in client management, and aligning account strategies to revenue opportunities 2+ years of experience as a Client Director... management for assigned accounts and lead virtual teams, including Solution Sales, Solution Consulting, Support and Professional...
in client management, and aligning account strategies to revenue opportunities 2+ years of experience as a Client Director... management for assigned accounts and lead virtual teams, including Solution Sales, Solution Consulting, Support and Professional...
in client management, and aligning account strategies to revenue opportunities 2+ years of experience as a Client Director... management for assigned accounts and lead virtual teams, including Solution Sales, Solution Consulting, Support and Professional...
in client management, and aligning account strategies to revenue opportunities 2+ years of experience as a Client Director... management for assigned accounts and lead virtual teams, including Solution Sales, Solution Consulting, Support and Professional...
in client management, and aligning account strategies to revenue opportunities 2+ years of experience as a Client Director... management for assigned accounts and lead virtual teams, including Solution Sales, Solution Consulting, Support and Professional...
in client management, and aligning account strategies to revenue opportunities 2+ years of experience as a Client Director... management for assigned accounts and lead virtual teams, including Solution Sales, Solution Consulting, Support and Professional...
Plannings Services (EFPS) support team, this role is responsible for growing financial planning capabilities across Sun Life... Financial Distributions (SLFD). Reporting to the Regional Director, of EFPS, this individual is responsible for preparing...
Plannings Services (EFPS) support team, this role is responsible for growing financial planning capabilities across Sun Life... Financial Distributions (SLFD). Reporting to the Regional Director, of EFPS, this individual is responsible for preparing...
asset classes. Your Opportunity The Director, Institutional Client Management will be responsible for the investment... of experience in the financial services industry 4-year University Degree, preferably in commerce, business, finance or economics...
Team, the Senior Director, Financial Planning and Advice will be responsible for providing highly effective leadership... and mentoring to the regional team of Financial Planning Consultants along with Director, Financial Planning & Advice who leads...
Director, Professional Services What makes us, us Join some of the most innovative thinkers in FinTech as we lead... outcomes they will adopt, business consultants are essential to us. In the role of Director, Professional Services...
of advice-based services with insurance solutions. The Senior Director will assume leadership of the insurance sales & advisory... Services, the Senior Director, Insurance Programs and Services is responsible for the implementation and execution of strategic...
and Insurance Advisory Services, the Senior Director, Insurance Programs and Services is responsible for the implementation... focused on the expansion of advice-based services with insurance solutions. The Senior Director will assume leadership of the...
Financial Services market - particularly Banking, Wealth & Asset Management, or Insurance Expertise in building and presenting... you are not duplicating efforts. Job Category Sales Job Details About Salesforce Salesforce is the #1 AI CRM, where humans with agents...
from prospective and existing clients. Meeting sales and financial metrics for the business. Understanding clients' business goals.... Managing client visitation and contact; promoting sales through frequent client meetings and discussions covering new products...
, and communications governance, requiring both executional precision and strategic vision. Reporting to the Director, Client... audience needs. Collaborate across Sales, Client Experience, and Product Marketing to ensure omni-channel alignment across MI...
, and communications governance, requiring both executional precision and strategic vision. Reporting to the Director, Client... audience needs. Collaborate across Sales, Client Experience, and Product Marketing to ensure omni-channel alignment across MI...
Effortless Experience Coordinate with Advisor Sales and other internal partners to positively influence client’s loyalty, sales... experience in the mutual fund or financial services industry (required). Minimum of 2 years’ experience in in-bound call...
. This high-impact role requires a dynamic leader with a proven track record in business development, client engagement, and sales... Director will identify whitespace opportunities, craft compelling business narratives, and develop persuasive sales...
for developing, maintaining, and executing account plans and sales strategies for a large Canadian financial institution including... plans to increase sales volume, deepen Visa product penetration and drive client engagement Ensure implementation of annual...