Enhances field productivity and profitability by partnering with financial advisors to help them build and grow integrated planning practices. Provides in depth consultation and support to advisors on financial planning, sales processes, products and implementation. Identifies and develops best practices, tools, training and resources needed to introduce successful financ

Development and execution of an individual business plan to achieve new client acquisition, business line referrals and product/business line penetration inside portfolios; achievement of retention objectives; consistent portfolio growth and servicing objectives. Responsible for partnering with assigned "Financial Advisor Mentor" to develop and implement sales techniques

None Required Qualifications (these are the minimum requirements to qualify) Education (include minimum education and any licensing/certifications) Bachelor degree in Accounting, Business, Finance, Mathematics, Statistics or Economics. Experience equivalent to a senior position within Finance/Accounting or other related fields developing complex financial models using mac

Duties listed may vary in terms of relative importance, and others may be added or eliminated as this position develops. In addition, specific positions within this job title may have minor variations in duties. Duties with a circle ( ) before the number are essential functions as defined by Americans with Disabilities Act (ADA). Responsible for any or all phases of syste

Beneco, now part of FuturePlan by Ascensus, is a recordkeeping, third party administration, and benefits consulting services firm that allies solely with contractors to empower them to build their businesses, while helping their valued workers build a secure and prosperous future for their families. We are a group of committed and talented individuals who work together as

About the team FIS is looking for a Management Consultant Senior focused on deposit operations and processing. As a Management Consultant Senior, you will work with an exciting and collaborative team. We are passionate about our work and take a client first approach to everything we do. What you will be doing As a Management Consultant Senior, you deliver and provide a br

This leadership role on the Planning Experience team will oversee managers who are focused on delivering advocacy and awareness programs and individualized support directly to advisors for the adoption of the new planning experience with existing advisors and new recruits who join Northwestern Mutual. This leader will thoughtfully strategize cross functionally and with ot

Develop expert level product knowledge with ability to clearly articulate and market portfolio strategies to internal constituents and external clients. Develop and deliver high impact presentation decks for various Plus Fixed Income products. Manage RFP process for Plus Fixed Income team and write quarterly/monthly commentaries for respective strategies. Coordinate devel

Manage project workstreams related to cost reporting, including Assessment of cost reporting needs to support payment rate development Development and administration of cost reporting tools, including provider training, responding to provider questions, and following up with providers on issues related to cost data submission Development of cost reporting requirements and

CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you. CLA i

MARS Solutions Group is seeking a dynamic Analyst eComm Review to join our Client's team on remote basis. Our client, a leading financial services firm, provides an array of financial solutions, spanning wealth management, asset management, investment banking, and private equity. Job Description The Analyst eComm Review requires the use of independent judgement and use ch

Become part of a team to provide marketing support across multiple channels with a primary focus on the Intermediary Channel. Create, maintain and execute reoccurring emails using Salesforce Marketing Cloud for distribution to both tiered and un tiered client segments. Project manage marketing materials and key events from start to finish, keeping track of deliverables an

The Finance and Insurance (F&I) Consultant is responsible for being recognized as the trusted business advisor of and for the dealer network by managing and developing new and existing dealer relationships. Within their assigned region, the F&I Consultant will meet established financial and non financial targets, and maximize business opportunities in the areas of Retail

You contribute to Veolia's success by overseeing implementation, compliance, legislative changes, analysis, plan management, administration support, vendor management, RFP & integration, relevant projects and communication of all retirement & financial benefit plans including, but not limited to, 401(k), pension, nonqualified programs, life insurance and retiree medical.

Partner with Sales Manager and Business Intelligence to develop and strengthen a business plan to maximize market share, assets, and profitability for assigned territory. Collaborate with the marketing team by cultivating leads and identifying new opportunities with an emphasis on a combination of in person and digital engagement. Present New York Life Investment products