- Truist (West Chester, PA)
- …profiling and personal financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment ... Analyst (CFA), Accredited Asset Management Specialist AAMS(R) , Certified Trust and Financial Advisor CTFA(R), Chartered Life Underwriter CLU(R), CRPC(R) -… more
- Fiserv (Harrisburg, PA)
- …money and information in a way that moves the world. We connect financial institutions, corporations, merchants, and consumers to one another millions of times a ... scale, come make a difference at Fiserv. **Job Title** Sales Executive, Cards **What does a successful Sales...building strategic relationships with senior leaders, leading to the acquisition of new clients within the **larger FI marketplace**… more
- CSL Behring (King Of Prussia, PA)
- As the Senior Director of Sales Operations & COE you will play a key role with responsibility for leading all aspects of sales force operations across the ... entirety of CSL Behring's US portfolio of products and sales teams. This role will leads efforts including ...Medical and Marketing. **Global COE:** Serve as a strategic advisor to US and global commercial leadership, shaping the… more
- TTEC (Harrisburg, PA)
- …organization that powers the world's greatest brands, is hiring a VP, Sales Executive, to join the mission of transforming customer experience and bringing ... our "Engage" suite of capabilities to enterprise-market clients. The Sales Executive will drive new business by acquiring customers...delivered by TTEC's services + Act as a trusted advisor to client prospects by demonstrating a deep understanding… more
- EDB (Harrisburg, PA)
- …and fast-growing PostgreSQL community, EDB supports major government organizations, financial services, media and information technology companies. EDB's data-driven ... and observability. For more information, visit www.enterprisedb.com The **Manager, Regional Sales ** will be responsible for defining and running the go-to-market… more
- KeyBank (Warren, PA)
- …Avenue - Warren, Pennsylvania 16365 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our Key Bank communities. ... to uncover needs and provide guidance and solutions to assist in client's financial wellness, both in person and through proactive calling efforts (30% of time).… more
- PNC (Wexford, PA)
- …Planning value proposition through a joint Banking and Investing partnership with a PNC Financial Advisor . + Ensures a strong client commitment and advocacy by ... + Develop and execute strategies to proactively drive Mass Affluent client acquisition , outreach and retention for purposes of generating revenue and deepening share… more
- PNC (Pittsburgh, PA)
- …Planning value proposition through a joint Banking and Investing partnership with a PNC Financial Advisor . + Ensures a strong client commitment and advocacy by ... + Develop and execute strategies to proactively drive Mass Affluent client acquisition , outreach and retention for purposes of generating revenue and deepening share… more
- City National Bank (Harrisburg, PA)
- …an interest in CNR investment services. Develops "partnering" relationships with Independent Financial Advisor , accounting firms, and estate planning firms with ... clients. Performance in the role is based on the acquisition of new assets under management. WHAT WILL YOU...new accounts and account transfer process. * Handle Independent Financial Advisor and client communication. * Prepare… more
- KeyBank (Plymouth Meeting, PA)
- …- Plymouth Meeting, Pennsylvania 19462 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our Key Bank communities. ... excellent client service in all interactions, analyzing clients' needs, and recommending financial solutions that help Key clients achieve confidence in their … more