NICHOLAS WEINMAN
Dallas,USA
Summary
Senior Financial Sales Advisor with a proven track record of enhancing productivity and efficiency. Expertise in financial analysis, strategic sales planning, and managing client relationships. Strong communication and problem-solving skills drive successful execution of tailored sales strategies.
Overview
6
6
years of professional experience
Work History
Senior Financial Sales Advisor
Schiaparelli
Dallas, USA
11.2022 - Current
- Achieved $1.5M in first-year revenue and $2.3M in second year through tailored client service and strategic upselling. Currently on track to do 3.5 million this year.
- Closed multimillion-dollar deals with Niko Koulis, Roberto Coin, and Boucheron, enhancing high-jewelry sector revenue.
- Cultivated and retained portfolio of 200+ private clients, fostering long-term relationships built on trust and discretion.
- Facilitated effective communication between clients and design teams to enhance collaboration.
- Managed client appointments to guarantee exceptional service delivery.
- Trained junior staff on customer engagement techniques, improving overall client interaction and brand knowledge.
- Conducted market research to align product offerings with client preferences.
- Maintained comprehensive client records to personalize service experience.
Brand Manager - Ecommerce and Digital Marketing
Ted Baker London
Dallas, USA
03.2021 - 12.2022
- Developed and implemented digital marketing strategies to enhance brand presence online.
- Managed ecommerce platforms, optimizing product listings and customer experience.
- Created new digital marketing campaigns to promote products and services on various ecommerce platforms.
- Collaborated with cross-functional teams to execute promotional campaigns effectively.
- Analyzed market trends and consumer insights to inform marketing decisions.
- Oversaw social media management, engaging with customers and building community.
- Developed visual strategies that improved store layout and product presentation to enhance customer engagement.
STORE MANAGER
Lululemon Athletica
Boston, USA
09.2019 - 12.2021
- Managed daily operations, staff training, and promotional campaigns to enhance customer engagement in a high-traffic location.
- Drove consistent YOY sales growth through team motivation and strategic product positioning.
- Managed daily store operations and ensured a high level of customer service.
- Led and trained a diverse team of employees in store procedures.
- Developed visual merchandising strategies to enhance product presentation.
CLIENT ADVISOR
RIMOWA
Dallas, USA
09.2020 - 03.2021
- Cultivated high-net-worth client relationships and provided tailored product recommendations to enhance lifestyle and travel experiences.
- Coached junior staff on client service delivery and adherence to brand standards, ensuring consistent service quality.
- Provided personalized travel solutions to clients, ensuring satisfaction and loyalty.
- Assisted clients with product selection, highlighting features and benefits of luggage options.
- Managed client inquiries through various communication channels, delivering timely responses.
SEASONAL SALES ASSOCIATE
STAG Provisions
Dallas, USA
01.2020 - 08.2020
- Ensured immaculate floor presentation and welcomed customers to enhance shopping experience and drive POS conversions.
- Maintained cash handling accuracy during high-volume transactions to support efficient checkout process.
- Assisted customers with product selection and provided product knowledge.
- Maintained organized inventory displays to enhance customer experience.
- Processed transactions efficiently using the point-of-sale system.
Education
B.A. - BUSINESS MARKETING
Emerson College
Boston, MA05.2021
Cherub Program
Northwestern University
Evanston, IL07-2016
BUSINESS MANAGEMENT COURSE -
University of Michigan
Ann Arbor, Michigan09.2015
Skills
- Revenue growth and generation
- Quota attainment and sales strategy
- Financial product promotion
- Client relationship management and retention
- Luxury sales and upselling
- Networking and strategic upselling
- CRM and Salesforce expertise
- Market research and ecommerce strategy
- Project management and asset allocation
- Financial event management
Languages
Advanced-Spanish
Timeline
Senior Financial Sales Advisor
Schiaparelli
11.2022 - Current
Brand Manager - Ecommerce and Digital Marketing
Ted Baker London
03.2021 - 12.2022
CLIENT ADVISOR
RIMOWA
09.2020 - 03.2021
SEASONAL SALES ASSOCIATE
STAG Provisions
01.2020 - 08.2020
STORE MANAGER
Lululemon Athletica
09.2019 - 12.2021
B.A. - BUSINESS MARKETING
Emerson College
Cherub Program
Northwestern University
BUSINESS MANAGEMENT COURSE -
University of Michigan