- Covr Financial Technologies (Hartford, CT)
- …long-term care, and disability insurance products sold through financial and wealth management advisors, banks, credit unions, RIAs, consumer brands and fintech ... Covr's team which includes an internal partners, assigned Case Manager , as well as access to Covr's Director of...to assess market changes or trends, personnel changes or relationship needs, and revises business plan (visits, trainings, etc)… more
- HUB International (Metairie, LA)
- …property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 18,000 employees in 500+ ... the latest innovations and strategies. Fosters a good professional relationship with carrier reps by meeting with them and...as a mentor for the Associate Benefit Consultant, Account Manager , BA/CSS and ISR. Assists in growth and development… more
- Berkshire Bank (Pittsfield, MA)
- Division: Retail Banking Department: Various Branch Network Reports to: Branch Manager Status: Non-Exempt Grade: 5 Pay Range: $18.00 - $29.50 Actual compensation ... finances and managing relationships with such tools as the Relationship Planner and Salesforce. + Works with clients to...Works with clients to refer partnership solutions such as Wealth , Insurance, Cash Management and Mortgage. + Is proficient… more
- Dollar Tree (Brooklyn, NY)
- …directly to the Zone Asset Protection Director or Regional Asset Protection Manager and will interface frequently with Field Managers and Corporate Business ... based on specific criteria. Report audit findings to Store Manager , Field Manager , Zone Asset Protection Director...a wide variety of rewards to support your health, wealth , and mental well-being. In addition to medical, pharmacy,… more
- Dunham & Associates Investment Counsel, Inc. (Las Vegas, NV)
- …provides comprehensive trust and fiduciary services including custodial accounts, wealth management, and specialized investment administration. Chartered in 1999 and ... at Dunham Trust Company. Reporting directly to the Business Development Manager and collaborating closely with the Business Development Coordinator, this role… more
- ZOLL Medical Corporation (Boston, MA)
- …and billing requirements. You will also be working closely with an Associate Territory Manager (ATM) to help sell and grow the ZOLL CMS products. This individual ... will need a wealth of experience and knowledge selling clinically in the...academic hospital space.Essential Functions + Reporting to the Regional Manager , the Sales Executive, Strategic Accounts,(SESA) is responsible for… more
- Bank of America (Washington, DC)
- …order to educate our clients and Private Bank PMs on underlying manager performance attribution and the importance of diversification. **Qualifications:** + 8+ years ... Solutions Advisory + Customer and Client Focus + Pipeline Management + Relationship Building + Collaboration + Presentation Skills + Prospecting + Referral… more
- Boston Health Care for the Homeless Program (Boston, MA)
- …assignments for individual giving; + Work closely with the Individual Giving Manager to maximize opportunities to engage and steward mid-level donors and, as ... and provide guidance, mentorship, and professional development to the Individual Giving Manager and potentially to an additional Major Gifts Officer in the future;… more
- Truist (Mclean, VA)
- …documentation and takes steps to address the issues, in consultation with Relationship Manager . + Analyzes financial statements/projections and documents client ... management team) + Continues to support Senior Portfolio Managers and Portfolio Manager , with financial modeling and credit memos. + Supports and mentors Credit… more
- Bank of America (St. Louis, MO)
- …Works on routine to moderately complex collateral reviews as assigned by manager . Interfaces with compliance partners, legal counsel, line partners and clients to ... servicing and protection of credit offerings for business banking, Global Wealth & Investment Management (GWIM), commercial and corporate clients as well… more