Manager, Client Engagement CenterFederated Hermes, Inc. • Pittsburgh, Pennsylvania, United States
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Manager, Client Engagement Center
Federated Hermes, Inc.
- Pittsburgh, Pennsylvania, United States
- Pittsburgh, Pennsylvania, United States
Über
* Bachelor degree required; Master Degree, CFA, CFP or CIMA preferred
* Knowledge of financial markets and financial services investment products required
* Previous management experience preferred
* Sales experience preferred
* Knowledge of mutual fund, ETF, and SMA investment techniques and terminology, Federated products and competitors' products preferred
MAJOR DUTIES:
* Manage Client Engagement Center staff members to ensure effective coordination of sales efforts for Federated Hermes' products and services to clients
* Work closely with Internal Regional Consultants to increase sales and assets in assigned territories and to develop and maintain relationships with external sales representatives, regional managers, advisors and clients
* Develop, coordinate and deliver on-going product and sales training and sales promotion meetings for internal sales representatives
* Monitor calls to ensure that performance standards are maintained
* Evaluate Internal Regional Consultants' performance
* Provide daily guidance to staff in resolving complex inquiries
* Interact with internal and external clients on the development, implementation, evaluation and recommendations of sales programs
* Identify Federated Hermes external Regional Sales Consultants' and client needs and coordinate efforts to service those needs
* Prepare sales and project status reports for management
* Responsible for interviewing and hiring Client Engagement Center Associates/Internal Regional Consultants
HOURS/LOCATION:
* 8:30 a.m. - 5:00 p.m. (additional hours as required)
* Federated Hermes Tower - Pittsburgh, PA 15222
* Travel as necessary
EXPLANATORY COMMENTS:
* Demonstrated leadership skills and the ability to motivate staff
* Excellent interpersonal and communication skills
* Excellent organizational, decision- making problem solving and analytical skills
* Will be required to sign an Employment Agreement
* Must possess and maintain a valid driver's license
* Must possess or immediately obtain FINRA Series 7, 66 and 24 licenses
Sprachkenntnisse
- English
Hinweis für Nutzer
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