- UMB Bank (Columbus, OH)
- …of the companies they serve. Always mindful of the changes in the company, its industry , etc., over time that might create a change in their financial service needs. ... The Ag Relationship Manager leads a team of professional product specialists and they collectively shape solutions that will entice prospective companies to award new business to UMB. Engaging and building relationships with Business Owners, CFO's, CEO's,… more
- JPMorgan Chase (Mansfield, OH)
- …and maintaining a positive team environment. **Job responsibilities** + Support Advisors book of business including but not limited to facilitating accurately and ... registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam + A valid and active Series 66 (63/65), and Life and… more
- Coinbase (Columbus, OH)
- …portfolio performance, user tax optimizations etc. With rapid growth of the industry and the company, our scale and complexity of operations quickly surpassed ... the next decade. *What you'll be doing:* * Architect and develop next generation book and records system that power Coinbase * Provide technical structure to teams… more
- Aeroseal (Miamisburg, OH)
- …and yoga instruction + Growth Mindset Learning Reimbursement including tuition and book reimbursement. + Flexible PTO program. + Dog-friendly workplace. + Positions ... As a leader in the HVAC (heating, ventilation, and air conditioning) industry , Aeroseal is committed to pioneering solutions that address critical challenges in… more
- Vaco (Columbus, OH)
- …the #1 Best Staffing Firm to Work for in North America by Staffing Industry Analysts (Category: 500+ Employees) + An Inc. 5000 fastest growing private company in ... to log all activity, notes, and information vital to managing and growing a book of business as well as planning daily activities. + Collaborate with teammates to… more
- KeyBank (Sandusky, OH)
- …sales production and referral goals to the Bank (closed and accepted) by working book of business, lead lists, and closing on received referrals. + Develop a ... or + Bachelor's Degree (preferred) **Licenses and Certifications** + FINRA Security Industry Essentials (SIE) Upon Hire (required) + FINRA License S7 Upon Hire… more
- Huntington National Bank (Columbus, OH)
- Description Summary:Huntington's Director, Portfolio Management will manage a book of business in the bank's Financial Institutions (FIG) vertical within ... of expertise in the FIG space. Leverage lending expertise a plus. + Industry knowledge and established networks within the FIG sector highly preferred + Completion… more
- Proofpoint (Cincinnati, OH)
- …plans for each of your named accounts, identify add on opportunities for incumbent book of business. Become a subject matter expert on the value the Proofpoint ... Proofpoint Roadmap + Continued education ie roadmap, new solutions, integrations and industry news and developments + Deliver accurate forecast while maintaining a… more
- Fifth Third Bank, NA (Cincinnati, OH)
- …training, and developing a team of licensed retail bankers. May handle large book of clients with more complex financial profiles. Accountable for sales of full ... achievement of goals. MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: + Prior Brokerage Industry Experience. + Series 7, 66 (or 63 and 65) and appropriate state… more
- JPMorgan Chase (Columbus, OH)
- **Job Responsibilities** + Lead your assigned book of clients autonomously by delivering solutions and upholding JP Morgan Chase standards and operating principles. ... + Show passion for learning new operating models, technologies, and industry trends. JPMorganChase, one of the oldest financial institutions, offers innovative… more