- Lincoln Financial (Radnor, PA)
- …unsolicited resumes or candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial are considered property ... * Cultivate effective working relationships and become a trusted advisor to key business leaders while generating consulting engagements...volume **What's it like to work here?** At Lincoln Financial , we love what we do. We make meaningful… more
- Lincoln Financial (Radnor, PA)
- …unsolicited resumes or candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial are considered property ... provide legal counsel and subject matter expertise to the Lincoln Financial Group business segments, including SEC-registered investment advisers, that are… 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 ... acquisition through onboarding and servicing.Maintains timely, accurate and complete sales /client relationship management administration tasks as determined by the… 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 ... onboarding and servicing. Maintains proactive, timely, accurate and complete sales /client relationship management administration tasks as determined by the… more
- Kyndryl (Harrisburg, PA)
- …and ultimately supporting execution. Partners will be focused on financial impact, utilization and contribution, client impact and leadership. **Contribute ... to Profitable Growth:** + Drive significant financial outcomes through signings and revenue targets + Ensure...seen as the 'go to' person and a trusted advisor by senior executives + Leading C-level client interactions… more
- Guardian Life (Harrisburg, PA)
- …supporting the Law Department's Mission to be a trusted advocate and advisor to drive strategic solutions that advance Guardian's purpose, priorities, and values. ... other department projects and initiatives. **You have** + Broad knowledge of the financial services industry and FINRA, SEC and State rules and regulations along… more
- Guardian Life (Bethlehem, PA)
- …supporting the Law Department's Mission to be a trusted advocate and advisor to drive strategic solutions that advance Guardian's purpose, priorities, and values. ... program effectiveness and efficiencies. **You have** + Broad knowledge of the financial services industry and FINRA, SEC and State rules and regulations along… more
- Guardian Life (Bethlehem, PA)
- …supporting the Law Department's Mission to be a trusted advocate and advisor to drive strategic solutions that advance Guardian's purpose, priorities, and values. ... on thorough assessments and development of facts. + Analyze customer information, financial data, transaction records and patterns to identify potential risks and… more
- Principal Financial Group (Philadelphia, PA)
- …things you'll do: + Collaborate with the TPA, plan sponsor and the advisor on plan features, investments, retirement readiness, services and new opportunities. + ... take pride in being a purpose-led firm, motivated by our mission to make financial security accessible to all. Our mission, integrity, and customer focus have made… more
- Forrester (Philadelphia, PA)
- …role, specifically with new-business development, achieving quota goals, and managing personal sales strategies. + Effective presentation, organization, and time ... This Role:** The Account Director is a highly motivated sales professional with a passion for building relationships and...Director will enjoy the opportunity to drive professional and financial growth. This role will work closely with top… more