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Wachovia Corporation, Wachovia Trust, Wachovia Asset Management Work Values
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Daily Duties at Wachovia Corporation, Wachovia Trust, Wachovia Asset Management:
Led relationship and business development efforts associated with existing and potential clients. Presented to wealth clients, families and nonprofit boards and investment committees for investment and philanthropic strategies. Oversaw nonprofit investment management and strategy for $400M endowments, trusts and charitable gift annuities. Directed portfolio, relationship and fiduciary management for Wachovia National Center for Planned Giving. Relationship manager and generated revenue from asset management sales in excess of $1M for 3 years with Wachovia Asset Management. Managed national pension fund and wealth management real estate investment portfolios with Wachovia Asset Management.
What they like about Wachovia Corporation, Wachovia Trust, Wachovia Asset Management:
You highly value a work environment built on a formal structure, rules, and regulations. You do not enjoy the unpredictability of shifting priorities and deadlines that upset your routine. You require and enjoy direction, input and accountability as part of your work environment. You have a strong need to participate in making key decisions and feel left out if your superiors or co-workers do not seek your input when making decisions. You thrive on providing good customer service to both internal or external customers, and doing so makes you feel good.
Tags
advisor, accredited investment fiduciary, nonprofit/philanthropic consultant , registered securities and advisory rep, sales specialist, sales leader
Skills
Ecommerce Strategy and digital marketing channels optimization - SEO, SEM, email, affiliates - for high-profile accounts., Sales Support, Software Implementation, Requirements Analysis & Specification, Business Development, FInancial Management, Asset Allocation, Relationship Management, Philanthropic Strategist
Information about Wachovia Corporation, Wachovia Trust, Wachovia Asset Management
Company Rank: Not Available
Average length of employment : 25 years
Average salary of employees: $95,000
These are some of the questions we asked our climbers about their experiences with Wachovia Corporation, Wachovia Trust, Wachovia Asset Management:
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| Were your performance expectations clearly communicated? | 0.0 |
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| Were you recognized for meeting or exceeding expectations? | 0.0 |
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| Did you feel like your personal contribution was important? | 0.0 |
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| Was your career path clearly outlined and discussed? | 0.0 |
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| I would recommend this as a place of employment. | 0.0 | |
| I believe in the purpose of this organization. | 0.0 | |
| I would work for this organization again. | 0.0 | |
| I feel employees are fairly compensated. | 0.0 |
