- Golden Reserve LLC (Hendersonville, PA)
- …companies in the country. We provide: Salary : Retirement Planner (2-4 years of client selling experience) - $150,000 , increasing to $ 175,000 in Year 2 Senior ... Retirement Planner (5 years of client selling experience) - $175,000 , increasing to $...our new way of approaching financial services and our sales systems and training If you want to help… more
- Citizens (Newark, NJ)
- …that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client ... then construct a tailored financial plan that meets the client 's goals. The Citizens PCFA is a branch-based advisorwho...employment. A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. Demonstrated… more
- Empower (San Francisco, CA)
- …goals to help achieve service level agreements and business results Participate in client meetings, sales finals, or other external meetings as needed Work ... more customers achieve financial freedom. Empower Yourself. The Retirement Plan Advisor assists individuals in achieving a successful retirement and planning their… more
- Citizens (Boston, MA)
- …work with customers virtually via phone and video. The primary objective of this trusted advisor is to grow client assets, retain and acquire new clients through ... The Virtual Financial Advisorstrives to meet and exceed identified sales goals. The Virtual Financial Advisor will...on clients: Aspire to deliver world-class customer service Drive sales : Analyze the client 's investment needs and… more
- Unknown (El Paso, TX)
- …A trusted advisor with 10+ years in consulting, business development, sales leadership, marketing, or advisory roles. * A self-motivated professional who thrives ... Senior Business Advisor | Remote & Flexible About the Company...with senior decision-makers and influencers. * Support adoption and client success through onboarding and milestones. * Represent the… more
- Unknown (Newport Beach, CA)
- Senior Wealth Advisor About the Company Fast-growing independent investment advisory firm Industry Investment Management Type Privately Held About the Role The ... Company is in search of a Senior Wealth Advisor to join their team. The successful candidate will...developed from custodial referral channels. This role is not sales -based and does not require a portable book of… more
- Unknown (New York, NY)
- …relevant field and 8-12 years of experience in accounting, financial reporting, client billing, sales compensation, or financial analysis, preferably within the ... Vice President, Private Wealth Revenue and Advisor Compensation About the Company Globally-recognized investment management firm Industry Financial Services Type… more
- Midland States Bank (Chicago, IL)
- …about this position below, then hit the apply button. Position Title: Wealth Advisor Locations: Chicago_IL Time Type: Full time Req ID: JR1041-Chicago_IL At Midland, ... Salary Range: $103,700 - $138,200+ annually Position Summary The Wealth Advisor provides investment recommendations and advice to perspective and current clients.… more
- Unknown (San Diego, CA)
- …maintain disciplined pipeline management and reporting. Contribute to shaping a high-performance, client -focused sales culture as the company continues to scale. ... Sales Director About the Company Innovative provider of...customer success teams to ensure alignment and a seamless client experience. Stay deeply informed about the platform capabilities,… more
- Unknown (Burbank, CA)
- …for owning and growing a revenue quota, acting as a strategic advisor to clients, and delivering tailored, solution-oriented sales presentations. Collaboration ... Vice President of Sales About the Company Rapid-growing provider of video...a must, as is the ability to influence senior client stakeholders. Familiarity with union/guild compliance, talent negotiations, or… more
- Unknown (Chicago, IL)
- …providing field sales coverage to various intermediary clients in the advisor marketplace, with a focus on underpenetrated and underserved parts of the market. ... at analyzing sales data, managing a budget, and making recommendations to enhance sales and client service. Travel Percent 80% Functions Sales /Revenue more
- Heritage Bank (Bellevue, WA)
- …range of commercial banking services, including developing new business and client relationships; producing a variety of commercial loans; generating and managing ... of bank products and services to clientele while serving as a trusted advisor . This position will also have responsibility for underwriting, structuring, and closing… more
- Avvenire Solutions (Brecksville, OH)
- … client environments. You will serve as a trusted advisor -owning architecture, guiding migrations, solving complex technical challenges, and mentoring ... with clients to deliver measurable business outcomes. This is a hands-on, client -facing role with significant impact across pre- sales , solution design, project… more
- Agile IT (San Diego, CA)
- …members on emerging Azure technologies and DevOps techniques. Client Advisory & Pre- Sales Support: Act as a trusted advisor to our clients and prospects. ... Collaborate with the sales and presales teams to scope and shape engagements...and ensuring proposed solutions are feasible and aligned with client goals. You may lead demos or proof-of-concepts to… more
- Unknown (Fairfax, VA)
- …partner engagements, and offering technical and product development expertise to the sales organization. This role is pivotal in ensuring that the company's services ... align with client needs and in delivering the business-focused technical support...customers demand. The CTO will also be involved in pre- sales engagements, consulting, and delivery advice, acting as a… more
- Unknown (Rohrerstown, PA)
- …conducting business reviews, managing client relationships, and being accountable for client sales growth, forecasting, and budgeting. The ideal vCIO will be ... (vCIO) to join their team. The successful candidate will be a trusted advisor , blending technical expertise, business acumen, and servant leadership to guide … more
- Canon USA, Inc. (Irving, TX)
- …with the sales team to design Canon solutions tailored to client needs. Qualified candidates should exhibit an equal measure of consultation on process ... to establish themselves as a value-added resource, and trusted advisor /consultant to our internal direct Sales staff....and trusted advisor /consultant to our internal direct Sales staff. Your Impact Work with assigned internal … more
- MCKESSON (Columbus, OH)
- …responsible for retaining and growing existing partnerships and developing strategies to ensure client objectives are met. This is the ideal position for a savvy, ... strategically minded client management expert. What Strategic Account Operations Managers Do?...responsibilities include: Serve as the primary point-of-contact and trusted advisor for key pharmacy clients. Develop and execute strategic… more
- Unknown (Charlotte, NC)
- …overseeing the transition from sales to delivery, and acting as a trusted advisor on sold projects. Applicants must have a minimum of 15 years' experience in ... and AI Solutions to play a pivotal role in pre- sales , focusing on enabling enterprise clients to secure capital...of product strategy and AI, capable of translating complex client challenges into compelling proposals. The successful candidate will… more
- Unknown (Dallas, TX)
- …with a strong background in professional services and a proven track record in client engagement and sales . Applicants for the Vice President/Analyst position at ... practice. This pivotal role is focused on driving revenue, supporting client relationships, and leading cross-functional collaboration. The successful candidate will… more
