Executive Director jobs in United States, Wisconsin, Milwaukee

As a Private Banker in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.

Job Responsibilities

• Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
• Generate business results and acquire new assets, both from existing client base and new client acquisition
• Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
• Partner with internal specialists to provide interdisciplinary expertise to clients when needed
• Connect your clients across all lines of business of J.P. Morgan Chase & Co.
• Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
• Strictly adhere to all risk and control policies, regulatory guidelines and security measures

Required Qualifications, Capabilities, and Skills

• Six plus years of work experience in Private Banking or Financial Services
• Bachelor’s Degree required
• Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
• Proven sales success and strong business acumen
• Strong community presence with an established network
• Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
• Focuses on the client experience and works tirelessly on the client’s behalf

Preferred Qualifications, Capabilities, and Skills

• MBA, JD, CFA, or CFP preferred
• Proactive, takes initiative, and uses critical thinking to solve problems
• Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
• Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business
• Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate

Job Description:

This is a sales and customer facing position, no office requirement.

Job Duties/Responsibilities:

• This CSE2 role is responsible for prospecting and selling into White Space Accounts in Michigan and Wisconsin.
• Basic sales/funnel building techniques include cold calling, setting up appointments, establishing relationships with points of contact, understanding needs of the business, executing follow-up contacts, making mobility recommendations, creating mobility proposals, responding to RFP, handling e-Rate bid processes. It also entails working with ICB teams to establish the most competitive quote to win the business away from the competition.
• Establish and execute the acquisition strategy across multiple sellers' modules within a sales manager team.
• Seller will coordinate frequent strategy meetings with the Mobility CSE’s already working in territory.
• Seller will also leverage Solution Provider partners to insure full contact coverage of white space accounts across the geography.

Client Relationship and Account Management: Identify, build, and maintain long-term client relationships. Understand their needs, utilize consultative skills to close sales, ensuring satisfaction and loyalty and may deliver tailored presentations.
•Develop and implement effective sales strategies to generate new opportunities and expand/retain existing accounts, meeting, or exceeding revenue targets. Detailed Funnel management expected.
•Stay informed about market trends, competitors, and industry developments to identify sales opportunities and maintain a competitive edge.
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Required Qualifications:

• Must reside in the State of Michigan or Wisconsin
• Must have extensive, proven track record of cold calling to gain new business.
• Proven Ability to forecast and manage Sales Funnel
• In person Presentation skills Required

OurSenior Client Sol Exec 2 Mob Hunter'searn a base salary between+ commission with a total target compensation of. Not to mention all the other amazing rewards that working at AT&T offers. Individual starting salary within this range may depend on geography, experience, expertise, and education/training.

Joining our team comes with amazing perks and benefits:

• Medical/Dental/Vision coverage
• 401(k) plan
• Tuition reimbursement program
• Paid Time Off and Holidays (based on date of hire, at least 23 days of vacation each year and 9 company-designated holidays)
• Paid Parental Leave
• Paid Caregiver Leave
• Additional sick leave beyond what state and local law require may be available but is unprotected
• Adoption Reimbursement
• Disability Benefits (short term and long term)
• Life and Accidental Death Insurance
• Supplemental benefit programs: critical illness/accident hospital indemnity/group legal
• Employee Assistance Programs (EAP)
• Extensive employee wellness programs
• Employee discounts up to 50% off on eligible AT&T mobility plans and accessories, AT&T internet (and fiber where available) and AT&T phone

Time Type:

AT&T is a fair chance employer and does not initiate a background check until an offer is made.