- Principal Financial Group (Denver, CO)
- …with financial advisors, existing and prospective Plan Sponsor meetings, Advisor and Client events, conference calls, and electronic communications. Act as the ... WSRS Sales team as well as customer care and advisor care teams. These interactions will consist of one-on-one...acquire new assets in revenue producting investment products and solutions . + Collaboration with WSRS Sales and customer care… more
- Bank of America (Pennington, NJ)
- …and best practices for integrating our managed asset platform into various financial advisor business models. The Merrill Lynch Investment Advisory Program ... are guided by a common purpose to help make financial lives better through the power of every connection....the Investment Advisory Platform by helping to align IAP solutions to client goals. Key responsibilities include interacting with… more
- JPMorgan Chase (Boston, MA)
- …firms, we've experienced breakthrough growth over the last five years. Today, over 400 financial advisor firms have trusted over $100 billion in assets under ... and product knowledge by understanding digital marketing tactics, fintech space, the financial advisor client relationship, competition, and the marketplace. +… more
- City of Norfolk, Virginia (Norfolk, VA)
- …departments and the City's Financial Advisor to understand their financial needs, provide solutions , and align debt strategies with broader City goals. ... the bond issuance process in collaboration with the City's financial advisor , bond counsel, and City staff....+ Tracking and proper expenditure of bond proceeds. Innovative Financial Solutions : + Review and implement innovative… more
- Bank of America (San Diego, CA)
- …supporting business objectives and contributing to market profitability by influencing Financial Advisor business practices to minimize regulatory, financial ... activities, and conduct of market personnel + Manages day-to-day Financial Advisor (FA) business needs, while ensuring...in terms of client needs and concerns, and coach Financial Advisors on aligning solutions to goals… more
- World Insurance Associates, LLC. (Hamden, CT)
- …& HR solutions . Insurance Sales Producer - Commercial Lines Client Advisor Position Overview World's Client Advisors bring risk management solutions to ... World Insurance Associates ("World") is a unique financial services organization with a global network of...niche. While your focus is selling commercial lines risk solutions , you also are empowered to help clients with… more
- JPMorgan Chase (New York, NY)
- …Product, Technology, Data, Design, and Change Management teams to ensure seamless, high-quality solutions that meet client, advisor , and business needs. The VP ... management, design, or product delivery roles preferably in Wealth Management, Workplace Solutions or Financial Services + Strong strategic, analytical, and… more
- Bank of America (San Francisco, CA)
- …results focused and effective. **Job Description:** The Relationship Manager supports the Financial Advisor team to further develop and enhance existing client ... to support the coordination all sales and service activities. Works with the Financial Advisor and/or team Senior Business Manager to develop, implement, and… more
- JPMorgan Chase (New York, NY)
- …everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive ... resources of one of the largest and most respected financial firms in the world. Our small size and...small size and broad scope allow us to customize solutions tailored to clients' specific needs. The Market Executive… more
- TD Bank (Fort Lauderdale, FL)
- …now, and in the future with a focus on growing the portfolio by providing financial solutions and developing new business from both existing and new customers. ... portfolios, customizing a broad range of products and services to meet the financial needs of TD's customers. The job acquires, develops and manages commercial… more