Terneicesa Jackson

Experience

• 

  Edward Jones

  Jun 2000 - Jan 2015

  Managed a $1 billion per year inventory by determining product offerings, evaluating holdings, monitoring financial markets and understanding client needs.Strengthened relationships with external product partners by aligning marketing efforts, increasing communication, as well as reviewing and recommending new products.Developed relationships with Financial Advisors to provide product education and a complete understanding of how the product could meet their client's needs.Built relationships with other areas of the company by ensuring business leaders understood how our objectives aligned with theirs and where there were opportunities to reduce risk.Served as the liaison between the business unit and trading system programmers by coordinating the resources needed to have an on time implementation.Ensured the proper systems, procedures, and regulatory controls are in place to maintain compliance and to support the growth of the business. Show less Researched, recommended and introduced the first new product partner in thirty years generating over $1 billion in sales and over $30 million in revenue during the first year.Managed and maintained the unit trust inventory by accurately executing trades, determining quarterly deposit dates, and recommending new product offerings.Coordinated sales meetings by collaborating with product partners to develop each meeting's theme, content of presentations and list of attendees. Educated groups of up to 100 financial advisors on how to market and present unit trusts.Developed unit trust marketing materials such as direct mail campaign, sales aids, flier as well as internal promotions.Used my complete understanding of the relationship between trading systems and operations to resolve trade discrepencies and answer questions regarding order flow.Prepared sales reports. Used date to present trends and provide strategies to increase sales. Show less

  • Trader III, Unit Trust

    Jan 2010 - Jan 2015

  • Trader II, Unit Trust

    Jan 2001 - Jan 2010

  • Rotational Development Associate

    Jun 2000 - Dec 2001