- The Hartford (Wayne, PA)
- …and implement territory business plans in partnership with internal sales support + Build strong relationships with Hartford Funds' strategic partners, registered ... to capture sales and market share + Provide marketing support and customer service to financial advisors in the...A demonstrated track record of success in the assigned broker dealer firms + Additional industry designations (ie, CIMA,… more
- World Insurance Associates, LLC. (Philadelphia, PA)
- …solutions with clients and prospects. Key Responsibilities Include + Manage and support middle and large market clients, ensuring quality service delivery within ... on financial review standards and make recommendations as appropriate. + Support the renewal process, including marketing activities, underwriting and renewal… more
- Lincoln Financial (Harrisburg, PA)
- …proper accounting treatment of Lincoln Financial (LF) investment positions to support strategic investment operations and initiatives. They also enhance departmental ... Invested Assets from an oversight role of external service providers. + Support strategic asset realignment across General Account portfolios on service provider… more
- Anywhere Real Estate (Philadelphia, PA)
- …requires strong leadership, consulting, key performance indicators analysis, guidance, support , direction and communication to the Sotheby's International Realty ... This position interacts directly with the affiliates to gain their support on company initiatives, foster a collaborative culture and facilitate affiliate… more
- Lincoln Financial (Radnor, PA)
- …data, generating reports, and identifying basic trends. * Providing first-level support for platform users by troubleshooting common issues and escalating complex ... * Documenting processes and procedures to maintain knowledge base and support team operations. * Contributing to platform advocacy initiatives by preparing… more
- Travelers Insurance Company (Philadelphia, PA)
- …You Do?** + Lead a cybersecurity advisory team with responsibilities to support cyber insurance policyholders, agents, and underwriters. + Drive the strategy ... with accounts and policyholders to enhance risk management practices. + Support the identification, maintenance, and assessment of key vendor relationships to… more
- Vanguard (Malvern, PA)
- …funds (ETFs), to Vanguard's financial advisor clients, including broker -dealers, asset managers, bank trust departments, registered investment advisers, ... coaching to digital product teams on current strategy. Oversees product teams' support of the messaging, communication, and customer outreach as necessary.5. Builds… more
- Robert Half Finance & Accounting (Hatfield, PA)
- …Sales VP and cross-functional teams on critical business initiatives. * Provide support for pricing strategies, including broker commission reporting and margin ... This role focuses on delivering insightful financial analysis and reporting to support strategic sales initiatives in a dynamic, commodity-driven market. The ideal… more
- Lincoln Financial (Radnor, PA)
- …and technologies. **What you'll be doing** + Design, develop, test, and support custom applications using the declarative and programmatic capabilities of the ... Salesforce Platform. + Implement and support solutions which include Salesforce in an ecosystem of...put their goals in reach. Lincoln Financial Distributors, a broker -dealer, is the wholesale distribution organization of Lincoln Financial.… more
- The Hartford (Penn, PA)
- …share. This role will lead M&L in our digital solutions strategy; support strategic digital business channels, lead digital acquisition, and enable digital service ... strategies. + Partner as a thought leader on challenging problems and support implementing innovative solutions to drive results. + Share a deep understanding… more