- EY (Chicago, IL)
- …experience for yourself, and a better working world for all.IT Advisor , Technology Consulting, Banking - Financial Services Office (Manager) (Multiple Positions), ... professionals with diverse skills and backgrounds. Consistently deliver quality client services by monitoring progress. Demonstrate in-depth technical capabilities… more
- EY (Dallas, TX)
- …for yourself, and a better working world for all.IT Advisor , Technology Consulting, Banking - Financial Services Office (Manager)(Multiple Positions)(1492806), ... professionals with diverse skills and backgrounds. Consistently deliver quality client services by monitoring progress. Demonstrate in-depth technical capabilities… more
- HUB International (Wilmington, MA)
- …and Puerto Rico. We currently have an opportunity for a **Commercial Insurance Client Advisor - Management Liability Insurance (Potential for Hybrid Work** ). ... and insurance company underwriters at the direction of Director. **Specific Responsibilities** ** Client / Prospect** Identifies and advises insurance buyers and / or… more
- BlackRock (Boston, MA)
- …at the world's largest asset manager? BlackRock is seeking a Market Sales Partner/Internal Wholesaler to become part of our US Wealth Advisory (USWA) team. Our USWA ... culture + 401k matching **Primary Responsibilities:** The Market Sales Partner/Internal Wholesaler partners with our Market Leader/External Wholesaler to… more
- ADP (Florham Park, NJ)
- **ADP is hiring an Inside Sales - Internal Wholesaler .** At ADP we are driven by your success. We engage your unique talents and perspectives. We welcome your ideas ... personal production and networking, ADP corporate generated lead activities, the financial advisor community and ADP payroll sales force generated leads. + Develops… more
- Guardian Life (New York, NY)
- …Park Avenue Securities is Guardian's broker-dealer and corporate Registered Investment Advisor (RIA), which offers clients an expanded suite of products and ... solutions to help them achieve financial well-being. The Internal Wholesaler is an integral part of Park Avenue Securities (PAS). Reporting to the Senior High Net… more
- Guardian Life (New York, NY)
- …The Trusted Advisor to their clients. Through continued growth and creation of client and advisor solutions, we aim to help Field Representatives grow and ... you will provide individual FRs wealth management solutions to a specific client situation leveraging their understanding of the available accumulation and income… more
- Hilton (Miami, FL)
- …are important to Hilton's ability to achieve profitable growth\. On the Consortia and Wholesale team reporting to the Director of Luxury Sales, you will work to ... drive revenue for consortia and wholesale \. **HOW WE WILL SUPPORT YOU** Hilton is proud...tradeshows plus targeted sales calls + Host FAMs and Advisor Stays at each property + Collaborate with the… more
- FirstBank PR (PR)
- BUSINESS RELATIONSHIP OFFICER III AUTO WHOLESALE FINANCING FIRSTBANK PR Our Company AtFirstBank PR, we strive to be a trusted advisor to our clients and our ... of our team because they are continuously surpassing our client 's expectations. Do you have a passion for helping...one place for you. A Brief Overview The Automobile Wholesale Financing Business (aka Floor Plan Unit) Business Relationship… more
- C&S Wholesale Grocers, Inc. (Stockton, CA)
- …the results of the location/s supported. The role works as a coach and advisor to the Operations partners across multiple sites or functions to deliver results for ... of education and experience + Experience supporting hourly employee client groups + Preferred experience in a call center,...This position may be with any affiliate of C&S Wholesale Grocers. **Hiring immediately, to apply text "CS" to… more
- Truist (Atlanta, GA)
- …Testing resource to perform Internal Control and Compliance Monitoring for the Wholesale Governance and Controls Office. This role is a key contributor to ... Truist first-line-of defense who will be responsible for completing the Wholesale test plan to include Testing Program/Plan development, implementation, execution,… more
- Truist (Atlanta, GA)
- …exposure. Testing resource to perform Internal Control and Compliance Monitoring for the Wholesale Governance and Controls Office. This role is a key contributor to ... Truist first-line-of defense who will be responsible for completing the Wholesale test plan to include Testing Program/Plan development, implementation, execution,… more
- The Hartford (Wayne, PA)
- …role you will be expected to establish and maintain open communication with an Advisor Consultant (external wholesaler ) and work together to help meet or exceed ... develop and build positive relationships? If so, the Internal Advisor Consultant role at Hartford Funds might be the...plan to maximize efficiency and engagement + Expand existing client base by identifying and pursuing new opportunities through… more
- Janus Henderson Investors (Denver, CO)
- …in an effort to develop business (45%) + Answer inbound calls to our advisor line to respond to inquiries, provide answers, support needs and identify selling ... opportunities, and help launch new products (20%) + Use client relationship management (CRM) database software applications and other...identify new sales opportunities (5%) + Travel with external wholesaler in the field on a limited basis for… more
- BlackRock (San Francisco, CA)
- …this role** Due to our continued phenomenal growth, we are actively seeking client -facing sales professionals with a proven successful track record of managing an ... assigned territory to help identify, develop, and own client relationships. The model portfolio landscape is one of...years as an experienced Model, ETF, or mutual fund wholesaler (external) + Strong financial services background with knowledge… more
- PNC (Arvada, CO)
- …businesses with annual sales from $1 million to $5 million. As a trusted advisor within a fast-paced, dynamic environment you will leverage your business acumen to ... small business segments are Retail, Agricultural, Healthcare, Manufacturing, Professional Services, Wholesale and Women in Business. As a Relationship Manager in… more
- Citigroup (New York, NY)
- …the affluent and high-net worth segments through Citigold(R) and Citigold Private Client and captures wealth management in the workplace through Citi Global Wealth ... Lead Analyst will act as a trusted and strategic advisor to the lending product leadership. The Financial Planning...across the Private Bank, Wealth at Work, and Citigold/CPC client segments. **This role requires:** 1) Ability to interact… more
- MetaOption, LLC (Jersey City, NJ)
- …be a problem solver and collaborate with various business units, and leverage internal, client and 3rd party IT teams to resolve application related issues as they ... you will be seen as the internal expert and advisor to the executive leadership team to help guide...help guide decision making and planning around resources management, client satisfaction, and project progress. You will also be… more
- SpartanNash (Byron Center, MI)
- …tax returns, estimates and financial statements while acting as a financial advisor to multiple retail businesses. **Here's what you'll do:** + Responsible to ... clients. + Review and/or prepare quarterly tax estimated payments. + Ensure client financial statements are prepared in accordance with department standards. +… more
- Citigroup (New York, NY)
- …(ICM) is a critical component of Citi's First Line of defense for wholesale and counterparty credit risk management and works with Independent Risk teams to ... ensure best-in-class risk and controls, as well as client responsiveness. Key responsibilities of the group include credit analysis, documentation, risk… more
