National Accounts Associate
📋 Role Overview & Responsibilities
Position: Key Accounts Associate (i.e., National Accounts).Location: New York City.
Requires:-> College grad with 3+ years of related experience within the Asset Management or general Financial Services Industry.-> That experience can be in Sales, Business Development, Relationship Management or Client Services.-> Excellent writing & overall communications skills.-> Knowledge of private real estate would be beneficial.-> Strong skills in Excel, Word and PowerPoint is essential.-> Series 7 & 63 licenses are needed (may consider candidates without the FINRA licenses, but it's a requirement to get the licenses after being hired).-> Experience with CRM, such as Salesforce.
Responsibilities:-> Manage the quarterly business review process for key accounts.-> Act as a point of contact for internal sales teams and National Accounts.-> Coordinate data requests and be a general liaison for RFP's, questionnaires and the operational due diligence process.-> Prepare and support business updates that need to be presented to Senior Management.-> Maintain Marketing materials and coordinate updates with the internal Marketing team.-> Participate in organizing a digital outreach plan to connect with many of the partnership accounts.
For immediate consideration, send your resume to: fmarzi@thegoodkindgroup.com and put "Key Accounts" in the subject line.
All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.Benefits include Medical, Dental, 401k, Life Insurance, Health savings account and more.
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This position is located in New York City Metropolitan Area with potential relocation and sponsorship assistance depending on candidate qualifications.
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