- Truist (Atlanta, GA)
- …of client presentation material using Microsoft Office Suite and/or other Truist Wealth software, and proactive sales support activities for advisors. 7. ... and complex deposit products. 8. Continually renders extraordinarily responsive and personal service to Wealth clients while demonstrating product and procedural… more
- JPMorgan Chase (Atlanta, GA)
- …~5,000 advisors located across 3,500 branches and 20 offices. As a Practice Management Consultant within the JP Morgan Wealth Management, you will partner with ... + Series 7 and Series 66 required + At least 5 years business and sales experience in wealth management + Proven leadership/coaching experience and ability to… more
- Truist (Atlanta, GA)
- …advisor feedback, prioritize and address chronic client and advisor pain points. Consult with sales and service leaders to share feedback and create plans to ... influence decision-making. + Design client and advisor journeys and key processes. Facilitate sales and process enablement for advisors and wealth teammates. +… more
- Deloitte (Atlanta, GA)
- …management, wealth management, trust company, insurance provider, or related service provider + Hands-on technical experience leading teams to mine and analyze ... Senior Consultant - Payments Fraud Analytics and Data Science...financial institutions, financial technology ("fintech") organizations, and other money service businesses. Recruitment for this role ends 12/31/24. As… more
- Morgan Stanley (Alpharetta, GA)
- …a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including ... and learn the skills necessary to succeed as a wealth management professional. The VEA program offers a variety...to build relationships with FAs and serve as a consultant for their client engagement and planning strategies. Specific… more
- Truist (Dunwoody, GA)
- …manager for a portfolio of mass affluent clients. Sell, deliver and provide ongoing service for a broad range of fee income and retail banking products and services ... clients. Premier Bankers should deliver a level of personalized, attentive service that clients deem outstanding. 2. Establish and periodically update understanding… more
- Nuvei (Atlanta, GA)
- …problems. We're dedicated to continually improving our product and providing relentless customer service . We are always looking for exceptional talent to join us on ... the journey! Sales Support + Create and manage product strategies, roadmaps,...needs are met. + Assist front line support with service and support related questions when the issue needs… more