1 strategy and transactions jobs found in Media, PA

Position Summary The Senior Account Executive is responsible for cultivating and managing robust relationships with high-value clients and overseeing the entire lifecycle of client accounts. The role includes evaluating and mitigating risks associated with these accounts and ensuring regulatory compliance. They address complex client issues, give strategic inputs in new business proposals and mentor account executives by providing training in account management, brokerage systems and tools. What will your job entail? Job Responsibilities: • Develops and maintains strong relationships with strategic clients and provides guidance on investment portfolios and financial planning. • Manages the entire lifecycle of client accounts, from onboarding to maintenance and identifies opportunities for account growth and additional services. • Evaluates and manages risks associated with client accounts and implements advanced risk mitigation strategies in collaboration with risk...