- Truist (Chattanooga, TN)
- …leadership team, local advisory board members, outside Certified Public Accountants (CPA), attorneys, civic associations and other individuals and organizations ... continuing education requirements are met where needed + 8 or more years of sales and client management experience in Wealth Management and a demonstrated ability to… more
- US Bank (Los Angeles, CA)
- …you excel at-all from Day One. **Job Description** Reporting to the ABF Regional Sales ABF Sales & Originations Leader, this role is responsible for asset-based ... * Develop and maintain center of influence referral sources such as accountants , attorneys, equity and mezzanine sources, peer banks, and affiliates. * Collaborating… more
- WSFS Bank (Philadelphia, PA)
- …The Senior Small Business Relationship Manager will be responsible for the sales life cycle, including lead sourcing, loan policies and structure, product knowledge, ... and nurture an active referral network with business/professional associations, accountants , lawyers, commercial real estate brokers, business brokers, etc., to… more
- Fifth Third Bank, NA (Memphis, TN)
- …monitoring the quality of an largest existing portfolio of companies with annual gross sales of at least $50MM and generally less than $500MM within a specific ... Third Business Partners and Client's trusted advisors (eg attorney, accountants ) + Ensure that customer relationships are managed to...negotiations. + Proven ability to work in a team-based sales environment. + Must be proficient in all Microsoft… more
- Robert Half Finance & Accounting (Plymouth, MN)
- …* Assist in gathering and organizing data for external auditors and tax accountants . * Contribute to the preparation and reconciliation of sales and ... property tax returns. * Provide support for sales tax and property tax audits. * Handle sales tax reporting and revenue invoicing with precision. * Collaborate… more
- First Horizon Bank (Orlando, FL)
- …as well as the regional leadership team, outside Certified Public Accountants (CPA), attorneys, civic associations and other individuals and organizations to ... education requirements are met where needed. + 5 or more years of sales and client management experience in Wealth Management and a demonstrated ability to… more
- Robert Half Finance & Accounting (Austin, TX)
- …+ Perform additional account reconciliations as assigned. Taxes: + Ensure accurate application of sales and use tax on vendor invoices per state and local laws. + ... Manage filing and payments of sales and use taxes. + Lead external ...Manage, train, and develop accounts payable technicians and staff accountants . + Ensure accurate invoice coding and timely payments… more
- First Horizon Bank (Miami Beach, FL)
- …as well as the regional leadership team, outside Certified Public Accountants (CPA), attorneys, civic associations and other individuals and organizations to ... essential functions.** + Bachelor's Degree Required + 5 or more years of sales and client management experience in Wealth Management and a demonstrated ability to… more
- BMO Financial Group (Minneapolis, MN)
- Provides advisory-based sales and relationship management to attract, retain and grow a portfolio of prospect and client relationships and deliver an exceptional ... creative solutions for the client. + Develops and executes the business development strategy, sales targets and the sales results for the assigned region. +… more
- Principal Financial Group (Des Moines, IA)
- …a variety of actuarial functions.. Collaboration and communication with Actuaries, Accountants , and IT professionals across the Enterprise are essential. You will ... Range Information** Salary ranges below reflect targeted base salaries. Non- sales positions have the opportunity to participate in a...have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives,… more