The Key Account Manager serves as the primary contact for FinTech platform relationships, driving revenue and coordinating sales strategies. They act as a subject matter expert to support product launches, marketing efforts, and the implementation of partnership initiatives.
The RIA External Consultant manages and grows relationships within the Independent Registered Investment Adviser channel to increase sales in the assigned territory. They conduct product training, develop business plans, and utilize CRM systems to coordinate with internal partners.
The RIA External Consultant is responsible for managing and growing relationships within the Independent Registered Investment Adviser channel to increase sales. They will conduct product training, manage territory resources, and collaborate with internal partners to identify and foster new business leads.
The Regional Vice President is responsible for managing and growing relationships with broker/dealer advisors to increase sales within the Maryland territory. This role involves conducting product training, developing business plans, and collaborating with internal partners to maximize territory performance.
The RIA External Consultant is responsible for managing and growing relationships within the Independent Registered Investment Adviser channel to increase sales in the assigned territory. They will conduct product training, develop business plans, and utilize a hybrid approach of virtual and in-person meetings to engage with advisers.
The Regional Vice President is responsible for managing relationships with broker/dealer advisors to increase sales within the assigned territory. This role involves conducting product training, developing business plans, and utilizing CRM systems to track sales activity and advisor profiles.
The Regional Vice President is responsible for managing and growing relationships with advisors in banks, wires, and agencies to increase sales within the Texas (South) territory. This role involves conducting product training, developing business plans, and collaborating with internal partners to maximize territorial performance.
The RIA External Consultant is responsible for managing and growing relationships within the Independent Registered Investment Adviser channel to increase sales. They will conduct product training, manage territory resources, and utilize CRM tools to foster leads and communicate with internal partners.
The Regional Planning Director supports the sale of investment products by providing advanced retirement and wealth planning strategies to the sales force. This role involves mentoring staff, conducting presentations, and developing business plans to enhance sales performance within an assigned territory.
