- Citizens (Amesbury, MA)
- …colleagues. The Private Client Relationship Manager, along with a Private Client Financial Advisor or High Net Worth Wealth Advisor , and Certified Financial ... the breadth of Citizens solutions across banking, lending, and partner with the Advisor for investments to help clients reach their financial goals + Introduce… more
- Lincoln Financial Group (Dover, NH)
- …in new business and retention situations, as well as through sales and service collateral and industry promotion + Analyzes and develops complex performance metrics ... for each enhancement + Collaborates and serves as a trusted marketing advisor to critical cross-functional business partners, most notably in Product and… more