- The Cigna Group (Philadelphia, PA)
- …marketing leaders are connected to the process + Post-Summit, partner with senior Marketing leadership to identify any Portfolio asks that will modernize the ... outside-in POV to support Portfolio asks, as-needed + **Annual Planning ** : Drive a planning and execution...Facilitate at least two Shared Destination workshops between Marketing, Sales /Ops, and Product leads + Define a consistent approach… more
- American Heart Association (Dallas, TX)
- …advisors as well as current and potential individual donors in support of charitable gift planning . The Senior Advisor ensures a mastery of the American ... your career. The American Heart Association has an excellent opportunity for a ** Senior Charitable Estate Planning ** ** Advisor ** in our Mission Advancement… more
- Wright-Patt Credit Union Inc. (Columbus, OH)
- Wright Patt Credit Union is Hiring a Senior Financial Advisor for our Retirement Solutions team. This position will cover our Western Columbus & Springfield ... to help our member-owners with their financial goals. The Senior Financial Advisor (SFA) is responsible for...planning topics. + Coaching and developing the Financial Advisor assigned to the territory. This includes support in… more
- SAP (Alpharetta, GA)
- …of benefit options for you to choose from. Apply now! **Digital Solution Advisor Senior Specialist (Public Sector): SAP Digital Hub** **Location:** Alpharetta, ... outcomes (with a specialization in the nuances of digital sales techniques). Serve as domain experts and spokesperson(s) for...will have: **Area 1: Deal Support** The Digital Solution Advisor Senior Specialist is instrumental in sculpting… more
- The Cigna Group (Jersey City, NJ)
- **B2B Growth Marketing Senior Advisor - Pharmacy Benefits Management (PBM) - Hybrid** **JOB DESCRIPTION** The job profile for this position is Segment Marketing ... Senior Advisor , which is a Band 4...Senior Advisor , which is a Band 4 Career Track Role....markets. + In collaboration with Director of PBM New Sales , develop marketing planning and execution of… more
- SAP (Alpharetta, GA)
- …benefit options for you to choose from. Apply now! **Digital Solution Advisor Senior Specialist: SAP Digital Hub(Business Technology Platform Specialist)** ... services with a specialization in the nuances of digital sales techniques. Serve as domain experts and spokesperson(s) for...will have: **Area 1: Deal Support** The Digital Solution Advisor Senior Specialist is instrumental in sculpting… more
- Zebra Technologies (Lincolnshire, IL)
- …the Procurement organization. More specifically, the Sourcing and Procurement Specialist Senior Advisor is responsible for leveraging their category expertise ... planning that supports defined business requirements over a 12-36-month horizon. The Senior Advisor will chair our strategic component team (SCT) for this… more
- Fifth Third Bank, NA (Toledo, OH)
- …trust administration, estate planning strategies, and income and estate tax matters Senior Trust Advisor LOCATION -- Toledo, Ohio 43604 Fifth Third Bank, ... Fifth Third Bank. GENERAL FUNCTION: + Serve as Trust Advisor for clients with more than $5MM in investable...with the clients and their families, anticipating clients' wealth planning and Private Bank service needs and coordinating external… more
- HUB International (Des Moines, IA)
- …clients with the best and most competent professional team. **Job Description** The Senior Wealth Advisor works directly with clients to develop and implement ... to address their financial, investment, insurance, tax and estate planning needs. They are responsible for business development and...are responsible for business development and client retention. The Senior Wealth Advisor is the point person… more
- The Cigna Group (Atlanta, GA)
- The Public Sector (G&E) Business Development Senior Advisor is responsible for influencing key decisions and taking actions that result in public sector ... growth & success. This role will serve as an advisor and key partner to local market sales...product. + Involvement with all key local market strategic planning /business development meetings. + Serve as strong relationship liaison… more
- Bombardier (Dallas, TX)
- …event management and digital marketing activation, working closely with the regional sales and marketing teams. The Regional Marketing Advisor , Americas will ... will** * You will develop, manage, and activate strategic planning initiatives and budget for marketing brand activities in...qualified and may be of interest to you. **Job** Senior Marketing Advisor **Primary Location** Dallas Service… more
- Citigroup (New York, NY)
- …wealth management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to ... at the center of everything we do. As a Senior Wealth Advisor , you will partner closely...Management and Retail bank through the use of financial planning and excellent discovery and profiling skills . Respond… more
- Stantec (Las Vegas, NV)
- Senior Transit Advisor - ( 240001PJ ) **Description** We're in the business of limitless potential. From iconic designs to monumental ground breakings, we ... solutions to life. **Your Opportunity** Stantec is seeking a Senior Program Manager to join our team - we...regulatory and permitting support , technical studies to support planning and design efforts, procurement of design and construction,… more
- Citigroup (Greenburgh, NY)
- The Senior Wealth Advisor SAFE Act is a...PWM and Retail bank through the use of financial planning and excellent discovery and profiling skills + Respond to ... segment partners where appropriate (including, but not limited to Senior Wealth Advisor , Small Business Partners, Home...years of experience + Experience in a proactive, successful sales and service role in the financial services industry… more
- M&T Bank (Norwalk, CT)
- …Private Client Advisors and exercises general guidance in the relationship planning process for clients **Primary Responsibilities:** + Leads the client relationship ... goals and objectives to determine solutions through the financial planning process. Prioritize short term and long term needs...the analysis. + Responsible for leading the development of sales strategies to grow client base .Promote and sell… more
- CIBC (Dundas, MN)
- …creating comprehensive financial plans and providing exceptional client service. As a Senior Financial Advisor in the Imperial Service Team, you'll expertly ... market and potential client base to create a comprehensive sales plan that will convert leads into new clients....(0774) and CSI/ICB Legal & Ethical Aspects of Financial Planning Course (0790). + **You're a certified professional (IIROC… more
- UMB Bank (Kansas City, MO)
- …another opportunity for the company to have a diverse revenue stream. The Trust Advisor team is one part of the client relationship team that is available to ... our high net worth clients. The Trust Advisor team serves as subject matter expert on probate...referrals for new business, upgrades in account status, direct sales and referrals for other bank products and services.… more
- Huntington National Bank (Fenton, MI)
- …build long-lasting relationships with both existing and new clients to become Financial Advisor Senior . Our Financial Advisors partner closely with branch staff ... + Provide investment/insurance solutions to customers based on a comprehensive financial planning approach that incorporates all assets, goals, time horizon and risk… more
- PNC (Washington, DC)
- …have an opportunity to contribute to the company's success. As a Sr. Fiduciary Advisor within PNC Private Bank organization, you will be based in our Washington, DC ... on and off bank premises. Identifies other bank products and services as sales opportunities. Prospects for new clients by asking for referrals from existing… more
- PNC (Carnegie, PA)
- …assigned book of business. PNC Investments advisors execute an advice and planning strategy focused on helping clients meet their savings, investing and retirement ... goals. Our team of financial planning experts guide you in creating personalized solutions on...helping our advisors build their future. As a Centralized Advisor within PNC Investments, you will be based in… more