Sample Resume for a Position in Senior Management of an Investment Firm Focusing on Client Relationship Development / Management and Team Leadership
This high-level executive has an outstanding record of climbing her career ladder within her industry. She has no college degree, but listed all her training under Professional Development. Chronological resume. Plain Text version of this resume for posting online.
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BETTY KATZ
123 Lorelei Lane
New York, NY 12345
(123) 555-1234
bkatz32@bamboo.com
OBJECTIVE
A Senior level position at InvestmentOne focusing on
Client Relationship Development / Management and Team Leadership
SUMMARY OF QUALIFICATIONS
* Fourteen years of experience at InvestmentOne, with a broad understanding of the diverse aspects of the firm and the financial services industry as a whole.
* Skilled in maintaining flexibility, resourcefulness and an entrepreneurial spirit during InvestmentOne's tremendous growth in size, capability and profitability.
* Self-directed and effective in taking initiative and developing new programs and services that generate significant revenues and exceed corporate objectives.
* A dedicated and enthusiastic manager, able to motivate teams to perform at their best in providing excellent service and developing ongoing, profitable client relationships.
PROFESSIONAL EXPERIENCE
2004-pres. Eon Partners, Cambridge, MA
Vice President, Marketing
* Created marketing initiatives with partners, including InvestmentOne, Etrade and Ebroker:
- Worked closely with senior executives to develop joint marketing programs that expanded the reach of Eon's product offering.
1991-2004 InvestmentOne, San Francisco, CA
Director, Client Services, 2000-2004
* Designed, built and managed the infrastructure for two new businesses, including the highly successful Corporate Client program, which acquired and developed relationships representing $2.5B in assets within four years.
* Delivered dynamic sales presentations to CEOs and CFOs of large investment banks and negotiated profitable, multimillion-dollar brokerage relationships for the employees of high-end, highly visible financial services firms.
* Cultivated and maintained excellent ongoing relationships with clients, providing communication, expertise and consistently superior service to ensure continued satisfaction and increased business.
* Created, led and developed a productive, highly effective and dedicated 12-member team; trained, motivated and supervised Client Service Representatives and Relationship Managers.
Sales Account Manager, 1999-2000
* Developed new business with firms handling from $40M to over $300M in assets.
* Designed and delivered a strong customer relationship management strategy, providing advocacy and responsiveness to client needs, increasing business participation, and maintaining profitability goals for InvestmentOne.
Regional Sales Support Manager, InvestmentOne Retail, 1996-1999
* Worked closely with Regional Vice President to create sales targets for each of 30 branches, prepare performance reviews and bonus assessments, and resolve client concerns.
* Collaborated with managers to design and implement targeted business development strategies. Created and administered budgets; tracked expenses.
* Conducted in-depth sales and new product training for branch managers.
Business Consultant, 1995-1996
Manager of Project Management, 1994-1995
Internal Auditor, 1992-1994
Broker / Customer Service Representative, 1991-1992
1987-1991 Merrill Lynch, San Francisco, CA
Customer Account Representative
PROFESSIONAL DEVELOPMENT
Ongoing professional development includes:
Effective Presentations
Project Management
Series 7 and Series 63 Licenses
This resume was created using a resume template from Susan Ireland's Ready-Made Resumes.
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