Build relationships and increase the assets of assigned Wealth Management clients.
Work closely with an Internal Wholesaler to implement your territory plan.
Develop and implement marketing plans for assigned clients.
American Century Investments is a leading global asset manager with over 65 years of experience helping clients achieve their financial goals. They are a privately controlled and independent company with 1,400 employees globally and focus solely on investment management.
Build and maintain positive client relationships to drive business growth, while leading a team of Relationship Managers.
Manage revenue performance across accounts, including forecasting, renewals, and growth opportunities to achieve high renewal rates and customer satisfaction.
Lead, coach, and develop Relationship Managers through performance management, mentoring, and capability building.
Experian is a global data and technology company, powering opportunities for people and businesses around the world. It is a FTSE 100 company with approximately 22,500 employees across 32 countries, known for its award-winning, people-first culture focused on diversity, work/life balance, and innovation.
Serve as the primary day-to-day contact for assigned institutional accounts.
Manage onboarding and deployment of new users, ensuring a smooth rollout and adoption across client teams.
Coordinate with Product, Engineering, Support, and Compliance teams to resolve client issues and implement workflow improvements.
Wealth.com is the industry’s leading estate planning platform, empowering more than 1,000 wealth management firms to modernize the delivery of estate planning guidance to their clients. Our team is fundamental to our standing, cultivating a collaborative and supportive environment.
Manage and grow a portfolio of enterprise-scale accounts by building executive-level relationships and delivering tailored strategies.
Proactively problem-solve for clients and lead complex growth opportunities, including expansion into additional products.
Work cross-functionally with Product, Marketing, and Deployment teams to develop customized solutions aligned with client goals.
Array is a financial innovation platform that helps digital brands, financial institutions, and fintechs bring consumer financial products to market faster. It is a remote-first company focused on high performance and deep impact within the fast-growing fintech space, emphasizing a clear mission, continuous improvement, and experimentation.
Build and maintain strategic relationships with field distribution teams.
Network extensively across the financial services landscape to identify new distribution opportunities.
Deliver compelling presentations of Vestmark's value proposition to field distribution audiences.
Vestmark is an equal opportunity employer committed to creating an inclusive environment. They take a market-based approach to compensation and offer equity-based grants for all new hires and company-paid medical premiums of 90%.
Maintain and expand business relationships, create up-sell and cross-sell opportunities, and build revenue with assigned clients using data, analytics, and solutions across Experian.
Maintain close strategic partnerships across the client organization, understanding client KPI's and success metrics and business operations, market challenges and short-term initiatives.
Identify new product and revenue opportunities for Experian by expanding existing and creating new client relationships in new departments within a client's organization.
Experian is a global data and technology company, powering opportunities for people and businesses around the world. As a FTSE 100 Index company listed on the London Stock Exchange (EXPN), we have a team of 22,500 people across 32 countries, investing in people and new advanced technologies to unlock the power of data.
Guide customers from onboarding through long-term adoption, ensuring they achieve their business goals with Vanilla’s solutions.
Create and manage customer success plans that outline customer goals, key metrics, and opportunities for growth.
Own the renewal process, identifying expansion opportunities and mitigating potential churn.
Vanilla Technologies Inc. is the first AI-powered estate advisory platform, built by advisors, planners, and attorneys to transform how wealth is transferred across generations. They are a startup distributed across the U.S., with a mix of fully remote and hybrid roles, embracing flexibility while staying closely connected.
Conduct proactive phone sales presentations to top tier financial advisors.
Partner with wholesaler to drive sales and assets and build relationships with advisors.
Effectively profile advisors to understand their practice, clients and investment process.
LaSalle Investment Management is a global real estate investment manager that applies investment talent, market expertise, and data-driven intelligence through a disciplined fair-value framework. As the investment division of JLL, the company's capabilities are supported by the scale of its global platform.
Work with financial advisors to craft portfolio construction and investment advice for high net worth clients.
Represent the firm’s investment philosophy and platform to local advisor teams and HNW clients.
Provide thought leadership, portfolio construction, service, and analytical support to local advisor teams.
Mercer Advisors helps families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. They serve over 31,300 families across 90+ cities across the U.S. and have a flexible, national footprint, building their teams around exceptional talent.
Drive the successful adoption of multiple use cases across the organization.
Form strategic relationships with key stakeholders to understand customer’s objectives.
Anticipate client risks and strategize ways to help mitigate churn.
Seismic is a company that provides sales enablement solutions. They help businesses improve sales performance and drive revenue growth. The company seems to have a fast-paced, client-focused, and collaborative culture.
Develop and execute a strategic territory plan targeting large banking institutions.
Become an expert in our product offerings and industry solutions, delivering compelling demos.
Lead complex sales cycles with a solution-based approach, employing strategic selling tactics.
Neo4j is the graph intelligence platform that transforms data into knowledge to power the next generation of intelligent applications and AI systems. It has an unmatched ecosystem trusted by 84 of the Fortune 100 and is supported by the world’s largest graph community.
Fulfill the role of trusted advisor on Dun & Bradstreet solutions through the development of strong, positive relationships with an established portfolio of clients.
Maintain revenue stream through successful renewal of existing business and expand revenue stream through needs up-selling and cross-selling.
Develop and maintain an active pipeline of forecasted sales to meet annual quota objectives.
Dun & Bradstreet is a global leader in business decisioning data and analytics, helping companies worldwide grow, manage risk, and innovate. We're a diverse, global team that values creativity, collaboration, and bold ideas.
Develop and manage marketing strategies aligned to client business objectives.
Serve as the primary day-to-day marketing partner for assigned accounts.
Oversee the execution of marketing programs across multiple channels and initiatives.
Questline Digital is a marketing and technology agency. They build engaging experiences to boost program participation and overall satisfaction for utility companies nationwide.