- Excellus BlueCross BlueShield (Dewitt, NY)
- …renewals and retention. Externally the position may be responsible for broker /client meetings, open enrollment meetings and/or annual reviews. The position will ... for maintaining detailed account and prospect history using a sales force automation program. + Attends new and/or existing...Takes a lead role on projects. + Acts as manager in their absence. Minimum Qualifications: NOTE: We include… more
- Mizuho Corporate Bank (New York, NY)
- …function, designed to add value and improve MUSO including the derivatives and broker dealer businesses. Based in the New York Metro area, IADA staff members ... managing the audit process from initiation to completion and assisting the Group Manager with the administrative control of the Group. Job Description The technology… more
- TD Bank (Providence, RI)
- …service model/experience for TD Wealth clients + Meets quarterly and annual sales goals + Deepens wallet share by anticipating client needs and suggesting ... + 2+ years of providing advice, planning and investment sales + SIE, Series 7, Series 63 required +...Language:** + This position is with a FINRA member, broker and/or dealer and is subject to the requirements… more
- Neuberger Berman (TX)
- …Ameriprise, and LPL. The goal of the Advisor Consultant is to increase sales and revenue of Neuberger Berman mutual funds, SMAs, ETFs, and alternative investment ... Northern Texas (Dallas), Oklahoma, and Arkansas territory targeting wirehouses and broker dealers by actively developing relationships with advisors to promote… more
- Travelers Insurance Company (Centennial, CO)
- …territories. May occasionally seek assistance from a senior level Account Executive or manager on more complex accounts. Takes a portfolio view of their book of ... insureds in order to build and maintain business relationship. Sales : + Uses consultative marketing / sales ...degree preferred. + In some lines of business, relevant agent/ broker experience may be appropriate. + Typically has 3-5… more
- Lincoln Financial (Radnor, PA)
- …Within CIS, the AVP, Retail Investment Specialist works closely with Alternative Investment Sales Specialists to support sales efforts and growth goals in ... business partners to develop and maintain core product materials, training materials, and sales ideas. + Craft impactful messaging to support sales efforts of… more
- TD Bank (New York, NY)
- …on FICC derivatives. The Transparency team works directly with global sales /trading/quant teams on the development of applications incorporating pricing and risk ... trading. These applications are used globally by Front Office sales and traders and are critical to TD's trading...quant library + React and AngularJS + Solace message broker + Hazelcast and ZeroMQ for distributed computing +… more
- ReSource Pro (Atlanta, GA)
- …a highly client-facing leader, the Director,Data Services is responsible for pre- sales engagement, delivery excellence, and building scalable frameworks for the ... Market Facing Leadership: Serve as a market-facing leader, engaging with clients in pre- sales and solution design to build long-term relationships and a robust … more
- ReSource Pro (Springfield, IL)
- …ideas to clients to help them improve business performance. + Manage sales lifecycle and effectively communicates the business and financial cases to successfully ... close sales . + Ensure client satisfaction and retention by strategically...with Talent Acquisition + Online talent assessment + Hiring Manager interview + Stakeholder interview *Additional interview steps may… more
- JPMorgan Chase (Chicago, IL)
- JPMorgan Asset Management is a worldwide leading investment manager of choice for institutions, financial intermediaries and individual investors. With a heritage of ... Advisors in multiple generalist channels including Wirehouse, RIA, Independent Broker -Dealer and Chase Wealth Management channels. These internal partners will… more