- Lincoln Financial (Radnor, PA)
- …Within CIS, the AVP, Retail Investment Specialist works closely with Alternative Investment Sales Specialists to support sales efforts and growth goals in ... critical processes aimed at driving awareness and adoption of Lincoln's alternatives solutions among wealth management advisors. This role will be highly visible,… more
- Lincoln Financial (Harrisburg, PA)
- …distribution, marketing, legal/state filing, IT and implementation to design & deliver solutions to market * be responsible for inforce management from a product ... If you have a proven record of developing product solutions focused on fixed and fixed indexed annuities or...ability to execute effectively. This is not a project manager role. **What you'll be doing** What you'll be… more
- Raymond James Financial, Inc. (Cranberry Township, PA)
- …The program takes a holistic approach by incorporating training for technical and sales skills to fully position new Advisors for success. In conjunction with a ... Mentor, Branch Manager , and/or a team of Financial Advisors, the Financial...individual practice. The Trainee will balance new client development, sales activities, investment management, customer service and compliance with… more
- SitusAMC (Harrisburg, PA)
- …executives and key decision-makers. Understand their strategic goals and how our solutions can help them achieve scale, efficiency, and competitive advantage + ... and exceed revenue targets by driving adoption and expansion of our solutions within each client in assigned territory. + **Cross-Functional Collaboration** : Work… more
- CBRE (Harrisburg, PA)
- …Resources, Project Management, Property Management, Purchasing/Procurement, Risk Management, Sales Support Location(s) Anchorage - Alaska - United States ... in any posted position at CBRE. CBRE Global Workplace Solutions (GWS) works with clients to make real estate...a significant contributor to organizational productivity and performance. Our account management model is at the heart of our… more
- Bank of America (Paoli, PA)
- …Experience in financial services and knowledge of financial services industry, products and solutions . * One year of demonstrated successful sales experience in ... the financial and life priorities and connecting clients to solutions that meet the financial goals. Responsibilities: * Executes...a salary plus incentive environment with individual sales goals. * Six months of cash handling experience.… more
- Bank of America (Sewickley, PA)
- …Experience in financial services and knowledge of financial services industry, products and solutions + One year of demonstrated successful sales experience in a ... the financial and life priorities and connecting clients to solutions that meet the financial goals. **Responsibilities:** + Executes...salary plus incentive environment with individual sales goals + Six months of cash handling experience… more
- Lincoln Financial (Radnor, PA)
- …complex operational and accounting processes for derivative investments in Lincoln's General Account Invested Assets on a Statutory, GAAP, Management & Tax basis. ... a wide range of technical & non-technical audiences. + Serves as a project manager or subject matter expert for assigned projects. Reviews technical work of less… more
- PNC (Pittsburgh, PA)
- …regular basis. Some responsibilities may be performed remotely, at the manager 's discretion. **Job Description** + Engages in fiduciary decision-making by executing ... on and off bank premises. Identifies other bank products and services as sales opportunities. Prospects for new clients by asking for referrals from existing… more
- Highmark Health (Harrisburg, PA)
- …suite, including invoice processing, payment application, refunds, customer account maintenance and client delinquency. Responsibilities include configuring and ... and other team members to capture capability needs and drive quality business solutions on complex issues. Create and maintain deliverables such as business vision,… more