- HUB International (Raleigh, NC)
- …and participate in ongoing education for industry knowledge **REQUIREMENTS:** In the Sales Advisor role, you must be an independent self-starter who is able ... array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 19,000 employees… more
- Wells Fargo (New York, NY)
- …and Advisor tools to enable growth across WIM's full-service and independent advisor channels. The team drives close collaboration across all Wealth ... **Client Relationship Group (CRG)** Product Management organization within Wealth and Investment Management (WIM) leads the strategy, design and prioritization of… more
- MAPFRE Insurance (Webster, MA)
- Manager, Investment Accounting Date: May 30, 2025 Location: Webster, MA, US Company: MAPFRE At MAPFRE, our commitment to care is not just our purpose; it's the ... cares deeply and acts boldly. Together, we make a difference. Manage the investment accounting workflow and staffing to ensure the dissemination of information is… more
- Bank OZK (Jacksonville Beach, FL)
- …& Scope Responsible for developing, managing, and maintaining revenue generating investment and trust relationships and assists in the development of retirement ... Job Functions + Develops leads and referrals for revenue generating client investment and trust relationships. + Partners with retirement planning and corporate… more
- T. Rowe Price (Baltimore, MD)
- …asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset ... advisors, institutions, and retirement plan sponsors. We take an active, independent approach to investing, offering our dynamic perspective and meaningful… more
- BMO Financial Group (Covina, CA)
- Provides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive banking solution in the best interest of ... priorities and best sequence for execution of business/group strategy. + Conducts independent analysis and assessment to resolve strategic issues. + Coordinates and… more
- BMO Financial Group (Scottsdale, AZ)
- …on resource requirements and develops roadmap for strategic execution. + Conducts independent analysis and assessment to resolve strategic issues. + Acts as the ... + Ensures alignment between stakeholders. + Bridges banking, trust and investment disciplines together for client communications when the full relationship exists.… more
- BMO Financial Group (Minneapolis, MN)
- …priorities and best sequence for execution of business/group strategy. + Conducts independent analysis and assessment to resolve strategic issues. + Builds effective ... + Ensures alignment between stakeholders. + Bridges banking, trust and investment disciplines together for client communications when the full relationship exists.… more
- Jackson National Life Insurance Company (Nashville, TN)
- …goals by covering a defined geographic territory as the sole Wholesaler in the Independent Registered Investment Advisor market. The territory for this role ... products and services, utilizing financial planning tools and platforms commonly used by independent RIAs. + Proven track record of growing and managing a territory… more
- Athene (New York, NY)
- …to bring retirement income and buffered annuity solutions into the RIA and independent advisor market-through models, managed accounts, and advisor platforms ... buffer, or income engine within portfolios + Proven ability to translate investment innovation into real-world advisor adoption-across planning, compliance, and… more