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Relationship Manager
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Relationship Manager
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Marquand, Missouri, United States myCOI Full timeJob Title: Relationship ManagerAre you a seasoned professional with a passion for building strong relationships and driving business growth? Do you have a knack for understanding client needs and delivering tailored solutions? We're seeking a skilled Relationship Manager to join our team at myCOI, a leading provider of innovative SaaS solutions for tracking,...
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Relationship Manager
2 months ago
{"h1": "Relationship Specialist at Capital Group", "p": "As a Relationship Specialist at Capital Group, you will establish and maintain relationships with Registered Investment Advisors (RIAs) to provide financial consultation on our products. You will partner with Relationship Managers to advise on practice management and investment services to help financial advisors and intermediaries develop highly effective solutions and portfolios for their clients. You will identify cross-selling and prospecting opportunities through research in internal/external databases and company websites. You will collaborate with your team to design client retention plans, establish relevant selling points, and communicate education plans. ", "ul": [{"li": "Develop and execute strategic business and coverage plans for a group of territories."}, {"li": "Manage relationships with a trajectory towards growth, being accountable and responsible for delivering effective presentations to promote products, services, and competitive advantages."}, {"li": "Research and resolve customer questions quickly, working across multiple systems throughout the day, and strive to make every customer feel valued."}, {"li": "Hold SIE, Series 7 & 66 licenses."}], "h2": "Compensation and Benefits", "p": "In addition to a highly competitive base salary, you will be eligible for an individual annual performance bonus, plus Capital's annual profitability bonus, and a retirement plan where Capital contributes 15% of your eligible earnings. ", "h3": "Equal Opportunity Employer", "p": "We are an equal opportunity employer, which means we comply with all federal, state and local laws that prohibit discrimination when making all decisions about employment. Our policies prohibit unlawful discrimination on the basis of race, religion, color, national origin, ancestry, sex (including gender and gender identity), pregnancy, childbirth and related medical conditions, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, citizenship status, AIDS/HIV status, political activities or affiliations, military or veteran status, status as a victim of domestic violence, assault or stalking or any other characteristic protected by federal, state or local law."}
