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Showing 101 - 110 of 268 results for "Relationship management"

New leadership at SuperConcepts

ELIZABETH MCARTHUR  |  FRIDAY, 7 JUN 2019
... general manager of strategy, product and price. Sheppard's new role will involve overseeing key account relationship management, sales and marketing functions for SuperConcepts. Sheppard was previously national sales manager with SuperConcepts and will ...

HSBC appoints new custody business lead

ELIZABETH MCARTHUR  |  WEDNESDAY, 1 MAY 2019
... several years. Prior to that, he held senior positions at JP Morgan - most recently as executive director, relationship management and sales, and as head of investment analytics. In his new role, Cotroneo will be responsible for driving the next phase ...

New chief executive at Link Fund Administration

KANIKA SOOD  |  FRIDAY, 5 APR 2019
... McGrath is joining Link Group. Ms McGrath is a high calibre executive and her extensive experience in both relationship management and delivering strategic projects will be invaluable to our clients and their members and employers." "Link Group is dedicated ...

Equipsuper boosts digital and member experience teams

KARREN VERGARA  |  FRIDAY, 1 MAR 2019
... and communications campaigns on Marketo, a platform in which Equip integrated its Salesforce customer relationship management (CRM) platform in January. Chief executive Nicholas Vamvakas said the $15.5 billion fund is looking at opportunities in its ...

Arming human traders for big-ticket trades

KANIKA SOOD  |  THURSDAY, 21 FEB 2019
... role. Chris Gardener joined Liquidnet after covering at UBS equity sales, trading, execution and client relationship management with a focus on global sales trading for REITs.

Principal appoints Australian country head

KANIKA SOOD  |  THURSDAY, 17 JAN 2019
... Australia is welcoming Helen de Mestre in the top job. Mestre was previously a managing director, leading relationship management at the firm. She steps into the role as Grant Forster leaves Principal after 12 years of steering the Australian business. ...

Link hires former State Street MD

DARREN SNYDER  |  MONDAY, 17 DEC 2018
Link Fund Solutions has welcomed its new head of relationship management and sales. Rebecca Edwards joined recently and will be responsible for continuing and building on the division's strong record of delivering industry-leading client service. ...

Sydney fintech sells for $339m

DARREN SNYDER  |  THURSDAY, 13 DEC 2018
... open application program interfaces (APIs). The model can be integrated into services such as customer relationship management (CRM), fraud detection, risk, identity verification and analytics platforms - meaning banks can accelerate their speed to market ...

Rest restructures senior management

KARREN VERGARA  |  THURSDAY, 29 NOV 2018
... employers and industry associations. Potts' responsibilities also include overseeing the advice division; relationship management and business development; service delivery and employer channel management. Evans joined Rest as general manager of ...

Adviser-matching app launches

KARREN VERGARA  |  FRIDAY, 23 NOV 2018
... he said. The guide includes a case study focusing on the issues to consider when selecting a customer relationship management (CRM) system. The step-by-step process can be replicated when introducing any new software to a business or advice process ...