- HUB International (Tallahassee, FL)
- …accounts in accordance with company objectives and procedures; complements advisor responsibilities for new business development and existing client perpetuation, ... based on location practice. **In this role, you will:** + Assist EB Advisor with request for insurance coverage quotes from insurance companies for organizational… more
- Aegon Asset Management (Denver, CO)
- …team to provide a positive onboarding experience for the client. Serve as a point of contact to resolve issues and keep the advisor abreast on progress. + Stay ... and requests for information. Analyze customer product needs based upon advisor value proposition, plan sponsor requirements, and employee necessities. + Profile… more
- Thrivent Financial (Nashville, TN)
- The Market Director is a key area leader to help drive growth through advisor teams and future team leaders to serve Thrivent's clients. The Market Director should ... the market capacity growth and total sales objectives through advisor referrals and community relationships. + Collaborate with all...in the Matrix: + Serve as a point of contact for relationships with dedicated matrix partners and establish… more
- Raymond James Financial, Inc. (Bismarck, ND)
- …for developing, coordinating, and executing initiatives to provide high-touch, face-to-face advisor support to consistent users, dabblers, and new or non-users in ... are measured and evaluated for achieving performance goals and objectives. Extensive contact with financial advisors and their end-clients is required to achieve… more
- Forest Service (San Dimas, CA)
- …Managers. For additional information about the duties of this position, please contact Kristel Johnson at ###@usda.gov Responsibilities Duties listed are at full ... problem-solving meeting the Chief's goals and objectives. Serves as a technical advisor and multidisciplinary advisor to NTDP, WO, and field personnel,… more
- HUB International (New York, NY)
- …HUB International's Retirement & Private Wealth (RPW) SEC registered investment advisor and limited purpose FINRA Broker-Dealer: The Chief Compliance Officer, will ... and Risk Officer in implementing, updating, and maintaining SEC investment advisor and/or FINRA compliance policies and procedures. This means assisting in… 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,...as their primary technology partner and primary point of contact for Enterprise IT engagement. Build deep, trusted relationships… 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
- Thrivent Financial (Dallas, TX)
- …Thrivent advice tools during the sales process. + Serve as the main point of contact for financial advisors as they develop their sales goals and help analyze gaps ... training team to enable the development and execution of advisor training deliverables. Foster Growth within Existing Teams: +...background check and clean compliance record. + Flexibility to travel within the region (may include overnight), up to… 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