Prospect Management/Client Coverage Specialist
Sharp Decisions - New York, NY

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A client of ours, a top-tier financial firm, is looking for a Prospect Management/Client Coverage Specialist to be based in New York, NY.

The responsibilities of the Prospect Management/Client Coverage Specialist will include:

Assisting with the full field roll-out of the coverage central system

Supporting Prospect Management and Client Coverage (PMCC)

Supporting connectivity volume

Processing reservation requests

Supporting the sales team with manual processes, such as private company reservations and stock plan director reservation tracking

  • The skills listed below are a MUST HAVE. Please submit your resume to this position only if you possess the skills required. Be sure to properly articulate the functionality of your resume. Resumes that do not properly annotate the required skills will not be considered for this position.
Bachelor's degree in relevant discipline as well as an MBA or other graduate degree

Minimum of 5 years experience in the financial services

Prior experience in facilities or property management, portfolio management, business analysis, financial operations, or other specialized experience

Knowledge of PMCC (Prospect Management and Client Coverage), field management, and wealth management

Proficiency with Microsoft Office Suite

Excellent analytical, problem solving, and communication skills

Creativity. Drive. Growth.

At Sharp Decisions, we specialize in recruiting IT and business side professionals currently working in the front, middle, and back offices of high-profile asset managers, hedge funds, investment banks, and private wealth managers.

We recruit all asset classes: commodities, derivatives, equities, fixed-income, foreign exchange, and loans.

Our 22-year reputation of success is built upon knowledge, integrity, and trust, and our recruiting team works tirelessly to match candidates with clients to insure a perfect fit. Sharp Decisions offers contract, contract-to-hire, and full-time positions with top-tier and Fortune 500 companies, as well as all levels of government. If you have the passion and knowledge to bring to an expanding, dynamic global team, Sharp Decisions has opportunities for you.

Sharp Decisions is a Certified Woman-Owned Business Enterprise and an Equal Opportunity Employer.

For more information about our company and to see our other career opportunities, visit www.sharpdecisions.com.

HB

Sharp Decisions - 18 months ago - save job - block
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For over two decades, Sharp Decisions has provided superior, award-winning service in strategic business and technology consulting services...