Client Partner, Wealth Management
1 month ago
Company Description Sansar Tec, LLC is an IT Services organization headquartered in Haddon Heights, New Jersey. We are dedicated to delivering the best consulting services and providing talent solutions for our clients to realize value. As a woman-owned company, we prioritize diversity and inclusion in our workforce. Role Description Role: Client Partner - Wealth Management Location: New York City Metropolitan Area Experience: 15+ years Job Type: Full Time Our Client is looking for a Client Partner – Wealth Management, someone who is passionate about the innovation economy, love to dabble in new age technologies and excited about the future and how that technology can enhance client outcomes – Cloud, Mobility, IoT, Artificial Intelligence, Machine Learning and Blockchain for Wealth Management industry. We are looking for someone who has Strong domain knowledge in Wealth Management industry is preferable. Preferably someone who will partner with Client's partner Account Executives to jointly sell into both existing and new customers. What you will do: Passionate about the innovation economy, love to dabble in new age technologies and excited about the future and how that technology can enhance client outcomes – Cloud, Mobility, IoT, Artificial Intelligence, Machine Learning and Blockchain for Wealth Management industry. Highly motivated to sell services, solutions, and platforms to Wealth Management customers. Manage and grow existing customers in the Wealth Management industry Customer profiling, account planning and set revenue / margin targets by services line at the account level. Acquiring new customers with solution selling experience to the domain. Eagerness and proven experience in successfully growing and partnering with clients to improve business outcomes. Building, Managing and accurately forecasting a strong Sales Pipeline. Customer profiling, account planning against set revenue / margin targets by services line at the account level. Anchor client meetings and pursue any opportunities generated with the help of pre-sales, delivery, and external partners. Partner with Client’s partner Account Executives to jointly sell into both existing and new customers. What you will bring: Ability to understand and respond to client’s business issues by developing a go-forward roadmap mapped to those issues. Strong domain knowledge and focus on Wealth Management is preferable. Ability to communicate effectively and act as a trusted advisor/partner to senior client stakeholders (CXO -1, -2, -3 levels). Demonstrable experience in achieving annual revenue targets. Strong large deal sales skills, experience with the global deliver model, particularly in outsourcing and transformation deals. Consultative selling skills. Excellent Relationship Building Skills. Possess strong product / technology / industry knowledge. Ability to manage the business in a complex matrix environment. Strong focus on Client Service excellence Benefits: Competitive salary and benefits package. Culture focused on talent development with quarterly promotion cycles and company-sponsored higher education and certifications. Opportunity to work with cutting-edge marketing technologies. #J-18808-Ljbffr
-
Wealth Management Client Executive
1 week ago
Trenton, New Jersey, United States Sansar Tec Full timeCompany OverviewSansar Tec, LLC is a premier IT Services firm based in Haddon Heights, New Jersey. Our mission is to provide exceptional consulting services and talent solutions that empower our clients to achieve their goals. As a woman-owned enterprise, we emphasize diversity and inclusion within our workforce.Position OverviewTitle: Wealth Management...
-
Trenton, New Jersey, United States Citizens Financial Group, Inc. Full timePosition Overview At Citizens Financial Group, we prioritize customized guidance, unique experiences, and innovative solutions to assist clients in navigating their financial journeys. In this position, you will enhance client relationships by collaborating with colleagues across various sectors, including banking, lending, and investment services, to help...
-
Client Partner, Investment Management- NYC Metro
1 month ago
Trenton, United States Sansar Tec Full timeCompany Description Sansar Tec, LLC is an IT Services organization headquartered in Haddon Heights, New Jersey. We are dedicated to delivering the best consulting services and providing talent solutions for our clients to realize value. As a woman-owned company, we prioritize diversity and inclusion in our workforce. Role Description Role: Client Partner...
-
Client Partner, Insurance
4 weeks ago
Trenton, United States Sansar Tec Full timeCompany Description Sansar Tec, LLC is an IT Services organization headquartered in Haddon Heights, New Jersey. We are dedicated to delivering the best consulting services and providing talent solutions for our clients to realize value. As a woman-owned company, we prioritize diversity and inclusion in our workforce. Role Description Role: Client Partner...
-
Client Partner, BFSI
1 month ago
Trenton, United States Sansar Tec Full timeCompany Description Sansar Tec, LLC is an IT Services organization headquartered in Haddon Heights, New Jersey. We are dedicated to delivering the best consulting services and providing talent solutions for our clients to realize value. As a woman-owned company, we prioritize diversity and inclusion in our workforce. Role Description Role: Client Partner...
-
Client Relationship Specialist
2 months ago
Trenton, United States Wealth Pilot Financial Full timeRobert Zwigart is a Client Relationship Specialist for WealthPilot Financial (WPF). In his role with the firm, Bob utilizes a cross-functional skillset that assists with client relations and practice management. He assists the financial advisors who offer the full-spectrum of investment planning, cash-flow modeling, retirement planning, and risk...
-
Senior Client Partner
5 days ago
Trenton, New Jersey, United States Sansar Tec Full timeCompany OverviewSansar Tec, LLC is a leading IT Services firm based in Haddon Heights, New Jersey. Our mission is to provide exceptional consulting services and talent solutions that empower our clients to achieve their goals. As a woman-owned enterprise, we are committed to fostering diversity and inclusion within our workforce.Position OverviewRole: Senior...
-
Senior Partner Engagement Manager
1 week ago
Trenton, New Jersey, United States Feeding America Full timePosition Overview:As a Senior Partner Engagement Manager, you will spearhead our collaborative initiatives with a diverse array of partners. Your role will involve fostering exceptional partner relationships and guiding the Partner Engagement team to deliver outstanding service and satisfaction.Opportunity Type: JobCategory: Programs / Agency Relations /...
-
Manager - Human Resources Business Partner
2 days ago
Trenton, United States Holman Enterprises Full timeManager - Human Resources Business Partner Locations: Mississauga, ON (CAN) Time Type: Full time Posted on: Posted Yesterday Job Requisition ID: R0045640 Holman is a global automotive leader that serves both commercial and consumer clients. The Holman Way is about always doing the right thing for our people, our customers, and the community since...
-
Lead Tax Strategy Manager
1 week ago
Trenton, New Jersey, United States Platform Accounting Full timePosition Type:Full-timeOverview:As a result of our ongoing expansion, we are in search of a Senior Tax Manager who embodies an entrepreneurial mindset and possesses the ability to execute effectively. This role not only involves hands-on tax review and client advisory but also demands a robust sense of entrepreneurship, strategic thinking, and management...
-
Client Manager
1 month ago
Trenton, United States Nielseniq Full timeClient Manager – Strong Analytical Skills Required Job Type: Full-time REFID: REFID314921 Location: Parsippany, NJ Schedule: Onsite at client 1-2x week Company Description As a Client Manager, you are responsible for all customer activity and the overall success of NIQ at the customer. This includes driving timely outcomes and customer value through the...
-
Financial Advisor New York
2 months ago
Trenton, United States Prestige IFA jobs Full timeOur client is a borderless, independent financial advisory consultancy, unrelenting in its commitment to safeguarding their client’s financial future. Founded by UK qualified financial advisers, our client offers a fresh approach with a dynamic energy that sets it apart from its competitors in the offshore marketplace. This is one of the fastest growing...
-
Financial Advisor New York
3 weeks ago
Trenton, United States Prestige IFA jobs Full timeOur client is a borderless, independent financial advisory consultancy, unrelenting in its commitment to safeguarding their client’s financial future. Founded by UK qualified financial advisers, our client offers a fresh approach with a dynamic energy that sets it apart from its competitors in the offshore marketplace. This is one of the fastest growing...
-
Independent Financial Consultant
1 week ago
Trenton, New Jersey, United States Prestige IFA jobs Full timeAbout the RoleOur client is a globally recognized, independent financial advisory firm dedicated to ensuring the financial security of their clients.Established by qualified financial professionals from the UK, this consultancy provides a unique approach characterized by a vibrant energy that distinguishes it from competitors in the offshore sector.This...
-
Independent Financial Advisor
1 week ago
Trenton, New Jersey, United States Prestige IFA jobs Full timeAbout the RoleOur client is a leading independent financial advisory firm dedicated to protecting the financial well-being of its clients.Founded by experienced financial professionals, this consultancy brings a unique and energetic approach that distinguishes it from others in the offshore advisory sector.This is a rapidly expanding area of the business,...
-
Independent Financial Consultant
1 week ago
Trenton, New Jersey, United States Prestige IFA jobs Full timeCompany OverviewPrestige IFA jobs represents a leading independent financial advisory firm committed to protecting the financial well-being of its clients.Founded by experienced financial professionals, this firm distinguishes itself with a vibrant approach and a commitment to excellence in the offshore advisory sector.This role is situated in one of the...
-
Client Relationship Manager
1 week ago
Trenton, New Jersey, United States AutoLeadStar Full timeAbout AutoLeadStarAutoLeadStar is an innovative technology firm in the automotive sector, with operations across various locations. Our objective is to revolutionize the industry by developing cutting-edge technologies that empower dealerships to enhance their business resilience.Our Work EnvironmentWe thrive in a dynamic atmosphere, delivering AI-driven,...
-
Cost Management Associate Partner
1 week ago
Trenton, New Jersey, United States SAGE Global Full timeAbout SAGE Global: At SAGE Global, we are dedicated professionals committed to providing clear and independent guidance throughout the lifecycle of our clients' construction endeavors.Our Commitment: As the first Chartered Surveyors globally to achieve B Corp Certification, we adhere to the highest standards of social and environmental performance. Our...
-
Financial Services Specialist
1 week ago
Trenton, New Jersey, United States Prestige IFA jobs Full timeAbout the CompanyOur client is a leading, independent financial advisory firm dedicated to ensuring the financial security of their clients.Founded by UK-qualified financial experts, this consultancy stands out in the offshore financial landscape with its innovative approach and vibrant energy.As one of the rapidly expanding sectors in the industry,...
-
Independent Financial Consultant
1 week ago
Trenton, New Jersey, United States Prestige IFA jobs Full timeAbout the CompanyOur client is a globally recognized, independent financial advisory firm dedicated to ensuring the financial well-being of their clients.Founded by UK qualified financial professionals, this consultancy stands out in the offshore market with its innovative approach and vibrant energy.As one of the rapidly expanding sectors in the industry,...