- M&T Bank (Buffalo, NY)
- …Implement investment strategy recommendations. + Prepare and review with Investment Advisor as needed, portfolio recommendation letters for advisory and co-trustee ... expand client relationships. + Serve as a support associate to assigned Investment Advisor (s) as required. + Maintain a current understanding of changes in the… more
- Truist (Homewood, AL)
- …America) **Please review the following job description:** JOB SUMMARY Provide consultative, sales and technical support to one or more Financial Advisors, working ... clients and actively sourcing prospective clients. Provides leadership to the Financial Advisor team, contributing to the short and long-term strategic planning and… more
- ADP (Louisville, KY)
- …of increasing client satisfaction and retention. Works directly with the client or advisor and internal teams to oversee and bring resolution to complex client ... driving results with clients, with the goal of increasing client experience, advisor experience, participant experience and client retention. Partners with Sales… more
- Microsoft Corporation (Reston, VA)
- …The Account Executive proactively cultivates relationships with customers and uses Microsoft sales strategies to establish alignment and secure buy in and execution. ... of account plans to ensure engagements yield high volume sales for both Microsoft and the customer. Thinks strategically...to influence for impact and acts as a trusted advisor to help the customer transform its business model.… more
- BlackRock (Chicago, IL)
- **About this role** **About this role** We are actively seeking client-facing sales professionals with a proven successful track record of managing an assigned ... to retail Wirehouse, RIA and Independent advisors using data insights and technology to execute sales . This role may be based in any of our home office locations -… more
- ADP (Seattle, WA)
- ADP is hiring a **Major Account Business Process Outsourcing Sales Representative.** **Thanks for clicking!** Let us tell you some more + Are you high-reaching and ... a better way to work starts with our own sales teams. Every day, our sales teams...to persevere until you get it right? + **Trusted Advisor ** . Do you live with integrity and deliver… more
- Concentrix (Indianapolis, IN)
- …human-centered services. They lead and manage the opportunity from initial sales qualification to pursuit to close, utilizing enterprise solution selling, practice ... contributor role who bring to bear the best of sales at Concentrix within a high culture team environment...practices and disciplines of the company. Acts as an advisor and coach internally to develop win strategy through… more
- ADP (MN)
- Applications for this posting will be accepted until 12/31/25 ADP is hiring a ** Sales Representative for R&D Tax Credits.** + **As a sales professional, are you ... ready to join a Fortune 250 company with industry-leading sales training and the latest sales technology...here. **Collaborate Daily.** You will serve as a trusted advisor , partner, and ADP ambassador to your clients, internal… more
- HUB International (Boston, MA)
- …for producing new 401(k) and other employer sponsored retirement plan sales , and for client retention and strengthening existing client/plan relationships, in ... the opportunity to engage in individual insurance, wealth management sales and develop group benefit relationships. Responsibilities: **Producer -...on new leads or warm prospects as identified by advisor ; use lead advisor to close plans,… more
- Publicis Groupe (St. Petersburg, FL)
- …Build and maintain strong relationships with clients, acting as a trusted technical advisor throughout the initial pre- sales engagement and again when they ... is a critical technical resource throughout the entire client lifecycle, from initial sales engagement to post- sales integration and expansion. Serving as the… more