Supporting external sales team by ensuring that desired content, capabilities, and tools are being shared in the territory as needed.
March 18, 2020
Assist the portfolio manager with client relationship management responsibilities by handling routine client inquiries and requests.
April 30, 2020
Acts as a consultant to the entity CCOs as well as Business Units by proactively supporting the development, maintenance and continued enhancement of their compliance programs, problem solving, and providing guidance.
May 12, 2020
Manager, Community Relations & Investment with financial reporting, surveys, return on investment assessments, budget development, financial reconciliation and, tax and management reporting.
May 22, 2020
Provides practice management direction and coaching to independent investment advisor offices and financial advisors through the development of goals, education on best practices, monitoring of results, and coaching.
August 05, 2020
Implementing the JPMorgan Asset Management sales process which includes, profiling, and uncovering sales opportunities and sharing best practices.
August 21, 2020
Participates in the analysis of lending policies and procedures, including scoring systems, strategic priorities, market share data, lending trends, external influences, current regulatory focuses, previous examination findings, and input from Audit .
August 22, 2020