- Fifth Third Bank, NA (Westfield, IN)
- …+ Highly developed sales and presentation skills. + Travel required within assigned territory. Investment Executive ( Financial Advisor ) - Westfield, IN ... May handle large book of clients with more complex financial profiles. Accountable for sales of full range of...Design and customize coaching sessions to train bankers on investment strategies and product solutions. Conduct solo and joint… more
- World Insurance Associates, LLC. (Crown Point, IN)
- …in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll ... World Insurance Associates ("World") is a unique financial services organization with a global network of...HR solutions. Insurance Sales Producer - Commercial Lines Client Advisor Position Overview World's Client Advisors bring risk management… more
- Allegion (Carmel, IN)
- …forecasts, and long-range plans (AOP, LRP), ensuring robust, accurate, and actionable financial objectives and investment plans. + Analyze trends, results, and ... Policies (FICAP). + Ensure accurate appraisal, interpretation, and analysis of financial results, providing clear justification and executive -level summaries of… more
- Lumen (Indianapolis, IN)
- …priorities, forecast demand and capacity, and deliver STEPN-wide performance and financial reporting. You will lead executive and internal communications, ... the Lumen Transformation Office to inform and influence strategic direction, investment decisions, and program intake processes. + Develop and manage performance… more
- Fifth Third Bank, NA (Fort Wayne, IN)
- … sales and referral goals as set by management, working in partnership with Investment Executive . + Initiate and maintain customer and prospect contact through a ... the prospective and existing client base, and engage partners to fulfill client financial needs. Utilize and promote the Retail Consultative Sales process, using the… more
- Evolent (Indianapolis, IN)
- …to align financial planning with business execution. * Synthesize complex financial data into clear, actionable insights for executive stakeholders. * Lead ... This role is part of a centralized corporate FP&A team focused on financial intelligence, analysis, and forecasting, with a strong emphasis on strategic thought… more
- ISC2 (Indianapolis, IN)
- …between project execution and corporate strategy. This role requires a seasoned executive who has built and scaled PMOs in high-growth, complex organizations. As ... portfolio, ensuring initiatives deliver measurable business value. + Provide executive oversight for enterprise transformation projects, ensuring alignment with… more
- NASCO (Indianapolis, IN)
- …direction, outcomes, staffing, and other assignments. The Director is a trusted advisor to technology and product leadership, customers, and teams to align efforts, ... organizational strategy. Adapts and supports the enterprise business strategy, gains executive approval and support, and oversees successful execution of initiatives… more
- Mass Markets (IN)
- …that align with long-term business objectives. As a key member of the executive leadership team, the SVP will oversee all aspects of sales operations, business ... Cultivate relationships with key clients and stakeholders, serving as a trusted advisor and champion of the company's value proposition. + Sales Operations &… more
- Deloitte (Indianapolis, IN)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... on the potential benefits and eligibility requirements related to: + IRC section 48 Investment Tax Credit + IRC section 45 Production Tax Credit + IRC section 45Q… more