- BMO Financial Group (Urbandale, IA)
- Provides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive banking solution in the best interest of ... the customer. Determines client needs and provides solutions though the sales of managed products and services (eg mutual funds, mutual fund wrap accounts, ETF wrap… more
- Jackson National Life Insurance Company (Nashville, TN)
- …(HPW) is responsible for developing and implementing a business plan to achieve sales goals and producer type goals by covering a targeted advisor segment - ... set of financial professionals within multiple territories in order to attain sales growth objectives. + Cultivates new business relationships and extends low… more
- IBM (Reston, VA)
- …whilst ongoing development will advance your career through an upward trajectory. Our sales environment is collaborative and experiential. Part of a team, you'll be ... to IBM and /or 3rd party Partner clients. Collaborating across pre- and post- sales teams, you'll help set the most appropriate technology strategy and solution… more
- Microsoft Corporation (Redmond, WA)
- …our exciting hardware lineup? Come be a part of Windows & Devices Commercial Sales Finance Team! We are looking for a **Senior Finance Manager - Surface Commercial ... Windows and Devices Finance Team comprises of teams covering Sales , Revenue, Investments, Compete and Gross Margins. We are...targets + Developing deep understanding of Windows and Devices investment framework and ROI (Return on Investment ).… more
- Principal Financial Group (West Des Moines, IA)
- …**New Business Consultant** is instrumental to the success of regional sales offices by building partnerships with our financial professionals, accurately onboarding ... new clients by accurately preparing and processing insurance, annuity, and investment account applications. Manage account openings and asset movement requests with… more
- Truist (Philadelphia, PA)
- …support client service and business development efforts (eg credit, mortgage, planning, investment , trust and fiduciary services, and insurance services) in a manner ... updated and abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting...met where needed * 8 or more years of sales and client management experience in Wealth Management and… more
- Principal Financial Group (Grand Rapids, MI)
- …a licensed individual is preferred: + Successful Registration as an Investment Company Products/Variable contracts Limited Representative (FINRA Series 6 or ... and interpersonal skills. + Successful history of accomplishments in education, retirement sales , or a related field. + Ability to work both independently and… more
- Siemens (Atlanta, GA)
- …using Economic Value Added (EVA), pricing, and volume data to guide investment and growth decisions. + Translate insights into actionable growth strategies, market ... entry plans, and investment priorities. + Represent Siemens in government affairs and...new products, services, and market entries. + Align marketing, sales , product, and customer success teams for successful launches… more
- JPMorgan Chase (San Francisco, CA)
- …about building relationships, identifying growth opportunities for clients, and excelling in sales within the Commercial Real Estate sector? If so, the Commercial ... real estate lender as a Client Associate on our sales team. The Commercial Term Lending (CTL) Group is...real estate firm or other area of financial services ( Investment Management, Commercial Banking, Business Banking or Insurance) +… more
- TIAA (Dallas, TX)
- …where appropriate, provide advice related to qualified and non-qualified product and investment needs. The typical consultant spends the majority of their time ... ensuring a good client experience. In addition to their sales responsibilities, the consultant performs many of the administrative...internal partners and clients to help identify product and investment needs. + Determine where client has a need… more