- Truist (Atlanta, GA)
- …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...'s calendar to maximize the appointments' productivity by minimizing travel time and anticipating the time frame required for… more
- Thrivent Financial (Dallas, TX)
- …the field training team to enable the development and execution of advisor training deliverables. Foster Growth within Existing Teams: + Support existing practices ... sales growth. + Inform and communicate with leadership team regarding financial advisor progress toward development and sales goals. + Facilitate connections with… more
- University at Albany (Albany, NY)
- …through academic planning, course selection, program engagement, and career development. The advisor will work closely with students, faculty, and staff to ensure a ... committees, and events such as orientation and graduation. The advisor is expected to learn our academic programs' rules...work to support events and community activities + Occasional travel within New York State and beyond may be… 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...experience required. + Experience with Microsoft Dynamics preferred + Travel up to 25% About Integrity Integrity is one… more
- Daktronics (Ixl, OK)
- …for businesses around the world, and even provide direction for people as they travel , work and play. As part of the Daktronics team, you'll have interesting, ... systems. If you're passionate about technology, customer success, and being a trusted advisor , this role offers a dynamic environment to grow your expertise and make… more
- Principal Financial Group (Denver, CO)
- …territory with the WSRS Sales team as well as customer care and advisor care teams. These interactions will consist of one-on-one meetings with financial advisors, ... existing and prospective Plan Sponsor meetings, Advisor and Client events, conference calls, and electronic communications. Act as the internal point of contact for… more
- Dow Jones (New York, NY)
- …that have resulted in outstanding client outcomes. Our two-decade history of coveted advisor rankings sets the industry standard and serves as a valuable resource ... to share game plans for personal and professional growth. The W&AM (Barron's Advisor ) group also serves as a thought leader in the industry, helping advisors… more
- Quanta Services (Houston, TX)
- …Presidents, CFOs, and executive leadership teams-serving as their trusted technology advisor and primary connection to Enterprise IT capabilities. What You'll Do ... Serve as Trusted Strategic Partner & Advisor Embed with a region or cohort of OpCos,...resources and scale of a $27B+ enterprise behind you. TRAVEL & WORK ENVIRONMENT + Travel : 30-40%… more
- Neuberger Berman (New York, NY)
- …business development through market-level partnerships. **Responsibilities** + Partner with Advisor Consultants to optimize business management and deliver a ... relationships + Professionally manage pipeline opportunities in partnership with Advisor Consultants; iteratively advance opportunities to the "next best step"… more
- Colorado State University (Fort Collins, CO)
- …directly to the Dean and serves as the Dean's principal strategic advisor and operational coordinator. The CoS directs the organization, communication, and ... and community settings. Up to 20% local and in-state travel may be required. In collaboration with the Associate...leadership team members as a strategist, problem solver, and advisor . + Serves as a translator of the Dean's… more