Jayne Christian
Vice President of Business Development at TradePMR | Lehi, Utah, United States
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As the Vice President of Business Development at TradePMR, Jayne Christian is at the forefront of fostering strategic partnerships and driving growth within the financial services sector. With over a decade of experience in the industry, Jayne has cultivated a deep understanding of the operational dynamics of both large wirehouses and elite Registered Investment Advisors (RIAs). Her journey began in 2010, and since then, she has honed her expertise in client relationship management, marketing strategy, and retirement planning, ultimately earning her Certified Financial Planner (CFP) designation in 2018.
At TradePMR, Jayne's mission is clear: to build lasting relationships with financial advisors, empowering them to discover and implement products that resonate with their unique business needs. She is passionate about collaborating with advisors to identify the key drivers of their success, whether that means enhancing their service offerings, streamlining operations, or leveraging innovative technology solutions. Her hands-on approach ensures that each partnership is tailored to maximize growth and efficiency, allowing advisors to focus on what they do best—serving their clients.
Jayne's leadership is characterized by her commitment to customer service and her ability to navigate complex sales cycles with ease. She leverages her skills in outside sales and business development to create impactful marketing strategies that not only attract new clients but also deepen existing relationships. By utilizing tools like Salesforce.com, she ensures that every interaction is data-driven and personalized, ultimately leading to improved client satisfaction and retention. Through her dedication and expertise, Jayne Christian is not just a business development leader; she is a trusted partner in the financial services landscape, helping advisors reach new heights in their practice.
Vice President of Business Development at TradePMR in September 2023 to Present
President at Capital Wealth Advisors in January 2023 to August 2023
President - Sales Lending at SkyView Partners in April 2019 to October 2022
Chief Operating Officer at SkyView Partners in August 2018 to March 2020
Client Experience Manager at The KNW Group in October 2016 to May 2018
Retirement Plan Specialist at Principal Financial Group in January 2016 to October 2016
Client Associate at Merrill Lynch in March 2012 to December 2015
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Identifying New Opportunities
Deal Closure
Financial Services
Outside Sales
Consultative Approach
Sales Processes
Recruiting
Sales Management
Negotiation
Problem Solving
Customer Relationship Management (CRM)
Strategy
Solution-oriented
Marketing Strategy
Relationship Building
Client Relations
Consultative Selling
Financial Planning
Investment Banking
Financial Advisory
Business Development
Retirement Planning
Succession Planning
Customer Service
Event Planning
Sales
Leadership
Management
Social Media
Public Speaking
Microsoft Office
Marketing
Social Media Marketing
Microsoft Excel
Salesforce.com
Series 7
Series 66
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Discover more about TradePMRWhat is Jayne Christian email address?
Email Jayne Christian at [email protected] and [email protected]. This email is the most updated Jayne Christian email found in 2026.
What is Jayne Christian phone number?
Jayne Christian phone number is +12187916416 and +16128030965.
How to contact Jayne Christian?
To contact Jayne Christian send an email to [email protected] or [email protected]. If you want to call Jayne Christian try calling on +12187916416 and +16128030965. (updated on October 31, 2024)
What company does Jayne Christian work for?
Jayne Christian works for TradePMR
What is Jayne Christian's role at TradePMR?
Jayne Christian is Vice President of Business Development
What industry does Jayne Christian work in?
Jayne Christian works in the Financial Services industry.
Jayne Christian Email Addresses
Jayne Christian Phone Numbers
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