- Raymond James Financial, Inc. (St. Petersburg, FL)
- **Job Description** As a senior leader within the Independent Contractor Division, this position plays a critical role in shaping and executing the ICD strategy of ... contractor division, with a focus on delivering an exceptional client and advisor experience. This role is responsible for driving high-impact initiatives that… more
- Wells Fargo (Woodland Hills, CA)
- …Partners and Internal Centers of Influence to drive sales results + Drive sales and Advisor participation across a wide range of Wells Fargo Wealth ... FINRA recognized equivalents) + Extensive experience in wealth management and investment sales environments, with a deep understanding of advisor business… more
- JPMorgan Chase (New York, NY)
- …marketing strategy and distribution to branches and advisors + Manage physical advisor sales support materials, including ongoing inventory management, updated ... our advice-led business, delivering impactful marketing support to a rapidly growing advisor network. You will lead the transformation of our marketing resource… more
- Bank of America (Leesburg, VA)
- …of all sales and service activities. They work with the Financial Advisor and/or team Senior Business Manager to develop, implement, and monitor the ... client onboarding and resolving escalations + Assists the Financial Advisor team and/or Senior Business Managers in developing and monitoring the team's client… more
- Bank of America (Los Angeles, CA)
- …of all sales and service activities. They work with the Financial Advisor and/or team Senior Business Manager to develop, implement, and monitor the ... Specialist role. This position operates in a marketing and sales development role by implementing and executing the Elite...Execute on team service model + Assist the Financial Advisor Team and/or Senior Business Manager in… more
- UKG (Lowell, MA)
- …into measurable business outcomes. Business & Product Influence * Act as a senior advisor to Product Management, shaping long-term roadmap direction. * Translate ... sizing. * Strong communication and storytelling skills, with the ability to influence senior stakeholders. * Experience working closely with Sales , Product, and… more
- EPAM Systems (NY)
- …and its impact on the security landscape. You excel at building relationships with senior stakeholders, acting as a trusted advisor and client partner, and ... into actionable business strategies and client solutions + Act as a strategic advisor and client partner to CISOs and technical leaders, building and maintaining … more
- KeyBank (Cleveland, OH)
- **Location:** 127 Public Square - Cleveland, Ohio 44114 JOB BRIEF (PURPOSE) * Senior advisor that exclusively works with UHNW families with a net-worth of ... product offerings and pricing of the competition. ESSENTIAL JOB FUNCTIONS Advisory * Senior level advisor who has significant depth, breadth, and experience to… more
- Palo Alto Networks (Santa Clara, CA)
- …design through execution. He or she will serve as a key confidante and trusted advisor to the Senior Director of Revenue Operations and VP of Revenue Operations ... Finance Leader & Thought Partner: Serves as a trusted advisor to the Senior Director and VP,...work closely with other departments, such as IT, FP&A, sales operations, legal, investor relations, product development to ensure… more
- SAS Retail Services (Salisbury, NC)
- …of best practices in the field. They will also serve as a trusted advisor to senior leaders, providing critical insights and recommendations to inform strategic ... Analyst Space and Assortment This role is for a senior professional with advanced expertise in space and assortment...decision-making. The Company is one of North America's leading sales and marketing agencies specializing in outsourced sales… more