Promotes investment product sales through frequent client meetings and discussion covering investment strategy, account performance, new products, and market developments
Promotes investment product sales through frequent client meetings and discussion covering investment strategy, account performance, new products, and market developments
An account manager can oscillate between being a supporting player on key accounts as well as the go-to person on other accounts. You will be responsible for initiating projects and guiding internal teams through the appropriate processes to effectively achieve all the day-to-day deliverables in support of the ongoing communications programs and larger strategic plan.