Picton Mahoney Asset Management – Intern, Brand and Investment Marketing – Toronto, ON

Company: Picton Mahoney Asset Management

Location: Toronto, ON

Expected salary:

Job date: Fri, 18 Jul 2025 07:27:44 GMT

Job description: Best Workplaces™ in Canada 2020 – 2025 | Best Workplaces™ with Most Trusted Executive Teams 2024, 2025 | Best Workplaces™ in Financial Services & Insurance 2020 – 2025 | Best Workplaces™ for Mental Wellness 2023 – 2025 | Best Workplaces™ for Giving Back 2022, 2024 | Best Workplaces for Inclusion™ 2021, 2024 | Best Workplaces™ for Women 2021 | Best Workplaces™ in Ontario™ 2020, 2021, 2024One of Canada’s Most Trusted Investment Brands.At Picton Mahoney Asset Management (PICTON Investments), being alternative isn’t just what we do—it’s who we are. Founded by industry pioneer David Picton, we’ve spent 20 years challenging conventional wisdom and redefining the investing landscape. As one of Canada’s most trusted investment brands, we are proudly independent—privately run, 100% employee-owned, and deeply committed to delivering results for our clients.Thinking Alternatively is in Our DNA.With a team of 160 bold thinkers—one-third dedicated solely to investment management—we are specialists, not generalists. Managing $15 billion for institutional and retail clients, we navigate markets with conviction, resilience, and a forward-thinking approach.We’re more than investors — we’re innovators. We challenge traditional investment mindsets, constantly pushing the boundaries to achieve our mission: To bring greater certainty to investors.Our success is built on four guiding principles:

  • Treat investors’ money like our own.
  • Redefine the way investors invest.
  • Be human—always approachable.
  • Succeed together, one investment at a time.

These aren’t just words—they define how we think, how we invest, and how we work.Now, we’re entering our next chapter. We’re transforming our brand and reshaping the way the world invests. If you think alternatively, embrace an entrepreneurial spirit, and thrive in a dynamic, bureaucracy-free environment, join us and be part of what’s next.Thriving in Our Entrepreneurial CultureAt PICTON Investments, you’ll thrive in our creative and dynamic workplace, where collaboration and support are at the core of everything we do. At our firm, you’ll have the opportunity to take on significant responsibilities, work in a flexible environment, and tackle challenging projects from the outset. Our culture is designed for ambitious professionals who want to make an immediate impact while continuing to push boundaries and achieve our greater mission. You’ll be empowered with a high level of responsibility, trust, and flexibility, providing an exciting and creative space for you to help reshape how the world views alternative investments. With competitive total rewards, performance-based bonuses, and a clear path for career growth, you’ll have everything you need to develop both now and over the longer term.The OpportunityWe’re looking for a creative and enthusiastic Brand and Investment Marketing Intern to join us for the upcoming Fall term! If you’re passionate about storytelling, love exploring what makes a brand stand out, and are excited to gain hands-on experience in a dynamic, fast-paced environment, this could be the perfect opportunity for you.In this role, you’ll work closely with both our People & Culture and Marketing teams to help bring our employer brand to life. From researching market trends and brainstorming fresh ideas to creating engaging content for social media, you’ll play a key part in how we connect with future talent and showcase our culture. You’ll also support marketing campaigns, help coordinate events, and contribute to email marketing efforts—gaining valuable exposure to campaign metrics and reporting along the way.At PICTON Investments we believe in nurturing talent and giving our interns the space to learn, grow, and shine. This role offers a welcoming environment where your voice matters and your contributions make a difference. If you’re ready to take the next step in your marketing journey, we’re here to support you every step of the way.The OpportunityWe’re looking for a creative and enthusiastic Brand & Investment Marketing Intern to join us for the upcoming Fall term! If you love exploring what makes a brand stand out, are interested in alternative investing and are excited to gain hands-on experience in a dynamic, fast-paced environment, this could be the perfect opportunity for you.In this role, you’ll contribute to a variety of brand and investment marketing initiatives, from developing content for social media and email campaigns to supporting our product education program, coordinating events, and analyzing campaign performance. You’ll also collaborate with our People & Culture team on select employer branding projects to help showcase our culture.At PICTON Investments we believe in nurturing talent and giving our interns the space to learn, grow, and shine. This role offers a welcoming environment where your voice matters and your contributions make a difference. If you’re ready to take the next step in your marketing journey, we’re here to support you every step of the way.You’ll have the opportunity to learn and lead:Brand Marketing

  • Support the execution of brand campaigns across social, email, and digital channels.
  • Draft and schedule engaging social media content that reflects our brand voice and values.
  • Contribute to internal resources, communications, and employee initiatives.
  • Collaborate on employer brand content, including employee spotlights and culture campaigns.
  • Assist in building and maintaining a consistent brand presence across platforms.

Investment Marketing

  • Conduct research on industry trends, competitor positioning, and advisor behaviors.
  • Help create educational materials and product-focused content that simplifies complex investment strategies.
  • Support the planning and promotion of webinars, product updates, and educational events.
  • Assist in campaign reporting by tracking email performance, website traffic, and other key metrics.
  • Help organize assets for product marketing initiatives.
  • Contribute to the development of targeted messaging for various audience segments.

What You Bring:

  • Student working toward achieving post-secondary degree or diploma in Marketing, Communications or related fields.
  • Currently enrolled in a formal co-op program with a recognized post-secondary institution (must at least be entering in their second final year, or final year of studies)
  • Experience in managing social media platforms for business, including content creation and maintenance
  • Skilled in conducting in-depth research on industry trends, competitors, and target audiences to support marketing and branding strategies in the long run.
  • Attention to detail and the ability to monitor and track metrics, generate comprehensive reports, and proofread content.
  • Strong communication skills and the ability to create engaging content and effectively collaborate with HR, Marketing teams, and external partners.
  • Capability to utilize data analysis techniques to identify market opportunities and consumer behavior patterns.
  • Strong proficiency in MS Word, Outlook, PowerPoint and Excel

Our Commitment to EmployeesAt PICTON Investments, we take pride in enhancing our employees’ experiences through a comprehensive suite of exceptional perks and programs. Our benefits include corporate fitness reimbursement and discounts, VersaFi memberships (formerly Women in Capital Markets), PICTON investment counseling and portfolio management services, volunteer and charitable donation matching, maternity and parental leave top-up, recognition awards, semi-annual performance bonuses, a generous annual vacation entitlement (minimum of 15 days per year), training and development reimbursement, extensive health and dental benefits, a healthcare spending account, and more.These offerings are designed to support your career growth, well-being, and overall success. Join us and thrive in an environment that values and invests in you!PICTON Investments is committed to providing an equitable and fair work environment for everyone and all hiring and other personnel actions will be taken without regard to race, colour, creed, religion, sex, disability, gender identity, gender expression, family status, age, language or national origin. If you require an accommodation at any point in time throughout the application and hiring process, please contact Human Resources at (416) 955-4108 or at .PICTON Investments does not accept unsolicited resumes, emails, calls, or any other form of communication from third-party recruitment agencies. Any unsolicited outreach, including commercial electronic messages, will neither be acknowledged nor considered.

Sales Professional (Funeral) – ORLANDO, FL – Directors Investment Group – Orlando, FL

Company: Directors Investment Group

Location: Orlando, FL

Expected salary:

Job date: Sun, 20 Jul 2025 06:47:52 GMT

Job description:

Job Description: Marketing Coordinator for Life’s Preneed and At-Need Solutions

Overview:
Join our team at Life’s as a Marketing Coordinator dedicated to supporting funeral owners and directors in enhancing their preneed programs and at-need solutions. Our goal is to provide exceptional marketing services that help our clients save time and improve their operational efficiency.

Key Responsibilities:

  1. Marketing Strategy Development: Collaborate with the marketing team to create and implement effective marketing strategies that promote our preneed programs and at-need solutions.

  2. Content Creation: Develop engaging content for various marketing channels, including social media, email campaigns, and brochures, highlighting the benefits of our services.

  3. Client Engagement: Build strong relationships with funeral owners and directors, understand their needs, and present tailored marketing solutions that save them time and enhance their services.

  4. Market Research: Conduct thorough market analysis to identify trends and opportunities, ensuring our marketing strategies are aligned with industry needs.

  5. Campaign Management: Oversee marketing campaigns from conception to execution, monitoring their effectiveness and making data-driven adjustments as necessary.

  6. Collaboration: Work closely with cross-functional teams including sales, design, and operations to ensure consistent messaging and branding.

  7. Performance Tracking: Analyze campaign performance metrics and prepare reports to measure success and guide future marketing initiatives.

Qualifications:

  • Bachelor’s degree in Marketing, Communications, or a related field.
  • Proven experience in marketing, preferably within the funeral industry or a related field.
  • Strong writing, editing, and communication skills.
  • Proficiency in digital marketing tools and platforms.
  • Exceptional organizational skills and attention to detail.

Why Join Us?
At Life’s, you’ll be part of a team that is transforming the way funeral services operate. We value innovation and creativity, providing you with the tools and support you need to succeed. If you’re passionate about making a difference and helping others save time and enhance their offerings, we’d love to hear from you!

Senior Manager, Investment Marketing – Picton Mahoney Asset Management – Toronto, ON

Company: Picton Mahoney Asset Management

Location: Toronto, ON

Expected salary:

Job date: Wed, 16 Jul 2025 04:30:39 GMT

Job description: One of Canada’s Most Trusted Investment Brands.At Picton Mahoney Asset Management (PICTON Investments), being alternative isn’t just what we do—it’s who we are. Founded by industry pioneer David Picton, we’ve spent 20 years challenging conventional wisdom and redefining the investing landscape. As one of Canada’s most trusted investment brands, we are proudly independent—privately run, 100% employee-owned, and deeply committed to delivering results for our clients.Thinking alternatively is in Our DNA.With a team of 160 bold thinkers—one-third dedicated solely to investment management—we are specialists, not generalists. Managing $15 billion for institutional and retail clients, we navigate markets with conviction, resilience, and a forward-thinking approach.We’re more than investors — we’re innovators. We challenge traditional investment mindsets, constantly pushing the boundaries to achieve our mission: To bring greater certainty to investors.Our success is built on four guiding principles:

  • Treat investors’ money like our own.
  • Redefine the way investors invest.
  • Be human—always approachable.
  • Succeed together, one investment at a time.

These aren’t just words—they define how we think, how we invest, and how we work.Now, we’re entering our next chapter. We’re transforming our brand and reshaping the way the world invests. If you think differently, embrace an entrepreneurial spirit, and thrive in a dynamic, bureaucracy-free environment, join us and be part of what’s next.Thriving in Our Entrepreneurial CultureAt PICTON Investments, you’ll thrive in our creative and dynamic workplace, where collaboration and support are at the core of everything we do. At our firm, you’ll have the opportunity to take on significant responsibilities, work in a flexible environment, and tackle challenging projects from the outset. Our culture is designed for ambitious professionals who want to make an immediate impact while continuing to push boundaries and achieve our greater mission. You’ll be empowered with a high level of responsibility, trust, and flexibility, providing an exciting and creative space for you to help reshape how the world views alternative investments. With competitive total rewards, performance-based bonuses, and a clear path for career growth, you’ll have everything you need to develop both now and over the longer term.The OpportunityWe are seeking a Senior Manager of Investment Marketing to lead the strategy, positioning, and storytelling for our growing suite of alternative investment strategies. This is a strategic and hands-on role that will be instrumental in driving product adoption, market differentiation, and engagement across retail advisors and institutional clients.Reporting to the AVP of Investment Marketing, you will collaborate closely with product, investment, and distribution teams to create compelling narratives and marketing content that position PICTON Investments as a category leader in alternatives. You will also be a key contributor in evolving our brand and deepening connections with advisors through integrated campaigns, content innovation, and thought leadership.You will have opportunity to learn and lead:Product Strategy & Positioning

  • Lead go-to-market strategy and messaging for alternative investment solutions (e.g., hedge funds, alternative funds and mutual funds).
  • Craft differentiated product positioning that aligns with investor needs and competitive trends.
  • Develop and maintain product messaging frameworks, pitchbooks, sales collateral, and campaign assets.
  • Partner cross-functionally with investment, product, and distribution teams to ensure message alignment and execution consistency.

Content & Campaign Leadership

  • Drive the development of high-impact, educational content including white papers, case studies, videos, and digital experiences.
  • Support campaigns that educate and engage financial advisors, RIAs, and institutional investors around alternative strategies.
  • Ensure all content complies with industry regulations and reflects brand standards and investment integrity.

Advisor Engagement

  • Build marketing tools and assets to support advisor education, product adoption, and field sales efforts.
  • Create presentations and content that support events, conferences, roadshows, and webinars.
  • Partner with Digital Marketing to support go-to-market initiatives.

Investment Team Thought Leadership

  • Contribute to brand-building efforts that reinforce PICTON Investments leadership in alternatives.
  • Work with portfolio managers and product team to create product-level communications and campaigns.
  • Collaborate with internal and external partners to enhance digital presence and advisor journey touchpoints.

Support Emerging Business Lines

  • Develop and implement the overall marketing vision, strategy, and direction for the Picton Wealth Management business line
  • Use client insights, competitor research, and data analytics to refine strategy and tactics.
  • Create strategies and tactics to drive growth, brand awareness, customer acquisition and retention.

What You Bring

  • 7-10 years of brand marketing experience, within the financial services or outside of industry.
  • Proven success in building and evolving brand identities, storytelling, and positioning.
  • Strong understanding of B2B and/or advisor audiences (institutional, advisors, and retail).
  • Experience leading integrated marketing campaigns, content strategies, social and digital engagement.
  • Expertise in brand measurement, consumer insights, and campaign analytics.
  • Ability to collaborate cross-functionally and influence senior stakeholders.
  • Strong leadership and project management skills.
  • Experience managing agencies and external partners for creative, PR, and media.
  • Passion for innovation, creativity, and challenging the status quo.

Our Commitment to EmployeesAt PICTON Investments, we take pride in enhancing our employees’ experiences through a comprehensive suite of exceptional perks and programs. Our benefits include corporate fitness reimbursement and discounts, VersaFi memberships (formerly Women in Capital Markets), Picton Wealth investment counseling and portfolio management services, volunteer and charitable donation matching, maternity and parental leave top-up, recognition awards, semi-annual performance bonuses, a generous annual vacation entitlement (minimum of 15 days per year), training and development reimbursement, extensive health and dental benefits, a healthcare spending account, and more.These offerings are designed to support your career growth, well-being, and overall success. Join us and thrive in an environment that values and invests in you!PICTON Investments is committed to providing an equitable and fair work environment for everyone and all hiring and other personnel actions will be taken without regard to race, colour, creed, religion, sex, disability, gender identity, gender expression, family status, age, language or national origin. If you require an accommodation at any point in time throughout the application and hiring process, please contact Human Resources at (416) 955-4108 or at .PICTON Investments does not accept unsolicited resumes, emails, calls, or any other form of communication from third-party recruitment agencies. Any unsolicited outreach, including commercial electronic messages, will neither be acknowledged nor considered.

Summary:

Picton Mahoney Asset Management (PICTON Investments) is a leading independent investment brand in Canada, known for its innovative approach and commitment to challenging conventional investment practices. Founded by David Picton, the firm has managed $15 billion for both institutional and retail clients over the past 20 years. With a team of 160 specialists, PICTON focuses on treating clients’ investments with utmost care and redefining traditional investing strategies.

The firm promotes an entrepreneurial culture that fosters collaboration, creativity, and high responsibility among its employees. PICTON is seeking a Senior Manager of Investment Marketing to drive the strategy and storytelling for its alternative investment solutions. This role involves developing integrated campaigns, creating impactful content, and enhancing advisor engagement to position PICTON as a leader in alternatives.

Candidates should have 7-10 years of brand marketing experience, particularly in financial services, with strong skills in campaign management and content strategy. PICTON offers a robust benefits package focused on employee well-being and career growth, promoting an equitable workplace for all.

Associate Manager, Investment Marketing – Picton Mahoney Asset Management – Toronto, ON

Company: Picton Mahoney Asset Management

Location: Toronto, ON

Expected salary:

Job date: Wed, 16 Jul 2025 04:00:22 GMT

Job description: Best Workplaces™ in Canada 2020 – 2025 | Best Workplaces™ with Most Trusted Executive Teams 2024, 2025 | Best Workplaces™ in Financial Services & Insurance 2020 – 2025 | Best Workplaces™ for Mental Wellness 2023 – 2025 | Best Workplaces™ for Giving Back 2022, 2024 | Best Workplaces for Inclusion™ 2021, 2024 | Best Workplaces™ for Women 2021 Best Workplaces™ in Ontario™ 2020, 2021, 2024One of Canada’s Most Trusted Investment Brands.At Picton Mahoney Asset Management (PICTON Investments), being alternative isn’t just what we do—it’s who we are. Founded by industry pioneer David Picton, we’ve spent 20 years challenging conventional wisdom and redefining the investing landscape. As one of Canada’s most trusted investment brands, we are proudly independent—privately run, 100% employee-owned, and deeply committed to delivering results for our clients.Thinking alternatively is in Our DNA.With a team of 160 bold thinkers—one-third dedicated solely to investment management—we are specialists, not generalists. Managing $15 billion for institutional and retail clients, we navigate markets with conviction, resilience, and a forward-thinking approach.We’re more than investors — we’re innovators. We challenge traditional investment mindsets, constantly pushing the boundaries to achieve our mission: To bring greater certainty to investors.Our success is built on four guiding principles:

  • Treat investors’ money like our own.
  • Redefine the way investors invest.
  • Be human—always approachable.
  • Succeed together, one investment at a time.

These aren’t just words—they define how we think, how we invest, and how we work.Now, we’re entering our next chapter. We’re transforming our brand and reshaping the way the world invests. If you think differently, embrace an entrepreneurial spirit, and thrive in a dynamic, bureaucracy-free environment, join us and be part of what’s next.Thriving in Our Entrepreneurial CultureAt PICTON Investments, you’ll thrive in our creative and dynamic workplace, where collaboration and support are at the core of everything we do. At our firm, you’ll have the opportunity to take on significant responsibilities, work in a flexible environment, and tackle challenging projects from the outset. Our culture is designed for ambitious professionals who want to make an immediate impact while continuing to push boundaries and achieve our greater mission. You’ll be empowered with a high level of responsibility, trust, and flexibility, providing an exciting and creative space for you to help reshape how the world views alternative investments.With competitive total rewards, performance-based bonuses, and a clear path for career growth, you’ll have everything you need to develop both now and over the longer term.The OpportunityWe are seeking a driven and detail-oriented Associate Manager of Investment Marketing to join our dynamic Marketing team and help elevate the positioning and promotion of our alternative investment solutions. This role is ideal for a marketing professional with a strong understanding of investment products, a passion for storytelling, and a desire to work at the intersection of product, investment, and sales strategy.Reporting to the AVP of Investment Marketing, you’ll play a key role in developing compelling narratives, producing high-impact materials, and supporting go-to-market strategies across PICTON Investments full suite of funds. This is a hands-on opportunity to build your career in product marketing within a high-growth, entrepreneurial environment—helping redefine how the world connects with alternative investments.You’ll have the opportunity to learn and lead:Product Messaging & Content Development

  • Support the development of positioning and messaging for hedge funds, alternative funds, mutual funds, and ETFs
  • Assist in regular updates to a range of product marketing materials, including fund pitchbooks, fact sheets, investment decks, one-pagers, and advisor tools.
  • Translate complex investment strategies into clear, compelling language for various investor segments.

Thought Leadership & Educational Content

  • Contribute to the development of thought leadership pieces, market commentaries, and investor guides in coordination with investment professionals.
  • Repurpose long-form content into campaign assets that build awareness and advisor trust.

Project Coordination & Collaboration

  • Act as a central liaison between Product, Investments, and Sales to ensure timely delivery and alignment of marketing materials.
  • Support cross-functional initiatives including product launches, fund re-positionings, and educational campaigns.
  • Act as a go-to resource for managing marketing projects, timelines and deliverables

Campaign Support

  • Collaborate with the Digital Marketing team to assist in creating campaigns and support product promotions across email, social media, and web channels.
  • Assist in the creation of sales enablement resources and marketing collateral used in webinars, and events.

What You Bring

  • Post-secondary degree in Business, Marketing, Communications, Finance, or a related field.
  • 2–5 years of experience in product marketing, investment marketing, or content development within asset management or financial services.
  • Familiar with of mutual funds, hedge funds, ETFs, and/or liquid alternatives.
  • Strong project management skills.
  • Excellent writing and editing skills—able to distill complex topics for financial advisors and investors.
  • Experience developing client-facing marketing collateral, preferably in a regulated environment.
  • Ability to manage multiple priorities and deadlines in a fast-paced, collaborative environment.
  • Familiarity with CRM, email marketing, and content management platforms; proficiency in PowerPoint is a must.
  • Bilingualism (English and French) is considered an asset.

Our Commitment to EmployeesAt PICTON Investments, we take pride in enhancing our employees’ experiences through a comprehensive suite of exceptional perks and programs. Our benefits include corporate fitness reimbursement and discounts, VersaFi memberships (formerly Women in Capital Markets), Picton Wealth investment counseling and portfolio management services, volunteer and charitable donation matching, maternity and parental leave top-up, recognition awards, semi-annual performance bonuses, a generous annual vacation entitlement (minimum of 15 days per year), training and development reimbursement, extensive health and dental benefits, a healthcare spending account, and more.These offerings are designed to support your career growth, well-being, and overall success. Join us and thrive in an environment that values and invests in you!PICTON Investments is committed to providing an equitable and fair work environment for everyone and all hiring and other personnel actions will be taken without regard to race, colour, creed, religion, sex, disability, gender identity, gender expression, family status, age, language or national origin. If you require an accommodation at any point in time throughout the application and hiring process, please contact Human Resources at (416) 955-4108 or at .PICTON Investments does not accept unsolicited resumes, emails, calls, or any other form of communication from third-party recruitment agencies. Any unsolicited outreach, including commercial electronic messages, will neither be acknowledged nor considered.

Picton Mahoney Asset Management Overview

Picton Mahoney Asset Management, known as PICTON Investments, has established itself as one of Canada’s most trusted investment brands, emphasizing a culture of alternative thinking. Founded by David Picton, the firm is privately owned and has a workforce of 160, with one-third focused on investment management. They manage $15 billion in assets for institutional and retail clients, prioritizing innovation and client engagement in their investment strategies.

Core Principles:

  1. Treat investors’ money as their own.
  2. Redefine investment approaches.
  3. Maintain a human, approachable demeanor.
  4. Collaborate for success, one investment at a time.

Work Culture:
PICTON fosters a dynamic and entrepreneurial environment, where employees can engage in creative problem-solving and significant responsibilities. The company offers competitive rewards, career growth opportunities, and a range of employee benefits, including health plans and performance bonuses.

Career Opportunity:
PICTON is looking for an Associate Manager of Investment Marketing to join their Marketing team. The role involves developing marketing strategies for investment products, creating engaging content, and coordinating projects across departments. Ideal candidates should have a relevant degree and experience in investment marketing.

Commitment to Diversity:
The firm emphasizes equity in the workplace, ensuring all hiring practices are inclusive and accommodating to all individuals.

Application Note:
PICTON does not accept unsolicited resumes from recruitment agencies.

In summary, PICTON Investments stands out for its innovative investment approaches, vibrant work culture, and commitment to employee growth and inclusion.

Licensed Investment Support Specialist I – Fifth Third Bank – Orlando, FL

Company: Fifth Third Bank

Location: Orlando, FL

Expected salary:

Job date: Sat, 28 Jun 2025 01:03:18 GMT

Job description:

Job Title: Account Management Specialist

Job Description:

We are seeking a detail-oriented and proactive Account Management Specialist to join our dynamic team. This role involves maintaining relationships with new and existing accounts, ensuring customer satisfaction, and supporting our risk management initiatives.

Key Responsibilities:

  • Account Management: Serve as the primary point of contact for assigned accounts, addressing inquiries, providing updates, and resolving issues to ensure high levels of customer satisfaction.

  • Risk Management: Collaborate with the risk management team to analyze account activities, identify potential risks, and implement strategies to mitigate those risks.

  • Marketing Support: Assist in the development and execution of marketing initiatives aimed at enhancing customer engagement and driving sales. This includes coordinating marketing campaigns and providing insights on customer needs and preferences.

  • Order Entry: Efficiently process orders and ensure accuracy in data entry, managing the order lifecycle from entry through fulfillment.

  • Account Maintenance: Perform regular maintenance tasks on customer accounts, including updating information, tracking account activity, and conducting periodic reviews to enhance service delivery.

  • Reporting: Generate and analyze reports to track account performance, customer feedback, and market trends to inform strategic decisions.

Qualifications:

  • Bachelor’s degree in Business Administration, Marketing, or a related field.
  • Proven experience in account management or a related role.
  • Strong analytical and problem-solving skills, with a focus on risk assessment.
  • Excellent communication and interpersonal skills, with the ability to build rapport with clients.
  • Proficiency in CRM software and order management systems.

Join us as we strive to enhance our customer relationships and support the growth of our accounts through effective management and strategic marketing initiatives. If you are passionate about account management and thrive in a collaborative environment, we would love to hear from you!