- Bank of America (Hanover, MD)
- …series within 60 days. * Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment ... Financial Solutions Advisor - Consumer Investments - Chesapeake Market Hyattsville, Maryland;Ellicott City, Maryland; Laurel, Maryland; Hanover, Maryland; Columbia,… more
- Bank of America (Easton, MD)
- …series within 60 days. * Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment ... Financial Solutions Advisor - Consumer Investments - Eastern Shore/ Salisbury area Market Easton,...asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage… more
- PNC (Columbia, MD)
- …to contribute to the company's success. As a Regional Sales Manager within PNC's Investment organization, your region will be part of the East Coast Territory and ... Sales Managers lead a team of Financial Advisors and support staff within a highly collaborative circuit of bank...within a highly collaborative circuit of bank branches. PNC Investments executes an advice and planning strategy focused on… more
- Lincoln Financial Group (Annapolis, MD)
- … Reporting Analyst, you will be responsible for providing timely and accurate investment reporting for the General Account Invested Assets on a Statutory ... research, analysis and proper accounting treatment of Lincoln's investment positions to support strategic investment...be doing** * You will provide timely and proper investment reporting of General Account Invested Assets… more
- Lincoln Financial Group (Annapolis, MD)
- …applicable Statutory, GAAP, Management and Tax basis. * Provides technical research on new and existing general account investments * Resolves discrepancies ... more complex investment and derivatives data and investment accounting for the General Account Invested...and proper accounting treatment of Lincoln Financial Groups (LFG) investment positions to support strategic investment… more
- Bank of America (Hunt Valley, MD)
- …result in disciplinary action up to and including termination. The registered Investment Consultant II demonstrates knowledge of investments and financial ... Investment Consultant II - Merrill Premium Hunt Valley,...teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of… more
- Aerotek (Columbia, MD)
- …understanding their requirements and seeking feedback on our performance + Communicate account knowledge to team members (recruiters, field support , sales, ... lives through engineering and sciences efforts. We're looking for a highly motivated ** Account Manager (Business Development)** to join our team and help us … more
- HUB International (Ellicott City, MD)
- …array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. In addition to winning the ... record of year over year growth fueled by innovative new products and services, mergers and acquisitions, and a...our talent. We currently have an opportunity for an ** Account Manager** to join our **Personal Lines** team in… more
- Bank of America (Annapolis, MD)
- …goals were met or exceeded. + Minimum of one year experience in the investments industry, including investment training and in-depth knowledge of investment ... to partner and promote lead generation. + Experience balancing investment management, sales activities, and new client...+ Obtained insurance licenses is preferred. **Skills:** + Account Management + Client Investments Management +… more
- M&T Bank (Annapolis, MD)
- …approach to financial solutions for an assigned book of business. Actively solicits new and existing investments and insurance solutions from mass affluent ... customer segment, primarily Retail and Business Banking. Works with Investment Advisors, Fiduciary Advisors, Community partners, Wealth/WISD and Mortgage to deliver… more
- Raymond James Financial, Inc. (Hunt Valley, MD)
- …mailings. Helps manage and standardize best practices for various activities: new client on-boarding, large client liquidity events, private placement investment ... products, model maintenance and performance tracking. Servicing of alternative investments and foreign accounts, including setup and maintenance. May participate… more
- Lincoln Financial Group (Annapolis, MD)
- …of responsibility. + Identify key technology enablers to optimize Lincoln's IT investments including new and innovative uses of emerging enterprise technology ... consistently across the business and IT in order to support the business and IT strategy. S/he will be...and technology teams to deliver a 3+ year technology investment plan and implementation roadmap for the business line… more
- Wells Fargo (Annapolis, MD)
- **About this role:** Wells Fargo is seeking a Branch Support Manager in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our ... service and technology inquiries from Financial Advisors, the branches, and other Support Center associates + Act as a liaison between Market Leaders, Branch/Area… more
- Raymond James Financial, Inc. (Timonium, MD)
- …This essential role helps to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other ... and within a dynamic team environment to provide crucial support to the financial advisors and branch office. *...to the financial advisors and branch office. * Onboards new clients, opens new client accounts and… more
- Edward Jones (Towson, MD)
- …branch office administrator to help you run your branch. World-class products, services and support . And the stability of a firm built on a long-term investment ... needs. Building your practice your way - with 100% support from us. **Job Overview** As a financial advisor...offices in the US and Canada than any other investment firm, serving over eight million clients. Our financial… more
- Pearson (Annapolis, MD)
- …As a Senior ABM Marketing Manager, you will lead strategic Account -Based Marketing (ABM) initiatives for high-value enterprise accounts, driving pipeline growth, ... impact. Collaborating with sales, client partners, product marketing, and strategic account teams, you will develop and execute multi-channel ABM programs tailored… more
- Lincoln Financial Group (Annapolis, MD)
- …(Georgia); Boston, MA (Massachusetts); Charlotte, NC (North Carolina); Dover, NH ( New Hampshire); Fort Wayne, IN (Indiana); Greensboro, NC (North Carolina); Omaha, ... areas. You will also act as a resource to support the Dental and Dental Network products for internal...assesses the impact, and collaborates with management to incorporate new trends and developments in current and future solutions.… more
- CBRE (Annapolis, MD)
- …consulting services to several high-profile groups of corporate real estate clients to support the growth and delivery of our advisory services in Workplace and ... Advisory services in relation to real estate operations and investments . **What You'll Do:** + Build real estate strategies...the conduit between the CBRE consulting platform and our account teams to ensure alignment between services and contract… more
- HUB International (Ellicott City, MD)
- …array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. In addition to winning the ... contribute to our track record of year over year growth fueled by innovative new products and services, mergers and acquisitions, and a great team of people. As… more
- Cardinal Health (Annapolis, MD)
- …alliance co-created with oncologists and practice leaders that offers advanced support services and technology to help practices remain independent and thrive. ... market research, trends, projections and innovations to formulate concepts for new programs, products and services. Collaborates with Operations, Tech, and Business… more