What are the responsibilities and job description for the Vice President, Account Executive - Home Office position at Confidential?
About the Company
We are an expanding provider of investment management, research, and trading services.
Industry
Financial Services
Type
Public Company
Founded
1792
Employees
10,001
Specialties
- investment management
- custodian
- financial products
- fund accounting
- relationship management
- research
- trading
- investment servicing
About the Role
We are looking for a dedicated and experienced Home Office Account Executive to join our Global Client Coverage Group. In this crucial role, you will build and nurture strong relationships with our largest DC Recordkeeper clients, ensuring an exceptional client experience. Your focus will be on expanding our market share and enhancing business retention. As part of a collaborative team, you will handle the daily needs of our clients and work closely with our wholesaling team that covers platform wholesalers and top DC Advisors / Consultants.
The ideal candidate will have :
Travel Percent
Less than 10%
Functions