account executive

account coordinator

account executive, brand partnerships Jobs in New York

account executive, brand partnerships

account executive, client membership sales Jobs in New York

account executive, power & natural resources Jobs in New York

account executive client membership sales

SalesEdge Solutions

<p>About the job<b>:</b></p><p>We are revolutionizing office catering in NYC. We provide an end-to-end outsourced catering management solution for top law firms, investment banks, professional services firms, tech companies, and more.</p><p>We manage catering from both ends &mdash; acting as an operational partner to top restaurants while serving as the outsourced catering team for high-volume offices.</p><p>We bring those two sides together. It&rsquo;s a selective membership, backed by our restaurant partners, who dedicate additional resources and priority support to companies that order frequently and see catering as more than just a transaction &mdash; but as a key part of their culture.</p><p>Through our memberships, companies get:</p><ul><li>A dedicated catering concierge who manages everything end-to-end</li><li>Priority access to NYC&rsquo;s most in-demand restaurants</li><li>A highly curated, white-glove ordering experience</li><li>Ongoing perks like rewards, themed lunches, and custom support</li></ul><p>In addition to supporting our corporate clients, we also power catering operations for top restaurant brands like Shake Shack, helping them manage and convert direct inbound catering demand.</p><p>We&rsquo;re a small, profitable company with a proven offering. Now, we&rsquo;re ready to scale our sales team&mdash;and that&rsquo;s where you come in.</p><p><b>The Role</b></p><p>We&rsquo;re looking for a dedicated <b>Account Executive</b> to drive new <b>Memberships Sales Team</b> by identifying and converting high-potential companies.</p><p>This is not a high-volume, transactional sales role.</p><p>You&rsquo;ll be reaching out to top companies in NYC that order catering frequently, determining whether they meet the bar for membership program, and guiding them through a selective, consultative sales process.</p><p>You will be reaching out to both cold and warm leads that are provided and self-prospected. The sales process is guided by a script that creates consistent messaging and methodology, but you&rsquo;ll be expected to internalize the process and step off script without losing the core approach.</p><p>You&rsquo;ll work directly with the VP of Sales, receiving hands-on training and ongoing coaching, but we need someone who thrives in an autonomous, fast-moving environment.</p><p>We prefer to hire someone in the New York City metropolitan area that can be in-office twice per week (hybrid).</p><p><b>What You&rsquo;ll Do</b></p><ul><li>Own the full sales cycle&mdash;from prospecting to close&mdash;focused on membership acquisition</li><li>Identify, prospect, and target high-frequency catering offices that fit our profile - many will be provided through by restaurant partners and company lead generation but you&rsquo;ll be expected to clean, manage, and generate leads as well</li><li>Use company-provided sales tools (including parallel/power dialer) to execute 250 dials per day, targeting 20+ connects, scheduling 3+ qualified meetings per day, holding 2+ Gold Club demos per day, and bringing on 10 new Gold Club Members per month</li><li>Conduct thoughtful discovery to understand catering habits, spend, and operational pain points</li><li>Position Gold Club as an <b>exclusive, high-touch solution sponsored by restaurants</b> &mdash; not just a vendor</li><li>Create urgency and guide prospects through a selective, invite-only style onboarding process</li><li>Conduct outreach via email, phone, and LinkedIn to engage decision-makers at top firms</li><li>Manage your pipeline in Salesforce and work efficiently with provided leads and tools</li><li>Collaborate closely with leadership to refine messaging and improve the sales process</li><li>Become an expert in our offering and a trusted advisor to potential clients</li></ul><p><b>Who You Are</b></p><ul><li>2+ years of sales experience in a closing role (ideally your first role post-college)</li><li>Proven track record of success&mdash;quota achievement, high activity, or other clear results</li><li>Hungry, ambitious, and self-motivated&mdash;you don&rsquo;t need constant oversight to execute</li><li>Strong communicator with the ability to build rapport and handle objections</li><li>Able to sell <b>value, experience, and exclusivity</b> &mdash; not just price</li><li>Comfortable thinking quickly on your feet and coming up with creative solutions to objections</li><li>Naturally curious &mdash; you ask strong questions and listen well</li><li>Comfortable in a fast-moving, unstructured environment where you can take initiative</li><li>Experience using Salesforce (or other CRMs) preferred but not required</li></ul><p><b>Why Join Us?</b></p><ul><li>The opportunity to be among the first sales hires at a profitable, high-growth company</li><li>Direct mentorship from a VP of Sales who has already built and proven the process</li><li>Competitive base salary + uncapped commission</li><li>A high-impact role where your success directly influences company growth</li><li>The opportunity to sell a premium, differentiated product &mdash; not a commodity service</li><li>A dynamic and collaborative team passionate about food and hospitality</li></ul><p><b>Final Note</b></p><p>Success in this role isn&rsquo;t about closing as many companies as possible. It&rsquo;s about identifying the right companies, positioning the program effectively, and bringing in members who will truly benefit from (and contribute to) the experience.</p><p><b>How To Apply:</b></p><p>Submit your Resume today and one of our recruiters will reach out for a phone call.</p><p>Pay: $120,000.00 - $160,000.00 per year</p><p>Work Location: Hybrid remote in New York, NY 10018</p>

Account Executive, Client Membership Sales

Amazon.com

<div><h2 class="jobSectionHeader"><b>DESCRIPTION</b></h2><div>
Amazon Ads offers a rich array of advertising solutions to reach Amazon customers on Amazon.com, across our other owned and operated sites, including Twitch, and on other high quality sites across the web. If you&rsquo;re interested in joining a rapidly growing organization working to build a unique, world-class advertising group with a relentless focus on the customer, you&rsquo;ve come to the right place.<br>
<br>
The Twitch Account Manager serves as the primary point of contact for advertising solutions on Twitch, managing the full advertising funnel from pre-sale consultation through campaign execution and reporting. This role combines strategic planning, client relationship management, and project management to deliver exceptional advertising experiences on the Twitch platform.<br>
<br>
We're looking for a results-driven Twitch Account Manager who is passionate about creating and executing innovative advertising solutions and building strategic partnerships with brands. As an Account Manager at Twitch, you'll be instrumental in navigating complex advertising challenges, identifying growth opportunities, and delivering measurable results that exceed client expectations.<br>
<br>
You'll own end-to-end client relationships, leveraging Twitch's unique platform insights to develop and execute customized advertising strategies that drive revenue. You'll work collaboratively across multiple teams including Sales, Product, and Brand Partnerships to develop and execute RFPs and proactive proposals. As the main point of contact both internally and with customers, you'll oversee projects from ideation through final execution.<br>
<br>
This highly dynamic role requires someone who can balance strategic thinking with tactical execution, managing the full advertising funnel from pre-sale consultation through campaign delivery and analysis. Your digital marketing expertise and ability to navigate the unique landscape of live-streaming content will be crucial in delivering value to our advertisers and contributing to Twitch's continued growth in the advertising space.<br>
<br>
Key job responsibilities<br>
<ul><li>Drive Twitch advertising solutions by providing comprehensive pre-IO support and consultation in partnership with Twitch Account Executive</li><li>Develop and present strategic proposals with Twitch ad product recommendations</li><li>Forecast inventory and develop targeting strategy recommendations</li><li>Create compelling KOC decks featuring concepts, influencer recommendations, and production timelines</li><li>Lead communication between clients and internal teams to finalize campaign concepts</li><li>Generate new business opportunities in partnership with Twitch Account Executives</li><li>Manage creator sponsorships and Twitch promotional products</li><li>Provide real-time campaign troubleshooting and optimization</li><li>Ensure compliance with advertiser's brand safety requirements</li><li>Evaluate KPIs and optimize campaign delivery and performance using a data driven approach</li><li>Deliver campaign performance reports and conduct wrap-up calls with clients</li><li>Drive incremental revenue and increase advertiser satisfaction</li></ul></div><h2 class="jobSectionHeader"><b><br>
BASIC QUALIFICATIONS</b></h2><ul><li>3+ years of digital advertising and client facing roles experience</li><li>Experience managing multiple projects, prioritizing, planning, and managing time</li><li>Experience communicating clearly and concisely with leadership, stakeholders, and cross-functional teams</li><li>Experience identifying and resolving complex issues</li><li>Adept at solving problems that span business and technology</li><li>Influence process improvement that scales broadly; inventing and simplifying within existing processes</li></ul><h2 class="jobSectionHeader"><b>
PREFERRED QUALIFICATIONS</b></h2><ul><li>Bachelor's degree in marketing, advertising, business or equivalent</li><li>5+ years of digital advertising and client facing roles experience</li><li>Experience that includes strong analytical skills, attention to detail, and effective communication abilities</li><li>Experience in the advertising, media or agency landscape, and proven track record of reaching and exceeding sales revenue goals via new and existing business</li></ul><br>
Amazon is an equal opportunity employer and does not discriminate on the basis of protected veteran status, disability, or other legally protected status.<br>
<br>
Our inclusive culture empowers Amazonians to deliver the best results for our customers. If you have a disability and need a workplace accommodation or adjustment during the application and hiring process, including support for the interview or onboarding process, please visit https://amazon.jobs/content/en/how-we-hire/accommodations for more information. If the country/region you&rsquo;re applying in isn&rsquo;t listed, please contact your Recruiting Partner.<p><br>
The base salary range for this position is listed below. Your Amazon package will include sign-on payments, restricted stock units (RSUs), and sales incentives. Final compensation will be determined based on factors including experience, qualifications, and location. Amazon also offers comprehensive benefits including health insurance (medical, dental, vision, prescription, Basic Life &amp; AD&amp;D insurance and option for Supplemental life plans, EAP, Mental Health Support, Medical Advice Line, Flexible Spending Accounts, Adoption and Surrogacy Reimbursement coverage), 401(k) matching, paid time off, and parental leave. Learn more about our benefits at https://amazon.jobs/en/benefits.</p><br>
USA, NY, New York - 66,300.00 - 108,800.00 USD annually</div><p></p>

Account Manager, Twitch

DEEL

<div><p>Desk Support - Department &middot; SpiderRock EXS, LLC &middot; Full-time &middot; $95,000 USD - $115,000 USD</p>
<div>
<div><div><div><p>Overview</p><p></p>
</div></div></div></div><div><p>We are searching for a polished and experienced Senior Client Support Representative ready to join our service-centric<b> Client Support </b>team catering to our large institution clients that utilize our low latency proprietary trading platform. If you are a self-starter, love to problem solve, thrive and contribute to a growing team, then you have come to the right place. The Client Support Representative is a full-time exempt position reporting to our Head of Client Support in our Chicago office.</p>
<p></p><p><b>WHAT YOU WILL DO</b></p>
<ul><li><p>Provide level 1 and 2 trade, system and integration support at the direction of the client support manager. Such responsibilities include, but are not limited to:</p>
<ul><li><p>First-level and second-level telephone, chat and email support to clients using either GUI-based or automated remote trading s</p>
</li><li><p>Trade support and -level troubleshooting of orders generated by SpiderRock's proprietary algorithms</p>
</li><li><p>Troubleshoot system and client connectivity issues</p>
</li><li><p>Investigate order routing issues between SpiderRock and multiple execution brokers</p>
</li><li><p>Perform QA of internal trading tools, algorithms and risk s and document as needed</p>
</li><li><p>Assist in client-onboarding and account creation</p>
</li></ul></li><li><p>Work closely with our Enterprise Operations, Sales/Business Development and Development teams</p>
</li><li><p>Train new support analysts and lead support team efforts</p>
</li></ul><p><b>WHAT WE ARE LOOKING FOR</b></p>
<ul><li><p>Bachelor's degree or equivalent experience</p>
</li><li><p>Concentrations on Finance, Economics, Mathematics or Computer Science are preferred</p>
</li><li><p>FIX protocol experience is recommended</p>
</li><li><p>Experience using SQL, Python, C#, and understanding US Equities and Derivatives (Indexes and Options), Futures</p>
</li><li><p>Required to obtain the SIE, Series 3, Series 7 and Series 63 licenses within 6 months of employment, a huge plus if you already have these licenses</p>
</li><li><p>Ability to resolve issues in a timely manner</p>
</li><li><p>Professional, motivated attitude</p>
</li><li><p>Strong interpersonal skills and communication</p>
</li><li><p>Manage multiple issues in a fast pace, high pressured technology environment</p>
</li><li><p>Independent self-starter and a keen attention to detail</p>
</li><li><p>Enjoys working in a fast paced, collaborative environment</p>
</li><li><p>Available to work in onsite at our downtown Chicago state of the art office</p>
</li><li><p>Local to Chicagoland area only or willing to relocate to Chicago</p>
</li></ul><p><b>WHAT TO EXPECT</b></p>
<ul><li><p>Highly competitive pay, benefits and bonus structure</p>
</li><li><p>Health insurance (medical, dental, vision)</p>
</li><li><p>Voluntary ancillary plans (Life &amp; AD&amp;D, Short-Term Disability, Long-Term Disability, Critical Accident and Critical Illness)</p>
</li><li><p>Discounted pet insurance</p>
</li><li><p>Progressive time off benefits (unlimited PTO, maternity leave, paternal leave)</p>
</li><li><p>Wellness programs</p>
</li><li><p>Zen Den for meditation, naps, nursing, or just to decompress</p>
</li><li><p>Work with high-caliber and innovative professionals</p>
</li><li><p>Access to unlimited snacks and beverages in our lounge area</p>
</li><li><p>Monthly, Quarterly, and Semi-Annual company sponsored events</p>
</li><li><p>401K Safe Harbor Plan and Match</p>
</li><li><p>Onsite gym membership</p>
</li><li><p>Divvy bike access</p>
</li><li><p>A fun and collaborative environment</p>
</li></ul><p><b>SpiderRock</b> is an <b>Equal Opportunity Employer</b></p></div></div>

Client Service Representative II

<div>Posting Description:
<p>
Are you a client service leader within the property casualty insurance segment who enjoys leading people and establishing relationships? This could be an outstanding role for you!</p><p></p><div><br>
This Account Manager Leader role is based out of our beautiful, New York City office, located in the Financial District.</div><p></p><p><b><br>
Aon is in the business of better decisions</b></p><p></p><p><br>
At Aon, we shape decisions for the better to protect and enrich the lives of people around the world.
</p><p>As an organization, we are united through trust as one inclusive team and we are passionate about helping our colleagues and clients succeed.</p><p><br>
</p><p><b>What the day will look like:</b></p><p></p><div><br>
As an Account Manager Leader, you are responsible for leading talent development for the Account Manager population. Helping team members achieve their individual goals through leadership, role modeling, coaching, mentoring, training, and engagement. An example of your day-to-day may be:</div><ul><li>
50% or more of your time leading local Account Manager population including training and development, identifying efforts to standardize work, ensuring activities are performed by the right group, and managing capacity across the team</li><li>
30% or more of your time supporting a book of business/assigned that service general risk-based client accounts</li><li>
Up to 10% collaborating with regional and national Account Manager Leadership</li><li>
Up to 10% supporting local initiatives alongside Account Executive and Office Leaders</li></ul><div><b>
How this opportunity is different:</b></div><ul><li>
Collaborate with Account Manager Leaders/staff, Account Management team, and Client Service Delivery Leaders to establish clear roles, responsibilities, and performance expectations within the team.</li><li>
Demonstrate the capacity model and Account Manager best practices to improve the efficiency of the Account Portfolio under your leadership; focus on continuous improvement and the operational efficiency of your team in support of the office-based teams; enable effective onboarding and handling of net new clients and the expansion of our relationships with existing clients.</li><li>
Monitor clients' satisfaction, including both internal and external clients.</li><li>
Monitor performance and suggests changes in Account Manager assignments and the composition of service teams as appropriate working closely with the Account Executive leader and CSDL.</li><li>
Work with CSDL and Account Executive Leader on succession planning for key clients, and Account Manager recruiting and talent pipeline</li><li>
Collect meaningful multi-rater feedback for use in the performance management process; swiftly handles any instances of underperformance within the Account Specialist team and advocates for those Account Managers looking for Account Executive opportunities.</li><li>
Work on region and national client service delivery initiatives to ensure efficiency and build standard processes.</li><li>
Educate assigned Account Managers by leveraging training plans in client management, risk management, insurer interface, and Aon resources and processes. Ensures tools are understood and used.</li><li>
Ensure Account Managers understand their career opportunities and encourage movement where possible.</li><li>
Work to monitor and increase colleague engagement on the team, including effective utilization of Smart Working strategies to build team culture and collaboration.</li></ul><p><b>
Skills and experience that will lead to success:</b></p><ul><li><b>
5+ years of Commercial Insurance experience, project management, and leadership.</b></li><li>
Recent management experience with direct reports.</li><li>
Strong desire to lead a team and work alongside local colleagues and regional/national leadership.</li><li>
Has experience with, or a strong desire to cultivate colleague engagement with the team, including effective strategies to build team culture and collaboration.</li><li>
Experience with recruiting and managing talent pipeline. Collecting meaningful feedback for use in the performance management process.</li><li>
Ability to monitor clients' satisfaction, including both internal and external clients.</li></ul><div><b>
Education:</b></div><ul><li><b>
Valid Property and Casualty Insurance License is strongly preferred</b></li><li>
With no license, must obtain P&amp;C license within 120 days of start date</li><li>
Bachelor's degree or equivalent years of work experience</li></ul><p><b>
Pay Transparency Laws:</b></p><p>
The target salary range for this position is <b>$90,000 - $115,000</b> (US Dollar) annually. The actual salary will vary based on applicant&rsquo;s education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on applicant&rsquo;s geographic location.</p><p>
This position is eligible to participate in one of Aon&rsquo;s annual incentive plans to receive an annual discretionary bonus in addition to base salary. The amount of any bonus varies and is subject to the terms and conditions of the applicable incentive plan.</p><p>
For positions in San Francisco and Los Angeles, we will consider for employment qualified applicants with arrest and conviction record in accordance with local Fair Chance ordinances.</p><div><b><i>
Aon is not accepting unsolicited resumes from search firms for this position. If you are a search firm, you will not be compensated in any way for your submission of a candidate, even if Aon hires that candidate.</i></b></div><div></div><p><br>
Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time.</p><p></p><div><b><br>
A summary of all the benefits offered for this position:</b></div><div></div><div><br>
Aon offers a comprehensive package of benefits for full-time and regular part-time colleagues, including, but not limited to: a 401(k) savings plan with employer contributions; an employee stock purchase plan; consideration for long-term incentive awards at Aon&rsquo;s discretion; medical, dental and vision insurance, various types of leaves of absence, paid time off, including 12 paid holidays throughout the calendar year, 15 days of paid vacation per year, paid sick leave as provided under state and local paid sick leave laws, short-term disability and optional long-term disability, health savings account, health care and dependent care reimbursement accounts, employee and dependent life insurance and supplemental life and AD&amp;D insurance; optional personal insurance policies, adoption assistance, tuition assistance, commuter benefits, and an employee assistance program that includes free counseling sessions. Eligibility for benefits is governed by the applicable plan documents and policies.</div><p></p><p><b><br>
#LI-HYBRID</b></p><p><b>
#LI-MM2</b></p></div>

Account Manager Leader - New York City

Macquarie Group

<div><div><div><div><div><div><div><div><div><div>Join Macquarie QIS Investor Sales team as a Senior Analyst out of our New York Office. Our Quantitative Investment Strategies team in the US deal with some of the world&rsquo;s biggest hedge funds, trade houses and asset managers on a wide range of commodity and quantitative investments. As a Senior Analyst in the sales team, you will assist with developing and managing client relationships, selling products, managing and executing deal flow, and coordinating the interaction between all other desks (trading, structuring, compliance, tech etc.).</div>
</div></div><div><div><div>At Macquarie, our advantage is bringing together diverse people and empowering them to shape all kinds of possibilities. We are a global financial services group operating in 31 markets and with 56 years of unbroken profitability. You&rsquo;ll be part of a friendly and supportive team where everyone - no matter what role - contributes ideas and drives outcomes.</div>
</div></div></div></div></div><div><div><div><div>What role will you play?</div></div><div><br>
</div></div><div><div><div><div><div>You will be presenting complex ideas and processing large volumes of information, while effectively communicating with traders and external clients, dealing with internal processes and managing projects. Your strong analytical skills, strength with MS Excel, and imagination will be utilized when efficiently managing your daily workload. Finally, you will be able to identify new business opportunities because you enjoy networking and building rapport with diverse groups of people.<br>
</div><div></div><br>
<div>Salary range for this position: $130,000 - $160,000/Year. Actual base salary may vary based upon, but not limited to, relevant experience, time in role, peer and market data, prior performance, business sector, and geographic location. You may also be eligible for an annual discretionary incentive compensation award. You can further read about the full spectrum of benefits we offer our people listed below.<br>
</div></div></div></div></div></div><div></div><br>
<div><div><div><div>What you offer</div></div><div><br>
</div></div><div><div><div><div><div><div><ul><li>2-4 years of experience in financial markets sales, with a background in commodities being highly beneficial
</li><li>Demonstrated ability to build relationships and strategic business acumen to generate revenue
</li><li>Strong analytical skills and proficiency with MS Excel and Python
</li><li>Excellent communication skills to effectively pitch trade ideas and manage daily interactions with traders and external clients
</li>A proactive approach to identifying new business opportunities through networking and building rapport with diverse groups of people<br>
<li>
</li></ul></div></div></div></div><div></div><br>
<br>
<div><div>We love hearing from anyone inspired to build a better future with us, if you're excited about the role or working at Macquarie we encourage you to apply.
</div></div></div></div></div><div><div><div><div>What we offer</div></div><div><br>
</div></div><div><div><div><div>At Macquarie, you&rsquo;re empowered to shape a career that&rsquo;s rewarding in all the ways that matter most to you. Macquarie employees can access a wide range of benefits which, depending on eligibility criteria, include:<div></div><div><br>
<ul><li>
1 wellbeing leave day per year and a minimum of 25 days of annual leave</li><li>
20 weeks&rsquo; paid parental leave for primary caregivers along with 12 days of paid transition leave upon return to work and 6 weeks&rsquo; paid leave for secondary caregivers</li><li>
2 days of paid volunteer leave and donation matching</li><li>
Benefits and initiatives to support your physical, mental and financial wellbeing such as medical, prescription drug, dental, and vision insurance; health savings account and dependent day care savings account; life insurance, disability, and other insurance plans; 401(k) and short/long term disability</li><li>
Access to our Employee Assistance Program, a robust behavioural health network with counselling and coaching services</li><li>
Access to a wide range of learning and development opportunities, including reimbursement for professional membership or subscription</li><li>
Recognition and service awards</li><li>
Hybrid and flexible working arrangements, dependent on role</li><li>
Reimbursement for work from home equipment</li></ul></div>
</div></div></div></div></div><div><div><div><div>About Commodities and Global Markets</div></div><div><br>
</div></div><div><div><div><div><div>Commodities and Global Markets is a global business offering capital and financing, risk management, market access, physical execution and logistics solutions to its diverse client base across Commodities, Financial Markets and Asset Finance.</div>
</div></div></div></div></div><div><div><div><div>Empowering all kinds of bright and driven people</div></div><div><br>
</div></div><div><div><div><div>We are committed to providing an inclusive environment for all that values and respects different experiences, skillsets and perspectives. Macquarie provides access to opportunities for all individuals regardless of race, color, religion, sex, sexual orientation, national origin, age, disability, protected veteran status, genetic information, marital status, gender identity or any other characteristic or circumstance.<div><div><br>
</div><div>We provide reasonable accommodation to individuals who may need support during the recruitment process and employment. If you require an accommodation, please let us know during the application process.</div></div></div></div></div></div></div></div></div></div></div>

QIS Investor Sales Analyst

State Street

<div><p><b>Work locations: Burlington MA, Boston MA, Stamford CT, Clifton NJ
</b></p><p><b>(In office presence is expected)
</b></p><p></p><p><b>Candidates must possess solid Front-Office - solid depth in trading workflows.</b></p><p></p><p>
Charles River focuses intently on delivering market leading and feature rich technology wrapped in an exceptional client service experience. As the Client Manager focused on Strategic clients, you will be responsible for client satisfaction, retention, and growth by ensuring the effective delivery of Charles River IMS projects, support and services while working closely with client senior leaders to ensure strategic alignment and strong, long-term partnerships. Client Managers serve a dual purpose &ndash; advocating for our clients within Charles River; and serving as a trusted advisor and direct point of contact for the client.</p><p></p><p>
As a Client Manager, you will work closely with and influence both internal and client business leaders and decision makers. You will leverage your sharp organizational and strong interpersonal skills to ensure Charles River continues to deliver exceptional client service experience, while advancing the goals of the organization.</p><p></p><p><b>
Key Responsibilities</b></p><p>
Charles River Client Managers are expected to actively manage a book of Charles River IMS accounts by:</p><ul><li>
Ensuring a high touch engagement model with clients, including regular onsite visits, project status calls and executive engagements</li><li>
Developing relationships with senior client personnel to gain understanding of client strategy and CRD&rsquo;s alignment to achieving their strategy</li><li>
Sustaining a strong understanding of the Charles River IMS and keeping up-to-date with current functionality.</li><li>
Maintaining frequent communication and collaboration with internal client account teams and Alpha business units.</li><li>
Establishing long-term, strategic objectives for each client and measure success against account plan goals</li><li>
Proactively ensuring effective client issue resolution, project delivery, response to information requests, and collaboration with other CRD teams</li><li>
Assisting the internal Sales team to identify and foster revenue opportunities including additional application modules and services, training or services</li><li>
Maintaining awareness of the investment management market and industry trends and news relevant to CRD and client base</li></ul><p></p><p><b>
Qualifications</b></p><ul><li>
BA/BS degree in Finance, Technology or relevant discipline</li><li>
5 years experience within the Financial Services / Software industry, preferred experience <b>Asset Management</b> and in Relationship Management, Business Analysis or similar functioning role</li><li>
Demonstrable strong communication and presentation skills including the ability to articulate or present issues, options and resolutions verbally and in writing</li><li>
Ability to foster strong relationships across client organizations, with senior managers and key decision makers in large and small firms, including good personal and working relationships with end users</li><li>
Strong analytical and problem-solving skills</li><li>
Ability to multi-task and successfully manage simultaneous priorities</li><li>
Proven organizational skills with attention to detail</li><li>
Self-motivated with the ability to operate independently and as a member of a team</li><li>
Ability to travel to client sites 20% &ndash; 40% per calendar year</li></ul><p><b>
Keyword: Fixed Income, Equities, Front-Office, buyside, Derivatives, FX, Middle-Office and Back-Office</b></p><p></p><p><b>
Salary Range:
</b></p>$90,000 - $157,500 Annual<p></p><p>
The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.</p><p></p><p><i>
Employees are eligible to participate in State Street&rsquo;s comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans.</i></p><p><i>
For a full overview, visit </i><i>https://hrportal.ehr.com/statestreet/Home</i><i>.</i></p><p></p><h1 class="jobSectionHeader"><b>
About State Street</b></h1><p></p><p>
Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.</p><p></p><p>
We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you&rsquo;ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.</p><p></p><p>
As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.</p><p></p><p>
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Client Manager - Investment Software, AVP - Charles River Development

Bank of America

<div><p><b>Job Description:</b></p><p></p><p>
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.<br>
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Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates&rsquo; physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.<br>
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Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.<br>
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At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!</p><p></p><p>
At Bank of America, each day brings innovation and opportunity. We are dedicated to turning technology advances into treasury solutions for our clients globally - across all segments and industries. We are looking for highly motivated, self-starters who can advocate for our clients in providing liquidity management, payments and receipts globally, FX, and commercial card services by complementing technology with a personalized touch. Challenge the status quo and influence peers with diverse points of view. Forward thinkers willing to embrace technology and see what's next in treasury management. The future of treasury management is here at Bank of America. Powered by people. Driven by Technology.</p><p></p><p><b>
Job Description:</b></p><p>
This job is responsible for leading product experts supporting Global Transaction Services in client engagements, account management, closing complex and high dollar deals, and/or emerging solution opportunities with strategic clients. Key responsibilities include participating as the product sales or industry expert in client calls, identifying opportunities and influencing solutions, and driving collaboration between product, sales, and client relationship teams to package marketing leading solutions that address client challenges</p><p></p><p><b>
Responsibilities:</b></p><ul><li><i>
The Treasury Sales Officer (TSO) is responsible for managing and actively pursuing treasury revenue streams and product penetration across an assigned portfolio of Commercial Real Estate Clients.</i></li><li>
The Treasury Sales Officer (TSO) is held responsible for managing and actively pursuing treasury revenue streams and product penetration across an assigned portfolios. In some cases the TSO will also pursue client prospect opportunities outside of the portfolio. The TSO works closely with several partners such as Client Managers, Treasury Sales Analysts, Credit Officers, FX Trade Advisors, Global Investment Advisors, Card Managers, Trade/SCF Advisors, Liquidity Specialists, and others across the enterprise to provide US and sometimes International treasury solutions that best suits the clients&rsquo; needs.</li><li>
Act as digital ambassador driving mobile, digital and real time payments adoption, manage and lead strategic dialogues around key client centric issues, leveraging best practices, peer benchmarking, industry data analytics, and solutioning positioning.</li><li>
Accountable for revenue/product growth, client calling initiatives, portfolio development, pricing, RFP or RFI responses, call preparations, and leading client-facing treasury presentations. This individual will also need to identify and evaluate treasury solutions based on a client focused cost/benefit analysis and bank focused profitability analysis</li><li>
Maintains a strong client focus while also understanding the operational aspects of the bank. A strong bank and industry awareness of various treasury products and services used by clients will also aid in the success. Manage and lead strategic dialogues around key client centric issues, leveraging best practices, peer benchmarking, industry data analytics, and solutioning positioning The TSO must also be motivated to maintain a consistent level of goal achievement and be willing to challenge themselves with performance metrics.</li></ul><ul><li>
Drives and is accountable for revenue growth, profitability, client planning, client calling, portfolio development, pricing strategy, and proposal and presentation development and delivery.</li><li>
Focuses on client relationship development, from growth of new client relationships to deepening existing relationships through the thoughtful identification of client needs.</li><li>
Ensures responsible revenue and balance sheet growth, profitability improvement, client calling and planning, portfolio development, pricing strategy, proposal responses, and leads client facing treasury presentations</li><li>
Partners with bankers and product specialists across the enterprise to develop customized treasury solutions by identifying solutions based on client-focused cost and benefit analysis and bank-focused profitability analysis</li><li>
Leads pricing and negotiation discussions with the client for treasury management products to optimize relationship profitability and Year over Year (YoY) growth</li><li>
Coaches and mentors Treasury Analysts and works with Servicing and Implementation teams to support client needs and deliver solutions.</li></ul><p></p><p><b>
Required Qualifications:</b></p><ul><li>
3 years of Treasury Sales Officer Experience</li><li>
Fluency with the suite of treasury services relevant to commercial clients</li><li>
Ability to Travel between up to 20% of time in normal environment</li><li>
Successful track record in treasury management sales. Broad and deep familiarity with global treasury management products, services and trends</li><li>
Proven business development and relationship management skills with a complex clients.</li><li>
Excellent verbal and written communication and presentation skills.</li><li>
Proven negotiation and active listening skills. Strong executive presence.</li><li>
Adept at critical and strategic thinking and problem resolution.</li><li>
Strong business/financial acumen.</li><li>
Ability to successfully maneuver through the enterprise, engage partners and escalate as needed.</li><li>
Demonstrates the ability to foster strong partnerships within the core team.</li><li>
Effectively manages competing priorities in an organized fashion while maintaining a consistent high level of client satisfaction.</li><li>
Able to effectively work as an individual contributor as well as a close team member in a fast paced environment.</li><li>
Effectively manages risk while balancing the needs of the client, the team, and the bank.</li></ul><p></p><p><b>
Desired Skills:</b></p><ul><li>
B.S. or B.A. in finance, accounting, management, or another undergraduate degree</li><li>
Certified Treasury Professional Certification (CTP) or equivalent</li><li>
Experience in the treasury sales officer role or a role with similar, primary responsibility for managing growth of a book of commercial real estate treasury clients is preferred.</li><li>
Inclusive and Inspiring: Seeking motivating team players who value collaboration, hard work, and celebrating shared success</li><li>
Authentic and Passionate: Seeking highly engaged teammates whose intensity and intentions align with the work we are doing for our clients and in our communities</li><li>
Innovative and Curious: Seeking teammates with out-of-the box ideas and solutions, who embrace change with a future-forward mindset, and are looking to challenge the status quo</li><li>
Confident and Agile: Seeking strong, clear communicators who value giving and receiving feedback, easily build relationships, act decisively while being flexible and continuing to learn in the role.</li></ul><p></p><p><b>
Skills:</b></p><ul><li>
Account Management</li><li>
Business Development</li><li>
Client Management</li><li>
Client Solutions Advisory</li><li>
Customer and Client Focus</li><li>
Critical Thinking</li><li>
Portfolio Analysis</li><li>
Presentation Skills</li><li>
Relationship Building</li><li>
Sales Strategy</li><li>
Coaching</li><li>
Collaboration</li><li>
Oral Communications</li><li>
Prioritization</li><li>
Prospecting</li></ul><p></p><p><b>
Minimum Education Requirement: </b>Bachelor&rsquo;s Degree or Equivalent Work Experience
</p><p></p><p>For internal employees; participation in a work from home posture does not make you ineligible to post.</p><p></p><p><b>
Shift:</b></p>
1st shift (United States of America)<p></p><p><b>
Hours Per Week:</b></p>
40</div><p></p>

Treasury Sales Officer I - Commercial Real Estate

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