Responsible for maintaining a highly functioning home office environment with limited technology disruption i.e. high speed internet service Manage territory with external partner to meet or exceed goals Conduct consultative, relationship building sales calls via the telephone with financial advisors and other licensed professionals Develop and execute sales plan strategi

A&O Shearman is a new global industry leading law firm, with 47 offices in 29 countries worldwide. Our fluency in English law, US law, and the laws of the world's most dynamic markets, enables us to provide unmatched insight and seamless delivery to clients. We work on challenging and important deals and disputes that have the potential to shape the future. We offer excep

Execute an account based sales strategy in assigned portfolio, focusing on growth and retention; d rives accountability to deliver on account plans among the extended customer teams internally. Develop value proposition presentations and specialized business plans for customers that drive business outcomes to generate business and new opportunities. Provide detailed and a

Job description Our purpose Opening up a world of opportunity explains why we exist. Here at HSBC we use our unique expertise, capabilities, breadth and perspectives to open up new kinds of opportunity for our more than 40 million customers. We're bringing together the people, ideas and capital that nurture progress and growth, helping to create a better world for our cus

The function of the Financial Consultant I is to actively manage the investment and insurance relationships within an assigned branch network of the Bank. The consultant shall work with all bank partners to deliver planning services and the appropriate products to bank customers, prospects, personal clientele and to non bank prospects in a given territory. Maintain profic

Financial Services Representative (Greenville Augusta Rd) Calling all sales oriented professionals with a passion for exceptional customer service! Are you ready to take your career to the next level? We have an exciting opportunity just for you. Join our team at CPM Federal Credit Union as a Financial Services Representative and make a significant impact on our members'

Client Acquisition Identifies and attracts new clients to the Bank's wealth offerings through direct prospecting efforts, client referrals, and by partnering with Bank associates. Builds and cultivates strategic partnerships with centers of influence to enhance acquisition efforts. Responsible for external networking and market development. Relationship Management Serves

The Private Client Advisor's focus will be on our Mass Affluent client base with planning and financial wellness as the basis of their methodology and will lead with these concepts. The Advisor will be the primary provider of investment services to KeyBank Mass Affluent clients by providing investment solutions to new and existing clients while identifying full relationsh

The contractor shall develop the forfeiture processes and procedures associated with an on going financial investigation. This support shall include the introduction of specific tools and techniques to analyze financial information. The contractor will provide advice and guidance to fully develop the forfeiture aspects of an on going investigation. Advice and guidance inc

The contractor shall develop the forfeiture processes and procedures associated with an on going financial investigation. This support shall include the introduction of specific tools and techniques to analyze financial information. The contractor will provide advice and guidance to fully develop the forfeiture aspects of an on going investigation. Advice and guidance inc

Company Federal Reserve Bank of Kansas City At the KC Fed, we know that great people make a great organization. When you join the KC Fed, you join a team of people working together to promote an inclusive and stable financial system, making a difference in local communities. We succeed by emphasizing the growth and development of diverse team members like you and supporti

Company Federal Reserve Bank of Kansas City At the KC Fed, we know that great people make a great organization. When you join the KC Fed, you join a team of people working together to promote an inclusive and stable financial system, making a difference in local communities. We succeed by emphasizing the growth and development of diverse team members like you and supporti

Assist with audit remediation or audit readiness efforts by creating, documenting, measuring, enhancing, and improving financial management and accounting operations to ensure compliance with laws, regulations, and policy Perform a gap analysis of the As Is financial processes to the future state using project tools and document the gaps and risks identified Identify proc

In this role, you will Design data collection tools and documentation for third party entities serving health and human service agencies to use to submit cost and financial information Utilize subject matter expertise to evaluate cost and other financial reports for compliance to provided instructions and applicable regulatory guidance Review and provide feedback on recon

The Advisor, Head Start Education and Inclusion (A Ed/I) serves as an expert for Save the Children's Head Start operations in the content area of early childhood education and child development birth to five including center based and home based program options. In this role, you will ensure the Education and Child Development program services are delivered to fidelity me