- S&P Global (New York, NY)
- **About the Role:** ** Sales & Relationship Management , Investment Management Community** **Role Summary:** As a Sales and Relationship ... role in driving the success of client relationships within the Investment Management Community. You will oversee the entire sales lifecycle, from identifying… more
- S&P Global (New York, NY)
- **About the Role:** **ROLE SUMMARY:** As a Sales and Relationship Management Representative, you will play a key role in driving the success of client ... relationships within the Investment Management Community. You will oversee the entire ...that meet their unique challenges and enhance satisfaction. * Relationship Building: Strong ability to cultivate and maintain relationships… more
- US Bank (Minneapolis, MN)
- …business development, client retention and engagement in PWM sales and relationship management strategies. Investment Partner has a shared responsibility ... with their Senior Advisor to achieve sales , revenue and practice excellence goals. Position is focused...Position is focused on honing the technical aspects of Investment management and developing the superior client… more
- BlackRock (Atlanta, GA)
- …Excel)** **Previous experience in a financial technology firm working in sales or relationship management or in an investment firm in data management ... **About this role** **Associate, Relationship Manager (Fund Managers** **) |** **GP Engagement...provides world-class expertise in the collection and validation of investment data for investors in alternative assets. PDS streamlines… more
- Equitable (Charlotte, NC)
- … advisory experience + FINRA Licenses Series 7 and 66 required + Demonstrated relationship management , sales , customer service, and presentation skills in ... growth mindset + Proven written and verbal communications skills **Skills:** **Client Relationship Management :** Knowledge of client relationship ; ability to… more
- Citigroup (Chicago, IL)
- The Investment Relationship Officer is a developing professional role. Deals with most problems independently and has some latitude to solve complex problems. ... of our core client coverage team + Partner with sales teams to exceed client expectations and make client...years of relevant experience + Prior experience in wealth management or other financial services roles preferred + Ability… more
- Citigroup (Washington, DC)
- The Investment Relationship Officer is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques ... of our core client coverage team + Partner with sales teams to exceed client expectations and make client...years of relevant experience + Prior experience in wealth management or other financial services roles preferred + Ability… more
- Citigroup (Los Angeles, CA)
- The Investment Relationship Officer is a developing professional role. Deals with most problems independently and has some latitude to solve complex problems. ... of our core client coverage team + Partner with sales teams to exceed client expectations and make client...years of relevant experience + Prior experience in wealth management or other financial services roles preferred + Ability… more
- T. Rowe Price (Baltimore, MD)
- …knowledge of DC industry including DCIO and/or Retirement Plan Sales + Advanced sales , service, and relationship management skills + Advanced verbal and ... ways that matter to you . Role Summary The Sales Director, Defined Contribution Investment Only (DCIO)...activity metrics that drive positive outcomes for clients. + Sales Director will create annual territory management … more
- BlackRock (Boston, MA)
- …our reach to more advisors through leveraged events and educating our internal sales teams to grow the BlackRock Alternative Investment franchise. This position ... practices + Exceptional verbal and written communication skills + Strong territory management and sales skills, including profiling and resource deployment +… more
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