Client Growth Executive - Financial Services

Vertex Summit Partners; Milwaukee (WI); Presencial; USD 55 000 - 90 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Health insurance

Retirement plans

Opportunities for professional develop

Resumo da oferta

Vertex Summit Partners, a Milwaukee-based financial advisory firm, seeks an Account Executive to grow our client base and deliver strategic financial solutions. You will build relationships, create sales strategies, and collaborate with marketing and service teams to ensure a seamless client experience.

The role emphasizes client service, opportunity development, and travel as needed, with a negotiable salary package and benefits including health insurance and retirement plans.

Qualificações

• Bachelor's degree in Finance, Business, or related field.
• Minimum 3 years of experience in sales or account management.
• Experience in financial services preferred.
• Proven track record of exceeding sales targets.
• Strong communication and interpersonal skills.
• Willingness to travel as needed.

Responsabilidades

• Build and maintain strong client relationships in financial services.
• Identify and pursue new business opportunities.
• Provide exceptional client service and support.
• Develop and present tailored financial strategies.
• Manage and track client accounts with timely reporting.
• Collaborate with investment team to provide financial advice.
• Attend industry events to expand the network.

Conhecimentos

Sales

Client relationships

Communication

Interpersonal skills

Time management

Financial knowledge

Travel

Formação académica

Bachelor's degree in Finance, Business, or related field

Descrição da oferta de emprego

Vertex Summit Partners, a Milwaukee-based financial advisory firm, seeks an Account Executive to grow our client base and deliver strategic financial solutions. You will build relationships, create sales strategies, and collaborate with marketing and service teams to ensure a seamless client experience.

The role emphasizes client service, opportunity development, and travel as needed, with a negotiable salary package and benefits including health insurance and retirement plans.