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Keller Williams Realty, Inc.Real Estate Salesperson
Jan. 2025Kingston, New York, United StatesAlasdair Philip is a real estate professional with over 20 years in relationship management and client service in financial services. Recently transitioned to real estate, he utilizes his expertise in client needs and market dynamics to assist buyers and sellers. With experience in renovating properties in Brooklyn and the Hudson Valley, Alasdair provides valuable insights into urban and rural markets. He also serves as Treasurer and Trustee for the JRS Bio Diversity Foundation, focusing on conservation in sub-Saharan Africa. A dual British-American citizen, fluent in Italian, his diverse background enhances his connection with clients. Alasdair's commitment to results and strong relationships positions him as an ideal partner in your real estate journey.
Self-employedConsultant
Dec. 2024New York, United StatesHighly experienced advisory consultant with 20 years experience across sales, product management and marketing.
Asset TVSales Consultant
Sep. 2024 - Nov. 2024New YorkAsset TV IQ is a solutions-based platform providing access to specialist data intelligence to assist asset managers in targeting leads, identifying product interest, leveraging trending investment topics and more. Additionally, managers can add their own creatives such as podcasts, whitepapers and surveys specifically targeting individual prospects and channels. Asset TV IQ provides campaign specifications designed to help managers achieve their goals in reaching their target audience. Asset TV IQ partners have access to a custom dashboard to filter, track and analyze live KPIs, due diligence trends, and investor activity, with options for integration to their CRM.
Coalition Greenwich (a division of CRISIL)Senior Relationship Manager
Oct. 2022 - Nov. 2023New York City Metropolitan Area• Developed new business: Responsible for building relationships with institutional asset managers to elevate Coalition Greenwich client base, engage with potential clients on custom and thematic industry studies. Onboarded new clients. • Strategic Advisory: Worked with advisory clients on optimizing sales and service models, product development and implementation, marketing focus and delivery. • Created Thought leadership: Wrote and presented blogs and webinars based upon industry themes and trends such as E.S.G., Brand Awareness, OCIO, Private Markets. • Managed presentation process: Developed institutional quality materials to present to asset managers, spoke at and moderated industry related panels at conferences. • Conducted Client Benchmarking studies: Oversaw and presented Coalition Greenwich benchmarking studies to clients focused on investment and service satisfaction amongst institutional investors. • Mentored: Provided leadership and mentored junior Relationship Manager. • Strategic planning: Established short-and long-term goals for budgeting requirements.
SuMi TRUSTSenior Relationship Manager
May. 2019 - Apr. 2022• Built firm identity: SumiTRUST was a completely new entity in the US requiring complete organizational build out. • Drove business development: Responsible for building relationships across the institutional asset management universe including endowments and foundations, public and corporate plans, consultant relationships, asset managers, wealth management platforms and Insurance companies. Built and maintained pipeline of business opportunities shared weekly with Tokyo head office. • Produced library of educational materials: Provided education to institutions on Japanese equities, economy, business culture, concepts of impact investing, ESG and United Nations Social Developmental Goals as well as to Japanese parent company on US investor trends. • Developed and delivered presentations: Created institutional quality materials to present to investors, initiated conversations with investors on portfolios’ philosophy, process, people, and performance. Spoke at industry conferences. • Implemented strategic engagement: Developed marketing strategy for North American Institutional market, created video and digital marketing pieces, wrote DDQ’s, RFI’s, RFP’s, generated ideas for and wrote whitepapers. • Optimized Client Service: Edit and provide client reporting to SuMiTRUST’s largest US based client, a global non-governmental organization based on the east side of Manhattan. Co-ordinate and lead Portfolio Reviews. • Mentored: Provided leadership and mentored junior Relationship Manager. • Institutionalized planning process: Established short-and long-term goals for budgeting requirements.
ConfidentialConsultant
Jan. 2018 - May. 2019Greater New York City Area• Developed market overview: Produced and presented market overview of Private Debt Real Estate Universe including fund flows, pricing, competitive analysis, and fund terms. Provided recommendations on ‘go-to-market’ strategy. • Advised on business development: Provided detailed insights on sales and marketing strategies, and how to identify and successfully target immediate and profitable opportunities. • Delivered Sales and Client Service Checklist: Provided detailed information on Sales and Relationship Management resource requirements and necessary service infrastructure. • Created Marketing Materials: Gave guidance on, and edited, marketing materials. Interviewed Portfolio Managers and wrote Firm Due Diligence Questionnaire.
State StreetSenior Sales Representative
Jul. 2016 - Apr. 2017Stamford Ct• Recruited: Sought out by former Supervisor to manage Senior Relationship Management Team. • Partnered with SSgA Client Service: Facilitated transition of GE Asset Management’s clients and prospects onto SSgA’s service platform following the acquisition of GEAM. • Won institutional clients: onboarded new sub-advisory mandates in challenging and highly competitive traditional equity and fixed income markets. Articulated Product Philosophy, Process, People and Performance. • Led Relationship Management Team: Oversaw and mentored team of 6 Relationship Managers, 200 Clients, $120B AUM. Responsible for all aspects of Client Management. • Individual Contributor: Personal portfolio of $5B AUM representing $16mm in annualized revenues. Provided portfolio and Capital Markets updates. • Instilled culture of consultative client interaction: Coordinated legal and compliance agreements, due diligence meetings and questionnaires. Managed client risk profiles. • Senior Leadership Team Member: Key role on Commercial Senior Leadership Team charged with ensuring consistency of initiatives across sales, marketing, and client services platforms.
GESales Leader
May. 2014 - Jul. 2016Stamford Ct• Sales Leader: Won new sub-advisory mandates in challenging and highly competitive traditional equity and fixed income markets. • Senior Relationship Manager and Team Leader: Oversaw and mentored team of 6 Relationship Managers, 200 Clients, $120B AUM. • Individual Contribution: Personal portfolio of $5B AUM representing $16mm in annualized revenues. • Senior Leadership Team Member: Sat on Commercial Senior Leadership Team.
GE Asset ManagementSenior Client Relationship Manager
Sep. 2011 - May. 2014Stamford, Ct• Senior Relationship Manager and Team Leader: Oversaw and mentored team of 6 Relationship Managers, 200 Clients, $120B AUM. • Individual Contribution: Personal portfolio of $5B AUM representing $16mm in annualized revenues. • Senior Leadership Team Member: Sat on Commercial Senior Leadership Team.
RS InvestmentsVice President
Dec. 2007 - Sep. 2011Recruited by RS Investments from advisory role at Grail Partners consulting on Global Natural Resources strategies. Acted as proxy for • Partnered with Sales in doubling AUM: Acted as proxy for investment team at prospect and consultant meetings and finals presentations. • Implemented integrated marketing plan: In conjunction with sales, marketing and investment team developed and executed targeted marketing plan. • Client Service: Presented portfolio updates to clients. • Prospect and Consultant Meetings: Conducted meetings with prospects and consultants to introduce and articulate investment strategy. • Developed Marketing Materials: Developed pitch books, co-wrote and edited white papers in support of the asset class and strategy. • Competitive Analysis: Provided detailed information on competing strategies, performance and characteristics.
Deutsche Asset ManagementVice President
Mar. 2007 - Dec. 2007Head of RFP, Consultant Support and Client Service Team. Managed entire re-build of processes and personnel for retail division of Deutsche Asset Management, North America. Initiated systematic review of all content in RFP databases in conjunction with Product Specialists, implemented complete population of consultant databases with firm/product data. Worked in conjunction with Information Technology Group to co-ordinate roll out of CRM system to sales and sales support. Co-ordinated customized quarterly and monthly reporting to clients. Monitored search activity and provided competitive analysis.
SchrodersVice President
Jan. 2000 - Mar. 2007Responsible for initiating contact with and overseeing flow of information to research arms of global, national, and regional investment consulting firms. Communicated Schroder’s investment philosophy and process, key product characteristics and performance, and new products and product changes. Provided detailed analysis of major consultants, their client bases, and existing recommended managers to internal sales teams. Tracked search activity by consulting firm; ongoing competitive analysis; and reviewed and edited RFP responses prior to release to consultants. Previously managed Client and Sales Support Group consisting of six client and sales administrators. Oversaw all aspects of client service and sales support including all scheduled and ad hoc client reporting. Responsible for managing the sales pipeline and logistics related to sales and client meetings. Re-wrote and implemented policies and procedures and set and measured performance goals for the team. Undertook special projects as required for Executive Vice President of North American Distribution and Chief Executive Officer of Schroder Investment Management North America.
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