- PNC (Pittsburgh, PA)
- …opportunity to contribute to the company's success. As a Strategy & Planning Advisor within PNC's Retail Product Management & Development organization, ... + Supports strategic enterprise initiatives to understand, analyze, recommend and deliver strategy and planning solutions. + Supports team in providing expertise… more
- H&R Block (Warrington, PA)
- …strive to continuously improve our business and have committed to a long-term strategy and transformation plan known as Block Next. This multi-year roadmap focuses ... the team + Take a consultative approach by identifying potential tax savings, planning for the future, and informing clients about available H&R Block products and… more
- KeyBank (Corry, PA)
- …the book of business, lead lists, and closing on referrals through financial planning . + Partner with Private Client Advisor to grow year-over-year revenue. ... Corry, Pennsylvania 16407 **Job Summary** The Associate Private Client Advisor partners and assists Private Client Advisors with a...+ Develop a strong Center of Influence strategy that leverages partnerships with the Retail … more
- Cardinal Health (Harrisburg, PA)
- …assessing customer needs, market conditions and competition to inform business strategy . Marketing implements the strategy through developing, commercializing ... deliver sales, profitability and inventory productivity goals by capitalizing on retail marketplace and shopper trends in designated categories. Manages and… more
- TD Bank (Flourtown, PA)
- …for this role. **Line of Business:** TD Wealth **Job Description:** The Financial Advisor (FA) role is a three-year program with a forgivable draw, for financial ... advisors or planners who will be providing financial planning guidance & selling investment management solutions. A FA...the client's relationships with TD Bank and refers to Retail and Wealth partners & affiliates as needed +… more
- Cardinal Health (Harrisburg, PA)
- …assessing customer needs, market conditions and competition to inform business strategy . Marketing implements the strategy through developing, commercializing ... lines of business including Medicare, Medicaid, and various commercial markets. The Advisor of Managed Care-National Accounts is responsible for regional retail … more
- KeyBank (Lansdale, PA)
- …1804 North Broad Street - Lansdale, Pennsylvania 19446 **Job Summary** The Private Client Advisor 's focus will be on our Mass Affluent client base with planning ... as the basis of their methodology and will lead with these concepts. The Advisor will be the primary provider of investment services to KeyBank Mass Affluent clients… more
- Oracle (Harrisburg, PA)
- …existing clients + Manage sales through forecasting, account resource allocation, account strategy , and planning + Provide insight on finance solutions linked ... key client that enables further adoption of the Oracle Retail Platform + Be and advisor to...Adoption assistance 13. Employee Stock Purchase Plan 14. Financial planning and group legal 15. Voluntary benefits including auto,… more
- Siemens (Harrisburg, PA)
- …portfolio. You will lead the full sales cycle, from territory strategy through value hypothesis, proof creation, and commercial negotiation, with accountability ... and expansion of existing enterprise accounts. Build a multi-threaded strategy across CIO/CDO/CTO, business line executives, enterprise architects, and innovation… more
- ASM Global (West Conshohocken, PA)
- …and venues. Legends brings a 360-degree, data-driven approach across planning , sales, partnerships, hospitality, and merchandise, working with top-tier clients ... senior leader responsible for developing and executing Legends Hospitality's cybersecurity strategy . This role ensures the protection of digital assets, customer… more