3 sales account manager jobs found

What You'll Do: We are seeking an Associate Portfolio Manager to join our Private Real Estate Debt team, with a primary focus on managing and supporting the General Account portfolio. In this role, you will partner closely with senior Portfolio Managers to help develop and execute portfolio strategy, evaluate risk and return across investments, and support the ongoing management of real estate debt portfolios. Key areas of responsibility: Support a Sr Portfolio Manager in the development and execution of portfolio strategy and tactical plans aligned with client and General Account risk/return objectives, including product type, geography, leverage, and tax considerations. Manage smaller or less complex portfolios independently and provide analytical and strategic support on larger or more complex portfolios and funds. Monitor portfolio performance and risk metrics; conduct sensitivity, variance, and scenario analyses; and recommend adjustments to holdings as...

What You'll Do: This role focuses on the RIA (Registered Investment Advisor) experience by supporting sales and developing mutually profitable advisor relationships. Handle inbound calls from advisors and answer product related questions, performance data, sales literature, portfolio analytics, etc. while documenting interactions and key advisor data.    Here are a few examples of the kinds of things you’ll do: Proactive outreach to engage advisors (phone, email, meetings) Solve for needs across products: mutual funds, separately managed accounts, ETF's, 529's, internal funds, etc Learn to identify new sales opportunities and providing follow up   We take pride in being a purpose-led firm, motivated by our mission to make financial security accessible to all. Our mission, integrity, and customer focus have made us a trusted leader for more than 140 years!   *Heavy incentive component in addition to salary listed.   Apply today! Who You Are:...

What You'll Do: Are you passionate about Customer Experience (CX) and eager to shape how thousands of customers interact with a purpose‑driven financial services organization?   As a Senior CX Strategist , you provide strategic leadership to drive customer experience initiatives by translating vision into measurable business outcomes. You will partner closely with our servicing experiences across digital, phone, and account operations channels to understand customer needs, uncover opportunities, and design experiences that elevate satisfaction, streamline operations, and strengthen customer loyalty. Our team is dedicated to deeply understanding the customer journey using diverse data sources across audiences, channels, and key moments of truth. We deliver actionable insights that enhance interactions and measure impact through customer experience, financial, and operational metrics.   Key Responsibilities Strategic Leadership & Program Delivery Lead...