Commercial Account Executive

Nimbus Elite Partners; San Antonio (TX); On-site; USD 60,000 - 89,000; Full time

Benefits offered by this job

Health insurance

Retirement plan

Career development

Job summary

Nimbus Elite Partners in San Antonio, TX seeks a Commercial Account Executive to join our investment management and financial planning team. This full-time role focuses on developing and maintaining client relationships, identifying new business opportunities, and driving sales growth.

You will collaborate with the sales and investment teams to meet quarterly targets, prepare reports, and stay current with market trends.

Qualifications

• Bachelor's degree in Business, Finance, or related field, or equivalent experience.
• 2–4 years of experience in commercial banking, investment management, or financial services.
• Strong understanding of financial products, services, and market trends.
• Excellent communication and interpersonal skills.
• Proven track record of meeting sales targets.
• CRM familiarity is a plus.

Responsibilities

• Develop and maintain relationships with existing clients and prospects in the commercial sector.
• Identify and pursue new business opportunities through strategic outreach.
• Monitor client accounts and provide regular updates on portfolio performance.
• Collaborate with investment team to develop and implement tailored investment strategies.
• Assist in the preparation of financial reports and presentations for clients and stakeholders.
• Stay up-to-date with industry trends, regulations, and best practices to ensure compliance and maintain a competitive edge.

Skills

Relationship management

Sales experience

Communication skills

Interpersonal skills

Education

Bachelor's degree in Business/Finance

Tools

CRM software

Financial analysis tools

Job description

Nimbus Elite Partners, a financial services firm in San Antonio, TX, seeks a Commercial Account Executive to join our investment management and financial planning team. This full-time role offers a salary range of $60,000 to $88,706.

In this role, you will develop and maintain client relationships, identify new business opportunities, and drive sales growth. You will also collaborate with the sales team to achieve quarterly targets and contribute to the firm's overall success.

You will work in a collaborative environment with a team of financial professionals in San Antonio, TX. Our firm values professional development and career advancement, providing opportunities for growth and learning.

The salary range for this position is between $60,000 and $88,706 per year, providing a competitive compensation package.

Benefits:

• Employees can expect comprehensive health insurance coverage, including medical, dental, and vision plans, to support their well-being.
• Additionally, the company offers a robust retirement plan, such as a 401(k) or pension scheme, to help employees save for their future.
• Professional development opportunities are also available, allowing employees to enhance their skills and advance their careers within the organization.

To excel in this role, you should have a bachelor's degree in business, finance, or a related field. Experience in sales or account management is preferred. Strong communication and interpersonal skills are essential.

This is an opportunity to join a dynamic team dedicated to assisting clients in achieving their financial goals. The role offers a chance to work with a diverse range of clients, providing tailored financial advice and solutions. Candidates should be prepared to demonstrate their expertise in financial planning, investment strategies, and client relationship management. The position is ideal for those seeking to make a significant impact in the financial services industry. Nimbus Elite Partners is committed to fostering a collaborative and innovative work environment. By joining our team, candidates will have the opportunity to grow professionally and contribute to the success of our clients and the company.

Duties:

• Develop and maintain strong relationships with existing clients and prospects in the commercial sector.
• Identify and pursue new business opportunities through strategic outreach and networking.
• Monitor client accounts and provide regular updates on portfolio performance and market trends.
• Collaborate with the investment team to develop and implement tailored investment strategies.
• Assist in the preparation of financial reports and presentations for clients and stakeholders.
• Stay up-to-date with industry trends, regulations, and best practices to ensure compliance and maintain a competitive edge.

Requirements:

• Bachelor's degree in Business, Finance, or a related field, or equivalent experience.
• 2-4 years of experience in a commercial banking, investment management, or financial services role.
• Strong understanding of financial products, services, and market trends.
• Excellent communication and interpersonal skills, with the ability to build and maintain strong client relationships.
• Proven track record of meeting and exceeding sales targets and objectives.
• Ability to work independently and as part of a team in a fast-paced environment.
• Familiarity with CRM software and financial analysis tools is a plus.