Provides high quality sales and service to investment clients to deliver an exceptional client experience. Provides technical expertise for all aspects of investment management and administration to ensure compliance. Works collaboratively within the branch and the regional team as part of the client/relationship management solution. Identifies and makes referrals to other business groups as appropriate.

+ Develops internal and external networks and referral sources to grow business in the assigned portfolio / jurisdiction.
+ Enhances presence in the marketplace by collaborating with other experts to create integrated business development strategies.
+ Develops investment proposals and participates in meetings with prospects/clients.
+ Provides investment management, fiduciary expertise and strategic leadership for business, products, and policies to Investment professionals within the assigned portfolio / jurisdiction.
+ Makes recommendations to senior leaders on ...