- Principal Financial Group (Kansas City, MO)
- …This position partners closely with the Internal Wholesaler and Sr. Director within territory for collective success in growing advisor relationships. Accountable ... for achieving sales targets and managing broker dealer relationships within all channels covering our ETF's, Separately Managed Accounts and Mutual Funds. **Other responsibilities will include:** + Develop, recommend and implement sales plans, activity reports… more
- UMB Bank (Kansas City, MO)
- …in attaining company goals by providing an independent and objective assurance or advisory services designed to add value and improve the organization's operation by ... audits with direction from an Audit Manager or Audit Director . This role will also support broader initiatives and...one or more of the following areas: + Private Wealth Management + Corporate Trust + Fund Services +… more
