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Showing 61 - 70 of 265 results for "Relationship management"

JANA adds three new GM roles

JAMIE WILLIAMSON  |  THURSDAY, 25 NOV 2021
... consultant has created three new general manager roles, covering investment strategy, research and client relationship management. Promoting from within, JANA has expanded its senior leadership team with the addition of the new general manager positions. ...

WealthO2 appoints to newly created role

CHLOE WALKER  |  WEDNESDAY, 24 NOV 2021
... growth for the company. "She [Rutty] brings extensive experience across customer success, key accounts, and relationship management to the team," Whelan said. "She is a welcome addition to WealthO2, and the broader team will benefit from her understanding ...

MSC Trustees strengthens relationship management efforts

JAMIE WILLIAMSON  |  FRIDAY, 12 NOV 2021
MSC Group has added a new relationship manager, joining the firm after 18 years at Equity Trustees. Rebecca McGrath has taken on the role at MSC Trustees, effective this month. Previously, McGrath spent more than 18 years at Equity Trustees in a host ...

Multi-boutique creates new relationships role

ELIZABETH MCARTHUR  |  TUESDAY, 21 SEP 2021
Multi-boutique fund manager Warakirri Asset Management has created a new role for research relationship management. Tim Lang steps into the newly created role of research relationship manager. He was appointed following an internal and external search ...

Fitzpatricks bolsters Victorian presence

ELIZABETH MCARTHUR  |  WEDNESDAY, 30 JUN 2021
... recently working as an independent business consultant, advising investment managers and assisting in client relationship management and business development. Earlier in his career, Proietto worked at NAB in Custodian Services. He then joined Xplore ...

Northern Trust appoints head of APAC

ANNABELLE DICKSON  |  WEDNESDAY, 2 JUN 2021
... served at Northern Trust as head of sales, Asia Pacific, head of sales and marketing, head of sales and relationship management and head of client services and relationship management. Calvitto was head of sales and account management at ANZ Custodian ...

Asendium launches swift SOA solution

KARREN VERGARA  |  FRIDAY, 28 MAY 2021
... system can spit out the physical SOA in 30 seconds. Miller said Asendium works best with another customer relationship management system like Xplan and AdviserLogic. The first iteration, Asendium Lite, launched in August 2020, was implemented by new ...

Aware Super adds government relations head

ANNABELLE DICKSON  |  TUESDAY, 25 MAY 2021
... governments to achieve positive policy outcomes. She previously worked at MLC Life Insurance as executive lead - relationship management group insurance and at Sunsuper as executive general manager strategy, education and external relations. Forbes also ...

Chi-X hires from ASX

ANNABELLE DICKSON  |  WEDNESDAY, 19 MAY 2021
... strategies. He was also previously technical account manager where he was responsible for the technical relationship management of exchange customers across trading, market data and technology sectors. Prior to this, D'Arcy was an account manager at ...

Super fund in-houses advice service

KARREN VERGARA  |  THURSDAY, 29 APR 2021
... regional manager and southern regional manager, based in Sydney and Melbourne respectively, to lead the relationship management of large employers. Three client relationship manager positions, who will report to the regional managers, are looking to ...