Account Executive Core Commercial Sales
Senior account manager job in Fair Lawn, NJ
Securitas Technology, part of Securitas, is a world-leading provider of integrated security solutions that protect, connect, and optimize businesses of all types and sizes. More than 13,000 colleagues in 40 countries are focused daily on our purpose to help make your world a safer place and our commitment to deliver an unparalleled client experience. With clients at the heart of all we do, our people, knowledge, and technology power our connected ecosystem of health, safety and security solutions and services.
As a trusted leader in systems integration and alarm monitoring, we bring the Securitas Technology Difference to life- delivering a comprehensive suite of video surveillance, access control, intrusion detection, fire safety, and integrated security solutions.
As we continue to experience rapid growth in our Electronic Security division, we are seeking an Account Executive to drive new business development in our Core Commercial division. This role focuses on lead generation, relationship building, and presenting our commercial electronic security products and services to prospective clients.
Job Responsibilities:
Manage a defined territory using CRM tools, skilled in cold calling, networking, lead generation, and negotiation.
Demonstrate ability to develop and implement comprehensive service/account outsourcing strategies
Identify and pursue new business opportunities within the core commercial market segment.
Prepare and present tailored proposals and solutions based on client needs and industry trends.
Collaborate with internal specialists to design and deliver custom solutions for complex client needs.
Participate in networking events, trade shows, and industry forums to build brand presence and identify prospects.
Conduct a minimum of 10 in-person client meetings per week within the assigned territory to foster relationships, drive engagement and new business.
Drive revenue growth by applying solution-based selling strategies to expand existing accounts and secure new logo clients.
Minimum Requirements:
High School diploma or GED required; Bachelor's degree preferred
At least 2 years of experience in B2B sales with a consultative approach.
Minimum 2 years of experience attaining or exceeding high sales quotas in comparable accounts and/or markets
Proficient in leveraging Office Suite and CRM platforms to streamline workflows, increase productivity, and enhance client interactions.
Travel is required across assigned geographic areas
Highly organized, detail-oriented, and an effective communicator
Background in electronic security sales is strongly preferred
A valid driver's license is required
Comprehensive Benefits:
Base salary plus competitive commission on product and recurring revenue sales
Monthly auto allowance
Paid company training and development
Medical, Dental, Vision, Life, and Critical Illness Insurance
Company Paid Short Term and Long-Term Disability
401K with 60% Match up to 6% of salary
Paid vacation, holiday, and sick time
Tuition Reimbursement
Exceptional career advancement opportunities
Exclusive employee discounts on travel, electronics, and more
We are a nationwide provider of security solutions, and an equal opportunity employer committed to a diverse workforce. Our core values of Integrity, Vigilance and Helpfulness are proudly demonstrated daily by our employees to our clients and the communities we service.
Auto-ApplyGroup Account Director
Senior account manager job in Morristown, NJ
The Group Account Director is a leader in the agency responsible for oversight of a portfolio of clients, guiding direction and managing top client relationships. This individual ensures all work meets client needs while upholding agency standards of creativity, strategy, and compliance.
*NOTE: Only candidates in the TriState area will be considered for this position (NYC/NJ/Local PA)
EXPERIENCE:
Required Experience:
Market Access (8-10 years); Patient Support Services (4-6 Years)
Channel/Disease State requested:
Ophthalmology, Buy & Bill, GPO
College degree and/or equivalent work experience required
Previous management experience required
Demonstrates strong oral and written communication skills
LEADERSHIP:
Mentors/oversees up to 3 direct reports
Ensures that timekeeping (for self and direct reports) is completed in a timely manner
Notifies managers of inaccuracies in timekeeping by their teams
CLIENT ENGAGEMENT:
Responsible for 2+ manufacturers ($2.5M-$3M in revenue)
Provides input to the client contact report
Provides input to the client status reports
Provides strategic guidance to direct reports and strategic input to clients
Demonstrates ability to identify and address opportunities and challenges and coordinate the appropriate team members involvement
Leads brand planning in coordination with Strategy and Direct Reports
Expand relationships beyond day-to-day client contacts
VEEVA SUBMISSIONS:
Ensures timely submission of materials to Veeva per the submission calendar
Ensures that job codes are opened accurately and in a timely fashion
Completes Veeva submissions and oversees junior account team's submissions
Attends medical/legal/regulatory review meetings
Ensures that medical/legal/regulatory review comments are marked up and incorporated accurately
PROJECT MANAGEMENT:
Lead and/or oversee direct reports' internal kickoff meetings
Develop project briefs and/or oversee direct reports' project brief development
Markup / route client comments; provide oversight to direct reports' routes
Helps direct reports resolve internal challenges
Drives best practices and standard operating procedures for internal team
Lead the more strategic / complex tactics and initiatives, delegate appropriate projects to junior account colleagues
Serves as subject matter expert for clients and direct reports
FINANCES:
Advises direct reports on budget estimates for new projects
Propose solutions as needed to ensure that budgets are on track to fully expend
Responsible for recognition of full PO for self and direct reports
Compiles invoicing details across brands and secures client / leadership approval before invoicing begins
Reviews and augments SOWs drafted by direct reports; writes SOWs for more complex initiatives
Provides revenue projections for 3+ brands
NPG Health is an equal opportunity employer and strictly prohibits unlawful discrimination based upon an individual's race, color, religion, gender, sexual orientation, gender identity/expression, national origin/ancestry, age, mental/physical disability, medical condition, marital status, veteran status, or any other characteristic protected by law.
Strategic Account Director
Senior account manager job in Bedminster, NJ
Alembic Therapeutics is seeking an experienced Market Access professional to serve as our Director of Strategic Account Management. In this role, you will lead engagement with PBMs and national/regional health plans, shaping payer strategy and securing meaningful formulary access for our branded portfolio. You will develop long-range account plans, guide cross-functional alignment, and support disciplined, compliant contracting. This is a high-impact position for someone who excels at navigating payer dynamics, building strong partnerships, and translating account insights into actionable recommendations for the organization.
Responsibilities
Lead strategic relationships and contracting with PBMs and national/regional health plans to secure formulary access for Alembic's products.
Develop multi-year payer account plans, conduct business reviews, and proactively identify opportunities and risks.
Serve as the internal payer expert, partnering cross-functionally to align access strategy with sales, marketing, operations, and patient services.
Support rebate contracting by evaluating contract scenarios, assisting with negotiations, and analyzing financial impact against GTN expectations.
Monitor account performance, formulary changes, and utilization trends, translating insights into recommendations for leadership while ensuring full compliance.
Requirements/Qualifications
Bachelor's degree required. 5+ years of experience in Market Access, National Accounts, or PBM/payer-facing roles with direct responsibility for national or regional payer accounts. Regular in-office presence as needed for team collaboration and business meetings. Travel ~30-40%.
Client Partner
Senior account manager job in Edison, NJ
IRIS Software Inc. is seeking a talented Client Partner, Logistics Domain to manage the overall relationships for large clients.
This role is mandated with rapid business expansion within their assigned accounts. They are primarily responsible for managing and growing the P&L in terms of top line and bottom line and accountable for positioning, selling and delivering new service offerings and solutions to the clients to achieve targeted results.
Location - New Jersey Area
Key Responsibilities
Manage client relationships at one or more accounts with a clear focus on creating a top-notch client experience
Customize industry prevalent engagement models to suit client requirements and delivers engagements on a multi-year roadmap. These include staff augmentation, managed capacity, managed services and business/ IT outcome-based models
Creates opportunities to engage with client stakeholders in domain and technology specific dialogue to promote IRIS' business interests and image as a thought leader
Develop and execute an account plan to grow the relationship footprint and create new opportunities to best position IRIS in a competitive landscape
Engineer deals and run the sales cycle by guiding the presales/ delivery teams
Manage and lead the IRIS team at the customer location
Update the management on a frequent basis on the potential risks/ issues and opportunities in an account
Handle escalations and negotiate with the customers, as required
Practices a disciplined approach to forecast revenue every month and manage profitability of the account(s)
Leads the consulting and delivery teams through client environments and aligns their conduct and activities to promote IRIS' business interests
Required Skills and Experience
Must have experience in managing IT engagements with clients in the industry for at least five years
Background and acumen to understand client's business, strategy and to keep up with industry trends such as regulatory imperatives
Track record of managing and growing accounts
Excellent written and oral communication skills with an ability to make effective presentations
People-person with an innate ability to develop relationships at all levels of the client organization and maintain them on a longer term
Ability to perform the role of a “trusted” advisor
Understands nuances of the onsite-offshore delivery models and effectively partners with offshore counterparts.
If you are interested in the opportunity please apply directly or you can send your resume to ********************************
Thanks
Rashi Agarwal
Manager Pharmacovigilance Specialist
Senior account manager job in Somerset, NJ
Manager, Pharmacovigilance
We are seeking an experienced and motivated healthcare professional with pharmacovigilance expertise to join our team. This role involves managing pharmacovigilance operations and ensuring compliance with U.S. and Canadian regulatory requirements. You will support risk management and REMS programs, review safety data, and collaborate across departments to uphold drug safety standards.
Key Responsibilities
Ensure compliance with pharmacovigilance regulations and internal SOPs.
Act as a liaison between the PV team and cross-functional stakeholders.
Oversee the collection, evaluation, and reporting of safety data for company products.
Implement and optimize PV processes to improve efficiency and compliance.
Represent PV during internal and external audits and inspections.
Develop and execute risk management strategies, including Canadian Risk Management Plans.
Build, develop, and implement REMS programs in the U.S.
Collaborate with global PV teams to harmonize safety practices and share best practices.
Analyze safety data trends and escalate potential risks to senior leadership.
Drive continuous improvement initiatives for PV operational excellence.
Create and update SOPs and work instructions related to PV operations.
Conduct PV training for employees and vendors to ensure regulatory compliance.
Provide regular updates to the Director of Pharmacovigilance and REMS on performance and compliance.
Perform other PV and risk management duties as assigned.
Qualifications
PharmD, Physician Assistant, or Nurse Practitioner with 4+ years of pharmacovigilance experience.
Strong problem-solving skills and ability to enforce safety rules and global procedures.
Strong medical/scientific background
Excellent written and verbal communication skills; fluency in English required.
Proactive, detail-oriented, and able to meet timelines.
High level of responsibility and accountability.
Reglatory experience
Ability to build collaborative relationships across all levels and geographies.
Strategic thinker with a commitment to continuous learning and improvement.
Compensation
The anticipated salary range for this position in New Jersey is $120,000 - $150,000, plus discretionary performance bonus (based on eligibility). Final compensation will depend on factors such as experience, skills, education, and business needs.
Director - New Business Development Infrastructure & Security Services
Senior account manager job in Jersey City, NJ
We are looking for a high-impact Director - New Business Development to accelerate new logo acquisition and revenue growth across our Infrastructure and Security Services portfolio. This is a senior, front-line leadership role for a proven hunter who thrives on opening doors, shaping large deals, and building trusted CXO relationships.
You will own the entire new-business lifecycle-from market entry and prospecting to deal closure and client onboarding-working closely with executive leadership, presales, and global delivery teams to bring differentiated solutions to market.
What You'll Do:
Lead and drive new logo acquisition with a strong hunter mindset, focusing on net-new revenue growth.
Define and execute go-to-market strategies across priority industries and target accounts.
Own the end-to-end sales cycle: prospecting, qualification, solution positioning, proposals, negotiations, and closures.
Build and manage a high-quality sales pipeline aligned to quarterly and annual revenue targets.
Engage with CXOs and senior decision-makers using a consultative, value-driven selling approach.
Collaborate closely with presales, solution architects, and onshore/offshore delivery teams to design and present tailored Infrastructure and Cybersecurity solutions.
Establish long-term client relationships to ensure successful onboarding, expansion, and account growth.
Represent the organization in executive briefings, client meetings, industry forums, and conferences.
Stay ahead of market trends, competitor offerings, and emerging technologies in Infrastructure and Cybersecurity.
Provide accurate pipeline visibility, sales forecasts, and performance insights to leadership.
Mentor and guide sales team members, as needed, to strengthen overall new-business capability.
What You Bring:
15+ years of overall experience in the IT services industry.
8-10+ years of proven success in new business development / hunter roles.
Strong experience selling Infrastructure and/or Cybersecurity services in the US market.
A consistent track record of closing large, complex, multi-year deals.
Experience within a services-based IT organization.
Ability to effectively collaborate with global onshore and offshore teams.
Exceptional negotiation, stakeholder management, and leadership skills.
Strong executive presence with clear, compelling communication and presentation abilities.
Willingness to travel 50-60%, as needed.
Nice to Have:
Industry exposure across BFSI, Healthcare, Retail, Media, Nonprofits, Travel, and Transportation.
Why Join Us:
Own and scale a high-growth Infrastructure & Security portfolio
Direct access to executive leadership and decision-making
Opportunity to shape strategy, win marquee logos, and leave a lasting impact..
International Freight Forwarding Non-Asset Sales Executive - Massachusetts
Senior account manager job in New Jersey
Bluebird is currently seeking a Sales Executive, with an innate passion for sales and forging long-standing partnerships, to expand our international freight forwarding business, through the procurement of new clients in Massachusetts Responsibilities/Tasks Include
Develop the Massachusetts market
Market end-to-end freight-forwarding services inclusive of air and ocean, import, export and domestic services
Contact business prospects and conduct sales calls on new and existing clients
Obtain and maintain complete and accurate information on prospective and existing clients in contact management database
Demonstrate effective negotiation and closing techniques in securing profitable business across all products
Clearly communicate the development of potential business throughout the sales cycle
Uncover new opportunities within potential and existing clients
Ensure proper account set-up
Communicate with internal and external customers in a clear and concise manner
Conduct face to face meetings with potential and existing clients
Manage a portfolio of existing and potential customer with emphasis on 10 target clients
Required Experience:
5-7 years of experience selling non-asset based freight forwarding services
Must have sales experience within International Freight Forwarding (FCL, LCL, Ocean Freight, etc.)
Solid verbal communication and an aggressive drive as well as commitment to develop and grow a client base
Ability to interact effectively with internal and external contacts at all levels
Knowledge of supply chain management and knowledge of the transportation and logistics industry
Profit and loss statement knowledge
Paid Ads Account Manager
Senior account manager job in Lakewood, NJ
About the Company
We're hiring a marketer to own paid search, paid social, and SEO strategy and execution-with full accountability for lead quality, efficiency, and growth.
About the Role
This role replaces fragmented agency ownership with a single, accountable operator who understands how paid and organic interact, avoids cannibalization, and drives measurable MQLs across states and service lines. You will collaborate with leadership to set strategy and execute directly, diagnose data issues, and partner closely with intake, analytics, and leadership.
Responsibilities
Paid Search
Own full-funnel paid search strategy across states, cities, and service types.
Build and maintain high-intent keyword structures-phrase and exact-first, with disciplined use of broad.
Prevent paid cannibalization of organic through keyword governance and SERP analysis.
Manage budgets, pacing, and bid strategies with clear CPL and MQL targets.
Write ad copy that reflects actual services, locations, and compliance realities.
Paid Social
Own paid social strategy focused on brand awareness and lead generation.
Create/Partner with creative to ensure ads reflect brand, services, and state-specific nuance.
Test audiences, formats, and offers while protecting lead quality.
Monitor creative fatigue and performance decay.
SEO (Strategy + Oversight)
Own SEO performance outcomes-traffic quality, conversions, and MQLs-not just rankings.
Set on-page and content strategy for state, city, and service pages with clear differentiation.
Partner with web/dev to fix technical SEO issues quickly.
Align SEO priorities with paid search to maximize total SERP coverage.
Analytics & Attribution
Ensure GA4, GSC, HubSpot, GTM, and ad platforms tell a consistent story.
Diagnose data mismatches and fix root causes.
Report performance; cost per MQL, conversion rate, scalability.
Build and maintain clean data dashboards.
Cross-Functional Ownership
Work directly with intake to validate lead quality and close the loop.
Partner with leadership on budget allocation and growth priorities.
Serve as the single source of truth for paid + organic performance.
Success Metrics
Cost per MQL trending down or stable at scale.
Clear separation and coordination between paid and organic keywords.
Improved conversion rates from state and city pages.
Quick, independent execution.
Leadership confidence in data accuracy.
Required Experience
3 to 5 years owning paid search and SEO in-house or in a senior agency role.
Deep hands-on Google Ads experience with structure, bidding, search term hygiene.
Proven ability to manage SEO beyond content, including technical, on-page, and strategy.
Strong GA4, GSC, HubSpot, and attribution fluency.
Experience scaling multi-location or multi-state businesses strongly preferred.
Why This Role Matters
This role consolidates paid media and SEO ownership under one operator to fix fragmentation, reduce wasted spend, and drive growth. You'll have visibility, authority, and impact from day one.
Technical Account Manager (MSP)
Senior account manager job in Lakewood, NJ
A growing Managed Services Provider is seeking a Technical Account Manager to keep client environments stable, secure, standardized, and aligned to best practices. This is a TruMethods-style proactive role focused on preventing issues before they occur, not reacting to tickets. You will perform structured technical reviews, identify risks, maintain documentation, and ensure client networks remain reliable and predictable
This role is ideal for someone with MSP experience who enjoys process, documentation, standards, and improving environments instead of living in the help desk queue. Partial WFH is available one day per week.
What You Will Do
• Perform recurring onsite and remote Technical Alignment visits using the TruMethods proactive model
• Review server, network, cloud, and security configurations for compliance with internal standards
• Identify risks, misconfigurations, and gaps; document findings and share with vCIO/TAM for roadmap planning
• Validate backups, security tools, monitoring, patching status, and core infrastructure health
• Maintain asset records, diagrams, and documentation in PSA/RMM tools
• Recommend improvements that enhance stability, security, and performance
• Support light project work such as server refreshes and Microsoft 365 enhancements
• Build strong client relationships through clear communication and trusted-advisor presence
What You Bring
• Two or more years of MSP experience in a systems or network support role
• Understanding of Microsoft 365, Azure Entra ID, Windows Server, AD, DNS, DHCP, and Group Policy
• Experience supporting firewalls, switches, wireless, and core network infrastructure
• Familiarity with RMM/PSA tools such as ConnectWise, Autotask, IT Glue, or Hudu
• A process-driven and detail-oriented mindset focused on consistency and standards
• Excellent communication, organization, and documentation skills
Compensation
$80,000 to $90,000 depending on experience
Benefits
• Comprehensive health, dental, and vision coverage
• 401(k) with three percent match after ninety days
• Twelve PTO days plus thirteen paid holidays
• Partial WFH one day per week
• Growth-focused MSP culture with long-term advancement
Sales Representative / Business Development Manager
Senior account manager job in Cherry Hill, NJ
Home Care | Cherry Hill & Pitman, NJ
Comfort Keepers - Central & Southern New Jersey
At Comfort Keepers, we do more than provide care-we Elevate the Human Spirit . Every relationship we build helps seniors live safely, independently, and with dignity in the place they call home.
We are seeking a Sales Representative / Business Development Manager who is energized by meaningful work, values long-term relationships, and understands how thoughtful outreach drives both growth and impact.
Why this role matters
This position is not about “selling hours.”
It is about building trust with healthcare and community partners so families know who to call when care is needed most-after a hospitalization, during a transition home, or when independence becomes harder.
Your work directly supports:
Seniors aging safely at home
Families navigating difficult decisions
A care team committed to compassion and excellence
What you'll do
Build and nurture professional relationships with hospitals, rehab/SNF discharge teams, physicians, senior living communities, and community partners
Serve as a trusted local resource for private pay and VA home care services
Develop and execute a structured outreach plan for your territory (Cherry Hill and/or Pitman)
Represent Comfort Keepers at networking events, professional meetings, and community programs
Collaborate closely with intake and operations to ensure smooth transitions from referral to care
Track activity, relationships, and outcomes using CRM tools
Who you are
A relationship-first professional with healthcare, home care, hospice, or senior living outreach experience
Comfortable initiating conversations, following up consistently, and building credibility over time
Organized, self-directed, and able to manage a territory with intention
Values-driven, empathetic, and aligned with serving seniors and their families
Valid driver's license and willingness to travel locally
Compensation & growth
We offer a competitive compensation package with strong upside tied to impact and results.
Base salary: $55,000-$70,000 (based on experience and scope)
Incentives: Performance-based bonuses tied to new client starts and sustained care
On-target earnings: $80,000-120,000
Additional benefits may include mileage reimbursement, paid time off, holidays, and growth opportunities within a respected national brand.
About Comfort Keepers
Comfort Keepers is a leading provider of in-home care for seniors and adults needing assistance. Our caregivers provide Interactive Caregiving™, focusing on physical, emotional, and social well-being-because care is about connection, not just tasks.
If you are motivated by purpose, relationships, and measurable growth-and want your work to truly matter-we'd love to talk.
Benefits:
✔ 401(k) with match
✔ Health, dental, vision
✔ Paid time off
👉 Apply on LinkedIn or send your resume with a brief note about your healthcare outreach experience.
Account Executive
Senior account manager job in Piscataway, NJ
HireLifeScience.com is a career resource and networking tool for finding Life Science jobs in the Pharmaceutical, Biotechnology and Medical Device industries.
Our parent company, Aequor is a Global consulting and staffing services company providing Contingent Workforce (CW) Staffing services, for over the past 26 years, to the leading Life Science and Healthcare companies.
We are currently hiring for a Sales Account Executive role. This position offers a base salary, plus commission.
Core Duties and Responsibilities:
-Generate profitable sales revenue while meeting or exceeding sales quotas by selling online recruitment advertising, career fair registrations and traditional staffing placement services.
-Build a book of business consisting of national clients in the life science industries, pharma, biotech and medical device
-Identify, qualify, call on and establish long-term business relationships with Life Science employers.
-Present the value of the HireLifeScience.com to prospects.
-Work collaboratively in a consultative role with talent acquisition decision makers to identify the best HireLifeScience.com options for their recruitment efforts and plan.
-Continually build a strong sales pipeline of well qualified revenue opportunities.
-Farming existing clients accounts to identify new opportunities and maximize staffing sales
-Utilize company CRM tool to track all sales activities and communications.
-Manage and maintain sales reports, pipelines and forecasts.
Position Requirements:
-Min. Associate's degree, preferably in Business, Marketing or related field preferred.
-Four (4) plus years of sales experience in Advertising Sales and/or talent acquisition.
-Ability to prioritize and plans work activities; excellent time management skills.
US Sales Support Manager
Senior account manager job in Teterboro, NJ
We have a fantastic opportunity to join Sanderson Design Group Inc as a Sales Support Manager, you'll be at the heart of our dynamic US team, passionate about delivering outstanding customer service and acting as the key connector between internal teams, the UK central office, and valued customers.
In this pivotal role, you'll provide expert support for sales initiatives, customer service, and office management, ensuring seamless communication and efficient processes. You'll play a vital part in enhancing team collaboration, supporting major projects, and making a real impact on customer satisfaction and team culture.
About us:
Sanderson Design Group is a luxury interior design house with a rich portfolio of brands including Sanderson, Morris & Co., Harlequin, Zoffany, Clarke & Clarke, and Scion. These world-renowned brands, which design and produce fabric, wallpaper, and paint, are deeply rooted in British manufacture, with two factories within the Group, Anstey Wallpaper Company and Standfast & Barracks, producing all printed wallpaper and printed fabric for the brands. Our purpose as a Group is to ‘bring the beautiful into people's homes and lives'. We are the proud owners of one of Europe's most extensive design archives, with over 65,000 historical documents and artworks held in its archive at Voysey House, London, the Group's HQ. We have a growing international licensing programme and an ambitious strategic global expansion plan for the US across our portfolio of brands.
RESPONSIBILITIES
Sales & Customer Service Support
· Act as a primary liaison for the NJ office, supporting internal teams, the UK central office, and customers as needed.
· Provide ongoing support to the SVP of Sales regarding the integration and coordination of HubSpot and Trade Hub across the national sales team.
· Manage new account enquiries, collaborate with the SVP of Sales where appropriate, and handle account set up and customer correspondence.
· Maintain accurate and up to date customer records in Mertex for reporting and marketing communications.
· Set up and administer all book scheme parameters, including window dresser coordination.
· Support the National Contracts Sales Manager by coordinating special orders, sampling, display materials, collection previews, data preparation and meeting materials. · Process and verify resales, allocate proforma invoices, manage commission and third-party billing, handle note replacements and distribute Net30 mailings and customer statements.
Administrative and Office Support
· Diary management and executive support for the SVP of Sales, including coordinating team meetings and helping with expenses
· Organise and deliver timely execution of working decks for key meetings (e.g. FOR, GLT and Sales Meetings).
· Maintain postal equipment and ensure adequate stock of mailing and shipping supplies.
· Manage incoming and outgoing mail; monitor and replenish office supplies across NJ, NYSR and Chicago offices.
· Handle administration and support for Trade Login setup and user queries. · Coordinate logistics and provide administrative support for customer events, training courses and sales meetings.
· Manage the distribution and organisation of order forms, pricing details and patterning information.
· Drive team efficiency, coordinating shared responsibilities and office rota planning, identifying areas for process improvement
Internal Communications & Engagement
· Proactively ensure that information flows seamlessly between all relevant teams, using clear and consistent messaging to keep everyone aligned with business objectives and project timelines.
· Build and nurture strong, collaborative relationships with the sales team, customer service team and UK teams using confident and empowered communication to address needs, resolve issues, and drive shared success.
· Lead the US Community group, coordinating team events and working with leaders to support greater collaboration and a positive team culture.
People Team Support
· Maintain employee attendance records, holiday files and temporary staff timecards, liaise with staffing agencies as needed.
· Assist with recruitment processes, including coordination of onboarding training, employee benefits (e.g. healthcare) and new hire documentation.
SKILLS & EXPERIENCE
· Strong organisational skills with the ability to manage competing priorities and deadlines.
· Exceptional written and verbal communication, with the ability to draft high-quality presentations and correspondence.
· Confident user of Microsoft applications, including Word, Excel, PowerPoint and Teams.
· Experience of Customer Services support, confident with making calls to customers and providing excellent customer experience
· Understanding of Mertex ERP software ideal, or experience using similar software systems
· Resilient, adaptable, and able to thrive in a fast-paced, high-pressure environment.
Director, Trade Business Development -Paramus
Senior account manager job in Paramus, NJ
Director, Trade Business Development
Member of the trade marketing team, BDM is responsible for building relationship within the new home construction community and developing business leads for BTG. Focused on new home developments, and working directly with marketing team on targeting, he/she will develop strategic relationship with builders, contractors, architects, designers, and sales agents to secure new business for BTG. BDM must be able to build and maintain strategic relationships, offer creative solution to clients and generate leads for BTG. He/she must be agile, disciplined, hands-on, self-motivated and able to work with high level of autonomy.
Key Responsibilities:
Work with marketing to identify opportunities in target markets. Build relationship to foster establishing BTG as preferred vendor for development/new homeowners. Focus on new homes/condo developments and existing high-end condos
New developments: Identify and engage with key decision makers for each project; choosing from builder, contractor, architect, designer, real estate sales agent, model home, etc. to establish BTG as preferred vendors for homeowners moving into that project
High-end condos: Engage and develop relationships with property managers, concierge, sales agents of existing high-end condo buildings to market directly to homeowners
Craft and propose preferred marketing arrangement that channels lead to BTG sales team
Work with marketing and sales to implement programs and track results
Network and build awareness of BTG Trade Program and new home/condo offering-attend relevant trade shows, industry events, etc.
Communicate trade needs to marketing, merchandising, product development and sales teams
Key Qualifications
Minimum of 5 years of experience in business development, marketing or sales to the trade/B2B in related industry
In-depth knowledge of the interior design, architecture, real estate, and construction industries
Strong interpersonal skills and proven ability to network and build relationships
Strong critical thinking skills to assess client needs and propose effective solutions
Good planning and organization skills
Self-motivated and able to work independently
We will set up the new hire for success by having him/her work in our showrooms for 3-4 months to understand our business paradigm and develop key relationships within our organization.
Blinds To Go, Inc., is the leading and retailer and manufacturer of custom-made blinds and shades in North America. At Blinds To Go, Inc., we have redefined the window decorating industry with our direct-to-consumer business model and our legendary customer service. We control every element of our brand, including the in-store experience and shop-at-home experience.
Blinds To Go is an equal opportunity employer. Blinds To Go complies with all federal, state/province, and local laws. Blinds To Go welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process.
Blinds To Go. Building a great company…one person at a time.
Sales Account Executive
Senior account manager job in East Brunswick, NJ
Join SELECCIÓN Consulting, a leader in Digital Transformation Services. We specialize in empowering clients through innovative solutions across SAP, ServiceNow, and Cloud, tailored to drive growth, efficiency, and resilience within Fortune 1000 companies. We are seeking a sales professional who excels in relationship-building, sales strategy, and account management.
We are seeking a motivated Sales Associate / Account Executive with experience or interest in technology and consulting services. The ideal candidate will be responsible for generating new business opportunities, managing client relationships, supporting staffing and consulting sales, and collaborating with internal delivery teams to ensure successful execution. This role requires strong communication, relationship-building skills, and an understanding of IT/SAP/Cloud/Software consulting environments.
Key Responsibilities
Business Development & Lead Generation
Identify, qualify, and pursue new business opportunities in technology consulting, IT services, and staff augmentation.
Engage with clients, hiring managers, and decision-makers across industries.
Conduct outreach via email, LinkedIn, cold calling, and networking events.
Build and maintain a strong sales pipeline and track opportunities through CRM tools.
Account Management
Manage existing client relationships, ensuring satisfaction and repeat business.
Understand client needs, project requirements, and hiring challenges.
Present suitable candidates and consulting solutions to clients.
Coordinate interviews, manage submissions, and facilitate feedback loops.
Technology & Consulting Sales Support
Understand basic concepts in IT, SAP, Cloud, Software Development, and Enterprise Solutions.
Communicate effectively with technical teams to understand project scope and requirements.
Support proposal creation, SOW discussions, rate negotiations, and contract finalization.
Collaboration & Internal Coordination
Work closely with recruiting teams to align on client needs and candidate profiles.
Coordinate with delivery teams to ensure successful onboarding and project delivery.
Participate in weekly sales meetings, pipeline reviews, and strategy sessions.
Sales Execution & Reporting
Achieve sales targets, revenue goals, and account expansion metrics.
Maintain accurate documentation of all client interactions.
Prepare weekly/monthly sales reports and business forecasts.
Required Skills & Qualifications
6 plus years of experience in sales, account management, or business development (preferably in technology or consulting).
Strong communication, negotiation, and presentation skills.
Ability to understand and discuss basic technology concepts (SAP, Cloud, Software Dev, Data, AI, etc.).
Experience working with CRM systems (HubSpot, Salesforce, Zoho, etc.).
Proven ability to build client relationships and close opportunities.
Highly organized, detail-oriented, and self-driven.
SELECCION CONSULTING LLC is an equal opportunity employer, providing equal employment opportunities to applicants and employees without regard to race, color, creed, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.
Account Executive - Employee Benefits
Senior account manager job in Livingston, NJ
This role provides a seamless experience for our broker customers from sales to service delivery. You will be the single point of contact for assigned broker firms to resolve any open service needs and deliver superlative, personalized care. You will ensure a high level of customer satisfaction and exceed expectations by providing quality information and superior customer service for a defined scope of issues and post enrollment inquires. This is a hybrid role so successful candidates must currently live in the greater Livingston, NJ area and have strong employee health insurance experience.
Our employees work a hybrid schedule (in office 1 day/week). On the days we are not in the office, our teams are able to collaborate using video and screen sharing technology which means you'll feel like you're part of the team while also enjoying the convenience of working from home.
At CRC Benefits (formerly BenefitMall), an industry leading provider of benefits services, we believe that it takes great employees to build a resilient organization. Our culture is based on corporate values that focus on inclusion, trust, collaboration, and innovation to help us build a bright future. As a result of listening to our employees, we recently earned a Top Workplaces USA award three years in a row based solely on employee feedback and insight! If you want to work for a company where employees are valued and growth is encouraged, CRC Benefits could be the place.
KEY RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
You will be the person our customers will rely on, to help them with any concerns or support needs relating to their book of business with CRC Benefits.
Provide quality information and accurate solutions for a defined scope of customer issues via telephone and email correspondence.
Identify and correspond with relevant departments within CRC Benefits.
Determines when customer issues need to be escalated and uses appropriate channels to timely resolution.
Proactively keep customers updated on status and outcome of ongoing support case; including if any necessary additional information may be required from the customer.
Provides quality customer service for issues regarding benefit administration group changes, employee enrollment changes, ID card status, and effective date inquires.
Facilitate communication to continue to further educate our customer base on the services we provide.
Provide routine follow-up on service issues.
Adapt support based off the customer's changing needs during interaction.
Listen to customer ideas, resolve conflicts, solve problems, and provide feedback to Company management.
Develop increasing knowledge of insurance industry markets, products, and state specific rules & regulations to provide a value-added service to customers.
Research and provide information on carrier administrative procedures, product availability, and product details.
Understand all customer facing products and the interactions, as well as learn new internal system processes, features and functions.
Understand the Company's internal products and processes and how customers interact with them.
Deliver elevated service to existing growth brokers and new brokers to CRC Benefits.
Own customer loyalty.
Use data and metrics to guide customer behaviors around products and service-oriented activities.
Actively participates in regular team meetings, providing input to contribute to the team's overall success in achieving customer satisfaction.
EDUCATION AND EXPERIENCE
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Associates degree or equivalent.
2+ years' experience in a related priority customer support environment ideally within the group benefits industry.
Life and Health Insurance License.
Working knowledge of medical conditions/terminology and insurance products.
Prior experience dealing with multiple customer service issues.
FUNCTIONAL SKILLS
Communicate effectively with all levels of internal and external personnel, both verbally and in writing.
Good knowledge of carrier plan features, benefits, HIPAA laws and guidelines, and underwriting guidelines.
Ability to read, analyze and interpret Explanation of Benefits (EOB).
Read, comprehend, and interpret underwriting procedures, requirements, regulations, and contracts.
Understanding of insurance products preferably attained through working in an insurance marketing or selling program.
Familiarity with the security measures pertaining to Personal Health Information (PHI).
Work in and contribute to a positive team environment.
Complete tasks on time while managing multiple tasks simultaneously.
Strong knowledge of Microsoft Office, specifically Word, Excel, and Outlook Exchange; proficient in Internet Explorer and Google Chrome
General Description of Available Benefits for Eligible Employees of CRC Group: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of CRC Group offering the position. CRC Group offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. Depending on the position and division, this job may also be eligible for CRC's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
CRC supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. CRC is a Drug Free Workplace.
EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify
Sales Account Manager
Senior account manager job in Collingswood, NJ
About the Company
AnA Sourcing, LLC is a woman-owned, minority-owned small business dedicated and specializing in the sales of Industrial, Safety and MRO (Maintenance, Repair & Operations) items across a broad and distinguished government customer base. Since our inception in 1990, we have provided value and service to both federal and local government agencies, prime contractors, OEMs (original equipment manufacturer), and other commercial businesses.
The cornerstone to our longevity and success is the steadfast belief in outstanding customer service and professionalism throughout the sales process. From the ease of quoting to your receipt of goods.
Job Brief
We are looking for an experienced Sales Account Manager to join our Sales Department. You will act as a liaison between our sales team and our clients, ensuring customer satisfaction.
As a Sales Account Manager, you will work with government agencies and prime contractors to help supply the items and materials needed to complete their projects. This will be achieved by working with these companies to become a supplier and completing bid opportunities. In this role, you should showcase excellent communication and negotiation skills. You should also act proactively to address clients' needs and facilitate the sales process from beginning to end. This is an inside sales position working in an office setting.
Ultimately, you should contribute to an increase in sales and maintain our company-client relationships at a high standard. Hours are 8:00 am to 5:00 pm with an hour lunch. Salary will be between $40,000 - $50,000 plus commission and bonuses. Potential annual income can range between $80,000 to $150,000.
*This is an in-office position*
Responsibilities
Manage key government accounts
Act as the point of contact for clients
Prospect for new business by cold calling potential customers.
Resolve problems and handle complaints in a timely manner
Identify new potential customers
Provide quotes to customers
Keep track of current orders and backorders
Establish best practices
Monitor and report on sales performance analytics
Suggest innovative ideas to increase sales and improve customer experience
Benefits
- 401(k) with Company Match
- Health Insurance
- Paid Time Off
- Fitness Reimbursement Program
Sales Director
Senior account manager job in Lincroft, NJ
Sunrise Senior Living was again certified as a Great Place to Work by Activated Insights. This is the 6th time Sunrise has received this top culture and workplace designation, highlighting the special place Sunrise is to be a part of.
COMMUNITY NAME
Sunrise of Lincroft
Job ID
2024-204781
Job Overview
"Sunrise is the best place that I've ever worked, simply because of the people. We provide quality care in an environment that feels like home. Our focus is doing what's right for the resident. For me, that's a big breath of fresh air."
Sunrise Leader
At Sunrise, our Director of Sales is responsible for building relationships and developing referrals. This is the key to success for this sales leadership opportunity. Keeping a pulse on local market conditions and potential referral sources can impact lead generation.
Responsibilities & Qualifications
Responsibilities:
Nurturing lead sources
Organizing strategic marketing events on site to promote the Sunrise Story
Delivering other creative tactics to convert leads to move-ins
Training new team members as they gain experience on the Sunrise sales team
Reinforce the community's brand reputation and achieve maximum occupancy goals
Qualifications:
Demonstrated sales experience in senior living, hotel / hospitality or related healthcare environment preferred (i.e. hospital, skilled nursing, long term care, hospice, CCRC or home health)
Previous sales experience and successful track record in identifying and building local relationships to drive business
Excellent written and verbal communication skills, as well as the ability to facilitate small-group presentations
Proven ability to effectively handle multiple priorities with exceptional organizational and time management skills
Excellent customer service and interpersonal communication skills, as well as a deeply ingrained passion for seniors to successfully nurture relationships
Schedule flexibility to work one weekend day per week (usually a Tuesday-Saturday schedule) as well as some evenings as necessary
Computer proficiency with the Microsoft Office suite, as well as the ability to learn new applications; previous knowledge of a client relationship management tool for tracking leads preferred
About Sunrise
Sunrise Senior Living has championed quality of life in senior care for more than 30 years. We believe team members are our greatest resource and are looking for people who share our commitment to provide quality care for seniors and their families. It's no surprise that many of the world's leading experts in Senior Living entrust their career to Sunrise.
At Sunrise, you will…
Make a Difference Every Day
We are passionate about our mission - to champion quality of life for all seniors. We deliver high-quality care with a personal touch and encourage our residents to enjoy life to the fullest.
Be Part of a Uniquely Supportive Community
The care-focused environment we create for residents extends to our team members. We offer programs, rewards, and benefits to help you live your best.
I gnite Your Potential
We believe potential has no limits. We offer best-in-class leadership development programs designed to grow our leaders. We are committed to helping our team members achieve their career goals.
Apply today to learn why Sunrise Senior Living is a certified Great Place to Work
Pre-employment Requirements
Sunrise considers the health and safety of its residents, family members, and team members to be one of its highest priorities. Employment with Sunrise is conditioned on completing and passing a drug test (which does not include marijuana), participating in testing requirements (e.g. Tuberculosis Test, Physical Evaluation). Covid-19 and Influenza vaccination is only required to the extent mandated by applicable federal, state, and local laws and authorities.
Compensation Disclaimer
Selected candidates will be offered competitive compensation based on geographic location of community/office, skills, experience, qualifications, and certifications/licenses (where applicable).
Territory Manager
Senior account manager job in Rockaway, NJ
Taurus Industrial Group is seeking a well-rounded, results-driven Territory Manager to lead our Specialty Services Business Unit across the Northeast, based out of our Rockaway, NJ office. This role is designed for a technically proficient leader with strong P&L ownership, capable of balancing the fast-paced demands of a Rapid Response Team while operating the territory as an owner-operator-style enterprise.
The successful candidate will provide strategic, operational, and commercial leadership across a diverse portfolio of specialty maintenance services, while fostering a culture grounded in Safety, Quality, Growth, and Talent Development.
Key Responsibilities
Territory & P&L Leadership
Assume full responsibility for the financial performance of the Northeast territory, including revenue growth, margin management, budgeting, forecasting, and cost control.
Operate the territory with an owner-operator mindset, drive accountability, profitability, and sustainable growth.
Operational Excellence
Lead and coordinate a Rapid Response Team delivering specialized services, including:
Bolting & Torquing
Induction Heating
Rotor Repair
Specialty Mechanical & Maintenance Services
Effectively manage competing priorities, mobilizations, and client demands while maintaining operational discipline.
Safety & Quality
Champion a safety-first culture, ensuring strict adherence to company policies, client requirements, and regulatory standards.
Maintain high standards of workmanship, quality assurance, and continuous improvement across all service offerings.
Client & Business Development
Serve as the primary senior interface for key customers within the territory.
Identify, pursue, and convert growth opportunities through new clients, expanded scopes, and long-term relationships.
Collaborate with national accounts and cross-regional leadership to maximize market penetration.
People & Talent Development
Lead, mentor, and develop a high-performing team of professionals.
Identify and nurture emerging talent, ensuring bench strength and succession readiness.
Foster a culture of accountability, engagement, and professional growth.
Qualifications & Experience
Technical background in industrial maintenance, mechanical services, or specialty field services.
Demonstrated success with P&L responsibility and operational leadership.
Experience managing multi-disciplinary field service teams in a fast-paced, customer-driven environment.
Strong communication, leadership, and decision-making skills.
Proven ability to manage conflicting priorities while maintaining focus on safety, quality, and profitability.
Comfort operates autonomously with accountability, aligned to an owner-operator philosophy.
Why Taurus Industrial Group?
This role offers the opportunity to lead a critical territory within a growing Specialty Services platform-combining entrepreneurial autonomy with the support, resources, and reach of a national organization. For the right leader, this position provides both challenge and opportunity, with clear pathways for professional growth and long-term impact.
Client Executive-NY/NJ
Senior account manager job in Morristown, NJ
Presidio, Where Teamwork and Innovation Shape the Future Atâ¯Presidio, we're at the forefront of a global technology revolution, transforming industries throughâ¯cutting-edge digital solutions and next-generation AI. We empower businesses-and their customers-to achieve more through innovation, automation, and intelligent insights.
The Role
Presidio has an exciting opportunity for an experienced Client Executive to join our Key Accounts Team. The Presidio Key Account Team's #1 priority is to deliver outstanding customer experiences by solving complex business challenges through digital & cloud solutions that provide economic value and growth. We emphasize a culture of helping one another, integrity, hard work, winning and having fun together. Client Executives within Key Account team serve as role models within Presidio and the industry for sales capabilities and best-in-class sales behaviors.
Travel Requirements:
In this role you will be expected to travel up to 20%. It will be based in Morristown, NJ, and the travel will be mostly regional.
Responsibilities
Sales Execution:
Execute sales strategy by identifying customer needs and selling the appropriate hardware and company services
Develop business through multiple marketing and sales techniques, including but not limited to cold calling, conducting in-person meetings, and partnering with vendors or manufacturers
Maintain a targeted understanding of customers' business showing the ability to establish customer needs, buying cycles, and create strong relationships to effectively drive sales and repeat business
Meet or exceed annual sales top-line revenue and margin goals as defined by management
Drive profitably and grow revenue for target accounts in partnership with the inside sales team
Adhere to sales process, including but not limited to pipeline development and accurate forecasting via internal tools
Performs extensive proposal writing and prepares sales information for customers
Account Management:
Manage individual sales objectives to include sales orders and billing activities to support quarterly goals
Manage ongoing customer account relationships to include updating account information in company systems and resolving customer satisfaction issues
Work with the inside sales team to ensure that quotes are provided, and order requests are processed accurately, and with the engineering team to accurately scope projects
Manage past due invoice resolution with accounting to ensure proper collections
Develop and maintain solid business relationships within the various decision-makers and influencers at all levels at each target account
Understand each target customer's business model, map their organization and identify their unique technology needs
Strategic Planning & Presentation:
Performs deep analysis of account base including “heat maps” to determine key areas of opportunities
Develop & execute marketing and business plans to drive revenue and profits
Work with sales leadership and team to provide feedback, develop specific vendor relationships, advance new company initiatives and mentor new employees to enhance all aspects of the sales strategy
Attends monthly/quarterly account planning/penetration sessions with our strategic manufacturing partners' AMs.
Presents a Quarterly Business Review (QBR) to Sales/Ops Manager each quarter which will focus on past performance and expectations of current quarter, analysis of pipeline, key wins, and personal improvement goals
Provide in-depth customer technology roadmap and collaboratively work with inside Account Manager to uncover new sales opportunities
Develop partnerships with Vendor Field Sales Representatives and optimize the joint selling opportunities within the territory
Use monthly forecasting and pipeline management to manage sales growth
High performing AMs have the demonstrated ability to overcome obstacles, achieve sales goals, and articulate ideas clearly and concisely in a variety of settings
Ability to reach expected sales quota the first 90 and 180 days of employment leveraging existing vendor and customer contacts, as well as experience and track record of meeting and exceeding sales quotas
Strong collaboration skills and ability to work closely and effectively with members across departments and at all levels of the organization
Proven track record in developing relationships with customers and vendors, and ability to translate client business needs into solutions
Required Skills:
Bachelor's degree preferred, or equivalent experience and/or military experience
7+ or more years of outside information technology sales experience (customer-facing) in infrastructure, storage, cloud, network security, professional services or managed services preferred
Preferred candidate will have prior experience selling advanced technology solutions from Cisco, Dell/EMC, Palo Alto, AWS, Azure, HP, Citrix, etc.
Your future at Presidio
Joiningâ¯Presidioâ¯means stepping into aâ¯culture of trailblazers-thinkers, builders, and collaborators-who push the boundaries of what's possible. With our expertise inâ¯AI-driven analytics, cloud solutions, cybersecurity, and next-gen infrastructure, we enable businesses to stay ahead in an ever-evolving digital world.
Here,â¯your impact is real.â¯Whether you're harnessing the power ofâ¯Generative AI, architecting resilientâ¯digital ecosystems, or drivingâ¯data-driven transformation, you'll be part of a team that is shaping the future.
Ready to innovate? Let's redefine what's next-together.
About Presidio
At Presidio, speed and quality meet technology and innovation. Presidio is a trusted ally for organizations across industries with a decades-long history of building traditional IT foundations and deep expertise in AI and automation, security, networking, digital transformation, and cloud computing. Presidio fills gaps, removes hurdles, optimizes costs, and reduces risk. Presidio's expert technical team develops custom applications, provides managed services, enables actionable data insights and builds forward-thinking solutions that drive strategic outcomes for clients globally. For more information, visit *****************
#LI-LM1
Head of Client Investments Initiatives- 3438295
Senior account manager job in New Providence, NJ
Job Title: Head of Client Investments Initiatives
Salary/Payrate: $100K-$150K and AWESOME BENEFITS
Work Environment: Flexible
Term: Permanent or Contract depending on experience
Bachelor's degree required: Yes
Referral Fee: AMS will pay $500 should the person you refer gets hired
Job Description: #LI-JP1
Please send your resume in Word format if you are interested in a Head of Client Investment Initiatives opening with a firm in New Providence, NJ 07974. Salary in the $100K-$150K range + AMAZING benefits. If you are not interested in this position, please pass onto colleagues/associates as we do offer referral fees should they be hired.
Our client is seeking a polished, experienced professional with a background in the securities' industry or wealth management industry to lead an initiative of a new business.
Unlike traditional financial services roles, this is not a sales or client acquisition position. Instead, the Head of Client Investments will act as a steward relationship partner and thought partner - ensuring that each curated investment opportunity - with our investment partner will be communicated by them with with clarity, elegance, accuracy, and with ease. The initiative will be an independent business - that is non-legal - partnering with a substantial and well-established asset management and private equity firm.
This individual will prepare and coordinate meetings for each selected client.
Responsibilities
Serve as a key client-facing representative for the new investment platform, in partnership with the investments team.
Collaborate with the investments team, who will provide the majority of analytics and presentation materials, to ensure clarity and consistency in communications.
Present opportunities to UHNW clients with discretion, elegance, and an emphasis on client ease.
Draft and refine client communications, memoranda, and reports with impeccable writing and attention to detail.
Ensure that financial metrics and materials prepared by the investments team are communicated in a clear, client-friendly way.
Work closely with firm leadership to shape the group's strategy and positioning.
Maintain the highest standards of confidentiality, professionalism, and client service.
Qualifications
Prior experience in sales for securities, wealth management, private banking, RIAs, or multifamily office environment is never
Strong command of financial concepts and ability to explain them clearly, without needing to perform all analytics independently.
Exceptional written and verbal communication skills.
Highly organized, detail-oriented, and comfortable managing financial documentation.
Elegant presence and ability to engage confidently with sophisticated clients.
A collaborative, low-ego professional who values quality of life as much as professional excellence.
Active or prior FINRA/SEC licensing (e.g., Series 7/63/65/66) a plus but not required.