- Wells Fargo (Denver, CO)
- …this role:** Wells Fargo is seeking a Financial Consultant in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas and ... this role you will:** + Work with the Financial Advisor in providing clients with financial advice consistent with...and referring those customers interested in a dwelling secured product to a SAFE team member. This position includes… more
- KeyBank (Auburn, NY)
- …Minimum Distribution calculations. + Follow up on client service activities and Advisor 's requests. + Create and manage the client database: address, contact info, ... sales unit meetings, manager coaching sessions, etc. and to attend additional product and process training as available. Create, obtain proper approval and… more
- Wells Fargo (Ponte Vedra Beach, FL)
- …this role:** Wells Fargo is seeking a Financial Consultant in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas and ... this role, you will:** + Work with the Financial Advisor in providing clients with financial advice consistent with...and referring those customers interested in a dwelling secured product to a SAFE team member. This position includes… more
- Wells Fargo (Minneapolis, MN)
- …and Pricing Advisory (Lead Business Execution Consultant) to support the Capital Management and Pricing Strategy team within the Commercial Bank (CB). This is ... role, you will:** + Act as a business execution advisor to leadership in order to drive improved capital...plans and deliver presentations to key stakeholders and senior management + Lead the analysis, strategy and resolution of… more
- Boehringer Ingelheim (Ridgefield, CT)
- …on mid and senior executive level and become a discussion partner and a trusted advisor on a broad range of management topics. + Ability to provide quality ... embedded in broader business growth and capability plans. + Serves as a key advisor and member of key working teams facilitating strategic alignment across US and… more
- JPMorgan Chase (Portland, OR)
- …and reviews, and development of close collaborative relationships with both portfolio management and client advisor teams. **Job Responsibilities** + Key ... you will assist and promote new and existing client management including managing a team of two, taking a...contributor to product strategy, platform development and product launches working in partnership with Campbell Global lead… more
- Capital One (Richmond, VA)
- …Key Responsibilities: + Strategic Partnership & Consulting: Act as a trusted advisor to assigned Technology or Product senior leaders, understanding their ... qualitative analysis + 2+ years of experience in people management + 2+ years of experience in product development + 2+ years of experience in financial modeling… more
- Principal Financial Group (Minneapolis, MN)
- …the Internal Wholesaler within territory for collective success in growing advisor relationships. Accountable for achieving sales targets and managing broker dealer ... on growing market share. + May provide input on marketing, product development, shareholder/broker communications and integration of campaigns with broker dealers… more
- Fiserv (Indianapolis, IN)
- …including both **Banks** and/or **Credit Union** targets within the **card services product vertical** . You'll leverage your expertise and track record in opening ... deliver differentiated customer value and serve as a strategic advisor to your clients. **What you will do:** +...to your clients. **What you will do:** + Drive product vertical sales and demand generation activities to build… more
- Palo Alto Networks (Santa Clara, CA)
- …service domains. This senior-level consultant will serve as a trusted advisor and key contributor to helping our customers strengthen cybersecurity resilience ... Drive cross-functional value by integrating the Palo Alto Networks product platform (eg, Cortex XSIAM, Prisma SASE, Precision AI)...support Unit 42's goal of becoming a trusted strategic advisor + Lead the design, development, and delivery of… more