- Bank of America (Hunt Valley, MD)
- Investments New Account Support Specialist Hunt Valley, Maryland **Job Description:** At Bank of America, we are guided by a common purpose to help make ... an impact, along with the power to make a difference. Join us! As a ** New Account Support Operations Specialist** , you will perform operational support … more
- Lincoln Financial Group (Lutherville, 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 (Harrisburg, PA)
- …under applicable Statutory, GAAP, Management and Tax basis. * Provides technical research on new and existing general account investments and derivatives. * ... research, analysis, and proper accounting treatment of Lincoln Financial Groups (LFG) investment positions to support strategic investment operations and… 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
- Lincoln Financial Group (Harrisburg, PA)
- …**Requisition #:** 74008 **The Role at a Glance** As the AVP of Investment Accounting you will provide leadership, direction and functional expertise to ensure the ... overall success of the Investment operations team. You will focus on the strategy...and back-office partner. The position will also provide significant support on strategic transactions and initiatives such as reinsurance… more
- Deloitte (Mechanicsburg, PA)
- …your skills in a client service environment coupled with mentorship to help support professional growth. The Encore program is an excellent opportunity to reignite ... sectors including Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management, Insurance, Telecom, Media and Energy & Resources. Our… more
- Nelnet (Harrisburg, PA)
- …as a role model supporting AEs with client engagement and interactions. 3. Support large cross-sell opportunities and key account retention with direct reports, ... to exchange ideas, successes, challenges and relevant topics to support team growth. 6. Retain and grow current higher...requirements both internally and externally. 8. Ability to promote new services and cross-sell into the customer account… more
- Abbott (Harrisburg, PA)
- …you dream of. + Employees can qualify for free medical coverage in our Health Investment Plan (HIP) PPO medical plan in the next calendar year. + An excellent ... profitable growth/market share expectations aligned with the Annual Plan. The Senior Account Manager will work with, and report to, the Regional Sales Director… more
- Bank of America (York, PA)
- …goals were met or exceeded Minimum of one year experience in the investments industry, including investment training and in-depth knowledge of investment ... Proven ability to partner and promote lead generation Experience balancing investment management, sales activities, and new client development Strong… more
- Bank of America (Hunt Valley, MD)
- …where goals were met or exceededMinimum of one year experience in the investments industry,including investment training and in-depth knowledge of investment ... Proven ability to partner and promote lead generation Experience balancing investment management, sales activities, and new client development Strong… more
- M&T Bank (York, PA)
- …approach to financial solutions for an assigned book of business. Actively solicits new and existing investments and insurance from high net worth 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)
- …professional. Our team specializes in customized portfolios with emphasis on alternative investments and institutional consulting. We are always learning! + Our team ... Raymond James is a strong, stable firm with great support resources that has been recognized as a great...Helps manage and standardize best practices for various activities: new client on-boarding, large client liquidity events, private placement… more
- Deloitte (Harrisburg, PA)
- …levels, identify optimal abatement pathways, and prioritize activities and investments to achieve decarbonization goals and institutionalize sustainable operation + ... into organizations, measure benefits, and track program efficiency to support clients at the intersection of climate, health, and...and Advisory) team that contributes to the largest single investment in the history of the Firm. We are… more
- Broadcom (Harrisburg, PA)
- … new revenue opportunities and ensuring the health of existing customer investments . The Solution Architect qualifies and leads new solutions sales while ... a first time user, please create your candidate login account before you apply for a job. (Click Sign...driving adoption of existing owned solutions as well a new solutions. . Act as an advisor to management… more
- Merck (Harrisburg, PA)
- …value of in-line products. Our company has a very robust pipeline of new products and initiatives providing customer benefits and driving business growth. In this ... management by planning and driving successful strategic launches of major new innovative products. Incumbent must have ability to influence franchise campaigns,… more
- Broadcom (Harrisburg, PA)
- …Broadcom project teams which could consist of consultants, engineers, product management and support staff + Join the Broadcom customer account teams as a ... a first time user, please create your candidate login account before you apply for a job. (Click Sign...MANAGER** The Elevator Pitch: Why will you enjoy this new opportunity? Are you passionate about learning and leveraging… more
- Edward Jones (Hanover, PA)
- …proud to have more offices in the US and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and ... goals, enabling you to make a difference in your community. **We'll give you the support you need. Our team will be there every step of the way, providing:** +… more
- Edward Jones (Harrisburg, PA)
- …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
- Ricoh Americas Corporation (Harrisburg, PA)
- …Savings Plan (401K), Health Savings Account (HSA), and Flexible Spending Account (FSA) investments . + Augment your education with team member tuition ... assigned operational area with varying sizes **.** Undertaking all customer support tasks in external customer/client facilities The Area Customer Service… more
- Morgan Stanley (Lutherville, MD)
- …the client and/or FA/PWA/team * Provide existing clients with details around their account information (eg, investment objectives, risk tolerance) * Accept or ... to assist clients with their everyday needs. *DUTIES and RESPONSIBILITIES:* *CLIENT SUPPORT * Provide service coverage for a FA/PWA/team including: * Supporting the… more