Wealth Advisor Providence, RI, USA Westerly, RI, USA Virtual Req #1180 Thursday, April 18, 2024 Washington Trust Wealth Management has an opportunity for a Wealth Advisor to join its team of dedicated wealth management professionals. The Wealth Advisor is a major contributor to the organization's strategy, growth, and continued reputation of providing exceptional service

At Franklin Templeton, we're driving our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring expertise that's

Bring your ideas. Make history. BNY Mellon offers an exciting array of future forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the "bank of banks" 97% of the world's top banks work with us as we lead

Drive profitable growth through identifying and leading all aspects of the closure of new, renewal, and expansion opportunities Develop client engagement strategies and quantify costs of pursuit Lead accountability against Measurable Revenue/Profit Growth within set timelines Review the account metrics with the delivery, operations, and finance teams on regular basis Be p

At Cambridge Savings Bank, our purpose is to have a positive impact on our customers, employees, and community's financial well being. We are committed to exceeding expectations and having a strong commitment to diversity and inclusion. The Senior Commercial Real Estate (CRE) Portfolio Manager, under the supervision of the CRE Portfolio Management Team Leader and assigned

Location 227 West Monroe Street Chicago, Illinois 60606 ABOUT THE BUSINESS KeyBank is committed to growing their National Affordable Housing Platform through their Community Development Lending & Investment group ("CDLI"). CDLI's mission is to help clients and communities thrive. CDLI provides capital solutions for affordable housing and community development projects in

At Franklin Templeton, we're driving our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring expertise that's

At Franklin Templeton, we're driving our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring expertise that's

High End Insurance Sales Agency looking for top tier sales people who are self motivated, self managing, and don’t need their hand held. Who We Are NOT Looking For Agents who NEED to make money that they are so desperate Agents who CANT buy their own leads to make sales Agents who NEED their hand held every step of the way We are not looking for the cheap agents who

This position is responsible for providing client service to our partners, intermediaries and plan sponsors. The Retirement Services Consultant will develop and maintain a detailed understanding of retirement plans and Ascensus products and services with the goal of helping our clients manage their retirement plans appropriately. The Retirement Service Consultant works wi

At Franklin Templeton, we're driving our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring expertise that's

THOR Solutions is actively seeking a highly motivated Financial Analyst to support the Naval Undersea Warfare Center Division Newport (NUWCDIVNPT) in Middletown/Newport, RI . The candidate will support government customers with diverse financial activities including preparing funding documents, analyzing financial data, and preparing weekly reports. Typical Responsibiliti

and Duties Collaborate with Relationship Sales Managers and senior support team members in daily tasks o Perform product and technology research on hardware, software, and services offerings. o Write quotes, build proposals, and manage statements of work in a manner that maximizes company profit. o Communicate with vendors and clients. o Recommend products and upsell solut

Ideate and draft new investment product content, including but not limited to pitchbooks, sales sheets, primers, web content, podcast scripts, videos, brochures, etc. Analyze and organize data as needed to create compelling stories and unique positioning in marketing collateral. This includes leveraging performance data and charts, Morningstar Direct, and/or Bloomberg out

Provide finance leadership for the company's alliances on both recurring deliverables (budgets, forecasts, variance analysis, etc.) and ad hoc efforts working in close partnership with R&D expertise areas, program teams, Alliance Management and other internal and external stakeholders. Track potential strategic and operational financial risks related to the company's alli