- Aegon Asset Management (Denver, CO)
- …Protection Solutions and Savings & Investments, comprised of life insurance, annuities , employee benefits, retirement plans, and Transamerica Investment ... and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what's...and sales support delivered. + Keep the Sales Desk Manager appraised of any concerns… more
- Lincoln Financial (Radnor, PA)
- …Within CIS, the AVP, Retail Investment Specialist works closely with Alternative Investment Sales Specialists to support sales efforts and growth goals ... experience, ideally in either an investment management or investment specialist/product strategist/client portfolio manager role for alternative investments.… more
- Atria Wealth Solutions (Dublin, CA)
- …with CUSO Financial Services, L. P. (CFS) Patelco Credit Union is seeking a Manager , Investment Services Program in the Dublin, CA areas. About Patelco Credit ... and measuring short and long-term strategic plans (including marketing) for the Investment Services Program with a focus to increase revenue, improve member… more
- Lincoln Financial (Radnor, PA)
- …Lincoln office **Relocation assistance:** is not available for this opportunity. **Hiring Manager :** Ben Richer **Requisition #:** 74906 **The Role at a Glance** The ... Vice President of retail Investment product strategy will develop and execute the product...unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln's standard benefits package. **About The… more
- Lincoln Financial (Santa Fe, NM)
- …interrogatories, supplemental interrogatories etc.). + You will serve as a project manager for investment accounting and reporting related team projects. + ... a Glance** We are excited to bring on a **Regulatory GAAP and Statutory Investment Reporting Analyst** to support the Investment Accounting and Reporting Team.… more
- TD Bank (Brattleboro, VT)
- …including training on annuities and insurance products + Able to provide sales training on annuity and insurance offerings for TD Bank licensed insurance ... customer financial needs + Utilizes a financial needs assessment tool to identify annuity and insurance sales opportunities as well as referral opportunities to… more
- Mizuho Corporate Bank (New York, NY)
- …(up to 50% of the time) + Documented success in achieving new business and annuity sales targets + Ability to manage deal coordination across regions / branches ... and investment banking, capital markets, equity and fixed income sales & trading, derivatives, FX, custody and research. Visit www.mizuhoamericas.com. Mizuho… more
- Lincoln Financial (Greensboro, NC)
- …complex research, analysis, & proper accounting treatment of Lincoln's derivative investment positions to support strategic investment operations, hedging ... less experienced team members. **What you'll be doing** + Provides investment accounting treatment of derivative assets under applicable Statutory, GAAP, Management… more
- Equitable (Syracuse, NY)
- …Operations: + Manage Advisor Assist Program renewals and partner with Advisor Assist sales manager to manage program sentiment + Create reports and tracking ... Remote Advice Controls & Operations Manager ( 250000BV ) **Primary Location** : UNITED...90 days of hire + Thorough knowledge of life, annuity , investment products; including proprietary and non-proprietary,… more
- Jackson National Life Insurance Company (Nashville, TN)
- …successfully completing Jackson's product training, working on projects entailing: Investment research, building sales presentations, territory management, and ... product information and marketing materials.** **Works closely with the Sales Desk Manager to assist in day-to-day...LLC (JNAM) located in Chicago, Illinois, is an SEC-registered investment adviser and Jackson subsidiary. Annuities are… more
- Jackson National Life Insurance Company (Nashville, TN)
- …successfully completing Jackson's product training, working on projects entailing: Investment research, building sales presentations, territory management, and ... information and marketing materials. + Works closely with the Sales Desk Manager to assist in day-to-day...LLC (JNAM) located in Chicago, Illinois, is an SEC-registered investment adviser and Jackson subsidiary. Annuities are… more
- Truist (Charlotte, NC)
- …of America) **Please review the following job description:** Dedicated relationship manager for Complex Managers, Divisional Directors and advisors while maintaining ... activities may change from time to time. + Serve as primary relationship manager for one or more wealth brokerage complexes. Coordinating issue resolution amongst… more
- Cisco (Atlanta, GA)
- Invoice to Cash Transformation Project Manager Apply (https://jobs.cisco.com/jobs/Login?projectId=1444124) + Location:RTP, North Carolina, US + Alternate ... and employee experience, we are seeking a high-energy, self-motivated project manager who will drive transformation and optimization initiatives that will improve… more
- Athene (New York, NY)
- …from the ground up, with the resources and capabilities of the leading private asset manager and leading annuity provider behind you. This team is driving the ... success, from M&A to marketing/brand building to technology to sales . A unique opportunity to build a new business...rigorous analyst program in strategy consultancies (eg, MBB) or investment banking required ; or MBA and 4+ years… more
- Raymond James Financial, Inc. (Greenwich, CT)
- **Essential Duties and Responsibilities** + Assists Resident Manager at each branch with the following activities: + Attracts, selects, orients, trains, and retains ... Performs reviews of client accounts. + Develops and implements plans to meet office sales goals. + Facilitates sales promotion activities such as seminars and… more
- Lincoln Financial (Greensboro, NC)
- …Role at a Glance** The Sr. Data Steward - Team Lead will serve as a manager and mentor to the Data Governance team and provide guidance and direction on all data ... with ETL processes, data warehousing principles, and finance data (securities accounting/ investment data preferred). + Knowledge of SQL and Business Intelligence… more
- BMO Financial Group (IL)
- …based off client suitability, time frame, and goals + Provides wealth and investment -related sales and service to BMO customers or prospects. Understands ... to invoke trust and build strong client relationships, determine individual investment needs and provide professional, customized advice to ensure client's financial… more
- Raymond James Financial, Inc. (West Palm Beach, FL)
- …Performs reviews of client accounts. + Develops and implements plans to meet office sales goals. + Facilitates sales promotion activities such as seminars and ... effective questioning and listening techniques. **Ability to** + Continuously learn investment products, industry rules and regulations, and financial planning. +… more
- Atria Wealth Solutions (King, NC)
- …business plan and production goals. + Provide regular feedback to the investment group management regarding sales practices and business development initiatives. ... in their commitment to serving our members. The Allegacy Investment Group is seeking a financial professional guided by...additional duties as may be assigned by the Program Manager . + Develop and maintain long-term relationships based on… more
- Raymond James Financial, Inc. (Birmingham, AL)
- …build an individual practice. The Trainee will balance new client development, sales activities, investment management, customer service and compliance with ... a holistic approach by incorporating training for technical and sales skills to fully position new Advisors for success....Advisors for success. In conjunction with a Mentor, Branch Manager , and/or a team of Financial Advisors, the Financial… more
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