Senior Portfolio Manager leading investment strategies for complex client relationships at TIAA. Managing high - value investments, mentoring team members and driving client - focused outcomes.
About the role
- Associate Business Manager assisting the Business Manager in executing client business goals and managing responsibilities for smaller clients. Supports Business Managers with key clients and promotional planning.
Responsibilities
- Assists the Business Manager in executing the mutual business goals.
- Manages the bulk of smaller clients’ responsibilities under the direction of the Business Manager.
- Supports the Business Managers with key clients.
- Provides tactical and strategic client communications for smaller clients.
- Develops and delivers sales presentations for smaller clients.
- Assists in promotion planning, execution tracking and post-promotion analysis for smaller clients.
- Marketing analysis and category reviews for smaller clients.
- Tracks down-stream execution and handles client tactical communication.
- Liaises with Marketing and tracks key metrics.
Requirements
- High School Diploma/GED
- Bachelor’s Degree or Experience
- At least one year of marketing, sales, or sales support.
- Sales skills to include understanding the sales process, contract paperwork, and client promotion systems.
- Presentation skills to include preparation, delivery, and handling questions.
- Negotiation skills to include strategy development and tactical technique.
- Marketing/Analytical skills to include accessing and interpreting IRI/AC Nielson data, post-promotion analysis, and category management.
- Finance skills to include ability to create profit and volume strategies and understand financial statements.
- Logistics skills to include knowledge of order processing, inventory tracking, client and customer distribution methods.
- Seeing
- Color Perception
Benefits
- flexible scheduling options
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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