4 account manager network jobs found in Barrington, IL

Provides support and product expertise for the financial planning business development, sales and service delivered by private wealth advisors and relationship managers. Services relationships in the assigned portfolio to ensure an exceptional client experience. Introduces services to clients to enhance the overall experience. Assists in preparing new business proposals or presentations to clients/prospects based upon their needs. Assist Private Wealth Advisors in market research of client and prospects Assist Private Wealth Advisors in identifying prospective clients. Acts as the key service contact for clients. Takes ownership of client issues and collaborates with others to resolve or escalates per guidelines. Liaises with external advisors of clients on behalf of the private wealth advisor / relationship manager. Develops an understanding of the customer needs and the account strategy and effectively communicates this to clients and...

201 S Grove Avenue Barrington Illinois,60010 Provides support and product expertise for the financial planning business development, sales and service delivered by private wealth advisors and relationship managers. Services relationships in the assigned portfolio to ensure an exceptional client experience. Introduces services to clients to enhance the overall experience. Assists in preparing new business proposals or presentations to clients/prospects based upon their needs. Assist Private Wealth Advisors in market research of client and prospects Assist Private Wealth Advisors in identifying prospective clients. Acts as the key service contact for clients. Takes ownership of client issues and collaborates with others to resolve or escalates per guidelines. Liaises with external advisors of clients on behalf of the private wealth advisor / relationship manager. Develops an understanding of the customer needs and the account strategy and effectively communicates...

Provides high quality sales and service to investment clients to deliver an exceptional client experience. Provides technical expertise for all aspects of investment management and administration to ensure compliance. Works collaboratively within the branch and the regional team as part of the client/relationship management solution. Identifies and makes referrals to other business groups as appropriate. Develops investment proposals and participates in meetings with prospects/clients. Develops investment plan for clients and/or prospects using trading, liquidity, hedging and/or tax strategies. Produces client reports based on analysis of client-specific investment data. Provides guidance to the relationship manager on portfolio management issues. Evaluates investment markets, portfolio characteristics and investment manager performance. Reviews and reports on the economy, stock/bond market performances, economic trends and changes in...

Provides high quality sales and service to investment clients to deliver an exceptional client experience. Provides technical expertise for all aspects of investment management and administration to ensure compliance. Works collaboratively within the branch and the regional team as part of the client/relationship management solution. Identifies and makes referrals to other business groups as appropriate. Develops internal and external networks and referral sources to grow business in the assigned portfolio / jurisdiction. Enhances presence in the marketplace by collaborating with other experts to create integrated business development strategies. Develops investment proposals and participates in meetings with prospects/clients. Provides investment management, fiduciary expertise and strategic leadership for business, products, and policies to Investment professionals within the assigned portfolio / jurisdiction. Makes recommendations to senior leaders on strategy and new...