- Infosys Limited Digital (Bridgewater, NJ)
- …Train and nurture junior consultants on project and the wider wealth management practice. Lead / contribute to sales pursuits, consulting offerings and ... ITL USA Requisition ID 133986BR Job description Principal - Wealth Management & Trust, Infosys Consulting The...service alerts and assessment of client attrition risk Virtual Assistant - Cognitive Assistant Pilot (CAP) to… more
- Columbus Equipment Co (Columbus, OH)
- …success. Whether you're looking to embark upon a new career or bring a wealth of experience to the table. Columbus Equipment Company is offering attractive benefit ... Responsibilities and Duties (Includes but not limited to) Generate sales invoices using Machine Invoice. Process and distribute all...hard card records for files. Travel Set Up and Management / Onboarding CEC employees. Assist as needed with… more
- iCapital (Greenwich, CT)
- … Sales Specialist for the distribution partnership with one of its largest wealth management clients. This individual will report to the regional team lead ... experienced investment professional with alternative investment knowledge, exceptional relationship management , communication and influencing skills and strong sales… more
- Western Wealth Communities (Tucson, AZ)
- Description WESTERN WEALTH COMMUNITIES JOB DESCRIPTION Assistant Property Manager SUMMARY As our Assistant Property Manager, you will provide support to your ... the team in leasing units. We are seeking an Assistant Property Manager with creativity and enthusiasm, that is...or Bachelor's degree preferred 2+ years of on-site property management experience or equivalent experience in sales ,… more
- NFP (New York, NY)
- …and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a ... compliance with set policies. Influences new hire selections and internal promotions that impact sales team. Confers with VP and senior management on setting and… more
- Road Ranger LLC (Okawville, IL)
- …customer service, supervision of employees, adherence to store standards, inventory management , merchandising, and maximization of sales and profits. Pay ... Road Ranger is looking for a 1st Assistant Manager to join the Okawville, IL team!...variety of competitive benefits to support their health and wealth , such as: Health, Dental, & Vision Insurance Weekly… more
- Hills Bank (North Liberty, IA)
- …Give referrals to other departments like Commercial, Home Mortgage, and Trust and Wealth Management . Participate as part of various retail product campaigns the ... from Assistant Branch Manager/Branch Manager Count and verify currency. Relationship Management : Support the overall sales effort. Direct sales goals… more
- Oppenheimer & Co. Inc. (New York, NY)
- …Advisors in sales , marketing and day-to-day operations of a growing wealth management practice. This role requires superior interpersonal and multi-tasking ... required (within first six months of hire) 3+ years' experience working as a sales assistant /CSA in a corporate/brokerage environment Possess a high degree of… more
- Shorr Packaging Corporation (Cincinnati, OH)
- …in managing all aspects of existing business including directing customer service, the Sales Assistant , and engaging the Sales Manager, Corrugated ... university; or a minimum of five years B2B experience as a customer service rep, sales assistant , sales professional or buyer; or equivalent combination of… more
- The Amanda Pohlman Team (Solon, OH)
- …estate and a keen eye for detail? We are looking for a committed Real Estate Assistant to become an integral part of our energetic team. In this position, you will ... and clients with PLACE Technology Qualifications You are an intrinsically motivated sales professional with a competitive spirit. You are excellent at building… more
- Perkins Restaurant and Bakery (Fort Myers, FL)
- …Learn & Grow: Earn 3 college credit hours through our management training program, with educational assistance through DeVry University (complimentary laptop ... Get paid daily with Daily Pay ! Health & Wealth : Comprehensive medical, dental, vision, and 401(k) with company...spans more than six decades. YOUR ROLE AS AN ASSISTANT RESTAURANT MANAGER You'll partner with the General Manager… more
- SFB (Stoneham, MA)
- …Norfolk and Suffolk counties, strong business banking capabilities, an Insurance division, a Wealth Management & Trust organization and a Mortgage Company that ... include, but are not limited to the following: Business Development Identify sales opportunities, deepen existing relationships, and grow Salem Five's market share… more
- MELIA Realty Group (Lexington, KY)
- …estate experts in North America. Take on the role of a Showing Assistant and develop your skills within our established, supportive framework. We provide ... and other listing related services Qualifications You are an intrinsically motivated sales professional with a competitive spirit. You are excellent at building… more
- Umpqua Bank (Tacoma, WA)
- Financial Service Sales Assistant Wealth Management Tacoma, Washington **Description** **About Us:** At Umpqua, we create a great place to work by ... a liaison between Financial Advisor(s) and their clients. A sales assistant has a large influence on...+ Assist Financial Advisor with client support and time management . + Process confidential information + Open, maintain and… more
- JPMorgan Chase (Columbus, OH)
- …Regulatory Attorney - Vice President, Assistant General Counsel within our Wealth Management Legal team, you will provide critical analysis and discussion ... of wealth management -specific regulatory issues, ongoing support of...direct advice and support to internal Wealth Management and Products Solutions clients, including Advisors, Sales… more
- JPMorgan Chase (Plano, TX)
- …As Insurance Attorney: Executive Director, Assistant General Counsel within our Wealth Management Legal team, you will provide critical leadership on legal ... The US Wealth Management Legal team is seeking...You will directly support senior internal Wealth Management and Products Solutions clients, including Advisors, Sales… more
- Zions Bancorporation (Salt Lake City, UT)
- …highly organized and proactive individual to join our team as an Administrative Assistant for Zions Bancorporation's Wealth Management Division. The ... Administrative Assistant will provide comprehensive administrative support to Wealth Management Leadership and other Wealth Management team members… more
- Citigroup (Irving, TX)
- …development, enhancement and delivery of wholesale credit products tailored to clients within wealth management , ensuring alignment with wealth strategy + ... The Wealth Product Developer is a role supporting the design, delivery, and ongoing management of credit products for clients in Wholesale Credit. The role… more
- Atria Wealth Solutions (Williston, VT)
- CUSO Financial Services, LP. (CFS) is seeking an Investment Sales Assistant to support one of our Financial Advisors at New England Federal Credit Union in the ... to consistently exceed NEFCU members' expectations. As an Investment Sales Assistant , you become part of...We deliver a clear path to the future of wealth management with the open-minded agility, senior-level… more
- HUB International (East Longmeadow, MA)
- …property, casualty, risk management , life and health, employee benefits, investment and wealth management products and services. Becoming a part of HUB means ... maintain their own unique, regional culture. We currently have an opportunity for a ** Sales Assistant ** . **Overview:** Responsible for assisting PL Sales … more
