Existing Program! Case Manager (non-clinical) ValerisExisting Program! Case Manager (non-clinical)Jeffersonville, IndianaBacked by proven industry expertise, a deep commitment to patient care, the latest technology, and exceptionally talented team members, Valeris provides the data and strategic insights, patient support services and healthcare provider engagement tools to help life sciences companies successfully commercialize new products. Key Responsibilities: The responsibilities include, but are not limited to the following: Relationship Management Builds trusted relationships with patients, prescribers, client stakeholders through proactive communication, timely and accurate execution of deliverables and demonstrated relentless passion for helping patients.
Finance Manager Toyota IndianaFinance ManagerTaylorsville, INWith locations across Tennessee, Mississippi, Alabama, Indiana and Louisiana, Carlock offers an exciting and dynamic work environment where team members play a key role in delivering top-tier sales, service, and financing to customers. Carlock Automotive Group has been a trusted name in the automotive industry for over 50 years, growing from a family business in Arkansas to a multi-state network of dealerships representing 17 premier brands.
Military Pathways - Technical Engineer Manager - Indianapolis, IN Fiserv IncMilitary Pathways - Technical Engineer Manager - Indianapolis, INIndianapolis, INWhether you're transitioning from active duty or continuing to serve in the National Guard or Reserve, our Military Pathways - Technical Engineer Manager role lets you apply the discipline, attention to detail, and mission-first mindset you built in uniform. Partner with operations, vendors, and leaders on escalations and special projects; communicate status, document fixes, and maintain required reports and maintenance records.
Case Manager (9:30am - 6pm shift) ValerisCase Manager (9:30am - 6pm shift)Jeffersonville, IndianaBacked by proven industry expertise, a deep commitment to patient care, the latest technology, and exceptionally talented team members, Valeris provides the data and strategic insights, patient support services and healthcare provider engagement tools to help life sciences companies successfully commercialize new products. Personalized Case Management Provides personalized case management to patients and HCPs including outbound communication to HCPs and patients to communicate benefit coverage and next steps in obtaining coverage.
Registered Nurse (RN) Case Manager ValerisRegistered Nurse (RN) Case ManagerJeffersonville, IndianaBacked by proven industry expertise, a deep commitment to patient care, the latest technology, and exceptionally talented team members, Valeris provides the data and strategic insights, patient support services and healthcare provider engagement tools to help life sciences companies successfully commercialize new products. Due to an increase in hiring scams, please be aware that if you are selected to move forward in our hiring process, a member of our Talent Acquisition team will contact you directly using an official @valeris.com and/or @echo.newtonsoftware.com email address regarding next steps in our interview process.
Account Manager - State Farm Agent Team Member Steve Oleksiw - State Farm AgentAccount Manager - State Farm Agent Team MemberCarmel, INFull timeAs Account Manager - State Farm Agent Team Member for Steve Oleksiw - State Farm Agent, you are vital to our daily business operations and customers’ success. ABOUT OUR AGENCY: I bring 20 years of experience with State Farm, including 11 years in agency leadership where I hired, trained, and consulted new agents to help them succeed.
Case Manager / Patient Advocate (non-clinical) ValerisCase Manager / Patient Advocate (non-clinical)Jeffersonville, IndianaBacked by proven industry expertise, a deep commitment to patient care, the latest technology, and exceptionally talented team members, Valeris provides the data and strategic insights, patient support services and healthcare provider engagement tools to help life sciences companies successfully commercialize new products. Key Responsibilities: The responsibilities include, but are not limited to the following: Relationship Management Builds trusted relationships with patients, prescribers, client stakeholders through proactive communication, timely and accurate execution of deliverables and demonstrated relentless passion for helping patients.
Oncology Registered Nurse (RN) Case Manager ValerisOncology Registered Nurse (RN) Case ManagerJeffersonville, IndianaBacked by proven industry expertise, a deep commitment to patient care, the latest technology, and exceptionally talented team members, Valeris provides the data and strategic insights, patient support services and healthcare provider engagement tools to help life sciences companies successfully commercialize new products. Due to an increase in hiring scams, please be aware that if you are selected to move forward in our hiring process, a member of our Talent Acquisition team will contact you directly using an official @valeris.com and/or @echo.newtonsoftware.com email address regarding next steps in our interview process.
Bilingual Case Manager (English/Spanish) ValerisBilingual Case Manager (English/Spanish)Jeffersonville, IndianaBacked by proven industry expertise, a deep commitment to patient care, the latest technology, and exceptionally talented team members, Valeris provides the data and strategic insights, patient support services and healthcare provider engagement tools to help life sciences companies successfully commercialize new products. Personalized Case Management Provides personalized case management to patients and HCPs including outbound communication to HCPs and patients to communicate benefit coverage and next steps in obtaining coverage.
Oncology Certified Registered Nurse (RN) Case Manager ValerisOncology Certified Registered Nurse (RN) Case ManagerJeffersonville, IndianaBacked by proven industry expertise, a deep commitment to patient care, the latest technology, and exceptionally talented team members, Valeris provides the data and strategic insights, patient support services and healthcare provider engagement tools to help life sciences companies successfully commercialize new products. Due to an increase in hiring scams, please be aware that if you are selected to move forward in our hiring process, a member of our Talent Acquisition team will contact you directly using an official @valeris.com and/or @echo.newtonsoftware.com email address regarding next steps in our interview process.
Case Manager (non-clinical) (11:30 am - 8:00 pm) ValerisCase Manager (non-clinical) (11:30 am - 8:00 pm)Jeffersonville, IndianaBacked by proven industry expertise, a deep commitment to patient care, the latest technology, and exceptionally talented team members, Valeris provides the data and strategic insights, patient support services and healthcare provider engagement tools to help life sciences companies successfully commercialize new products. Personalized Case Management Provides personalized case management to patients and HCPs including outbound communication to HCPs and patients to communicate benefit coverage and next steps in obtaining coverage.
Remote Oncology Certified Registered Nurse (OCN - RN) Case Manager ValerisRemote Oncology Certified Registered Nurse (OCN - RN) Case ManagerJeffersonville, IndianaRemoteBacked by proven industry expertise, a deep commitment to patient care, the latest technology, and exceptionally talented team members, Valeris provides the data and strategic insights, patient support services and healthcare provider engagement tools to help life sciences companies successfully commercialize new products. Due to an increase in hiring scams, please be aware that if you are selected to move forward in our hiring process, a member of our Talent Acquisition team will contact you directly using an official @valeris.com and/or @echo.newtonsoftware.com email address regarding next steps in our interview process.
M&A Financial Due Diligence Manager Deloitte Touche Tohmatsu LtdM&A Financial Due Diligence ManagerIndianapolis, IN$134,500–$265,100 / yearAs a Manager focused on financial due diligence, you will lead and contribute to engagements advising clients primarily on financial and accounting considerations associated with a wide range of transactions - including acquisitions, divestitures, minority investments, recapitalizations, joint ventures, carve-outs, and other strategic investment activities or liquidity events. Analyze target company performance, including historical and projected operating trends, quality of earnings, revenue metrics and profitability drivers, working capital trends and needs, debt/debt-like items, and other significant potential commitments and contingencies or cash flow risks.
STORE MANAGER BUTLER, IN Dollar General CorpSTORE MANAGER BUTLER, INBUTLER, INby offering products that are frequently used and replenished, such as food, snacks, health and beauty aids, cleaning supplies, basic apparel, housewares and seasonal items at everyday low prices in convenient neighborhood locations. Frequent handling of merchandise and equipment such as hand-held scanner, pricing guns, box cutters, merchandise containers, two-wheel dollies, and U-boats (six-wheel carts).
STORE MANAGER - 21 and older only Dollar GeneralSTORE MANAGER - 21 and older onlyLAFAYETTE, IndianaFull timeEvery day.® by offering products that are frequently used and replenished, such as food, snacks, health and beauty aids, cleaning supplies, basic apparel, housewares and seasonal items at everyday low prices in convenient neighborhood locations. Frequent handling of merchandise and equipment such as hand-held scanner, pricing guns, box cutters, merchandise containers, two-wheel dollies, and U-boats (six-wheel carts).
Manager, Asset Liability Management First Merchants CorpManager, Asset Liability ManagementIndianapolis, INJob Summary: Oversee the design, development, deployment, and governance of financial, statistical, asset liability management, and capital stress testing models to support balance sheet management, capital planning, strategic decision-making, and regulatory reporting for presentation to the Board of Directors, Asset Liability Committee (ALCO), treasury management, shareholders, regulators, and other stakeholders. Lead the development, execution, and documentation of the Banks capital stress testing framework, including baseline, adverse, and severely adverse economic scenarios used to evaluate capital adequacy, earnings performance, and balance sheet resilience.
STORE MANAGER NOBLESVILLE, IN Dollar General CorpSTORE MANAGER NOBLESVILLE, INNOBLESVILLE, INby offering products that are frequently used and replenished, such as food, snacks, health and beauty aids, cleaning supplies, basic apparel, housewares and seasonal items at everyday low prices in convenient neighborhood locations. Frequent handling of merchandise and equipment such as hand-held scanner, pricing guns, box cutters, merchandise containers, two-wheel dollies, and U-boats (six-wheel carts).
STORE MANAGER FREMONT, IN Dollar General CorpSTORE MANAGER FREMONT, INFREMONT, INby offering products that are frequently used and replenished, such as food, snacks, health and beauty aids, cleaning supplies, basic apparel, housewares and seasonal items at everyday low prices in convenient neighborhood locations. Frequent handling of merchandise and equipment such as hand-held scanner, pricing guns, box cutters, merchandise containers, two-wheel dollies, and U-boats (six-wheel carts).
STORE MANAGER - 21 and older only - ARGOS, IN Dollar General CorpSTORE MANAGER - 21 and older only - ARGOS, ININby offering products that are frequently used and replenished, such as food, snacks, health and beauty aids, cleaning supplies, basic apparel, housewares and seasonal items at everyday low prices in convenient neighborhood locations. Frequent handling of merchandise and equipment such as hand-held scanner, pricing guns, box cutters, merchandise containers, two-wheel dollies, and U-boats (six-wheel carts).
STORE MANAGER - 21 and older only - ROCHESTER, IN Dollar General CorpSTORE MANAGER - 21 and older only - ROCHESTER, ININby offering products that are frequently used and replenished, such as food, snacks, health and beauty aids, cleaning supplies, basic apparel, housewares and seasonal items at everyday low prices in convenient neighborhood locations. Frequent handling of merchandise and equipment such as hand-held scanner, pricing guns, box cutters, merchandise containers, two-wheel dollies, and U-boats (six-wheel carts).
STORE MANAGER - 21 and older only - ORLEANS, IN Dollar General CorpSTORE MANAGER - 21 and older only - ORLEANS, ININby offering products that are frequently used and replenished, such as food, snacks, health and beauty aids, cleaning supplies, basic apparel, housewares and seasonal items at everyday low prices in convenient neighborhood locations. Frequent handling of merchandise and equipment such as hand-held scanner, pricing guns, box cutters, merchandise containers, two-wheel dollies, and U-boats (six-wheel carts).
STORE MANAGER - 21 and older only - ANGOLA, IN Dollar General CorpSTORE MANAGER - 21 and older only - ANGOLA, INANGOLA, INby offering products that are frequently used and replenished, such as food, snacks, health and beauty aids, cleaning supplies, basic apparel, housewares and seasonal items at everyday low prices in convenient neighborhood locations. Frequent handling of merchandise and equipment such as hand-held scanner, pricing guns, box cutters, merchandise containers, two-wheel dollies, and U-boats (six-wheel carts).
STORE MANAGER - 21 and older only - in LAFAYETTE IN Dollar General CorpSTORE MANAGER - 21 and older only - in LAFAYETTE INLAFAYETTE, INby offering products that are frequently used and replenished, such as food, snacks, health and beauty aids, cleaning supplies, basic apparel, housewares and seasonal items at everyday low prices in convenient neighborhood locations. Frequent handling of merchandise and equipment such as hand-held scanner, pricing guns, box cutters, merchandise containers, two-wheel dollies, and U-boats (six-wheel carts).
STORE MANAGER - 21 and older only - INDIANAPOLIS, IN Dollar General CorpSTORE MANAGER - 21 and older only - INDIANAPOLIS, ININDIANAPOLIS, INby offering products that are frequently used and replenished, such as food, snacks, health and beauty aids, cleaning supplies, basic apparel, housewares and seasonal items at everyday low prices in convenient neighborhood locations. Frequent handling of merchandise and equipment such as hand-held scanner, pricing guns, box cutters, merchandise containers, two-wheel dollies, and U-boats (six-wheel carts).
STORE MANAGER - 21 and older only - FORT WAYNE, IN Dollar General CorpSTORE MANAGER - 21 and older only - FORT WAYNE, INFORT WAYNE, INby offering products that are frequently used and replenished, such as food, snacks, health and beauty aids, cleaning supplies, basic apparel, housewares and seasonal items at everyday low prices in convenient neighborhood locations. Frequent handling of merchandise and equipment such as hand-held scanner, pricing guns, box cutters, merchandise containers, two-wheel dollies, and U-boats (six-wheel carts).
STORE MANAGER - 21 and older only - SOUTH BEND, IN Dollar General CorpSTORE MANAGER - 21 and older only - SOUTH BEND, INSOUTH BEND, INby offering products that are frequently used and replenished, such as food, snacks, health and beauty aids, cleaning supplies, basic apparel, housewares and seasonal items at everyday low prices in convenient neighborhood locations. Frequent handling of merchandise and equipment such as hand-held scanner, pricing guns, box cutters, merchandise containers, two-wheel dollies, and U-boats (six-wheel carts).
Case Manager - Hybrid Role (non-clinical) ValerisCase Manager - Hybrid Role (non-clinical)Jeffersonville, IndianaBacked by proven industry expertise, a deep commitment to patient care, the latest technology, and exceptionally talented team members, Valeris provides the data and strategic insights, patient support services and healthcare provider engagement tools to help life sciences companies successfully commercialize new products. Provides personalized case management to patients and HCPs including outbound communication to HCPs and patients to communicate benefit coverage and next steps in obtaining coverage.
STORE MANAGER - 21 and older only - CROSS PLAINS, IN Dollar General CorpSTORE MANAGER - 21 and older only - CROSS PLAINS, ININby offering products that are frequently used and replenished, such as food, snacks, health and beauty aids, cleaning supplies, basic apparel, housewares and seasonal items at everyday low prices in convenient neighborhood locations. Frequent handling of merchandise and equipment such as hand-held scanner, pricing guns, box cutters, merchandise containers, two-wheel dollies, and U-boats (six-wheel carts).
Lead Financial Service Representative Community First Bank of IndianaLead Financial Service RepresentativeKokomoFull timeUtilizes CRM to track and manage customer interactions and s CSI News tile in order to stay current with updates in changes that will impact the bank and customers. This position knows what it takes to be successful in the banking industry, recognizes sales talent in others and nurtures and develops that talent and fulfills the daily branch operation responsibilities in the absence of management.
Banking Center Manager, LaPorte Boyd Banking Center, LaPorte, IN 1st Source CorporationBanking Center Manager, LaPorte Boyd Banking Center, LaPorte, INLaPorte, INWhile performing the duties of this job, the employee is required to sit, stand and walk; use hands and fingers to operate keyboard and other office equipment; reach with hands and arms; and talk or hear. Leads sales of bank products and services to build usage, cement relationships, and migrates customers to more appropriate channels.
Banking Center Manager, Laporte Boyd Banking Center, Laporte, IN 1st Source BankBanking Center Manager, Laporte Boyd Banking Center, Laporte, INLa Porte, INWhile performing the duties of this job, the employee is required to sit, stand and walk; use hands and fingers to operate keyboard and other office equipment; reach with hands and arms; and talk or hear. Leads sales of bank products and services to build usage, cement relationships, and migrates customers to more appropriate channels.
Key Private Bank Senior Relationship Manager Keybank National AssociationKey Private Bank Senior Relationship ManagerSouth Bend, IN$116,000–$216,000 / yearGeneral Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs. KPB Relationship Manager (RM) is at the center of this client promise, acting as the primary client advisor, developing and implementing strategies based on the client's financial goals, and coordinating with the extended KPB relationship team to execute and advise on the client's needs.
Key Private Bank Senior Relationship Manager KeyCorpKey Private Bank Senior Relationship ManagerSouth Bend, IN$116,000–$216,000 / yearGeneral Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs. KPB Relationship Manager (RM) is at the center of this client promise, acting as the primary client advisor, developing and implementing strategies based on the client's financial goals, and coordinating with the extended KPB relationship team to execute and advise on the client's needs.
Wealth Advisor - Security Federal Savings Bank LPL Financial Holdings IncWealth Advisor - Security Federal Savings BankLafayette, IN$58,500–$70,000 / yearRequirements: • High school diploma or equivalent (Bachelor's Degree Preferred) • Minimum of two (2) years investment sales experience (preferably in a financial institution) • Must maintain Licenses and FINRA registrations: Active State Applicable Life Insurance License, Active Series 7 Registration, Active Series 63 Registration (if required by the state of hire), Active Series 65 or 66 Registration (if required by the state of hire) • Computer literate with proficiency in Microsoft Office product suite, including Power Point and applications specific to the broker-dealer • Preferences: • Demonstrated ability to sell products and services to investment clients; evidence of strong sales results • Broad knowledge of characteristics and needs of clients and partners within the bank-based investment market space • Excellent knowledge of investment/insurance products and financial planning • Core Competencies: • Strong self-motivation and ability to work independently • Excellent verbal, written, and interpersonal communication skills • Possess strong organization skills • Excellent customer service and business focus with a great attention to detail • Effective research and analysis skills. Job Overview: A Wealth Advisor acts as a dedicated representative assigned to a specific branch (or multiple branches) to deliver Non-Deposit Investment Products (NDIPs) and services to the branch customers and prospective customer base.
Client Services Associate I (Personal Banker I), Kouts Banking Center, Kouts, IN 1st Source CorporationClient Services Associate I (Personal Banker I), Kouts Banking Center, Kouts, INKouts, INGreets clients as they enter the banking center and identifies client needs, promotes products and services and refers clients to the appropriate business colleague if needed. While performing the duties of this job, the employee is required to sit, stand and walk; use hands and fingers to operate keyboard and other office equipment; reach with hands and arms; and talk or hear.
Personal Banker I (Client Services Associate I), Kouts Banking Center, Kouts, IN 1st Source BankPersonal Banker I (Client Services Associate I), Kouts Banking Center, Kouts, INKouts, INGreets clients as they enter the banking center and identifies client needs, promotes products and services and refers clients to the appropriate business colleague if needed. While performing the duties of this job, the employee is required to sit, stand and walk; use hands and fingers to operate keyboard and other office equipment; reach with hands and arms; and talk or hear.
Assistant Branch Manager – Job # 3783-8643 Symicor GroupAssistant Branch Manager – Job # 3783-8643Maxwell, Indiana$55,000The position is responsible for generating new, profitable financial relationships, focusing on the business and commercial banking segments, emphasizing deposits, retail, cash management, business services and other bank products. Identifying problems and initiating resolutions efficiently, notifying appropriate resources of issues, and outcomes, and ensuring inquiries and investigations are completed in a timely manner.
Key Private Bank Team Lead Associate KeyCorpKey Private Bank Team Lead AssociateSouth Bend, IN$69,000–$105,000 / yearPeople Management: Inspires, enables, engages, and rewards team; shares wins and successes; fosters open dialogue and creates a feeling of belonging in the team; promotes collaboration and leads and guides the team through conflict; foster s culture of sharing knowledge and best practices and recognizes the team for their successes; eliminates roadblocks; fosters individual ownership of the work and effectively leverages individual strengths to achieve team goals. Supervise local market associate staff to achieve end to end ownership of the client experience through collaboration, coordination and personal ownership of all client activities with KPB Sales Team (including Client Experience and Strategist Associates, and Client Relationship Specialist), Wealth Services and centralized support teams.
Branch Manager Community First Bank of IndianaBranch ManagerZionsvilleFull timeObjective: Responsible for managing the branch in order to meet the financial services needs of customers in the assigned community market area; implementing strategies to achieve goals developed for the office as part of the Bank’s overall strategic plan. Maintains a working knowledge of the Bank’s lending and credit policies and answers customer questions as appropriate; takes loan applications; approves or rejects loan applications within individual lending authority.
Key Private Bank Estate Planning Advisor Keybank National AssociationKey Private Bank Estate Planning AdvisorElkhart, IN$116,000–$216,000 / yearGeneral Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs. Serve as an in-market SME on estate planning issues, which may include developing and delivering estate planning-focused training to KPB Relationship Managers, Market Leaders, and other key partners.
Large Bank Financial Examiner State of IndianaLarge Bank Financial ExaminerIndianapolis, INNumber and timing of work hours may vary daily or weekly to accommodate operational needs and staffing concerns at the client's or customer's worksite, minimize expenditures for repeated visits to complete the work, and allocate resources to complete assigned work effectively. These reviews focus on an organization's risk tolerance and risk management activities, encompassing concepts such as enterprise risk management, corporate governance, model risk management, and advanced reviews of each institution's critical financial and operational functions.
Senior Estate Settlement Advisor - Private Bank PNC BankSenior Estate Settlement Advisor - Private BankIndianapolis, IndianaEngages in the most complex estate administration, including addressing special assets, liquidity and concentrated holdings; assisting in resolution of family/beneficiary conflicts; preserving and conserving estate assets overall; obtaining accurate valuations and meeting all administrative and legal deadlines. In 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.
Bilingual Executive Case Manager ValerisBilingual Executive Case ManagerJeffersonville, IndianaBacked by proven industry expertise, a deep commitment to patient care, the latest technology, and exceptionally talented team members, Valeris provides the data and strategic insights, patient support services and healthcare provider engagement tools to help life sciences companies successfully commercialize new products. Personalized Case Management Provides personalized case management to patients and HCPs including outbound communication to HCPs, specialty pharmacies and patients to communicate benefit coverage and/or appropriately help drive next steps in obtaining coverage and/or access to prescribed medicine.
Executive Case Manager (Remote) ValerisExecutive Case Manager (Remote)Indianapolis, IndianaRemoteBacked by proven industry expertise, a deep commitment to patient care, the latest technology, and exceptionally talented team members, Valeris provides the data and strategic insights, patient support services and healthcare provider engagement tools to help life sciences companies successfully commercialize new products. Personalized Case Management Provides personalized case management to patients and HCPs including outbound communication to HCPs, specialty pharmacies and patients to communicate benefit coverage and/or appropriately help drive next steps in obtaining coverage and/or access to prescribed medicine.
Branch Manager First Farmers BankBranch ManagerSheridan, IN$50,000–$70,000 / yearWith over 140 years of experience, we've grown to become one of the largest community banks in Indiana and Illinois, offering a full range of financial services-from personal and business banking to agricultural lending and mortgage solutions. Collaboration: Work closely with other departments, including treasury management, mortgage officers, commercial lenders and marketing teams, to ensure seamless service delivery and achieve business objectives.
Key Private Bank Wealth Planner KeyCorpKey Private Bank Wealth PlannerElkhart, IN$96,000–$181,000 / yearActively participate in Core Private Bank prospect, client, and COI meetings as the financial planning expert Lead prospect, client, and COI planning engagements focused on Advanced Planning priorities Collaborate with KPB Relationship Managers to proactively advise clients on age milestones, life events, and children/wealth planning opportunities Partner with Fiduciary, Insurance, and Investment teammates to deliver the Key Planning experience Provide in-market financial planning support and in-person coaching to KPB Relationship Managers to enhance planning acumen Collaborate with Market Leaders and partners to develop Relationship Manager skills focused on Essential Planning priorities Support internal and external planning content development projects Contribute thought leadership on planning to the Key Wealth Institute Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key. Expertise in goals-based planning process, including discovery, plan development and delivery Ability to coach advisors on both technical and consultative aspects of the planning process Experience in modeling estate, wealth transfer, multi-generational, and liquidity event scenarios Skilled in financial planning software; Money Guide and Wealth Studios preferred Strong team player, responsive partner, and effective collaborator Experience working with CRM tools Knowledge of investment strategies and financial planning for affluent clients Expertise in estate and legacy planning for multi-generational wealth Understanding of asset allocation, investment selection, and portfolio construction Ability to advise on cash flow, liquidity events, and funding strategies Proficiency in designing retirement income strategies and tax-efficient withdrawal plans Ability to align financial planning with long-term client goals and market conditions Experience tailoring financial advice to the unique needs of affluent clients.
Consumer Client Service Manager First Merchants CorpConsumer Client Service ManagerPendleton, INAs part of this role you will: Work with the Banking Center Manager to implement and lead sales tactics and strategies for the banking center to drive sales productivity while growing market share for deposits and loans. A little about us: First Merchants is guided by a genuine philosophy of being a meaningful place to work and having a prosperous impact across all walks of life throughout the communities we serve, including consumers, businesses and other organizations.
Executive Case Manager ValerisExecutive Case ManagerJeffersonville, IndianaBacked by proven industry expertise, a deep commitment to patient care, the latest technology, and exceptionally talented team members, Valeris provides the data and strategic insights, patient support services and healthcare provider engagement tools to help life sciences companies successfully commercialize new products. Personalized Case Management Provides personalized case management to patients and HCPs including outbound communication to HCPs, specialty pharmacies and patients to communicate benefit coverage and/or appropriately help drive next steps in obtaining coverage and/or access to prescribed medicine.
Key Private Bank Estate Planning Advisor KeyCorpKey Private Bank Estate Planning AdvisorElkhart, IN$116,000–$216,000 / yearGeneral Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs. Serve as an in-market SME on estate planning issues, which may include developing and delivering estate planning-focused training to KPB Relationship Managers, Market Leaders, and other key partners.
Assistant Branch Manager - To 55K - Maxwell, IN - Job 3783-8643 The Symicor GroupAssistant Branch Manager - To 55K - Maxwell, IN - Job 3783-8643Maxwell, INThe position is responsible for generating new, profitable financial relationships, focusing on the business and commercial banking segments, emphasizing deposits, retail, cash management, business services and other bank products. Identifying problems and initiating resolutions efficiently, notifying appropriate resources of issues, and outcomes, and ensuring inquiries and investigations are completed in a timely manner.