- PNC (West Melbourne, FL)
- …Drives investment education and visibility among branch staff. In partnership with branch manager and/or investment sales associate, leads the branch team on ... highly collaborative circuit of branches and manage an assigned book of business. PNC Management advisors execute an advice... of business. Owns the client experience, efficiently handling sales and service, identifying sales and/or executing… more
- Capital One (Miami, FL)
- …for daily operations, execution and support of inbound/outbound phone-based retention and sales effort occurring within a phone based environment. VBB II will focus ... of the complex business cash flow cycle and apply advanced business credit sales skills to the client interaction using an existing multi touch client contact… more
- UMB Bank (Tallahassee, FL)
- …needs. **Responsibilities:** + Delivers an unparalleled customer experience while managing a book of business and building client relationships. + Partners with UMB ... Portfolio Management and Research to fully understand market narrative, manager selection and monitoring, strategy decisions, and effectively communicate… more
- Bank of America (Palm Beach, FL)
- …into the next stage of the Advisor Development Program, beginning building a book of business as a Financial Advisor trainee. You will complete dedicated training ... the Advisor Development Program engage in:** + Developing a book of business in order to meet and exceed...+ Displays confidence working as a self-starter in a sales role + Builds strong client relationships through effective… more
- Wells Fargo (North Miami Beach, FL)
- …internal partners, and stakeholders, including customers + Act as the primary relationship manager for a portfolio of small business customers with annual gross ... sales between $500k and $2MM in an assigned territory...Spanish + 1+ year of experience managing a dedicated book of small business customers across assigned territory +… more
- Lucid Software (Tallahassee, FL)
- …Salesforce or similar CRM + Experience in building personal relationships and expanding existing book of accounts (as an Account Manager , or similar role) + ... high-potential Corporate/Emerging Enterprise accounts. You will own the full sales cycle: proactively identifying opportunities, engaging executive-level stakeholders across… more
- Lucid Software (Tallahassee, FL)
- …partner closely with customers to articulate business value, advance complex sales cycles, and ensure long-term customer success and retention. **Responsibilities:** ... + Own and grow a defined book of business: driving expansion and renewal outcomes through...visibility into pipeline health, deal progression, and attainment to sales leadership + Become a subject-matter expert in Lucid's… more
- Bank of America (Naples, FL)
- …the leader of the market leadership team, which consists of the Sales Executive, Client Management Executive, Market Trust Executive and Market Investment Executive. ... smaller markets, the Market Executive is supported by a Sales Executive and Client Management Executive from a larger...would also be supported by a local Business Support Manager . Series 7, 63, 65 or 66, and 24… more
- Raymond James Financial, Inc. (Ocala, FL)
- …The program takes a holistic approach by incorporating training for technical and sales skills to fully position new Advisors for success. In conjunction with a ... Mentor, Branch Manager , and/or a team of Financial Advisors, the Financial...individual practice. The Trainee will balance new client development, sales activities, investment management, customer service and compliance with… more
- Wells Fargo (Panama City, FL)
- …to leverage partners and connect customer with the appropriate partner or relationship manager to meet their needs + Partner with financial advisors to understand ... and interpersonal communication skills + Knowledge and understanding of book of business processes to actively manage a group...to make client calls and actively participate in the sales development process + Knowledge and understanding of retail… more