative sales process. Managed five-person sales team and engaged other cross-organizational teams to deliver resources to grow sales and market share within the RIA channel to achieve sales goals. 
•	Managed a 5 person RIA Sales Team.
•	Top sales person for 5 consecutive years.
•	Cultivated new and existing relationships via consultative sales and relationship management resulting in increasing revenues and client base over 100%.
•	Implemented and communicated business strategy focused on growing and deepening RIA relationships across the nation. 
•	Provided holistic suite of investments across traditional and alternative asset classes via mutual funds,
exchange traded funds (ETFs), separate accounts, and unified managed accounts providing diversified portfolios aligned with client risk tolerance.
•	Consulted with advisory practices about factors, risk parity, smarter beta and its effects on portfolio construction, risk management, and investor behavior.
•	Delivered practice management strategies to aid advisors to grow assets and improve client engagement resulting in increased sales for the company and the investment advisors’ practice.
•	Deployed and measured territory management parameters that included a clearly defined sales process from new client generation to robust client service to maximize the client experience.
•	Recruited an external sales candidate who subsequently became top salesperson in the first year.
•	Mentored two internal sales consultants that were promoted to a regional director.

Regional Director- RIA Division / Divisional Sales Director-RIA Division (2016 – 2018)

DWS Investments- Deutsche Asset Management

Identified and cultivated new relationships with registered investment advisory firms, family offices, and independent trust companies via consultative sales process. 
•	Revived a dormant five state region and secured core asset class sleeve mandate with one of the ten largest banks in the nation.
•	Delivered diversified suite of investments across traditional and alternative asset classes via mutual funds, structured products, and non-registered vehicles, including manufacturing customized strategies.
•	Managed and deepened existing client relationships and cross-sell investments to enhance share of wallet to increase asset commitment and revenue contribution.

Vice President-Financial Institutions Group    

Schwab Institutional

Managed multiple complex levels of client relationships in consultative manner to influence strategic decisions that positively impacted the client practice. Managed over 80 advisory firms throughout a seven-state region with over $6B in assets under management.
•	Grew regional team assets by $5B over a 3-year period, improved client satisfaction and loyalty.
•	Developed and retained existing clients’ asset share of wallet and enhanced revenue contribution.
•	Analyzed and negotiated pricing terms and conditions based on asset commitment.
•	Customized investment advisory services, investment products, and technology initiatives that 
enhanced the client’s efficiencies, revenue growth and profitability.
•	Leveraged Miller Heiman sales, client management and relationship building processes.

Relationship Manager- RIA Division

Versatile and accomplished financial services professional with extensive experience serving registered investment advisors (RIAs), family offices, bank trusts and institutions. Consultative and holistic sales approach forging strong partner relationships to provide product positioning and advisor practice management.  Deep understanding of RIAs and family offices as well as, investments, markets and risk factors.  Passionate about investors’ priorities and goals and identify best-investor interest strategies. Leverage Miller Heiman Sales Processes.

Investment Advisory	|		Relationship Management	|	Team Leadership 
Consultative Sales		|	Practice Management Strategies    |	Risk Management
Fiduciary Commitment	|		Behavior Finance Integration	|	Portfolio Factors


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Andrew Lill, CIMA®'s Linkedin Analytics

Andrew Lill, CIMA®

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