- Truist (Philadelphia, PA)
- …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
- BMO Financial Group (Wausau, WI)
- We are currently seeking a Senior Wealth Management professional who excel in sales and relationship management, boasting a robust network of COIs, Business Owners, ... will help you thrive in your personal and professional life! Provides advisory-based sales and relationship management to attract, retain and grow a portfolio of… 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
- Access Dubuque (Dubuque, IA)
- …your well-being - inside and outside of work. + **You'll have fun.** Yes, we're accountants and business advisors - but we also like to celebrate, connect, and have ... Eide Bailly Tax Senior Associate Eide Bailly Entry Level Sales Executive - Risk Management Cottingham & Butler/ SISCO...- Risk Management Cottingham & Butler/ SISCO Entry Level Sales Executive - Trucking Cottingham & Butler/ SISCO Entry… more
- United Site Services (Westborough, MA)
- …of our diverse team, which includes field technicians, customer care representatives, sales professionals, and functional experts. Each member of our team plays a ... compliance with capital budgets to division management. + Assists Senior Accountants in reviewing month end financials, and conducting monthly variance analysis.… more
- Robert Half Management Resources (New York, NY)
- …small team. Responsibilities: * Supervise and lead a small team of accountants , ensuring accuracy and efficiency in financial operations. * Oversee month-end, ... timely and accurate reporting. * Prepare and analyze financial statements, sales reports, and profitability metrics to support decision-making. * Manage budgeting,… 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
- Fifth Third Bank, NA (San Diego, CA)
- …monitoring the quality of an largest existing portfolio of companies with annual gross sales of at least $20MM 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
- KeyBank (Hartford, CT)
- …and external advisors to resolve + Collaborates with external client advisors (attorneys, accountants , etc.) to deliver advice **Growth of Book of Business** + Works ... Management Team as part of the pre-call and weekly sales meeting + Administers complex accounts with a proactive,...on all internal fiduciary issues + Work closely with Sales Leader, Regional Trust Director and local team members… more
- First Horizon Bank (Lafayette, LA)
- …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