Treasury Management Advisor III- International Huntington Bancshares IncTreasury Management Advisor III- InternationalPittsburgh, PA$93,000–$189,000 / year8+ years' experience working with complex, large-scale organizations across a diverse range of industries-including Industrials, Consumer & Financial Services, Diversified Holdings, Technology, Media, Telecommunications, and Franchise operations with a strong understanding of the unique needs and tailored solutions required in the large corporate banking environment. Basic Qualifications: 8+ years' experience in a treasury management sales role focusing on Corporate Banking clients with revenues of $500 million and above, encompassing both private and public entities across a national footprint.
Medical Wealth Advisor Truist Financial CorporationMedical Wealth AdvisorPhiladelphia, PAPlease review the following job description: Responsible for origination and on-going management of a profitable loan, deposit, fee income, and non-interest income portfolio from attorneys or physicians and small to mid-sized law firms or medical practices through the development and retention of long term, profitable client relationships. General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.
NewProduct Support Advisor - Grocery Sysco CorpProduct Support Advisor - GroceryHarrisburg, PAResponsible for managing and supporting the implementation of corporate category strategies and initiatives within operation company (OpCo) Supports operation company (OpCo) sales staff with product assortment updates, informational inquiries and delivery of product cutting and training sessions Drive operation company (OpCo) required category initiatives and assortment in harmony with corporate requirements Executes recommended assortment changes and support positive local supplier relationships. JOB SUMMARY: Support department to achieve company goals and company goals which includes but is not limited to: a high-end customer order fulfillment, managing inventory to the lowest possible DSO.
Operations Advisor-Pittsburgh, PA Yum! Brands, Inc.Operations Advisor-Pittsburgh, PAPittsburgh, PADemonstrated experience operating restaurants and leading restaurant teams across multiple roles and levels (e.g., General Manager, Area Coach, Multi-Unit Leader, Director, or equivalent). Develop clear, actionable improvement plans in partnership with franchisees and restaurant leaders, and collaborate with the Franchise Operations Partner (FOP) to ensure follow-up and sustained execution.
Risk Director, Financial Advisor Services - Digital, Data & AI The Vanguard GroupRisk Director, Financial Advisor Services - Digital, Data & AIMalvern, PennsylvaniaWe are seeking an experienced practitioner who understands how digital platforms, data ecosystems, AI capabilities, and emerging technologies create both opportunities and risks within a large financial services organization. As the Risk Director for Digital, Data & AI, you will serve as the senior risk advisor to FAS leaders responsible for digital experiences, advisor technology, data, analytics, and artificial intelligence capabilities.
District Advisor First Command Financial Services, Inc.District AdvisorCarlisle, PAFull timeThe District Advisor (DA) role is built for experienced financial services leaders who want to move beyond managing and start building—with the ability to scale a business, develop leaders, and unlock uncapped growth potential. As a DA, you will operate as an independent business owner and registered principal, leading a team of financial advisors serving military families while driving the growth and performance of your own district.
Affluent Market Financial Advisor (Draw salary plus commission) M&T Bank CorpAffluent Market Financial Advisor (Draw salary plus commission)Wyomissing, PA$1–$3 / hourDeliver a diversified set of brokerage, investment and insurance and advice-based solutions with a mindset to meet the individualized investment needs of current and potential Bank customers for the mass affluent segment, utilizing experts in, Carriers, Wholesalers in Insurance and Managed Accounts, as necessary. Maintain and build referral channel and develop strong partnerships with Retail branch, Business Banking and Wealth partners to ensure investment needs of current and potential customers in assigned Market and/or branches are met or exceeded.
Risk Director: Financial Advisor Services - Portfolio & Adviser Solutions The Vanguard GroupRisk Director: Financial Advisor Services - Portfolio & Adviser SolutionsMalvern, PennsylvaniaAs the Risk Director for Portfolio & Adviser Solutions, you will serve as the senior risk advisor to FAS leaders responsible for investment products, portfolio solutions, advisory offerings and client propositions. Financial Advisor Services (FAS) is a critical growth engine, focused on evolving how we serve advisors and clients through expanded digital capabilities, data-driven insights, and innovative solutions.
Financial Advisor - PNC Wealth Management PNC BankFinancial Advisor - PNC Wealth ManagementLancaster, PennsylvaniaIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Premier Client Financial Advisor - PNC Wealth Management PNC BankPremier Client Financial Advisor - PNC Wealth ManagementPhoenixville, PennsylvaniaIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Solution Advisor Specialist - SAP Academy for Customer Success- Newtown Square (Hybrid) SAP SESolution Advisor Specialist - SAP Academy for Customer Success- Newtown Square (Hybrid)Newtown Square, PAOriginally known for leadership in enterprise resource planning (ERP) software, SAP has evolved to become a market leader in end-to-end business application software and related services for database, analytics, intelligent technologies, and experience management. Join us for a unique opportunity to build a global network, collaborate with customers to solve real business challenges, and gain hands-on experience with world-class cloud solutions - all while learning in a dynamic environment and earning competitive pay and benefits.
Architecture Advisor- Northeast SAP SEArchitecture Advisor- NortheastNewtown Square, PAWhat you bring: Considerable experience with software/IT organizations as an IT Architecture or Enterprise Architecture Advisor and/or specific expertise with software solutions through Solution Management, Sales, Presales, Adoption/Consumption, Consulting or Business Development, demonstrating successful outcomes over multiple years. AAs are responsible for bridging the gap between the customer's business strategy and relevant solutions through crafting the to-be business and solution architectures and designing a transformation roadmap at the enterprise level to facilitate the customer's adoption of Cloud-based architectures.
Premier Client Advisor - PNC Wealth Management PNC BankPremier Client Advisor - PNC Wealth ManagementScranton, PennsylvaniaIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Product Owner - Advisor Experience The Guardian Life Insurance Company of AmericaProduct Owner - Advisor ExperienceBethlehem, PA$95,170–$156,355 / yearUtilize analytical acumen and data analysis skills to monitor Key Performance Indicators (KPIs) for advisor-facing products, identifying trends and recommending data-driven solutions for continuous improvement. This preliminary screening may be used to help identify applicant materials and resumes relative to their indication that the applicant meets the requirements for the specific job for which they are applying, as specified in the listing posted on Guardian's jobs website (Careers at Guardian at https://www.guardianlife.com/careers
Financial Advisor - Southeastern PA Thrivent Financial for LutheransFinancial Advisor - Southeastern PAPhiladelphia County, PAThrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings.
Financial Advisor - Pittsburgh, PA Thrivent Financial for LutheransFinancial Advisor - Pittsburgh, PAPittsburgh, PAThrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings.
Wealth Advisor Associate Univest Financial CorporationWealth Advisor AssociateKing of Prussia, Pennsylvania$60,000–$70,000 / yearIn this position, you’ll support portfolio monitoring, prepare client-ready materials, and partner closely with our Wealth Advisors, Financial Planning, Operations, and Compliance teams to deliver a high-quality client experience and help uncover opportunities to deepen relationships. Responsibilities: As a Wealth Advisor Associate at Girard, you will be part of a growing, collaborative wealth management team in which you will support our team of Wealth Advisors in all aspects of the business development and relationship management cycles.
Virtual Financial Advisor - National Remote Thrivent Financial for LutheransVirtual Financial Advisor - National RemotePARemote$24.03–$26.44 / hourSuccessful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, account executives, real estate, client services, hospitality, business development, recruiting, education, fundraisers, ministry and similar roles. Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs.
Senior Financial Advisor - Philadelphia CitadelSenior Financial Advisor - PhiladelphiaPhiladelphia, PAAs a Senior Financial Advisor, you won't just manage portfolios-you'll help families retire with confidence, entrepreneurs turn success into security, and communities build generational wealth. This role is designed for a seasoned advisor who excels in building lasting relationships, delivering sophisticated planning, and creating meaningful impact for clients.
Financial Advisor -Greater Columbus, OH Thrivent Financial for LutheransFinancial Advisor -Greater Columbus, OHLancaster, PAThrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings.
Financial Advisor Northwestern MutualFinancial AdvisorPittsburgh, Pennsylvania$61,000–$250,000 / yearFull timeNorthwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.
Automotive Service Advisor C. Harper ChevroletAutomotive Service AdvisorNew Alexandria, PennsylvaniaExperience: Proven experience as an Automotive Service Advisor, with a deep understanding of automotive service processes and customer service excellence. Sales & Promotions: Maximize sales opportunities by promoting additional services and retail promotions, contributing to increased profitability.
Financial Advisor - Erie Federal Credit Union LPL FinancialFinancial Advisor - Erie Federal Credit UnionErie, Pennsylvania$40,000–$60,000 / yearThis employment opportunity at TruStage located at Erie Federal Credit Union in Erie, PA would allow you to join Erie Federal Credit Union as a Financial Advisor working for TruStage and associated with LPL Financial. The Investment Program at Erie Federal Credit Union supports the local community and you will be joining a team that is dedicated to helping members in every stage of their financial life.
Financial Advisor - American Heritage Credit Union LPL FinancialFinancial Advisor - American Heritage Credit UnionHorsham, Pennsylvania$75,000–$100,000 / yearThis employment opportunity at TruStage located at American Heritage Credit Union in Horsham, PA would allow you to join American Heritage Credit Union as a Financial Advisor working for TruStage and associated with LPL Financial. The Investment Program at American Heritage Credit Union supports the local community and you will be joining a team that is dedicated to helping members in every stage of their financial life.
Business Broker Transworld Business Advisors of Capital RegionBusiness BrokerCamp Hill, PAFull timeThis role is ideal for professionals who thrive in consultative sales, business development, financial services, commercial banking, real estate, franchising, or entrepreneurial environments. At Transworld Business Advisors , you’ll work with business owners, buyers, investors, and entrepreneurs to help facilitate business sales and acquisitions.
Associate Financial Advisor Edward D Jones & Co LPAssociate Financial AdvisorBlue Bell, PAFull-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. With the same licensing as our Financial Advisors, Associate Financial Advisors work with an established Financial Advisor to serve clients, grow the branch, and positively impact communities in alignment with firm strategy.
Financial Advisor Citadel Federal Credit UnionFinancial AdvisorPottstown, PAGenerates leads through fostering a partnership with assigned branches, generating referrals, attending local seminars and trade shows, creating workplace partnerships, developing branch huddles, and making outbound calls to existing credit union/bank customers. Must have a solid knowledge, understanding, and interest and experience in the investment industry, including financial markets, personal investing, wealth management, equity, debt and insurance products, trusts, Power-of-Attorney and Estate processing, financial planning, etc.
Financial Advisor Manager - Philadelphia, PA TD BankFinancial Advisor Manager - Philadelphia, PAExton, New JerseyTotal Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Provides leadership and works with managers to develop and retain highly competent, customer service-oriented FA staff; develops and maintains continuous FA pipeline to ensure staffing needs are met.
Senior Advisor For Digital Manufacturing FTE Factory AdvisorsSenior Advisor For Digital ManufacturingPittsburgh, PAOur work spans operational excellence, lean manufacturing, manufacturing systems, data-driven decision making, AI-enabled operations, and digital manufacturing technologies, helping clients improve productivity, quality, throughput, and business performance. Our Global Advisory Network brings together independent industry experts with deep experience in manufacturing, operational excellence, digital manufacturing, industrial automation, smart factory technologies, supply chain, quality, and business systems.
Associate Wealth Advisor CitizensAssociate Wealth AdvisorEmporium, PAFrom partnering closely with our customers and guiding them toward their life aspirations to supporting our local communities through our many initiatives, including "Giving Back, Giving Together," to making the best decisions for the long-term interests of our shareholders, C&N is committed to being the only financial institution that our customers will ever need. Requirements: Education & Experience- You will need a Bachelor's degree in accounting, business, economics, finance, financial management, or a related field is preferred AND 0-2 years of experience in banking, financial services, wealth management OR an equivalent combination of education and experience.
Senior Wealth Advisor CitizensSenior Wealth AdvisorDoylestown, PAYou will be responsible for: Relationship Management & Wealth Planning: Serve as the primary advisor for high-net-worth individuals, families, business owners, and institutions by delivering comprehensive wealth planning, investment management, estate planning, insurance, and business succession strategies. From partnering closely with our customers and guiding them toward their life aspirations to supporting our local communities through our many initiatives, including "Giving Back, Giving Together," to making the best decisions for the long-term interests of our shareholders, C&N is committed to being the only financial institution that our customers will ever need.
Financial Advisor/Paraplanner Kestra Financial Independent AdvisorFinancial Advisor/ParaplannerPittsburgh, PAOur unique secret weapon is advanced college planning which helps them maximize their financial aid offers and uncover the right school at the right price for their child. Gen X Wealth Partners is seeking a full-time experienced financial advisor to help expand its market share in a budding niche.
Yearbook Advisor South Central Calhoun CSDYearbook AdvisorManns Choice, PAReports To: Building PrincipalJob Goal: Act as the primary guide for the yearbook staff, facilitating instruction in journalism, graphic design, and project management, while overseeing the year-long lifecycle of planning, funding, creating, and distributing the final publication. The South Central Calhoun CSD offers career and technical programs in the following service areas: Ag Education, Computer Science, Business, Auto Tech.,
Client Advisor Harrison National Employment, LLC (Archwell Holdings, LLC)Client AdvisorConshohocken, PAAs part of a worldwide enterprise of over 7,000 employees , our client in Conshohocken, PA is launching a new business focused on serving the homeowners and auto insurance needs of our affiliated company's customers. This an excellent opportunity for those new to the industry because, we invest in our people by providing training and supporting motivated candidates through the licensing process .
Mortgage Banking Advisor WSFS BankMortgage Banking AdvisorBryn Mawr, Pennsylvania$44,146At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive. Individual base pay may vary on additional factors such as the candidate's experience, job-related skills, relevant education, geographic location, and other specific business and organizational needs.
Asset Protection Advisor- Philadelphia Metro Area Wawa IncAsset Protection Advisor- Philadelphia Metro AreaPAThe APA conducts investigations related to cash loss, merchandise loss, associate theft, and security incidents, partnering with store management, field leadership, law enforcement, and Asset Protection leadership to reduce risk and support safe store operations. Principal Duties: Own and conduct assigned asset protection investigations involving cash losses, deposit shortages, merchandise loss, associate theft, and other security incidents, escalating complex matters to senior Asset Protection personnel as appropriate.
Licensed Beauty Advisor - Part Time Sephora USA IncLicensed Beauty Advisor - Part TimeHarrisburg, PA$19.80–$22.90 / hourDrive results Help achieve store goals by providing and rebooking beauty services, servicing clients, and selling products. Perform beauty services Provide makeup, waxing, and other services listed in Sephora's Beauty Services menu.
Beauty Advisor - Part Time Sephora USA IncBeauty Advisor - Part TimePhiladelphia, PA$19.80–$22.90 / hourPrevious experience and demonstrated ability to provide excellent service and develop strong client relationships in a retail, hospitality, or client-focused environment. Stay ahead of trends Keep up with the latest beauty products, techniques, and trends to deliver relevant advice that keeps clients coming back.
Behavioral Health Advisor COMMUNITY SERVICES GROUP, INC.Behavioral Health AdvisorLancaster, PAIn the role of Behavioral Health Advisor, you will empower individuals with mental health diagnoses to achieve self-sufficiency and integrate into the community by applying recovery and resiliency principles. For students in human services fields, this is an excellent way to gain practical experience for a behavioral health career, or for anyone passionate about guiding others toward greater independence.
Beauty Advisor - Flex Sephora USA IncBeauty Advisor - FlexPA$18–$20.50 / hourPrevious experience and demonstrated ability to provide excellent service and develop strong client relationships in a retail, hospitality, or client-focused environment. Stay ahead of trends Keep up with the latest beauty products, techniques, and trends to deliver relevant advice that keeps clients coming back.
Comfort Advisor - HVAC Residential Sales Rep HomeServe USA CorpComfort Advisor - HVAC Residential Sales RepLancaster, PA$115,000–$165,000 / yearThis is a critical outside sales role that supports HomeServe's goal to dramatically increase installation revenue growth (Heating, Cooling and Water Heaters) within the HVAC business. If you are looking to join a dynamic team in an industry that performs year over year as well as enjoy earnings that facilitate your dream lifestyle, don't hesitate to apply today….
Contact Center Advisor - Downtown Reading, PA Visions Federal Credit UnionContact Center Advisor - Downtown Reading, PAReading, Pennsylvania$23–$30 / hourYou will assist members with accounts, lending solutions, digital banking services, and financial inquiries while building strong relationships and identifying opportunities to enhance their financial well-being. Whether it’s helping a member make a transaction, buy their first home, or improve their financial wellness one step at a time – you have an impact on their lives just by working here, no matter what your position may be.
Service Advisor Diehl Toyota of ButlerService AdvisorButler, PennsylvaniaMaintain highest customer satisfaction in accordance with Manufactures guidelines, Review Repair Orders to ensure work is completed. Supplemental pay types: Bonus PayCommission Pay55,000 - 90,000 per year potential.
Senior Compliance Advisor - Technology, Cybersecurity, Information Security, and AI ("TCIA") Vanguard GroupSenior Compliance Advisor - Technology, Cybersecurity, Information Security, and AI ("TCIA")Malvern, PAThe role requires the ability to translate evolving AI regulatory expectations into actionable guidance, assess compliance risks across the AI system lifecycle, and support responsible innovation through effective governance, controls, monitoring, training, and reporting. Strong understanding of compliance program elements, including regulatory change management, obligation mapping, risk assessments, controls, monitoring, testing, issue management, governance, and reporting.
Sales Operations Advisor (Hybrid) Harrisburg, PA Integrity Marketing Group, LLCSales Operations Advisor (Hybrid) Harrisburg, PAHarrisburg, PAManages agent and agency contract changes for new and existing agents and facilitates the transition of books-of-business transactions between agents, ensuring accuracy in commission tracking. This role serves as a bridge between strategic sales initiatives and compliant operational daily workflows, and acts as the central point of contact for internal teams and external partners.
Wealth Advisor Truist BankWealth AdvisorPhiladelphia, PennsylvaniaAdvanced and proven working knowledge of deposit, credit and investment products* Successful background working in a goal based, results-driven, sales environment that uses tools such as leaderboards, pipeline reporting and other sale management tools to be successful* Ability to thrive and be an active participate on a team* Demonstrated proficiency in basic computer applications, such as Microsoft Office software products* Must be SAFE Mortgage Licensing Act compliant within 30 days of employment in this role, including new or transfer of registration, and applicable NMLS acceptable background check Preferred Qualifications:* Bachelor's Degree in Business, Finance or Economics* CFP preferred or CTFA, CFA, CPA, JD or MBA* Completion or enrollment in certification programs such as CFA, CFP, CPWA and CPA* 5 or more years of sales and client management experience in the Wealth Management and demonstrated ability to manage a portfolio of high net worth clients* Graduate of a leadership or management development program (Such as LDP, Banking School) General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Ensures that appropriate continuing education requirements are met where needed* 8 or more years of sales and client management experience in Wealth Management and a demonstrated ability to manage a portfolio of high net and ultra-high net worth clients with complex credit and banking needs* Successful track record using interpersonal, sales, presentation and relationship management skills previously demonstrated in the high net worth marketplace* Advanced and reputable credit knowledge with a proven track record working complex credit deals and/or in tandem with a senior credit advisor.*
Accounting Officer (Tax Advisor) AgFirstAccounting Officer (Tax Advisor)Lewisburg, Pennsylvania$52,000–$90,000 / yearAccounting Officers (Tax Advisors) will provide services to accounting, record, and income tax return customers with a high level of quality, accuracy, and efficiency. Are you looking for a career opportunity that provides a good work/life balance, provides career development opportunities, and allows you to directly support the agriculture industry?.
Premier Advisor - Wyomissing, PA Truist BankPremier Advisor - Wyomissing, PAWyomissing, PennsylvaniaUtilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services. (In a de novo circumstance [limited established portfolio of clients upon job entry], serves to establish new managed portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist footprint).
Wealth Advisor III Truist BankWealth Advisor IIIPhiladelphia, PennsylvaniaAdvanced and proven working knowledge of deposit, credit and investment products* Successful background working in a goal based, results-driven, sales environment that uses tools such as leaderboards, pipeline reporting and other sale management tools to be successful* Ability to thrive and be an active participate on a team* Demonstrated proficiency in basic computer applications, such as Microsoft Office software products* Must be SAFE Mortgage Licensing Act compliant within 30 days of employment in this role, including new or transfer of registration, and applicable NMLS acceptable background check Preferred Qualifications:* Bachelor's Degree in Business, Finance or Economics* CFP preferred or CTFA, CFA, CPA, JD or MBA* Completion or enrollment in certification programs such as CFA, CFP, CPWA and CPA* 5 or more years of sales and client management experience in the Wealth Management and demonstrated ability to manage a portfolio of high net worth clients* Graduate of a leadership or management development program (Such as LDP, Banking School) General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Ensures that appropriate continuing education requirements are met where needed* 8 or more years of sales and client management experience in Wealth Management and a demonstrated ability to manage a portfolio of high net and ultra-high net worth clients with complex credit and banking needs* Successful track record using interpersonal, sales, presentation and relationship management skills previously demonstrated in the high net worth marketplace* Advanced and reputable credit knowledge with a proven track record working complex credit deals and/or in tandem with a senior credit advisor.*
NewProduct Management Advisor, EncircleRx Operations & Strategic Enablement - Evernorth - Hybrid The Cigna GroupProduct Management Advisor, EncircleRx Operations & Strategic Enablement - Evernorth - HybridPhiladelphia, PA$94,900–$158,100 / yearPartnering closely with Product Management, Sales, Account Management, Operations, and Implementation teams, the Advisor serves as a key operational resource, ensuring effective program support, streamlined workflows, and a positive stakeholder experience. This role is responsible for managing stakeholder requests, coordinating day-to-day product operations, maintaining business processes, developing reporting and operational insights, and driving process improvements that enhance efficiency and scalability.