- Aegon Asset Management (Cedar Rapids, IA)
- …problem resolution. + Develop and foster proactive, positive relationships with clients, financial professionals and internal service teams to ensure client ... than a century ago, we were among the first financial services companies in America to serve everyday people...which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which… more
- BMO Financial Group (New York, NY)
- …the lending portfolio. + Creates pitch books for clients with respect to financial solutions and participate in their presentation to clients. + Monitors client, ... client's portfolio and business needs. + Initiates contact with partners for new client sales . + Participates in deal teams to develop, present and win mandates for… more
- Lincoln Financial (Greensboro, NC)
- …loan portfolio. **What you'll be doing** + Interfacing with internal and external stakeholders, including production officer, production analyst, correspondent, ... closed timely. + Managing and communicating transaction timelines to internal and external partners to verify all appropriate deadlines...volume. **What's it like to work here?** At Lincoln Financial , we love what we do. We make meaningful… more
- Guardian Life (Oklahoma City, OK)
- …areas of advanced planning. + Clearly and concisely explain the tax, legal, and financial /cost aspects of various sales opportunities and financial products ... The Business Resource Center (BRC) is Guardian's advanced sales department, and we are seeking a Advanced Planning Consultant. We are an organization providing… more
- Truist (Sarasota, FL)
- …knowledge to identify existing client, account, and product attributes that present sales potential. 7. Provide operational guidance to Financial Advisors ... FL Responsible for the general servicing and support of the Financial Advisors. This includes administrative and operational support, business development… more
- Edgewell Personal Care (Shelton, CT)
- …and financial reconciliation processes + Conduct monthly P&L reviews, sales performance analyses, and margin walk reconciliations to explain variances and drive ... across the P&L. **Stakeholder Collaboration & Governance** + Collaborate cross-functionally with Sales , Marketing, and Supply Chain, to align financial plans… more
- Otsuka America Pharmaceutical Inc. (Montpelier, VT)
- …various departments to support development, planning, and implementation of the S&OP ( Sales & Operations Planning) process. You will support execution of global ... proactive communications with cross functional collaborators that will help ensure both internal and external customer demands are consistently met with no laps in… more
- Wells Fargo (Irvine, CA)
- …you will:** + Assist Wealth Relationship Manager with account administration, sales activities and relationship management, balancing multiple priorities. + Assist ... knowledge and client relationship management skills to meet the financial needs of Clients. + Assist with annual client...Wealth Relationship Support team, the overall functional area, and internal peers outside work group on wide range of… more
- Wells Fargo (Charlotte, NC)
- …a consultative, desk-based environment. The Premier Growth Director will engage with Premier Financial Advisors and Managers to drive sales growth across a broad ... this role, you will:** + Work in a consultative internal desk environment with responsibility for specific regions, while...(or FINRA recognized equivalents) + Experience in a desk-based sales or consulting role within financial services,… more
- Principal Financial Group (Des Moines, IA)
- …drive investment insights across our global platform. The IPO team oversees internal and external investment managers for mutual funds, collective investment trusts, ... oversight responsibilities and special projects while building knowledge of financial markets, investment strategies, and institutional platforms. **Key responsibilities… more