- Raymond James Financial, Inc. (Carmel, IN)
- …and supervises branch associates. + In conjunction with the Branch Manager conducts ongoing performance management, scheduled performance appraisals and ... the development and monitoring office revenue and expense budgets. + May assist Branch Manager in managing their book of business. + May be responsible for… more
- PNC (Kokomo, IN)
- …Drives investment education and visibility among branch staff. In partnership with branch manager and/or investment sales associate, leads the branch ... to build strong relationships that drive referral activity. + Regularly meets with branch manager and other internal business partners to communicate and review… more