Develop and execute comprehensive growth strategies to drive revenue and market expansion within keyexisting accounts.Identify and evaluate potential partnerships to accelerate growth.Conduct market research and feasibility studies to assess the viability of growth initiatives.

Research key decision makers within the market to identify new client targets and opportunities. Research prospective clients to identify their business needs and how Wiley Edge can support their talent needs.Build a strong sales pipeline for sales leads, allowing Wiley Edge to build a varied and balanced client portfolio.Drive forward outbound lead generation, in line with the business, department and sales channel strategy.Generate new business as the initial point of contact for inbound queries in the sales cycle.

Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience.Generate business results and acquire new assets, both from existing client base and new client acquisition.Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs.Partner with internal specialists to provide interdisciplinary expertise to clients when needed.Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach.Strictly adhere to all risk and control policies, regulatory guidelines and security measures.

Delivers an exceptional customer experience by acting with a customer-first attitude.Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations.Makes personal connections, engages and educates customers, and listens to establish trust and build lasting relationships.Possesses initiative and knowledge to provide financial options for customers using a consultative approach.Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs.