- Lincoln Financial (Radnor, PA)
- …excited to add an enthusiastic, driven, and customer-focused Specialist to our Client Investment Strategies Team. On this high-visibility team, you will ... the success of Lincoln by collaborating with and providing best in class investment support to Lincoln wholesalers and the financial professionals that we work with.… more
- Lincoln Financial (Philadelphia, PA)
- …opportunity. **Requisition #:** 74591 **The Role at a Glance** The Alternative Investment Sales Specialist Account Executive will develop, direct, implement, and ... investments. They will partner closely with key stakeholders across field sales, investment , product management, and marketing in the distribution of alternative … more
- The Hartford (Wayne, PA)
- …RFP responses are timely, thorough and accurate and promote new business and client retention opportunities. The RFP Specialist will also participate in various ... shape the future. Overview of the role: The RFP Specialist plays a critical role in the Request for...and maximum impact. + Preparing and responding to quarterly client service requests. + Helping ensure that data for… more
- Cherry Bekaert (Trenton, NJ)
- …Financing Services Practice (SFS) is seeking an Application Writer and Community Engagement Specialist with a background in the New Markets Tax Credit (NMTC) or ... the process for writing NMTC Allocation Applications for the portfolio of client community development entities (CDEs) and manage the grant writing and applications… more
- Truist (Philadelphia, PA)
- …and Truist Wealth's expectation for growth and profitability in the high net worth client segment * Effectively lead the team to work with various specialists and ... IRM partners who are designated to support client service and business development efforts (eg credit, mortgage, planning, investment , trust and fiduciary… more
- Bank of America (Pennington, NJ)
- …Key responsibilities include supporting senior business leaders to identify strategies directly linked to organizational goals and implement leadership solutions ... This Talent Consultant II will join the **Global Corporate & Investment Banking Talent Team** to develop leadership, learning, organizational effectiveness, and… more
- TD Bank (Horsham, PA)
- …customer relationships, putting the customer first and referring them to the right Specialist to ensure we are meeting their needs and providing the best advice ... of proven business development skills, including ability to conceptualize and implement strategies + 4+ years of proven leadership and coaching experience required +… more