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

As a Client Success Manager on our Client Services team, you will be focused on managing and developing an assigned portfolio of existing accounts to achieve revenue targets and ensure client satisfaction. This role will be responsible for designing and implementing strategic plans for account growth while managing the day to day operations of their client portfolio. This

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

Schedule Mon Fri 8 AM 5 PM (40 Hours) COMISSION BASED. What You'll Do Responsible for helping our members achieve their long term financial goals through the investment and insurance products offered through our broker/dealer relationship with LPL Financial. Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform the es

may evolve depending on firm projects, new systems and the development of specific skills acquired. What You'll Bring 3 5 years of experience in the finance industry Strong organizational skills and attention to detail, with the ability to manage multiple tasks and priorities. Excellent verbal and written communication skills, with a commitment to providing exceptional cli

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

Publicis Sapient (PS), a global leader in Digital Business Transformation (DBT), is looking for a Client Partner with a demonstrated track record of results to join our elite Growth Force team. Aligned to Healthcare, you will harness the depth and breadth of PS' portfolio, and the value add of our extended capabilities through Publicis Groupe, to identify new opportunitie

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

Manage complex and high value client relationships. Create material for use in client and prospect meetings and for other external uses. Develop content for use in team and committee meetings. Apply Nixon Peabody Trust Company's (NPTC) framework for equity research/selection process to existing and prospective holdings, including Fundamental Quality Thresholds (consistent

The Staff Accountant is a key member of the Accounting team and works closely with all members of the team in meeting close deadlines, working with various general ledger modules, preparing account reconciliations, and supporting internal and external audits. Positive and team oriented work ethic is critical to this role. Our Investment in You Full time remote work Compet

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

The Director, Investor Relations reports directly to the CEO and works closely with the CFO and is responsible for assisting with the development and implementation of a successful investor relations strategic plan for the Company, will interact on regular basis with the executive team and be responsible for the day to day management. Provides critical leadership and info

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 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

The HMDA and CRA Specialist is primarily responsible for assisting with data validation management and quality assurance, consistent with the requirements of the Home Mortgage Disclosure Act (HMDA) and Community Reinvestment Act (CRA). Additional responsibilities include various functions in connection with reporting and filing the HMDA LAR. ESSENTIAL DUTIES & RESPONSIBIL