- Intuit (Escondido, CA)
- …a blend of deep technical product support, financial acumen, and strategic customer service . The ideal candidate will be a tech-savvy problem-solver with a strong ... ownership of their success. Partner with teams such as; Learning & Development, Sales , and Product Management, to relay client feedback and drive improvements to the… more
- jobr.pro (Boston, MA)
- …services with robust investment options, innovative technology, and dedicated client service . We focus on making choices clearer, transitions smoother, and the ... Great Gray is looking to add a Senior Compliance Advisor to our Compliance Team. The Senior Compliance ...line business to manage risk in the marketing and sales of services and products. This position will report… more
- Genpact (Chicago, IL)
- Overview Inviting applications for the role of Vice President- Data and AI Advisor / Sales - Consumer & Healthcare. The Data AI Sales Lead will be a member of ... a trusted advisor in establishing relationships (in partnership with Genpact Sales and SMEs / Solution Architects), and assist clients in thinking through… more
- PowerToFly (San Francisco, CA)
- …experience serving in a financial advisory capacity Experience in a proactive, successful sales and service role in the financial services industry Strong ... Join to apply for the Senior Wealth Advisor role at Citi 6 days ago Be...Employment type Full-time Job function Job function Finance and Sales Industries Banking, Financial Services, and Investment Banking Referrals… more
- Citizens Bank (Boston, MA)
- …This role will require a holistic delivery, in a virtual capacity, of outstanding service and sales solutions to meet clients' financial needs and goals. The ... their knowledge of market conditions and the client's circumstances. The Virtual Financial Advisor strives to meet and exceed identified sales goals. The Virtual… more
- Hispanic Alliance for Career Enhancement (Seattle, WA)
- …excited to meet with clients in person, if needed. The Senior Private Wealth Advisor , Practice Lead (Personal Strategy) plays a vital role in helping clients achieve ... long‑term financial success by serving as a trusted advisor and primary point of contact for high‑net‑worth client...salary range for this position in the location listed. Non‑ sales positions have the opportunity to participate in a… more
- Hispanic Alliance for Career Enhancement (Chicago, IL)
- …excited to meet with clients in person, if needed. The Senior Private Wealth Advisor , Practice Lead (Personal Strategy) plays a vital role in helping clients achieve ... long‑term financial success by serving as a trusted advisor and primary point of contact for high‑net‑worth client...salary range for this position in the location listed. Non‑ sales positions have the opportunity to participate in a… more
- Empower (Boston, MA)
- Senior Branch Financial Advisor - Boston, MA Investor Center page is loaded## Senior Branch Financial Advisor - Boston, MA Investor Centerremote type: ... helping more customers achieve financial freedom. Empower Yourself.The **Senior Branch Advisor ** is a trusted financial partner for Empower customers, delivering… more
- Accellor, Inc (San Francisco, CA)
- …real-time data (eg, stock levels, price changes, product attributes) into the Advisor experience, minimizing friction in the sales process. AI/ML Integration: ... sight of the bigger picture. Role: Product Manager, Store Digital Tools - Advisor Assistant App Reports To: Senior Product Leader, Store Technology About the Role:… more
- Antares Capital LP. (Chicago, IL)
- …8 Days Agojob requisition id: R564**Job Description**The Senior Vice President, Midwest Advisor Consultant is a key external-facing sales leader within Antares' ... Senior Vice President, Midwest Advisor Consultant page is loaded## Senior Vice President,...(External Wholesaler) is responsible for the execution of all sales , service , and marketing related activities in… more
