- City National Bank (Los Angeles, CA)
- …May serve as a segment or industry specialist acting as a technical consultant to clients and colleagues in various business segments and geographic locations. Must ... conditions in the financial markets and necessary adjustments to their investment strategies and holdings consistent with CNB perspectives. Ensure full client… more
- Manulife (Boston, MA)
- …for consultant questionnaires. + Support of General Partner operations, Investment manager & fund regulatory reporting + Provide data /reporting to support ... of the operations, accounting, and reporting for multiple Manulife Investment Management Timber and Agriculture Funds and Separately Managed...front office, ops, and administration + Provide support to Sales and RFP teams + Design team to achieve… more
- Lumen (Austin, TX)
- …role will model various scenarios with changing input from customer demand and investment opportunities to continue to grow and build the most relevant fiber ... a complete national network plan with operational recommendations including network investment strategies and customer targeting. This is a highly cross functional… more
- Trane Technologies (Davidson, NC)
- …Project Development subject matter experts (SME)_** for strategic energy services sales through channels commonly referred to as Complex Solutions, Performance ... include working with Clients (Healthcare Emphasis) and Regional team members on sales and sales strategy, client and opportunity qualification, preliminary and… more
- Truist (College Station, TX)
- …financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment and asset allocation ... and policies. 3. Keep abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting mass affluent… more
- City National Bank (New York, NY)
- …vs non-taxable) and portfolio value * Financial accounting experience for recording investment purchases, sales and unrealized activity (eg, stocks, bonds, ... SENIOR MANAGER AGILLINK* WHAT IS THE OPPORTUNITY? The AgilLink Client Success Consultant is responsible for all aspects of maintaining the client relationship after… more
- Atria Wealth Solutions (Raleigh, NC)
- …Coastal Federal Credit Union is seeking a Financial Advisor to provide retirement and investment services to its member base in the Raleigh, NC area. As Coastal's ... Financial Advisor, you'll have the opportunity to use your sales talents and ability to build rapport as you...recommendations for the purchase of appropriate insurance and or investment products to meet their needs. You'll be an… more
- Siemens (Charlotte, NC)
- …developing and implementing plans to grow, develop, and manage contractor, consultant , developer, and end-user relationships; capitalize on sales opportunities ... commercial Smart Buildings Automation Controls Solutions team. Our Solutions Sales team will achieve booking and profit goals by...and the standard construction channel. + Act as a consultant to multiple levels of the customer's organization by… more
- Siemens (St. Louis, MO)
- …and implementing plans to grow, develop, and manage contractor, consultant , authority having jurisdiction, developer, and end-user relationships; capitalize on ... sales opportunities within the territory; and effectively execute sophisticated...and the standard construction channel. + Act as a consultant to multiple levels of the customer's organization by… more
- Siemens (Houston, TX)
- …and implementing plans to grow, develop, and manage contractor, consultant , authority having jurisdiction, developer, and end-user relationships; capitalize on ... sales opportunities within the territory; and effectively execute sophisticated...and the standard construction channel. + Act as a consultant to multiple levels of the customer's organization by… more