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Account Management - Collaborate with other Fiduciary Officers and Wealth Management Coordinators on new account paperwork, closing paperwork, wire and ACH transfers, tax reporting, Charitable and non-charitable gifting, principle and income account portfolios, administrative reviews, bill pay, estimated tax payments and liabilities, ticklers, cost basis information, fee set up and modifications and all other account administration from opening to closing.
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Position ImpactThe Sr. Proposal Manager position supports one or more business lines and contributes to meeting the goals in Gannett Fleming’s strategic and business plans by leading strategic proposal management and capture planning for major-level pursuits; leading interview presentation development for standard-level pursuits; and providing BD support for select client account management meetings, particularly with a strong client account manager.
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Education: Bachelor’s degree or equivalent relevant experience in Business Administration, Management, Marketing, or related field. We are currently in search of Strategic Partnership Consultant to help secure new opportunities and grow the Book Fair business.
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Summary: New Business Representatives are responsible for achieving sales goals by securing events within designated territories, utilizing various channels including seasonal prospecting lists and alternative avenues.
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Proven track record of success in sales, with a focus on revenue growth and customer relationship management. Qualifying, developing, and securing new events using prospecting lists and alternative channels like referrals, grants, and Title 1.
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Time Management and Organization:Strong time management skills and ability to prioritize tasks effectively. Description :Scholastic Book Fairs are wondrous in-person experiences that empower kids to discover books for themselves.
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In everything we do, we are committed to ensuring every kid, parent, caregiver, teen/tween, book fair organizer, and Employee feels seen, respected, and welcome as part of the Scholastic Book Fairs family.
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At Scholastic Book Fairs, we bring “the best school day of the year” in 110,000 unique pop-up shops annually. Ensure adherence to all local, state, and federal laws, including but not limited to OSHA, DOT, and EEOC.Experience: Minimum of two (2) years of proven successful sales experience in telephone sales, personal selling, and customer service.
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Exiger is a cutting-edge supply chain risk management (SCRM) software-as-a-service (SaaS) solution with scalable offerings, which use data to help corporations intelligently surface risk in business relationships.
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Account Manager / Client Services / client support / Analyst / registered paraplanner / CFP / FINRA / business manager / Client relationship manager / project manager / project management / retirement planning / banking / professional services / CPA / financial planner / financial analyst / Sales / account executive / key account manager / Broker / CExP / Certified Exit Planner / CLU / Chartered Life Underwriter / VP / Director / Vice President / Wealth Management.
$100,000 - $125,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Coordinate account opening process: gather KYC documentation; submit account application; draft account opening form for Account Servicing Group Draft client agreements for new account documentation Maintain client contact list Analyze customer activity variance related to GTB customer independent review and reach out to customer for justification Act as back up to RM while SHE/HE is travelling for business and/or out of the office on vacation to ensure proper follow up on incoming inquiries.
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This position will support NASA’s Human Exploration Programs and engineering teams at Johnson Space Center (JSC) providing strategic technical and programmatic support services and products to senior management.
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Providing accurate and timely reports on sales activities, pipeline status, and forecasts to Territory Manager to inform decision-making and strategy adjustments. Additional SkillsProficiency with MS Office software, SalesForce/CRM technology and telecommuting software such as Zoom, WebEx, Microsoft Teams or Google Meet. Outstanding interpersonal skills with peers, superiors (cross functional and throughout the organization) and customers.
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Taking place in schools and rooted in Scholastic’s greater mission to use the power of books for the betterment of all kids, Fairs bring entire communities together. Continuously learning and refining sales techniques, product knowledge, and industry insights, including staying informed about industry trends, customer preferences, and emerging opportunities to enhance effectiveness and achieve targets.
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QualificationsKnowledge, Skills, and Abilities:Sales Acumen:Understanding of sales techniques, negotiation skills, and closing strategies. Qualified candidate will be able to achieve budgeted Fair Counts, net revenue and overall sales program goals in assigned territory through effective execution of the sales and servicing methods of the company.
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account business management new jobs Company: Robert Half
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