- Truist (Mclean, VA)
- …America) **Please review the following job description:** The Wealth Private Advisors primary responsibility is to deepen client relationships around banking, ... point of contact for the Private Client Group Financial Advisors (FAs) within their assigned Truist regions. The Wealth...and train on the value of a Wealth Private Advisors relationship with both internal and external partners. Leverage… more
- Tiffany & Co. (Bal Harbour, FL)
- …has strong communication and problem-solving skills and works effectively with client advisors , management, corporate partners, and clients to drive store sales and ... to management or corporate partners. + Partner and communicate effectively with client advisors , management, and clients to respond and follow up on requests for… more
- Principal Financial Group (Lake Oswego, OR)
- …responsible for: + Promoting and implementing marketing programs and tools with all financial advisors in the region. + You will work closely with sales managers and ... financial advisors to effectively penetrate target segments in order to...+ Produce newsletters to foster positive culture and keep advisors informed about marketing programs and initiatives. + Ensuring… more
- Paychex (Rochester, NY)
- …business cases and financial models, engage and interact with external advisors and sellers, and supporting/developing communication for executive decision makers. ... parties including cross-functional leadership, legal counsel, financial and tax advisors , and sellers and their advisors on...and tax advisors , and sellers and their advisors on various transactions. + Develops and manages pipelines… more
- Carnival Cruise Line (Seattle, WA)
- …respond to a variety of inbound calls from direct consumers and Travel Advisors . You will utilize your superior customer service skills to build rapport, recommend ... all calls, you will assist direct consumers and Travel Advisors with problems that might occur on a reservation,...customer's reservation. + Proactively assist direct consumers or Travel Advisors with problems that might occur on a reservation;… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …gain hands-on experience in the operational processes that support the service advisors for our independent advisors and broker-dealer relationships. This role ... escalating as needed + Work with cross-functional teams (Client Engagement, Service Advisors , and Risk) to provide updates. + Gain insight into how operational… more
- Hartwick College (Oneonta, NY)
- …requirements. + Works with the Chairperson or designee to assign students to faculty advisors . + Works with the agency to identify a preceptor or manager contact for ... as necessary in developing a clinical schedule. + Provides faculty advisors with student files (agency contact information, student contact information, skills… more
- Flowserve Corporation (Irving, TX)
- …will collaborate cross-functionally with finance, operations, legal, and external advisors to optimize intercompany pricing and maintain audit-ready documentation. ... + Provide audit defense support and coordinate with external advisors on MAP, APA, and litigation strategies. + Monitor...alignment. + Serve as a key liaison with external advisors and tax authorities. **Requirements:** + Bachelor's or Master's… more
- Raymond James Financial, Inc. (Sacramento, CA)
- …the firm. * Provides face-to-face support in a specific territory to financial advisors and their clients through individual or group meetings, branch visits, zoom ... territory. * Responsible for building and maintaining relationships with financial advisors to drive department sales objectives and to increase financial advisor… more
- City National Bank (Madison, WI)
- …WHAT IS THE OPPORTUNITY? Expand and deepen the network of Independent Financial Advisors , CPA's & attorneys referring clients to Royal Bank of Canada (RBC) Rochdale ... to increase the quality and quantity of Independent Financial Advisors , accounting and law firms referring clients to RBC...clients to RBC Rochdale. * Ensure that Independent Financial Advisors are kept abreast of firm and industry developments.… more