- Truist (Cleveland, OH)
- …as necessary with a strong focus on diversity, and executing on Financial Advisor retention strategies and objectives. Create a culture of inclusion and ensure all ... to Advisors. 18. Effectively partner with National Sales to ensure Advisor development opportunities are utilized, refined and effective. QUALIFICATIONS Required… more
- KeyBank (Brooklyn, OH)
- …field or equivalent experience + Advanced degree or Certified Trust and Financial Advisor preferred + Ability to advance business success of his/her sales ... the team to maximize resource utilization, efficiency and return on investment . + Coordinates, promotes and enhances working relationships with Portfolio Management,… more
- PagerDuty (Columbus, OH)
- …win in the enterprise. The Customer Success Management team acts as a Trusted Advisor to our customers, ultimately responsible for ensuring their success. As a key ... for helping customers achieve business value and ROI from their investment in PagerDuty. **Key Responsibilities** Advocate for the Customer: + Proactively… more
- Raymond James Financial, Inc. (Westlake, OH)
- …level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and expense reports. + Opens new client ... reports and client-specific reporting as needed for review by the financial advisor . + Creates and maintains records and files utilizing Client Relationship… more
- Lenovo (OH)
- …software defined infrastructure), software, solutions, and services. Lenovo's continued investment in world-changing innovation is building a more equitable, ... (KPIs, BMS, governance) in partnership with operational owners. + Serve as a strategic advisor and thought partner to the Chief of Staff, supporting the VP/GM of… more
- Huntington National Bank (Columbus, OH)
- …efficiency and satisfaction. + Drive continuous process improvements through Colleague Advisor Group and FOCUS support initiatives. + Manage the escalation process ... issues. + Build and maintain strong partnerships with Trust and Investment Management Services, Banking Operations, and other internal stakeholders. + Monitor… more
- Huntington National Bank (Columbus, OH)
- …position provides service for existing HFA clients with their current investment relationship, proactively calls NAC clients, sets appointments with NAC Financial ... Bank. + Responsible for business development through partnering with NAC Financial Advisor colleagues through referrals to this team. + Assists NAC Financial… more
- Deloitte (Cincinnati, OH)
- …to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing ... strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving during their lifetime and… more
- KeyBank (Brooklyn, OH)
- …(Certified Fiduciary & Investment Risk Specialist), CTFA (Certified Trust and Fiduciary Advisor ), or similar). + Prior wealth management and trust (eg - eg - ... management products and services (eg - trust, private banking, securities/ investment management) as well as trust/fiduciary related compliance, operations, and… more
- Eaton Corporation (Beachwood, OH)
- …Corporate Development, the Senior Manager will serve as a strategic advisor to Eaton's executive leadership, driving enterprise-wide strategy formulation, portfolio ... optimization, and strategic investment initiatives. This role requires exceptional analytical acumen, persuasive communication skills, and the ability to synthesize… more