- Wells Fargo (Charlotte, NC)
- …tax-efficient withdrawal approaches + Partner with annuity carriers to stay current on product offerings and ensure accurate advisor education + Serve as emcee ... exhibit a thorough knowledge and understanding of the specifics of each annuity product found on the Wells Fargo Investment platform, including the ability to… more
- M&T Bank (Buffalo, NY)
- …& Analytics team. In this high-impact role, you'll serve as a trusted advisor to product leaders across our consumer lending portfolio-including credit cards, ... + **Strategic Analysis & Insights:** Conduct deep-dive analyses on product performance, marketing campaign effectiveness, and customer behavior. Translate findings… more
- Rocket Software (Hagatna, GU)
- …Senior Customer Solutions Engineer is an Enterprise Content Management (Mobius ECM) product expert and trusted advisor providing primarily post sales technical ... detailed customer implementations of Rocket's Mobius ECM. + Ensures the product implementation method is supportable, maintainable and scalable per established and… more
- TD Bank (Charlotte, NC)
- … development, account originations, marketing, and servicing. You will be a trusted advisor to product owners and risk stakeholders. **Depth & Scope:** + ... at a consumer financial regulator. + Prior experience advising on both product and regulatory legal considerations, as well as exposure to transactional issues,… more
- Ralliant (Fairport, NY)
- …sales process, working in conjunction with the sales team as the key technical advisor and product advocate for our Condition Monitoring solutions. 2. Second ... This position will be the primary liaison with the product managers, sales and engineering teams for ideation of...help marketing team define segment market strategies and required product innovation. The ideal candidate must be able to… more
- TD Bank (Charlotte, NC)
- …value realization. **5. Stakeholder Engagement & Influence** - Act as a trusted advisor to product , technology, and business leaders on partnership strategy and ... identifying, evaluating, and cultivating new partnership opportunities across our ' Product Factory', spanning multiple lines of business. The successful candidate… more
- WATTS (Blauvelt, NY)
- …work with account managers, sales representatives and customers as the key technical advisor and product advocate for the entire Plumbing and/or HVAC system. ... At same time, ensure that each Representative is updated on product compatibility, application, and competitiveness. Additionally, ensure that Representatives are… more
- DoorDash (San Francisco, CA)
- …and Product Management teams. You will be leaned on as an active advisor + Bring product offerings to market both internally (for our account teams) ... This role will be directly responsible for developing the product strategy for our ads & promotions products. About...value for Merchant / Advertiser audience + Work with product management, data science, and sales to develop new… more
- Robert Half Finance & Accounting (Fairfax, VA)
- …their financial goals through assessing their needs and providing appropriate financial product solutions. The Paraplanner Financial Advisor will be responsible ... Description Paraplanner Financial Advisor ~ Washington, DC area Financial Services $90k,...DC area. with a need for a Paraplanner Financial Advisor to join their experienced team! The Paraplanner will… more
- Superior Energy Services (Lafayette, LA)
- …Groups. + Knowledge, technical competency, and experience in the related field or core product line from a Completion Advisor level. + Knowledge relating to ... , you'll serve as both a trusted Completion Technical Advisor and a strategic Account Manager, driving value for...DUTIES AND RESPONSIBILITIES** + Perform duties in a Technical Advisor role as necessary to support the client and… more