- Novo Nordisk Inc. (Plainsboro, NJ)
- …insights to the organization. Internal relationships include close interactions with marketing, sales , extended brand teams (EBT), as well as global insights and ... relationships with key stakeholders in Marketing and Patient Services, CMR, sales operations and relevant NAO departments; Builds diverse internal and external… more
- Citigroup, Inc. (Hewlett, NY)
- …the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) and ... Senior Wealth Advisors have access to Wealth's leading investment solutions platform, which allows us to deliver traditional...at the center of everything we do. As a Senior Wealth Advisor , you will partner closely… more
- SWBC (Austin, TX)
- …etc.) for plan sponsors. Why you'll love this role: You will love being an Investment Advisor with SWBC Retirement Plan Services because you have the opportunity ... to generate consultations, quotes, or follow-up opportunities, attend institutional level investment committee meetings, and report sales activities and results… more
- eTeam, Inc. (St. Petersburg, FL)
- Job Title: Fixed Income Operations Senior Advisor Job Duration: 12 months contract Hybrid role for candidates local to either St. Petersburg, FL (preferred) or ... requirements based on regulations. Assists in special projects as needed by FICM Sales Management. The work will entail a variety of tasks requiring some… more
- FTI Consulting, Inc (Roseland, NJ)
- …firm. Over the last 40 years, FTI Consulting experts have served as the trusted advisor to Fortune 500 companies and the world's leading law and private equity firms ... estate entities including equity and mortgage REITs, financial institutions, investment banks, opportunity funds, insurance companies, hedge funds, pension advisors… more
- First Horizon (Miami, FL)
- …you have found your home with First Horizon Advisors. As a Financial Advisor , you will be responsible for developing client relationships and partnerships with ... the tools and proven methods that will lead to Advisor and Client success. If you are ready to...of market trends and demonstrate high level understanding of investment offering and solutions. *Engage your connectivity in the… more
- Bank of Montreal (Portland, OR)
- Application Deadline: 09/29/2025 Address: 810 SW Broadway Job Family Group: Wealth Sales & Service Provides financial and investment planning and advice in ... customer. Determines client needs and provides solutions though the sales of managed products and services (eg mutual funds,...Provides strategic input into business decisions as a trusted advisor . Makes recommendations to senior leaders on… more
- Citigroup, Inc. (Jacksonville, FL)
- …opportunities to segment partners where appropriate (including, but not limited to Senior Wealth Advisor , Small Business Partners, Home Lending Officer, Digital ... The Wealth Solutions Advisor SAFE Act position is a developing professional...a team-based environment. You will be responsible for proactive investment and banking guidance/education, which includes account opening and… more
- T. Rowe Price Group, Inc. (Baltimore, MD)
- …asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset ... that matter to you. Role Summary In partnership with sales leadership and territory partners, responsible for the development...a unique understanding of clients' business to serve as advisor on products and services across the business unit… more
- BNY Mellon (New York, NY)
- …Deliver Solutions-Oriented Value: Act as a trusted advisor to senior client stakeholders, aligning the firm's investment capabilities with client ... seeking a future team member for the role of Senior Vice President - Strategic Accounts. This role is...investment services, ideally in client-facing roles such as Sales , Relationship Management, or Product Strategy. At BNY, our… more
- Gecko Robotics, Inc (New York, NY)
- …the effects of infrastructure failure. Role at a Glance At its core, Gecko's sales team is responsible for helping customers solve some of their hardest problems. As ... a Sales Manager, you will manage the growth strategy for...you will do Prospect and engage new customers at senior decision making levels - Directors, VPs, SVPs, and… more
- HBK CPAs & Consultants (Melville, NY)
- …accounting firm according to Accounting Today magazine and a Top 100 registered investment advisory according to Financial Advisor Magazine. Our hundreds of ... Assurance Senior Associate - Audit Senior Associate...inquiries to client, and so forth. Verify purchases and sales cutoffs. Determine the extent of test-checking required in… more
- Duracell (Bethel, CT)
- …for the overall strategy and team of buyers supporting Global Marketing & Sales external spend for Duracell. The Associate Director will own developing and executing ... categories. This role ensures the effective procurement of marketing and sales services, while aligning with the organization's brand, financial, and strategic… more
- Boardroom Advisors (Phoenix, AZ)
- …ambitious businesses looking for growth, profitability and stability. Increasing numbers of senior level people are turning to a portfolio career, seeking to have ... Our approach is to provide the highest quality Board Advisor skill set, with a strong emphasis on strategic...agnostic and provide Director-level expert skills in finance, marketing, sales , IT, HR and Managing. We also supply Non-Executive… more
- Citigroup, Inc. (New York, NY)
- …skills required in order to negotiate internally, often at a senior level. Some external communication is typically required. Provides advanced judgment ... and business which have significant financial implications. Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters.… more
- Wealth Enhancement Group (Akron, OH)
- …We're big on open conversations, so, let's have one. Primary Job Functions Support Senior Vice President (Financial Advisor ) and their clients by leading and ... standard approach. We proudly provide unique financial plans and investment management services to over 80,000 households from our...as the liaison between the client and the Financial Advisor (FA). You will work with all aspects of… more
- The Herb Box (Scottsdale, AZ)
- …and execute financial strategies aligned with organizational objectives. Collaborate with senior leadership to guide organizational growth and investment ... with business expansion plans and market conditions. Serve as a trusted advisor to the CEO and ownership, contributing to strategic initiatives including M&A,… more
- Citigroup, Inc. (Chicago, IL)
- …delivery of end results of the wealth management team, including banking and investment products, the sales process, and operational functions. May have ... The Senior Client Service Manager accomplishes results through the...awareness, particularly related to the branch office banking and investment relationships. Developed communication and diplomacy skills are required… more
- Dimensional Fund Advisors, LP (Charlotte, NC)
- …cornerstone studies while proactively enhancing the value-add for advisors and the internal sales teams. To be successful, the Regional Director must have a solid ... Regional Director can foster and support development of the Associates and Senior Associates on the team. Primary Responsibilities: Anchored by the Dimensional… more
- Fifth Third Bank (El Segundo, CA)
- …monitoring the quality of an largest existing portfolio of companies with annual gross sales of at least $10MM and generally less than $500MM within a specific ... area. Ability to develop trusted advisory relationships with the Senior Executives ( eg CEO, CFO, COO) of the...customers on a regular basis to enhance the trusted advisor relationship and ensure business needs are being met… more
