Analyzing financial data and preparing comprehensive written analyses, analyzing portfolio credit quality, assisting Relationship Manager in presenting credit requests to Credit Approval, identifying cross-sell opportunities with customers and making appropriate referrals.
Build 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.
Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools; build and leverage strategic working relationships both externally and internally.
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.
The Senior Relationship Manager- Strategic Business Development (Large National Firm and Strategic Acquiring Firm) role is responsible for managing the enterprise/corporate level relationships of many of company Advisor Services (AS) largest and most complex clients.
The Candidate should be familiar with the securitization markets, where debt and equity investments are issued to investors with the proceeds of the issuance being used to purchase a pool of collateral assets.
Develop circulation strategies and plans related to New Movers. Communicate key results and trends of New Movers programs, as well as industry best practices. Monitor and adjust marketing strategies based on campaign results and goals.
Manages and provides direct oversight of all health plan IT activities, by providing process expertise, managing relationships with Molina health plan leadership, business subject matter experts (SMEs), project managers, and local IT staff.