In this role, the candidate will mentor and coach less tenured or newly hired Account Manager associates on product knowledge, process and procedures and relationship skills. Performs other related duties as assigned.
In this role, the selected candidate will lead the development and implementation of client strategy and vision by leading the Key Private Bank relationship team in the identification and prioritization of critical client financial issues and advocating solutions that lead to the attainment of the clients' financial aspirations and lifetime goals.
In this role, the candidate will serve as a resource to internal stakeholders and consults on more complex relationship management/sales solutions to optimize satisfaction/retention and achieve business results.
In this role, the selected candidate will own the process of providing / selling sponsorship opportunities to the firms assigned to the Product Manager and grow the revenue received from these firms (sponsorships for TDAI events National LINC; Elite LINC; Regional Events & Workshops; etc.)
In this role, you will collaborative internal and external relationships to provide the best in client advice and service, develop the business to ensure a seamless experience for the client who has multiple products and services.
In this role, the selected candidate will be responsible for updating relevant customer information - including but not limited to activity, funnel, opportunity updates, maintenance of monthly goals, customer proposals, customer contracts.
In this role, you will develop into a key consultant role within the markets and will collaborate closely with Management and Senior Staff members to develop and implement strategic and tactical plans to market and sell our full-range of services to clients and prospects while overseeing the servicing of key client relationships.
In this role, you will develop and implement strategic and tactical plans to market and sell our full-range of services to clients and prospects while overseeing the servicing of key client relationships.
The role holder will also take responsibility for dealing with all aspects of clients new monies applications and working on ad hoc projects including (but not limited to): sales pitches BDM/product co-ordination, sector analysis, client portfolios and others as required.
In this role, the selected candidate will be responsible for relationships with clients and intermediaries including but not limited to participant education coordination, plan review and design, fund performance review, plan pricing and re-pricing, plan efficiency and product support, and other strategic support as necessary.
In this role, you will be responsible for growing revenue in the Enterprise Accounts sector. The ability to develop long term, consultative relationships with all levels, including C level, is critical.