- Truist (Winter Park, FL)
- …a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of ... 2. Receive and place orders as directed from Financial Advisor and assigned clients. Reply to queries regarding general...investment clients based on internal and bank leads. Use product and industry knowledge to identify existing client, account,… more
- Wells Fargo (Seattle, WA)
- …Strategy Consultant to support the recruitment efforts across our cross-channel advisor platforms, including Wells Fargo Advisors Financial Network (FiNet) and ... the goal is to develop and maintain a strong pipeline of financial advisor candidates and to provide insight on industry trends, competitive intelligence, product… more
- Brokers International (Urbandale, IA)
- …role is responsible for building and executing a sustainable operations program and advisor experience. This role will oversee the day-to-day activities of the back ... and middle office including Financial Advisor onboarding, systems administration, billing/commissions, money desk, and vendor management of outsourced… more
- IBM (San Francisco, CA)
- …opportunities for our network of IBMers. We are a team of deep product experts, ensuring exceptional client experiences, with a focus on delivery, excellence, and ... is a high-impact position passionate about executive-level engagement, field enablement, and strategic product feedback. As a Field CTO, you act as an extension of… more
- Aston Carter (Mandan, ND)
- …to inquiries and concerns. + Partner with dealers and installers to recommend optimal product solutions. + Serve as a trusted advisor and advocate for customer ... interests. + Identify and pursue new business opportunities in current and emerging markets. + Represent the company at industry events and trade shows. + Ensure adherence to brand standards and loyalty programs. + Facilitate smooth transitions of new accounts… more
- Citizens (Johnston, RI)
- …+ Effectively work with functional and business groups as a trusted advisor to determine desired product /service specifications and projected demand when ... making recommended action plans. + Maintain close relations with the industry supply base and industry experts with the objective to develop innovative solutions to complex problems. + Proactively identify improvement opportunities for assigned category areas… more
- SpaceX (Hawthorne, CA)
- …of forms, policies, and processes to help streamline and simplify deals and product /service terms + Develop strong, trusted advisor relationships with internal ... SpaceX business partners BASIC QUALIFICATIONS: + JD from an ABA-accredited law school + 3+ years advising on international trade matters at a law firm or working federal regulatory matters at a US government agency PREFERRED SKILLS AND EXPERIENCE: +… more
- Citizens (Johnston, RI)
- …effectively work with functional and business groups as a trusted advisor to determine desired product /service specifications and projected demand ... when making recommended action plans. + Maintain current with the industry supply base and industry trends with the objective to develop innovative solutions to complex problems. + Proactively identify improvement opportunities for assigned category areas and… more
- NVIDIA (IN)
- …accounts into strategic partners, and drive sustaining revenue, market share growth and product footprint + Serve as a trusted advisor to universities, ... communicating NVIDIA's vision, technology, and research impact. Develop relationships with senior university leaders to align NVIDIA's platform with institutional research priorities and drive large-scale adoption. + Forge strong connections with leading… more
- Thrivent Financial (Lakewood, CA)
- …clients and their families. Responsibilities may include working with a Financial Advisor to develop and implement business and marketing plans to acquire, ... prospects. The Associate reports to and is employed/contracted by the Financial Advisor . Thrivent Investment Management Inc. is the sponsor for FINRA registration… more