- Raymond James Financial, Inc. (Locust Valley, NY)
- …professional support to Financial Advisors by preparing industry and company research by collecting, organizing data, writing investment-related research ... facts or information. **Essential Duties and Responsibilities** * Serves as relationship manager for a subset of existing clients, at discretion of lead Financial… more
- Truist (Atlanta, GA)
- …may change from time to time. 1. Conducts industry, market and company research using available resources to source prospect names, developing and refining ... particular emphasis on adherence to credit policy and requirements. Supplements analysis with research and evaluations from a wide variety of sources to develop an… more
- Publicis Groupe (New York, NY)
- …problems and win pitches. **Responsibilities** + Assist in fielding and vetting new prospect calls and emails. + Conduct background research on prospective ... winning strategy, team casting, and commercial approach for each prospect /pitch assigned. + Lead the work with each pitch...team together. You're the first one to do background research on a new client, setting us up for… more
- BMO Financial Group (Green Bay, WI)
- …+ Provides assistance to the team in pre-sales such as pitch preparation and client research and preparation of prospect and client files for action by the Sales ... to validate client holdings, pricing, and volumes. + Provides research and data gathering to sales team to facilitate...gathering to sales team to facilitate solution to the client's/ prospect 's business and needs. + Assists with sales and… more
- Compass Family Services (San Francisco, CA)
- …+ Comfort with Microsoft Word, Excel, Salesforce, and experience with internet prospect research + Flexible, patient, and adept at multitasking, time ... management of their team of two direct reports including an Associate and a Manager . Research , Proposal and Report Writing + Manage the research of prospects… more
- Bank of America (Tampa, FL)
- …the best possible and optimally integrated strategic solution for the client or prospect . The role is balanced between analysis of clients and prospects and their ... Client facing, the Credit Officer II collaborates with the Relationship Manager (RM),Treasury Solutions Officer (TSO), and other product partners, when needed, to… more
- BMO Financial Group (Madison, WI)
- …clients/prospects based upon their needs. + Assist Private Wealth Advisors in market research of client and prospects + Assist Private Wealth Advisors in identifying ... on behalf of the private wealth advisor / relationship manager . + Develops an understanding of the customer needs...sales reporting. + Prepares reports for financial plans and prospect presentations with an understanding of the anticipated … more
- Evident Scientific (Sacramento, CA)
- …and members of the Biotech and Pharma industry to find solutions for their research and clinical needs excite you, then this job will provide that opportunity. Does ... the prospect of traveling, while working with microscopes, digital cameras...and local sales team. You and the local territory Research Imaging /Confocal Imaging Sales Representatives will identify customer… more
- BMO Financial Group (Minneapolis, MN)
- …structuring. + Provides pre-sales assistance to the team in (eg pitch preparation, client research , preparing prospect and client files for action by the Sales ... for banking partners / stakeholders to facilitate solutions that meet client / prospect needs. + Continuously assesses and improves the work processes to maximize… more
- iHeartMedia (Chicago, IL)
- …across various client segments. + Leverage industry expertise and sales tools to research and prospect new accounts, identify key decision-makers, and generate ... + Achieve and surpass revenue targets set by your manager . + Collaborate with Account Managers to ensure a...others should do this in return + Confidence to prospect and quickly build rapport with customers + Knowledge… more
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