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Consumer Investments - Client Management Executive

Atlanta;

Job Description:

The Client Management Executive (CME) is responsible for the delivery of the client service experience, as well as the execution of strategic initiatives, risk management and oversight. Acts as a market-level COO on Market Management Team (MMT) to identify and implement process improvement, drive resource allocation and efficiency, and ensure adherence to risk and compliance policies and regulatory standards. Works in close partnership with all members of Market Management Team and control function partners in HR, Finance, Risk, Compliance, and Business Control Management. Has responsibility for budget/financial management, personnel processes, audit/compliance, space/resource allocation, associate training, client service processes and events, process improvement, business continuity, and market communication. Maintains key focus on oversight and administration, including Reg 9, Internal Product Specialist, Asset Monitoring. Responsible for the performance and talent management of business support team. Reports to the Consumer Investments Performance Executive and supports the Consumer Investments space.

Create competitive performance plans to achieve and exceed national market objectives. Analyze and share trends to identify opportunities to deepen client relationships. Improve workforce effectiveness and productivity by applying talent analytics to hiring, resource planning, performance management, and top talent retention. Support focused client relationship care training to improve banker and specialist performance with effective,  professional representation of brand and offerings. Gather associate feedback and customer insights on messages, offers, merchandising, and collateral to improve awareness of offerings and elevate the client experience.

Monitor reporting and identify gaps/opportunities. 

Required skills:

Proven track record of coaching and improving performance in others

3+ years leading, coaching, and managing high performing sales teams within the financial services industry

Proven ability to drive integration across products and drive results through superior delivery and sales management

Proactively builds trusted relationships with key partners/clients

Ability to be a change agent and work in a fast paced environment

Experience in building effective client minded sales strategies which impact the business line

Projects enthusiasm, optimism, and determination

Communicates strategic business plans and tactical sales goals clearly and effectively at all levels  

Desired skills:

Job Band:

H4

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

Job Description:

The Client Management Executive (CME) is responsible for the delivery of the client service experience, as well as the execution of strategic initiatives, risk management and oversight. Acts as a market-level COO on Market Management Team (MMT) to identify and implement process improvement, drive resource allocation and efficiency, and ensure adherence to risk and compliance policies and regulatory standards. Works in close partnership with all members of Market Management Team and control function partners in HR, Finance, Risk, Compliance, and Business Control Management. Has responsibility for budget/financial management, personnel processes, audit/compliance, space/resource allocation, associate training, client service processes and events, process improvement, business continuity, and market communication. Maintains key focus on oversight and administration, including Reg 9, Internal Product Specialist, Asset Monitoring. Responsible for the performance and talent management of business support team. Reports to the Consumer Investments Performance Executive and supports the Consumer Investments space.

Create competitive performance plans to achieve and exceed national market objectives. Analyze and share trends to identify opportunities to deepen client relationships. Improve workforce effectiveness and productivity by applying talent analytics to hiring, resource planning, performance management, and top talent retention. Support focused client relationship care training to improve banker and specialist performance with effective,  professional representation of brand and offerings. Gather associate feedback and customer insights on messages, offers, merchandising, and collateral to improve awareness of offerings and elevate the client experience.

Monitor reporting and identify gaps/opportunities. 

Required skills:

Proven track record of coaching and improving performance in others

3+ years leading, coaching, and managing high performing sales teams within the financial services industry

Proven ability to drive integration across products and drive results through superior delivery and sales management

Proactively builds trusted relationships with key partners/clients

Ability to be a change agent and work in a fast paced environment

Experience in building effective client minded sales strategies which impact the business line

Projects enthusiasm, optimism, and determination

Communicates strategic business plans and tactical sales goals clearly and effectively at all levels  

Desired skills:

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-22047697

Band: H4

Manages People: No

Travel: Yes, 5% of the time

Manager:

Talent Acquisition Contact:

Qiana Taylor

Referral Bonus:

0