Senior Director of Sales and Marketing

Sterling Foundation Management is looking for a Senior Director of Sales and Marketing to join its team at its corporate headquarters in Reston, Virginia. The position will directly support the Foundation Management and Consulting practice in expanding its market position by developing, coordinating for, and implementing a comprehensive strategic and tactical plan for sales/business development (prospecting and lead generation), increasing total revenue, and raising brand-awareness. The competitive candidate will have the demonstrated ability to engage prospective leads through a consultative approach and successfully secure new clients. Additionally, the competitive candidate will be expected to develop and execute an overarching marketing strategy that will raise Sterling’s profile nationally through all channels of advertising including social media. We are seeking someone who will be Sterling’s brand evangelist and is an expert in personally selling and marketing (in all channels) Sterling's offerings in charitable organization creations, management, and advisory services. Previous experience in this industry is not required. The right person for this job must be optimistic in nature, high-energy, self-sufficient, and passionate about winning new business. He/She will be disciplined in their daily activities to foster lead generation, uncover the needs potential clients, and help develop a winning proposal through a custom solution. Additionally, the position requires the routine maintenance and updating of regular reporting measures, pipeline reports, and a Customer Relationship Management (CRM) database. This is a hands-on position that requires engaging prospective clients by phone, virtual meetings, office visits, conferences, seminars, and email. Driving results through pipeline management skills will be critical. Developing qualified leads, employing effective capture management strategies, and authoring strong marketing content are all keys to success. Strong interpersonal skills, personal gravitas, and analytical thinking are essential requirements of the position. The successful candidate will be a natural problem solver, is data-driven, possesses high standards, is naturally curious in their drive to improve, and will ultimately make those around him/her better. An interest in wealth management/financial services, tax strategies, and philanthropy would be a plus.Responsibilities include, but are not limited to:

•  Directly interact with potential clients to educate them about Sterling’s services and value, learn their needs, align their needs with Sterling’s services, and close on new business
•  Develop, implement, and execute a plan that generates leads and wins new business
•  Effective management of the company’s pipeline of leads/prospective clients to win new business
•  Develop and maintain databases and tools that provide accurate monitoring and results of efforts
•  Draft and deliver timely, impactful client proposals that successfully win new business
•  Close new business deals by coordinating requirements, developing and negotiating contracts, and integrating contract requirements with current business operations
•  Plan, organize, and lead business development functions, events, and opportunities including representing Sterling at industry conferences and planning and organizing receptions, seminars, webinars, and other company-sponsored events
•  Identify, develop, and secure strategic partnerships with leading industry organizations (centers of influence) that lead to new referral business/clients
•  Research trends and information related to charitable planning, philanthropy, and managing nonprofit organizations
•  Knowledge of effective capture management strategies a plus

•  Plan, coordinate, and manage all marketing activities and communications
•  Design and author multiple forms of marketing materials including newsletters, brochures, service descriptions, and tradeshow display and promotional products
•  Plan, coordinate, author, and oversee direct marketing activities including mailing list creation/maintenance, bulk mail operations, and e-mail campaigns
•  Manage the business’s website content so that it remains relevant and attracts new clients
•  Manage and improve the company’s digital presence on LinkedIn, Twitter, and Facebook
•  Identify innovative ways to grow the business through researching industry and related publications, events, and announcements and producing materials for use in marketing
•  Remain appropriately networked and knowledgeable of industry trends, news, and events to create/author thought leadership products to enhance Sterling’s brand and credibility

•  A college degree in a sales, marketing, business, or other related field
•  At least five years professional experience in relevant sales, business development, marketing, etc. positions of increasing responsibility
•  Proven success leading the growth of business revenue/income
•  Five or more years of professional experience solution-selling or consultative sales a plus
•  Expert at listening to clients and determining their needs or “pain points”
•  Able to provide customized solutions to solve client problem(s)
•  A strategic-thinker with an entrepreneurial mind-set
•  Strong analytical skills – must be data-driven with a high degree of attention to detail
•  Exceptional listening, verbal, and written communication skills
•  A professional demeanor to engage with sophisticated clients and partners
•  Interpersonal skills to communicate with clients from all walks of life, from all parts of the country
•  Must be willing and able to travel often
•  Proficiency in Microsoft Office suite of programs (Word, Excel, and PowerPoint) (Required)
•  Background or understanding of prevailing trends and issues related to charitable planning, tax exempt organizations, tax exempt law, and philanthropy a plus
•  CRM/Database management experience a plus
•  Proficiency in publication programs (e.g., Adobe InDesign, etc.) a plus

Please email a resume and cover letter explaining why you are a fit for this position to (no phone calls please).

Compensation will consist of a competitive salary (base range between approximately $90,000 to $100,000), bonus potential, and benefits.

Sterling Foundation Management is an equal opportunity employer.


Associate Asset Manager

Responsibilities include but are not limited to the following: working with outside accountants for client tax purposes, monitoring and ensuring proper reporting from numerous private portfolio companies, tracking accounts payable and receivable, calendaring and following up on certain tasks/events, setting up and monitoring investment entities (LLCs, Corporations, etc.), setting up and monitoring various checking/brokerage accounts, etc. Additionally, the position may work with clients’ existing investment, legal, and accounting advisors. As your experience grows, you may have the opportunity to contribute in other areas of the business. Sensitivity to confidential matters is a must.

Desired Skills:

  • Familiarity with financial statements: P&L, cash flow, balance sheets
  • Familiarity with contracts: purchase, sale, real estate, etc.
  • General finance skills a plus, any experience related to: insurance, investments (public equity, private equity, venture capital, real estate, etc.), financial planning, and estate planning.

*Please include resume AND cover page detailing how you fit in this role.

We expect that you will also:

-- Have a college degree in finance or a related field

-- Demonstrate high energy and excellent interpersonal skills

-- Be exceptionally organized and possess a precise attention to detail

-- Display a high degree of professionalism; lead by personal example

-- Use MS Office programs effectively; be an exceptional problem solver

-- Earn the confidence of others, be 100% trustworthy, and demonstrate the judgment to use discretion

Please email a resume and cover letter explaining why you are a fit for this position to (no phone calls please).

Compensation will consist of a competitive salary (base range between approximately $75,000 to $85,000), bonus potential, and benefits.