team in providing high levels of support to the regions. The incumbent takes responsibility for the central income processing, distributed to the Financial Planning Partners. The incumbent plays a critical role organization, interacting daily with Financial Planning Partners, Assistants, Finance and the MIS Team queries and internal queries received from the regions. Request and submit invoices and month end statements and Portfolio Managers Engagement with Financial Planning Partners and their Assistant's Interaction with
efficiently Manage Security and Service Providers Plan, design and implementing the risk management tactics Develop business continuity plans Conduct investigations across all regional sites Develop a network of management skills Decisive leader with strong planning, organization and control skills Stress tolerant
clubs.
executive for designated client accounts and/or regions / sectors and is accountable for the revenue, sales accounts. Typical focus is on large accounts and/or regions / sectors, with significant potential for increased i>Build the Business: Responsible for account planning over a 1-2-year time horizon. Establishes strategic Responsible for maintaining documented Account Plans that capture the client’s business goals and problems both existing strategic account growth, growing a region/set of accounts, as well as new logo sales pursuits
team in providing high levels of support to the regions. The incumbent takes responsibility for the central income processing, distributed to the Financial Planning Partners. The incumbent plays a critical role organization, interacting daily with Financial Planning Partners, Assistants, Finance and the MIS Team Financial Planning Partners) and internal queries received from the regions i.e. Financial Planning Partners total fees / commission in suspense for Financial Planning Partners who have left the company Preparation
team in providing high levels of support to the regions. The incumbent takes responsibility for the central income processing, distributed to the Financial Planning Partners. The incumbent plays a critical role organization, interacting daily with Financial Planning Partners, Assistants, Finance and the MIS Team Financial Planning Partners) and internal queries received from the regions i.e. Financial Planning Partners total fees / commission in suspense for Financial Planning Partners who have left the company Preparation
and training promoters
Industry
track record of managing Teams on a National or Regional Basis
track record of managing Teams on a National or Regional Basis Strong client relationship network/skills