Commercial Account Executive

Granite Grove Partners; Newark (NJ); Sur place; USD 60 000 - 87 000; Plein temps

Avantages offerts par ce poste

Health insurance

Employer matching retirement plan

Professional development

Flexible work environment

Career growth opportunities

Résumé du poste

Granite Grove Partners in Newark, NJ, is seeking a Commercial Account Executive for full-time employment. You will develop and maintain client relationships, identify sales opportunities, and negotiate contracts to drive revenue and meet financial objectives.

Responsibilities include presenting tailored investment strategies, providing comprehensive financial advice, and monitoring portfolios to align with client goals.

Qualifications

• Bachelor's degree in Finance, Business, or related field.
• 3-5 years of experience in a commercial account executive or similar role.
• Strong communication and negotiation skills.
• Knowledge of financial products and investment management.
• Proficiency with Excel and CRM systems.

Responsabilités

• Develop and maintain strong relationships with existing clients and prospects in the commercial sector.
• Identify new business opportunities and drive revenue growth through strategic client engagement.
• Provide expert financial advice and solutions tailored to the unique needs of each client.
• Collaborate with the sales and investment teams to ensure seamless service delivery.
• Monitor client portfolios and performance, providing regular updates and recommendations.
• Attend industry events and networking opportunities to expand your professional network.

Connaissances

Strong communication

Negotiation skills

Client relationship management

CRM systems knowledge

MS Excel

Outlook proficiency

Formation

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

Outils

CRM systems

Microsoft Office

Description du poste

Granite Grove Partners, a financial services firm, seeks a Commercial Account Executive in Newark, NJ, for full-time employment. The role involves managing and growing client relationships to achieve financial objectives. Salary ranges from $60,000 to $86,584.

The Commercial Account Executive will be responsible for developing and maintaining client relationships, identifying sales opportunities, and negotiating contracts. This role involves presenting investment strategies tailored to each client's unique needs, providing comprehensive financial advice, and monitoring client portfolios to ensure they align with their financial goals. The executive will also be tasked with understanding the specific needs and preferences of each client, which may include risk tolerance, investment horizon, and personal values. This information will be used to develop personalized investment strategies that maximize returns while minimizing risks. Regular communication with clients will be essential to provide updates on their portfolios, address any concerns, and make adjustments as needed. The executive will also be responsible for negotiating contracts that outline the terms and conditions of the investment relationship, including fees, performance benchmarks, and reporting requirements. This role requires strong interpersonal skills, a deep understanding of financial markets, and the ability to build and maintain long-term client relationships.

This position is based in Newark, NJ, and involves working in a collaborative office environment with a team of financial professionals. The firm offers a supportive and professional workplace.

The salary for this role is competitive, ranging from $60,000 to $86,584 per year, which reflects the company's commitment to fair compensation and industry standards.

Benefits

• comprehensive health insurance that covers a wide range of medical services
• a retirement plan with employer matching contributions to help employees save for their future
• opportunities for professional development through workshops, training programs, and access to industry certifications
• a flexible work environment
• opportunities for career growth within the company

Applicants should have a bachelor's degree in finance, business, or a related field. Experience in sales or client relationship management is required. Strong communication and negotiation skills are essential.

Responsibilities

• Develop and maintain strong relationships with existing clients and prospects in the commercial sector.
• Identify new business opportunities and drive revenue growth through strategic client engagement.
• Provide expert financial advice and solutions tailored to the unique needs of each client.
• Collaborate with the sales and investment teams to ensure seamless service delivery.
• Monitor client portfolios and performance, providing regular updates and recommendations.
• Attend industry events and networking opportunities to expand your professional network.

Qualifications

• Bachelor's degree in Finance, Business, or a related field.
• 3-5 years of experience in a commercial account executive or similar role.
• Strong understanding of financial products and services, particularly in investment management.
• Excellent communication and interpersonal skills, with the ability to build rapport with clients.
• Proven track record of achieving sales targets and driving revenue growth.
• Proficiency in Microsoft Office Suite, particularly Excel and Outlook.
• Knowledge of CRM systems and financial software is a plus.