- HUB International (Boston, MA)
- …**.** **Overview** : Responsible for producing new 401(k) and other employer sponsored retirement plan sales, and for client retention and strengthening existing ... matters most by providing a broad array of insurance, retirement , and wealth management products and services. But we...you're supporting a local business or helping a national client navigate complex risk, you'll be backed by the… more
- Manulife (Boston, MA)
- …includes a wholesaler and a relationship manager to educate financial advisors about retirement plans, focusing on 401(k) offerings, and to integrate John Hancock's ... retirement solutions into their product portfolios. The ISC identifies...products to help determine what solution best suits their client 's needs. (SIMPLEs, 401(k), Individual IRA's, Cash Balance plans,… more
- BMO Financial Group (Los Angeles, CA)
- …a relationship development plan for all assigned clients under the direction of wealth advisor / relationship manager to maximize client lifetime value. + Acts ... Services relationships in the assigned portfolio to ensure an exceptional client experience. Introduces services to clients to enhance the overall experience.… more
- Oracle (Austin, TX)
- … client , at their location, serving as trusted technical advisor .high quality, integrated solutions within constraints of time and budget. **Responsibilities** ... to help us continuously innovate how we deliver world-class client experiences on cloud applications projects. _At Oracle Consulting,...The tech lead is expected to perform as an advisor to the customer, provide guidance and direction, and… more
- Bank of America (San Antonio, TX)
- …in the world specializing in goals-based wealth management, including planning for retirement , education, legacy, and other life goals through investment advice and ... guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision...must obtain all state registrations held by the Financial Advisor (s) and Advisor Team(s) they support +… more
- Bowman (Chicago, IL)
- …Bowman. Leverage thorough understanding of the market to capitalize on existing client relationships to enable growth while strategically seeking and winning new ... business units to meet project requirements. + Act as advisor to Region regarding projects, tasks, and operations. +...firm. + Serves as a resource in resolving potential client issues. **Do the Work** + Hire, train, retain,… more
- Oracle (Trenton, NJ)
- …time with the client , at their location, serving as trusted technical advisor . The role: The Oracle ERP Cloud PaaS4SaaS Technical Delivery Lead is a multifaceted ... to help us continuously innovate how we deliver world-class client experiences on cloud applications projects. _At Oracle Consulting,...The tech lead is expected to perform as an advisor to the customer, provide guidance and direction, and… more
- JPMorgan Chase (Brooklyn, NY)
- …In-depth product knowledge of Payables solutions including Commercial Card + Proven client ownership and trusted advisor relationship building skills + ... revenue-generating optimization initiatives. Job Responsibilities + Develop and execute client expansion and retention strategies proactively. + Focus on overall… more
- US Bank (Minneapolis, MN)
- …Develop advisor education programs focused on product application, strategies, client uses and product features and benefits. + Create training materials, ... for use by financial advisors to ensure alignment with client needs, market trends, and regulatory requirements. Develop and...webinars, and provide on demand learning support to enhance advisor knowledge of the product lines in scope. +… more
- Edward Jones (St. Louis, MO)
- …being part of a firm where everyone is aligned toward a singular focus: serving the client . And everyone is working to make the firm better together - as they grow ... for the timely & accurate payment of all elements of Financial Advisor Compensation including Commissions, New FA Compensation, Trimester Bonus, Travel Award… more