- The Cigna Group (Philadelphia, PA)
- **Summary** The Client & Health Plan Trend Analytics Product organization within the Sales & Provider Analytics organization is entrusted with key business ... delivery with our partners in the Data & Analytics Engineering organization. The Business Analyst (BA) role is customer-focused, working as part of the Business… more
- Neuberger Berman (Radnor, PA)
- … needs and objectives Travel frequently to various domestic locations to attend client meetings and promote new business opportunities Facilitate and promote new ... NB Alternative products and strategies Serve as the primary internal and client -facing point of contact for the illiquid alternatives platform Provide clients,… more
- TD Bank (Philadelphia, PA)
- …all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide ... Thinking about making a career move as a Financial Advisor to a growing firm where your career growth...and Enhanced Due Diligence Requirements as outlined in the Business Unit AML procedures + Uncovers client 's… more
- Deloitte (Philadelphia, PA)
- Deloitte's Engagement Financial Advisor (EFA) team is comprised of professionals specializing in Deloitte engagement economics & financial metrics, account ... value is in the understanding and application of engagement business and financial processes, both to individual projects and...and financial processes, both to individual projects and to client accounts. Recruiting for this role ends on July… more
- Kestra Financial (Pittsburgh, PA)
- … client relationships though proactive communication + Perform market research and product analysis + Analyzing client data + Conduct SWOT analysis to ... Fellow Advisor , Do you feel unappreciated? Are your ideas...improve your life? Do you have a book of business or practice that you're ready to grow? These… more
- Deloitte (Philadelphia, PA)
- …Revenue optimization, market research, data analysis , pricing, and strategy. + Build client relationships and be a trusted strategic advisor on how to price ... As an experienced Project Delivery Specialist II - Pricing Advisor you will have the ability to share new...that clients can understand and apply + Understand the client 's strategy and goals, dissect previous store performance, synthesize… more
- M&T Bank (Lancaster, PA)
- **Overview:** Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business . Actively solicits new and ... solutions from mass affluent customer segment, primarily Retail and Business Banking. Works with Investment Advisors, Fiduciary Advisors, Community partners,… more
- Citizens (PA)
- …etc.). + Communicate with all levels and departments of the firm, prepare in-depth analysis of client 's financial position, and develop a working knowledge of ... high-net-worth individuals, families and foundations and has cultivated long-lasting client relationships through multiple market cycles. Clarfeld presently manages… more
- PNC (Media, PA)
- …plans for clients. Grows and retains an investment and insurance book of business . Owns the client experience, efficiently handling sales and service, ... internal business partners as appropriate. + Acquires, expands and maintains client relationships through business development and client networking.… more
- The Hartford (Wayne, PA)
- …communication skills to help develop and build positive relationships? If so, the Internal Advisor Consultant role at Hartford Funds might be the next best step in ... your career evolution. As an Internal Advisor Consultant you will be responsible for building and...financial professionals + Build and execute on a thoughtful business plan to maximize efficiency and engagement + Expand… more
- M&T Bank (Radnor, PA)
- **Overview:** Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business in a centralized area comprised of ... solutions from mass affluent customer segment, primarily Retail and Business Banking. Works with Investment Advisors, Financial Advisors, Community partners,… more
- Bank of America (Penn Hills, PA)
- …clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client ... Financial Solutions Advisor - Consumer Investments - Pittsburgh Market Penn...* Risk Management * Policies, Procedures, and Guidelines * Client Management * Causation Analysis * Written… more
- M&T Bank (York, PA)
- …and/or Retail segment book of business , penetrate existing segmented book of business with a focus on existing client asset growth and maintenance based ... on individualized needs analysis , and on deepening client relationships and..., responsible to penetrate into existing segmented book of business with a focus on existing client … more
- PNC (Pittsburgh, PA)
- …the full breadth of the fiduciary platform in order to grow the fiduciary business and assure the highest level of client experience. Administers assigned ... and have an opportunity to contribute to the company's success. As a Fiduciary Advisor I within PNC Private Bank organization, you will be based in our Pittsburgh,… more
- The Hartford (Wayne, PA)
- …advisors, calling on key contacts at the firms, calling on clients with their advisor and conducting seminar presentations and client events. Qualifications: * A ... we help shape the future. Position Summary: As an Advisor Consultant, you will be responsible for driving Hartford...listed annualized base pay range is primarily based on analysis of similar positions in the external market. Actual… more
- Santander US (Hershey, PA)
- …long-term client relationships and provide sales leadership to internal business partners regarding investment and insurance products To perform this job ... Financial Advisor , Hershey/Harrisburg, PA Area Country: United States of...intelligence, generates leads, and develops proposals/campaigns to garner new business , ensuring a consistent flow of new revenues to… more
- Cardinal Health (Harrisburg, PA)
- …+ Managing the execution of a wide variety of price realization initiatives and ad-hoc analysis as needed to support business opportunities. + Data analysis ... **_Job Summary_** Reporting to the Manager, Revenue Management, the Advisor , Pricing Strategy will be accountable for developing, communicating, and leading the… more
- M&T Bank (Pittsburgh, PA)
- …the financial planning process. Prioritize short term and long term needs of the client based on the analysis . + Responsible for leading the development of ... and the retention and expansion of a book of business . Consults and coordinates on the delivery of solutions... owners, and/or families. **Primary Responsibilities:** + Leads the client relationship team and has overall responsibility for assuring… more
- Deloitte (Pittsburgh, PA)
- …activities in support of team or client initiatives The successful Business Solution Advisor will demonstrate the following attributes: + Independent thinker ... Business Solution Analysis Associate in Controllership...including Fund/entity Auditors and administrators + Responsible for day-to-day client and team communications to manage and timely complete… more
- WTW (Philadelphia, PA)
- …a key strategic financial advisor to the North America EX and W&R business leaders in the financial management of the geography by driving appropriate areas of ... " client service" focus and culture while driving relentless pursuit of business performance optimization through thoughtful reporting and analysis for the… more