- JPMorgan Chase (Columbus, OH)
- …including matters relating to powers of attorney, trusts and estates, deceased customer account closures and guardianship issues; + Internalize the firm's ... you will spend your time serving as a trusted advisor to the business that is responsible for consumer...legal issues that are escalated out of complex deposit accounts . As a new business area looking to offer… more
- JPMorgan Chase (Brooklyn, NY)
- …growth and expansion through strategic payables solutions, cross-sell products, and ensure account retention. In this role, you will build and maintain strong ... with both your clients and internal partners to achieve growth targets, retain accounts , and promptly resolve product or service issues. You will be responsible for… more
- Oracle (Hartford, CT)
- …software/solutions to prospective and existing clients + Manage sales through forecasting, account resource allocation, account strategy, and planning + Provide ... to Oracle's product suite + Collaborate with sales executives to address customer challenges + Find technical solutions aligning with customer requirements… more
- Fortive Corporation (St. Louis, MO)
- …be reporting directly to the Regional Sales Director, you'll collaborate closely with Account Managers to serve as trusted advisor to customers, partnering with ... customer journey. + Cold call outside of assigned accounts to create leads for ASP products and services....leads for ASP products and services. + Collaborate with Account Managers to understand customer needs and… more
- Proofpoint (Draper, UT)
- …of the most important members of the Proofpoint sales team. You will become a trusted advisor to both the Account Managers you are paired with, as well as our ... and tell a compelling story that will excite your customer and have them eager to hear more. Your...with the sales team to develop and execute targeted account penetration strategies + Build trust and rapport with… more
- Acuity Inc. (Atlanta, GA)
- …management solutions, and an audio, video and control platform. We focus on customer outcomes and drive growth and productivity to increase market share and deliver ... requires exercising independent judgment on matters of significance, including customer engagement strategies, quoting methodologies, profitability decisions, and alignment… more
- Principal Financial Group (Des Moines, IA)
- **What You'll Do** This role focuses on the RIA (Registered Investment Advisor ) experience by supporting sales and developing mutually profitable advisor ... literature, portfolio analytics, etc. while documenting interactions and key advisor data. Here are a few examples of the...Solve for needs across products: mutual funds, separately managed accounts , ETF's, 529's, internal funds, etc + Learn to… more
- Thrivent Financial (Crete, IL)
- …customers, and their families. Responsibilities may include working with a Financial Advisor to develop and implement business and marketing plans to acquire, ... prospects. The Associate reports to and is employed/contracted by the Financial Advisor . Thrivent Investment Management Inc. is the sponsor for FINRA registration… more
- Kestra Financial (Palo Alto, CA)
- …learn, advance, and excel? The Senior Sales Associate reports to the Financial Advisor and is critical in meeting clients' needs and developing prospects. This ... position utilizes excellent customer service and problem-solving skills to confidently provide information and education to clients in a timely, efficient, and… more
- Oracle (Reston, VA)
- …workforce development, and unified delivery standards. * Serve as senior advisor to CXO-level government leaders on Oracle's enterprise cloud capabilities, secure ... growth of the practice, quality of consulting delivery, and maintaining customer referenceability. Develops strategy and plans to successfully implement operational… more