Serves as the project manager for the account team on large initiatives or
complex accounts, implements action plans, monitors progress, assures service
meets or exceeds expectations and protects the Firm from Errors & Omissions.
Drafts essential comprehensive project documents intended for clients
including: white papers, approaches, quantitative financial analyses or
general presentations on new subjects or opportunities to support the creation
of sales opportunities and account backing.
Conducts research on various markets or industries as designated to find
resources on new growth areas and trends for expansion for internal use to
identify growth opportunities.
Conducts and refines data analyses to support proposal creation and account-
facing presentations.
Addresses escalated issues and concerns in a timely and effective manner,
helps manage expectations, mitigate relationship risks and applies judgement
as to when to escalate major issues to senior level colleagues ensuring
compliance.
Offers technical and transactional support for complex or high-priority
relationships when needed to ensure relationship satisfaction and facilitate a
mutual internal and external understanding.
Develops strong relationships with professional counterparts at client
organizations.
Attends and participates in industry events and conferences to build up a
strong professional network, maintain proximity to the relevant market and
represent the Company.
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