- Aegon Asset Management (Philadelphia, PA)
- …FINANCIAL SERVICES DISTRIBUTION FOR 200K+ AGENTS WFG is the premier middle - market financial services distribution company, undergoing a digital transformation ... to support 200k+ agents (from 86,100 today) and achieve $2B+ in Life sales and $5B+ in Annuity sales. We're building a unified, agent-centric platform to replace fragmented systems with seamless SaaS integrations and modern cloud-native solutions. WHAT MAKES… more
- HUB International (Denver, CO)
- …Lines team! In this role, you'll be responsible for managing a book of middle - market accounts, specifically supporting an education book of business. You'll work ... collaboratively with other Account Managers, Associate Account Managers, and Producers on both existing accounts and new business opportunities. **Job Duties:** + Oversee service and strategy of assigned book of accounts + Maintain HUB professional service… more
- Grant Thornton (San Francisco, CA)
- …Advisory Senior Associate, you'll focus on the accounting aspects of middle - market transactions, serving dynamic organizations with experienced professionals who ... bring a full range of advisory services to validate, optimize and create value for the Transaction Advisory Practice - all with the resources, environment, and support to help you excel. Our Purchase Agreement Advisory team works alongside our diligence team… more
- Zions Bancorporation (Irvine, CA)
- …multiple Greenwich Excellence Awards for "Overall Client Satisfaction" in Small Business & Middle Market Excellence Awards. We are looking for a **Commercial ... Banker inIrvine, CA** . This role focuses on acquiring and servicing commercial loans, commercial real estate loans and bank services in accordance with individually established business development goals. **Essential Functions:** + Responsible for achieving… more
- Santander US (New York, NY)
- …and services (both credit and non-credit). * Proven ability to manage high-end Middle Market Clients. * Ability to work independently and leverage professional ... relationships within and outside the bank. * Deep understanding of capital structures. * Deep product knowledge in all bank offerings. * Extensive knowledge of financial analysis, risk evaluation, loan documentation and commercial loan structures. * Full… more
- Access Dubuque (Dubuque, IA)
- …teaching them about the benefits CBCS has to offer. The primary focus is on middle - market accounts. Ideal candidates for this position will have a strong claims ... background with at least five years of claims sales, handling, general liability, work comp, or account management. Better candidates would have an industry network to utilize. Why join CBCS? . **Best Team** - We have approximately 200 well-trained and… more
- Maxwell Locke & Ritter (Austin, TX)
- …accounting (preferably regional or mid-sized firm experience) + Experience with middle market , technology, government, and/or nonprofit clients preferred + ... CPA Certification + Highly motivated team player + Strong written and verbal communication skills + Aptitude for project management What Sets Us Apart We're redefining what it means to work in public accounting by: + Instilling the belief that "No success at… more
- Cherry Bekaert (Nashville, TN)
- …lead a team that provides personal, compliance, and business tax planning services to middle market corporate and large pass-through clients, with a focus on ... partnerships. Ability to service Real Estate (https://www.cbh.com/industries/real-estate-construction/) clients is a plus. You'll use your client service team leadership skills, acting as a role model, to provide coaching, mentoring, and training in the… more
- TicketManager (Calabasas, CA)
- …Model & Scale . Experience in a SaaS business is required, ideally with middle - market or enterprise customers. Ideally in a similar growth path of scaling ... from $30M to $75M+ ARR. + Modeling. Deep experience creating and iterating financial models. Background in investment banking or private equity is a plus, demonstrating the rigor needed to drive analysis and decision-making. + M&A and Capital Markets. While… more
- JPMorgan Chase (Dallas, TX)
- …work in close partnership with the International Payments Specialists (IPS), US based Middle Market bankers and Treasury Management Officers; as well as other ... Product Specialists from across the Firm to identify and support the broader banking needs and requirements of Commercial Bank clients.You will participate in the three-year development plan designed fora progression of job functionsto develop skills over time… more