- US Bank (Greenwich, CT)
- …With a collaborative team structure, strong leadership support, a rich product portfolio and exceptional prospecting opportunities, we empower you to grow and build ... client. Strong focus on managing client account retention to meet Net Portfolio growth objectives of the company. Shared responsibility for soliciting, developing,… more
- Morgan Stanley (New York, NY)
- …achieve desired results (ie, to increase client base, gross production, Portfolio Management assets, performance tracking, etc.) * Identifies business opportunities ... members on client matters * Interacts regularly with the Complex Business Development Manager * Partners with the Financial Advisor / Private Wealth Advisor on… more