- Truist (Tampa, FL)
- …review the following job description:** Lead, develop and coach a team of wealth support specialists and oversee the daily service , sales and operations ... sales leadership and advisors to assist in sales and client acquisition activities through ongoing support , coaching... leadership and regional leadership to understand and manage support to advisor gearing ratios and provide… more
- Charles Schwab (Austin, TX)
- …+ Minimum of 3 to 5 years' financial services experience in a client facing role operations ideally with investment advisor firm or employee benefit plans ... up retirement plans on the Trust Bank platform. This individual will schedule client meetings, assist recordkeeper and investment advisor clients with in-kind… more
- Thrivent Financial (Memphis, TN)
- …of Thrivent and opportunities to tell Thrivent's story Deliver Value to Clients + Support advisors in building a client and community engagement plan l everag ... and have a positive impact on community. The EL provides consultation and support resources to new and experienced Thrivent Financial Advisors, partnering with them… more
- World Insurance Associates, LLC. (Washington, PA)
- …, and payroll & HR solutions. Insurance Sales Producer - Commercial Lines Client Advisor Position Overview World's Client Advisors bring comprehensive ... World Insurance Associates ("World") is a unique financial services organization with a global network of brokers..."pitch decks" / presentations. Compensation As a World Insurance Client Advisor , your compensation is tied to… more
- Veralto (TX)
- …benefits + 401(k) Reporting to the **Technical Sales Manager** , the **Technical Services Consultant** is responsible for providing application support to sales ... multiple industries. This position is part of the **Technical Services Department** in North America. **We are looking for...of the sales process, acting as a key technical advisor and product advocate. + Conduct client … more
- BOOZ, ALLEN & HAMILTON, INC. (Annapolis Junction, MD)
- Integration Partner Support SME The Opportunity: As a defense mission professional, you ask questions others don't. You understand the nuances of complex situations. ... that keep our nation safe. As an Integration Partner Support SME, you'll bring your expertise to work on...on projects for USCYBERCOM. You'll be at rus ted advisor to our clients, and we'll look to you… more
- KPH Healthcare Services, Inc. (East Syracuse, NY)
- …efforts. + Act as an advisor to Sales Directors during strategic client meetings, providing insights and support for closing key opportunities. + Utilize ... needs across the organization. will lead growth initiatives and expand client relationships in the third-party administrator (TPA) space. **Scope of… more
- Google (Austin, TX)
- …adoption. + Troubleshoot complex technical issues during customer onboarding, providing advisory services and support to ensure a smooth integration with Vertex ... Commerce Search Consultant, Professional Services , Google Cloud _corporate_fare_ Google _place_ Austin, TX,...From concept design and testing to data analysis and support , you will oversee the technical execution and business… more
- Oracle (Columbus, OH)
- …account planning, crafting, owning and forecasting. + You will be the trusted advisor and influencer in winning customer decisions to buy, architect and adopt Oracle ... to transform customer organizations and build enduring capabilities. + Cultivate client relationships by building trust, partnership and an emotional connection to… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …focus on (1) Sales (identifying revenue opportunities and forecasting), (2) Marketing ( client acquisition techniques), (3) Client Service Standards ... educational offerings. + Promote development and facilitate implementation of branch support staff practice management (proactive and reactive) service … more