Develops and maintains relationships with the Insurance Company sector which requires custodial services for their General Operating and Statutory Deposit portfolio needs. Additionally, serve as custodian or directed trustee for Reinsurance Trust accounts.
Manage assets from a holistic perspective across multiple generations, legal entities, and structures, spanning various investment objectives, and containing multiple asset classes, and diverse investment solutions.
The Platform Relationship Manager role will focus on developing relationships with key decision makers on the research/due diligence teams and ultimately drive assets and sales through research coverage and firms retirement platform opportunities.
Must be able to manage sales funnel to analyze/ manage pipeline activity and monitor sales against assigned quotas; can acquire and integrate industry knowledge related to general trends, emerging technologies, & competitors.
The Commercial Sr. Relationship Manager will maximize profitability, revenue and retention of new relationships by cross selling the full range of products and services. This job is the primary contact for developing new client relationships while managing existing Customer relationships.
Manage strategic account relationships with senior management of supplier organizations, including a leadership role in cross functional and cross business unit sourcing teams as well as in negotiations effort with suppliers .
Customer- Partners with LOB Leadership to gain a thorough understanding of business drivers and strategic objectives and develops a strategy, vision and continuous improvement initiatives to advance the partnership.
Educate and raise awareness among Shared Services leaders on strategic business initiatives, identifying opportunities for future improvements and partners when necessary to provide integrated solutions that enable business strategy.
Demonstrated track record of acquiring and managing portfolio of customers to achieve/exceed challenging sales goals; ability to build and leverage strategic working relationships both externally and internally.