- Sedgwick (Salem, OR)
- …compliance. **ESSENTIAL RESPONSIBILITIES MAY INCLUDE** + Acts as the SME of a business line; implements new programs ensuring the client 's expectations are met. ... Best Workplaces in Financial Services & Insurance Program Implementation Advisor **PRIMARY PURPOSE** **OF THE ROLE** To serve as...and requirements. + Plays a key role in maintaining client relationships; assists in new business productions.… more
- Navy Federal Credit Union (San Diego, CA)
- …mixture(s) of insurance/investment products and services to achieve the financial client 's goals as a registered representative/ advisor /agent of Navy Federal ... and under supervision. Responsibilities + Provide investment industry expertise to client investment consultations and servicing of life insurance and full suite… more
- Deloitte (Honolulu, HI)
- …ventures, and fuel growth through innovation. Work you'll do The Financial Resource Advisor /Planner will serve as a key financial and resource management expert for ... a US Korea GPS client . This position is responsible for the full spectrum...support both annual and ongoing infrastructure projects. The Resource Advisor /Planner will ensure all financial operations are compliant with… more
- M&T Bank (Bear, DE)
- …and/or Retail segment book of business , penetrate existing segmented book of business with a focus on existing client asset growth and maintenance based ... on individualized needs analysis , and on deepening client relationships and..., responsible to penetrate into existing segmented book of business with a focus on existing client … more
- Sedgwick (Fort Worth, TX)
- …Work(R) Fortune Best Workplaces in Financial Services & Insurance Claims Advisor , Professional Liability **ESSENTIAL FUNCTIONS and RESPONSIBILITIES** + Analyzes and ... structured settlement proposals as necessary to maximize settlement. + Performs coverage analysis and opinion as part of the claim process including all necessary… more
- The Hartford (Wayne, PA)
- …advisors, calling on key contacts at the firms, calling on clients with their advisor and conducting seminar presentations and client events. Qualifications: * A ... future. Location: San Francisco Metro Position Summary: As an Advisor Consultant, you will be responsible for driving Hartford...listed annualized base pay range is primarily based on analysis of similar positions in the external market. Actual… more
- City National Bank (Los Angeles, CA)
- * ADVISOR II - FOREIGN EXCHANGE* WHAT IS THE OPPORTUNITY? This colleague is responsible for meeting sales goals by servicing existing foreign exchange clients, ... Interface with various operations units to ensure that FX client issues and concerns are addressed. * Interface with...experience in Foreign Exchange and/or capital markets sales and analysis * Minimum 4 years of experience using financial… more
- PNC (Pittsburgh, PA)
- …the full breadth of the fiduciary platform in order to grow the fiduciary business and assure the highest level of client experience. Administers assigned ... and have an opportunity to contribute to the company's success. As a Fiduciary Advisor II within PNC Private Bank organization, you will be based in Pittsburgh, PA.… more
- Sedgwick (San Antonio, TX)
- …units as necessary in troubleshooting compatibility issues between security tools and business or productivity programs. + Performs analysis of suspected ... Workplaces in Financial Services & Insurance IT Security Engineering Advisor Sr **PRIMARY PURPOSE OF THE ROLE:** To manage...other software or programs and provides written or verbal analysis to management. + Analyzes client and… more
- Vanguard (Charlotte, NC)
- …(AWM) Division. You will play a key role in developing solutions to business challenges and conducting analysis to help management proactively address potential ... risks to the firm or investors. The role requires close collaboration with business leaders and risk partners, including Compliance, Risk, and Internal Audit. The… more