Careers

Development Corporation for Israel (“Israel Bonds”) is an international organization offering securities issued by the Government of Israel. Since the first bond was sold in 1951, Israel Bonds has secured more than $57 billion in bonds sales globally for the development of every aspect of Israel’s economy.

Position Summary:
The Executive Director is responsible for the development and implementation of all local sales goals, programs, and operations and for managing two additional branch offices.

Benefits of Israel Bonds:
Medical, dental, and vision insurance. Generous paid time off plus most Federal and Jewish holidays. 401k with up to a 3% match and a 4% non-elective contribution. Access to Flexible Spending. Account for health and dependent care expenses. Employer-paid short- and long-term disability insurance and life insurance.

Reports to: VP of Sales

Classification: Union/Admin

ESSENTIAL FUNCTIONS
Reasonable accommodations where feasible may be made to enable individuals with disabilities to perform the essential functions.

• Create an annual written business plan for the region for activities and sales outreach designed to attain the sales targets established by the National Office, and revise as appropriate
• Act as a prime conduit for high-end, institutional, and corporate sales
• Manage Professional and Administrative staff of the office, including, without limitation, making hiring and firing recommendations and performance evaluations, under the supervision of the Vice President/Sales and Human Resources Director
• Develop and oversee the implementation of overall sales strategy for the region
• Plan and maintain the budget for the region
• Supervise the planning and implementation of major events and special projects
• Oversee selection of speakers for events with assistance from our Business Development team
• Identify and secure honorees
• Oversee design and printing of all event materials with assistance from our National Marketing department
• Oversee and participate in solicitations for new purchases, reinvestments and repeat purchases
• Maintain relationships with significant customers and institutions
• Manage marketing presentations to individuals and groups
• Conduct “Know Your Customer” analysis to assure that recommendations to customers are suitable based on his/her situation and needs; such analysis includes a review of information such as customer’s financial status, tax status, and investment objectives
• Recognize red/yellow flags for anti-money laundering program and elevate, as appropriate
• Manage and oversee solicitations for local events
• Manage bond financing program locally (i.e., with customers, not banks)
• Solicit for participation in National Delegations to Israel, National Leadership Conferences, and other national events
• Secure outstanding community leader as chairperson of regional sales
• Serve as liaison with National Departments
• Assist the National Office in the implementation of guidelines, policies, and systems
• Find, meet with, and motivate current and future lay leadership, establishing functioning lay committees and boards
• Review and edit all public relations, advertisements, press releases, speeches, invitations, and mailings
• Evaluate all regional events and activities for effectiveness in meeting sales and other goals
• Provide reports as necessary to National Office
• Attend and staff National Leadership events, when requested
• Maintain knowledge of the social/political/economic situation in Israel and the US

OTHER DUTIES:  Such other duties as directed by the Vice President, National Sales as he/she deems appropriate and necessary to meet the needs of the National Sales.  Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

Knowledge, Skills, Experience & Licensing Requirements

• Bachelor’s degree required; graduate degree preferred
• 5-7 years of management experience
• FINRA licensing required: SIE (Securities Industry Essentials) Series 7 and Series 63 (will provide study materials and training)
• Background in sales development, including event management and board development
• Strong oral, written, analytical, listening, persuasive and interpersonal skills
• Proficiency in Salesforce, Microsoft Word, Excel & Outlook

SUPERVISORY RESPONSIBILITY: This position has supervisory responsibilities.

WORK ENVIRONMENT: This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, telephones and photocopiers.

PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

This is largely a sedentary role; however, this position requires constant communication and the ability to exchange accurate information, the ability to operate a computer and other office equipment, lift files, open filing cabinets and bend or stand as necessary.

POSITION TYPE/EXPECTED HOURS OF WORK: This is a full-time position. Hours of work are Monday through Friday, 9:00 a.m. to 5:00 p.m., 35 hours per week. Work extended/evening hours, weekends and holidays when needed

TRAVEL: Travel is expected for this position.

SECURITY CLEARANCE: Must successfully pass a background check, and fingerprinting