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Agency Manager / Financial Advisors jobs

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Sales Manager Financial Advisory Firm Lrs Boston, MA Apr 04
lead teams in our offices throughout the US. Responsible for leading a team of 5-10 Financial Advisors in day to day activities Provide coaching and guidance to new ... Responsible for personal production and management of team Joint work with junior advisors Excellent compensation The Sales Manager is responsible for leading and... more
Financial Advisory Services Program Manager Bilingual Credability Atlanta, GA Apr 15
low-to-moderate income clients seeking to enhance their financial knowledge, improve financial stability, reduce financial risk, and begin building wealth. Essential ... Supervisory Responsibilities: Directly supervises a team of Financial Advisors and office personnel (as assigned), coordinates work with other branch/departmental staff t... more
Trading Desk Manager Investment Management Firm Kansas City, KS Apr 05
mutual fund and fixed income trades, corrections and reporting Assist Financial Advisors and support staff with questions relating to account activities, Waddell & ... firm Advisory account knowledge Strong relationship building skills Effective employee coaching, training and management skills Financial Services/Sales and... more
Derivatives Regulatory Advisor Chatham Financial Kennett Square, PA Mar 18
Expertise/Skills/Background: While the position is not a legal position, and offers a departure from the traditional attorney role, a strong legal background is preferred ... Dodd-Frank, the Securities Exchange Act, Commodities Exchange Act or other similar financial regulations preferred. Ability to thrive and demonstrate sound judgment in... more
Head of Institutional Marketing State Street Global Advisors Boston, MA Apr 03
Marketing and communication channels include advertising, brochures and collateral, print and digital media, websites, interactive experiences and video/audio ... high-quality campaign expectations and best practices for project management/time-to-market. Act as senior liaison with client-facing teams and managers. This... more
Relationship Manager / Trust Officer Massachusetts Mutual Life Insurance Company Springfield, MA Feb 26
of contact for clients and agents/brokers. Account types include trusts, ILITs, Agency Accounts, IRAs and CRTs. Role Characteristics * Seasoned individual capable of ... accounting systems Develop professional and timely responses to clients and field/business partners Work closely/consult with Trust Company's Investment Officer,... more
Senior Procurement Advisor (1999) LMI Mclean, VA Apr 02
The successful applicant will have experience working as an Analyst, Project/Program Manager, Contract Specialist, or Contracting Officer within/with departments and agen ... as the lead contract advisor assisting the organizations Acquisitions and Contracts Manager in the management of Enterprise-Wide BPAs. Develop and administer limited... more
Senior Policy Advisor Nyc Office of the Mayor New York, NY Mar 14
S/he will act upon, design and develop policies, programs and initiatives that are consistent with OHCD s goals and objectives and work on a variety of projects ... and writing, resulting in ongoing quantitative and qualitative assessments and/or recommendations on policy related agenda items and/or initiatives to the OHCD... more
Sales Manager Financial Services Company Boston, MA Mar 13
lead teams in our offices throughout the US. Responsible for leading a team of 5-10 Financial Advisors in day to day activities Provide coaching and guidance to new ... Responsible for personal production and management of team Joint work with junior advisors Excellent compensation The Sales Manager is responsible for leading and... more
Financial Services Field Director Lrs Dayton, OH May 13
the regional financial office. Once financial associates are assigned for coaching/mentoring, it will require the senior partner/partner to obtain securities, state ... * CLU, CMFC, CFP and/or CLF designation strongly preferred. * College degree and/or equivalent experience in the financial services industry. * Strong leadership,... more
Senior Wealth Advisor Bosc Phoenix, AZ May 23
prospects and customers in order to ensure profitability and satisfy customers' financial objectives. You will be provided a dedicated regional manager whose primary ... rules; notifies supervisory principal immediately of any customer complaint and/or regulatory inquiry. Maximizes cross-sell opportunities by attending/conducting... more
Associate Category Manager Mattel Bentonville, AR May 18
Requirements: EDUCATION/EXPERIENCE: ' Bachelor's degree in Business or related field is required ... ' Prior category management experience is ideal ' A working knowledge of business and/or retail acumen (business accounting or financial accounting experience is helpful)... more
Policy Advisor Nyc Office of the Mayor New York, NY Mar 14
S/he will act upon, design and develop policies, programs and initiatives that are consistent with OHCD s goals and objectives and work on a variety of projects ... Originating and/or overseeing the generation of project-related documents including schedules, project plans, presentations, meeting agendas, minutes, status reports, etc... more
Division Sales Manager Wolters Kluwer Atlanta, GA May 13
Sales Manager Territory-TN, NC, SC, GA, AL, FL, MS and Southern VA. Divisional Sales Manager for our Tax and Accounting Division to manage 8 field sales representative ... if no degree, 4 years outside sales experience for non-manufacturing/non-agriculture product/services. Experience: 6 years of direct outside sales experience,... more
Loss Mitigation Manager WBL New York, NY May 20
Manager on our Loan Administration Team. About the Job The Loss Mitigation Manager will be responsible for managing a loss mitigation team to be assembled in ... experience; Advanced studies/degree preferred 5+ years of loss mitigation/default management experience 5+ years of management/supervisory experience Minimum 3... more
Securities and Investment Advisory Analyst BOK Financial Tulsa, OK Mar 22
Tracks renewals; determines appropriate regulator/registrant (FINRA, OCC, State); initiates application; tracks performance of application; notifies sales manager/registe ... Tracks renewals; determines appropriate regulator/registrant (FINRA, OCC, State); initiates application; tracks performance of application; notifies sales manager of succ... more
HLS Underwriter III Citizens Financial Group Glen Allen, VA May 15
product offerings including automated and manual portfolio, Jumbo, FHA, VA, Bond Agency, and Construction-to-Perm loans. This is a loan decisioning position with ... product offerings including automated and manual portfolio, Jumbo, FHA, VA, Bond Agency, and Construction-to-Perm loans Utilize your knowledge and experience to serve... more
International Banking Manager Huntsville Executive Search Ontario, CA Apr 01
EDUCATION and/or EXPERIENCE Fifth year college or university program certificate; or two to four years related experience and/or training; or equivalent combination of ed ... COMPUTER SKILLS/SOFTWARE SWIFT, GFX (Wires), Word, Excel, Director, Advisor... more
Financial Management Managing/Sr Managing Consultant - Banking or Insurance Industry IBM New York May 19
Financial Management projects in a Financial Services environment (Banking and/or Insurance). * At least 4 years experience in the Financial Services Industry: ... Financial Management projects in a Financial Services environment (Banking and/or Insurance). * At least 8 years experience in the Financial Services Industry:... more
Financial Manager - job U.S. Dot Maritime Administration Kings Point, NY Jan 31
Financial Advisor to the MARAD Associate Administrator for Budget and Programs/Chief Financial Officer, the USMMA Superintendent and senior staff, as well as other agency executive leadership for the oversight of all budget, financial management, and program performance activities relating to USMMA programs and operations.The USMMA is... more
Senior Analyst - Corporate Finance CarMax Richmond, VA May 16
of financial advisors, legal counsel, and various internal departments/subsidiaries •Work with crossfunctional teams, including business units, Tax, Accounting, ... relationships with banks, investors, and credit rating agencies •Adhoc financial analyses, as needed •Five or more years of experience in finance and/or... more
Senior Technical Advisor for Agriculture & Nature Resource Management World Vision Washington, DC Apr 15
Provide strategic input and support to WVUS/the Partnership in developing/reviewing appropriate policies and programmatic coordination for sector-specific policy implemen ... Proven work experience securing and/or managing significant funding from institutional donors... more
School Finance Officer Duplin County Schools Kenansville, NC Jan 28
Errors may cause significant disruption of the school system's operations and/or loss of considerable funds ... evaluates performances of subordinates. * Maintains liaison with other departments to serve as the financial advisor. * Oversee finance and auxiliary services... more
Outside Sales Professional - Financial Services Accolo Phoenix, AZ Oct 16
Whether you are a recent college graduate, an experienced business owner/entrepreneur, or a seasoned financial planner, we'd like you to take a closer look at our company ... Company of America Related Keywords: Financial advisor, investment advisor, financial planning, sales, Series 65, CFP, certified financial planner, investments,... more
Associate Partner - Financial Management, Insurance Industry IBM New York May 19
will be expected to lead and/or support complex finance processes and financial systems projects both in competitive sales proposal situations and on ... industry references, approaches, IBM contacts and competitive analysis; * Lead and/or contribute to the creation of IBM positions on specific Financial Services Sector... more