Business Banking Relationship Manager Webster BankBusiness Banking Relationship ManagerConnecticutProven relationship management skills with demonstrated capabilities, in managing and growing a sales pipeline, fostering COI relationships & referral sources, and developing new business relationships. Experience in business/commercial credit, financial analysis techniques & lending policy, with ability to independently package and present credit deals to segment leadership & credit team up to $2MM Total Credit Exposure.
Business Banking Relationship Manager Webster Financial CorpBusiness Banking Relationship ManagerSouthington, CT$110,000–$170,000 / yearKey skills/experience qualifications for the role: Candidates must have at least 3+ years of specific Business Banking Relationship Management sales experience, developing and managing business relationships, 5+ managing relationships/banking experience. Proven relationship management skills with demonstrated capabilities, in managing and growing a sales pipeline, fostering COI relationships & referral sources, and developing new business relationships.
Business Relationship Manager I - Officer JPMorgan Chase & CoBusiness Relationship Manager I - OfficerNewington, CTIdentify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs. Acquire, manage, and retain a portfolio of 70 - 90 business clients with annual revenue of $1 - $5 million for your assigned branches; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $500,000.
Key Private Bank Associate Relationship Manager KeyCorpKey Private Bank Associate Relationship ManagerHartford, CT$80,000–$150,000 / yearThe Associate Relationship Manager (ARM) is responsible for managing and building clients relationships based upon knowledgeable advice that is aligned to the clients' financial needs and advocating solutions that lead to the attainment of the clients' financial aspirations and goals. The ARM manages up to 350 of "Maintain" value segment clients, currently defined as clients who meet the Key Private Bank's target profile with revenue between $5,000 and $20,000 and potential growth not expected to exceed $20,000.
Business Relationship Manager, Retail Annuities Talcott Financial Group LtdBusiness Relationship Manager, Retail AnnuitiesHartford, CTRemotep>Talcott Financial Group has a proven track record of well-executed transactions, and the enterprise benefits from its strong financial position with over $127 billion in assets under management, its investment-grade financial strength ratings, and its partnership with Sixth Street, a leading global investment firm. This role requires a strategic thinker with strong communication and relationship management skills who can proactively resolve issues, streamline operational workflows, and strengthen our partnerships through excellence in service and execution.
Relationship Manager - West Hartford, CT FidelityRelationship Manager - West Hartford, CTWest Hartford, ConnecticutRemoteRelationship ManagementPlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. The Relationship Manager is a pivotal role within the branch team responsible for fostering client relationships and finding opportunities to deepen the relationship in meaningful ways.
Business Relationship Manager I - Officer JPMorgan Chase Bank, N.A.Business Relationship Manager I - OfficerNewington, CTFull timeIdentify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs. Acquire, manage, and retain a portfolio of 70 - 90 business clients with annual revenue of $1 - $5 million for your assigned branches; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $500,000.
Sr. Relationship Manager Liberty BankSr. Relationship ManagerNew Haven, CTGather all financial information needed to underwrite new debt, conduct initial reviews of financial information and loan requests, work with the Credit Department to spread and model financial information, develop new credit requests, present them to internal decision-makers, propose and close on loan and deposit solutions. The incumbent will structure, negotiate, obtain credit approval, and close on lending and deposit business in the Bank's Connecticut market area in compliance with the Liberty Bank's policies and risk profile.
Sr Relationship Manager The Toronto-Dominion BankSr Relationship ManagerSpringfield, MA$148,720–$223,080 / yearThe job acquires, develops and manages commercial banking relationships by providing customized solutions across different commercial segments to build a strategy that is right for the customer now, and in the future with a focus on growing the portfolio by providing financial solutions and developing new business from both existing and new customers. Total 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.
R&I Independence Joint Business Relationships Manager PricewaterhouseCoopers LLPR&I Independence Joint Business Relationships ManagerHartford, CT$73,500–$212,280 / yearAs part of the Joint Business Relationships (JBR) Independence team within Risk & Independence, you will consult with and provide guidance to teams on the application of the business relationship rules in areas such as provision of services, procurement, use of third-party technology, marketing, participation in conferences and events, publications, among others. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy.
Sr Relationship Manager TD BankSr Relationship ManagerSpringfield, MassachusettsThe job acquires, develops and manages commercial banking relationships by providing customized solutions across different commercial segments to build a strategy that is right for the customer now, and in the future with a focus on growing the portfolio by providing financial solutions and developing new business from both existing and new customers. Total 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.
Distributor Relationship Manager AllegionDistributor Relationship ManagerConnecticutHandle multiple tasks simultaneously including, but not limited to, detailed order entry of custom door & service parts, respond to inbound calls & email inquiries, complaint resolution, research & placement of quality replacement orders, maintaining Allegion’s competitive edge through impeccable attention to detail and customers’ needs. The Distributor Relationship Manager will support our North American and International Distribution Sales Channels, working closely with all our distribution partners and handling customer inquiries, sales order maintenance needs and problem resolution.
Distributor Relationship Manager Allegion PlcDistributor Relationship ManagerCTHandle multiple tasks simultaneously including, but not limited to, detailed order entry of custom door & service parts, respond to inbound calls & email inquiries, complaint resolution, research & placement of quality replacement orders, maintaining Allegions competitive edge through impeccable attention to detail and customers needs. The Distributor Relationship Manager will support our North American and International Distribution Sales Channels, working closely with all our distribution partners and handling customer inquiries, sales order maintenance needs and problem resolution.
Senior Relationship Manager, Leasing CoBank ACBSenior Relationship Manager, LeasingEnfield, CT$119,200–$146,640 / yearCoBank is a member of the Farm Credit System, a nationwide network of banks and retail lending associations chartered to support the borrowing needs of U.S. agriculture, rural infrastructure and rural communities. Sedentary Exerting up to 10 pounds of force occasionally (Occasionally: activity or condition exists up to 1/3 of the time) and/or a negligible amount of force frequently (Frequently: activity or condition exists from 1/3 to 2/3 of the time) to lift, carry, push, pull, or otherwise move objects, including the human body.
Commercial Senior Relationship Manager M&T Bank CorpCommercial Senior Relationship ManagerNew Haven, CT$136,000–$226,600 / yearOverview: Responsible for an assigned portfolio of the most complex and or large dollar amount loan and/or deposit relationships with major businesses in the community. Scope of Responsibilities: Services customers seeking loan and/or deposit relationships of large dollar amounts and of high complexity.
NewSenior Business Banking Relationship Manager (LO) Wells Fargo BankSenior Business Banking Relationship Manager (LO)Seymour, ConnecticutThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company.
Senior Small Business Banking Relationship Manager (LO) Wells Fargo & CoSenior Small Business Banking Relationship Manager (LO)Seymour, CT$96,000–$154,000 / yearThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company.
Customer Relationship Manager Allegion PlcCustomer Relationship ManagerCTThis role is highly customer-facing, requiring strong communication skills, attention to detail, and the ability to coordinate between customers, distributors, branches, and field technicians to meet service level agreements (SLAs) and exceed customer expectations. Upload customer approvals into Field Services, add detailed notes, update reports, notify customers of new ETAs, and communicate approvals to branches or distributors.
Portfolio Manager Liberty BankPortfolio ManagerMiddletown, CTWorking closely with the Relationship Managers, the incumbent will facilitate the tracking and timely renewal of loans and lines of credit by assuring early customer notification of impending maturity dates and obtaining the required financial information to underwrite renewals. Research and Analysis: Performs research and thoroughly investigates all available sources of credit information to ensure accuracy and completeness of credit approval vehicles and credit file documentation.
Healthcare Relationship Manager KeyCorpHealthcare Relationship ManagerGlastonbury, CT$30.29–$46.15 / hourGeneral 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. 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.
Treasury Management Sales Manager Liberty BankTreasury Management Sales ManagerMiddletown, CTSUMMARY OF THE JOB: The Treasury Management Sales Manager is responsible for leading and developing a team of Treasury Management Sales Officers across Connecticut and Massachusetts, with specialized focus on commercial, resort, and municipal relationships. Minimum knowledge/skills: Bachelor's degree in Finance, Business, Accounting, or related field (MBA or advanced degree preferred) or equivalent work experience.
Managing Director, BB Relationship Management Webster BankManaging Director, BB Relationship ManagementConnecticutProven relationship management skills with demonstrated capabilities, in managing and growing a sales pipeline, fostering COI relationships & referral sources, and developing new business relationships. Experience in business/commercial credit, financial analysis techniques & lending policy, with ability to independently package and present credit deals to segment leadership & credit team up to $2MM Total Credit Exposure.
MD BB Relationship Management Webster Financial CorpMD BB Relationship ManagementCT$160,000–$170,000 / yearp>Key skills and experience: Candidates must have at least 3+ years of specific Business Banking Relationship Management sales experience, developing and managing business relationships, 5+ managing relationships/banking experience. Proven relationship management skills with demonstrated capabilities, in managing and growing a sales pipeline, fostering COI relationships & referral sources, and developing new business relationships.
Key Account Manager Massachusetts Mutual Life Insurance CompanyKey Account ManagerSpringfield, MA$95,000–$105,000 / yearA good understanding of the industry as well as BGA and institutional firm organizational structures and the centers of influence in those organizations Excellent interpersonal skills that drive partnership and deepen relationships Ability to listen to and understand the needs, interests, motivations and perspectives of internal and external partners Excellent written and oral communication Strong organizational, presentation, analytical and problem-solving skills Excellent ability to follow through on commitments Experience and comfort in presenting to small and medium groups Strong business and financial acumen and ability to think strategically Ability to work autonomously and prioritize shifting demands Ability to find the resources needed to accomplish a goal. Bachelor's Degree or High School diploma with 5+ years of Key Account Management experience 5+ years of experience in financial services 3+ years of experience in account management or sales support, internal or external sales working with institutions and BGAs or IMOs FINRA Series 6 or 7 and Life/Health Licenses at time of application 1+ year of experience in in Microsoft Office Suite Ability to travel 30%.
Conferences & Events Manager Come work at QUConferences & Events ManagerHamden, ConnecticutOur 20 Division I teams have achieved remarkable success, boasting national and conference titles — including a 2023 NCAA national championship win in men’s ice hockey, a trip to the Sweet 16 for our women's basketball team and NCAA Tournament appearances by many of our programs. The university currently has an enrollment of 9,700 students in more than 100-degree programs through its Schools of Business, Communications, Computing & Engineering, Education, Health Sciences, Law, Medicine, Nursing and the College of Arts & Sciences.
Director Relationship Management Covetrus IncDirector Relationship ManagementHartford, CT$151,440–$216,360 / yearKey Outcomes & Performance Measures Regional revenue and gross profit growth Point solution (CVET Technology) bookings Incremental gross profit and net revenue retention Contribution to SVP-aligned regional targets Team quota attainment and KPI alignment What You Bring 10+ years in sales, business development, or account management leadership roles. You'll shape strategy, drive growth, and inspire performance across a high-impact team of Veterinary Relationship Managers (VRMs) focused on clinics with low to mid-level adoption of Covetrus solutions.
Program Business Development Manager Munchener Ruckversicherungs-Gesellschaft Aktiengesellschaft (Munich Re)Program Business Development ManagerHartford, CT$138,400–$203,000 / yearPartner with P&S and Broker Relationship Leaders of the broader Global Specialty Insurance (GSI) organization on client management and business development opportunities involving major broker relationships such as Alliant, AmWins, Aon, Brown & Brown, CRC, Gallagher, Marsh, and Ryan Specialty. Our offerings include equipment breakdown insurance and other specialty coverages (cyber, EPLI, service line, home appliances), along with a suite of risk management services powered by 1,200 engineers and inspectors, IoT sensors, AI, and predictive analytics.
Team Lead, Project Management Jones Lang LaSalle IncTeam Lead, Project ManagementHartford, CTRemoteFinancial management of entire project: establish & manage project budgets (including hard and soft costs), maintain monthly forecasts and cash flow analysis, prepare anticipated cost reports and any other reports as required by the client. Whether you've got deep experience in commercial real estate, skilled trades or technology, or you're looking to apply your relevant experience to a new industry, join our team as we help shape a brighter way forward.
Relationship Manager Area Manager - Executive Director JPMorgan Chase Bank, N.A.Relationship Manager Area Manager - Executive DirectorShelton, CTFull timeBuild collaborative relationships with partners across lines of business - Chase Wealth Management, Home Lending, Branch Teams, Commercial Bank, and Private Bank - to foster a One Chase, client-centric environment and represent the bank in a community leadership capacity such as Chamber of Commerce and local non-profit boards. Coach and develop team on all aspects of managing a portfolio, including relationship management, prospecting, profitability, client experience, and risk management; provide expertise to team on loan structuring, pricing, and developing customized solutions; help team identify solutions to complex challenges.
Asset Management Associate - (Hybrid) NFP CorpAsset Management Associate - (Hybrid)MA$72,000–$80,000 / yearp>Summary of the Role: The Asset Management Associate will work directly with the SVP, Broker Dealer Operations & Solutions and Senior Asset Management Associate, Team Lead to successfully onboard and service new and existing clients who are placing their trust in Lenox Advisors to take care of their total investment needs. NFP is an organization of consultative advisors and problem solvers who help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach.
Small Business Banker II - Hamden, CT The Toronto-Dominion BankSmall Business Banker II - Hamden, CTHamden, CT$29.75–$44.50 / hourTotal 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. Actively generates sales and referrals to all business partners in the bank to help meet the comprehensive financial needs of Small Businesses, including: RMLM, Merchant, Commercial, Treasury Management, Credit Card, Retail (B@W, Money Out, Money In), Wealth.
Managing Director, Institutional Business Development & Consultant Relations Virtus Investment Partners IncManaging Director, Institutional Business Development & Consultant RelationsCT$200,000–$225,000 / yearAs part of Virtus's multi‑boutique asset management platform, the team represents a broad suite of differentiated investment strategies across equities, fixed income, alternatives, and outcome‑oriented solutions, working closely with affiliated investment managers to deliver specialized capabilities aligned to client needs. Partner with Institutional Sales leadership to execute a strategic plan for institutional AUM growth driven primarily through consultants and other key Centers of Influence (COIs), including trustees and plan staff, while selectively supporting direct institutional opportunities when they arise outside consultant‑led processes.
Portfolio Analyst NFP CorpPortfolio AnalystSpringfield, MA$85,000–$117,000 / yearThe Portfolio Analyst will contribute to liaison efforts between Portfolio Management Teams and our Asset Managers and associates in regards to overall asset allocation and market updates while performing due diligence on specific investment choices and vendors. Participating member of the firm's Investment Committee Participating member of the firm's Annuity Committee Participating member of the firm's Complex Product Committee Contributing member of large (up to 150 participants) market update and training calls.
Commercial Sales Associate I (US) The Toronto-Dominion BankCommercial Sales Associate I (US)Hartford, CT$22.50–$29 / hourTotal 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. More than 95,000 TD colleagues bring their skills, talent, and creativity to foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience.
Financial Advisor Associate - Springfield, Massachusetts The Toronto-Dominion BankFinancial Advisor Associate - Springfield, MassachusettsSpringfield, MA$61,880–$92,560 / yearMeets with prospects and clients to analyze their financial information, including income, cash flow, assets and liabilities, analyzes and understands their short and long term financial goals, educates and advises prospects and clients regarding investment and insurance strategies and products, and recommends personalized/tailored investment and insurance strategies and products to meet their financial and wealth creation objectives. Analyzes client and prospect financial information, including income, cash flow, assets and liabilities, analyzes and understands their short and long term financial, goals/objectives, and circumstances to determine appropriate investment and insurance strategies and products and provides individualized financial advice to clients regarding same.
Financial Advisor Associate- Hartford, Connecticut The Toronto-Dominion BankFinancial Advisor Associate- Hartford, ConnecticutHartford, CT$61,880–$92,560 / yearThe FAA will meet with prospects and clients to analyze their financial information, including income, cash flow, assets and liabilities, analyze and understand their short and long term financial goals, educate and advise prospects and clients regarding investment and insurance strategies and products, and recommend personalized/tailored investment and insurance strategies and products to meet their financial and wealth creation objectives. Analyzes client and prospect financial information, including income, cash flow, assets and liabilities, analyze and understand their short and long term financial, goals/objectives, and circumstances to determine appropriate investment and insurance strategies and products and provides individualized financial advice to clients regarding same.
Financial Advisor Associate - Westfield, Massachusetts The Toronto-Dominion BankFinancial Advisor Associate - Westfield, MassachusettsWestfield, MA$61,880–$92,560 / hourOCC, SEC, State Insurance Commissioners, NY Department of Financial Services, etc.) Ensures all Continuing Education requirements are attained Responsible for understanding and adhering to TD Bank & TD Wealth Policies and Procedures Responsible for implementing TDs Customer Identification Program (CIP) by collecting and verifying required customer identification information and performing other Customer Due Diligence and Enhanced Due Diligence Requirements as outlined in the Business Unit AML procedures Develops understanding of clients assets and transitions higher threshold clients to appropriate HNW Wealth partners, as needed Responsible for fostering and contributing to a positive and constructive work environment with a focus on supporting the overall Wealth team Contributes individually, as a team member and as a mentor to new FAAs, to ensure strong performance, collaboration and enthusiasm Represents TD Wealth to the general public in a professional manner Demonstrates involvement in the community and support for TDBG charity and community initiatives Education & Experience: Bachelors degree strongly preferred 1+ years of relevant work experience in the financial services industry, relevant college degree or completion of the FAA Trainee program SIE & Series 7 required Required to have L&H and Series 66 (or equivalent) or the ability to obtain all within the Licensing and Registration Schedule Self-directed, with strong ability to plan own activities to achieve sales and referral goals Comprehensive understanding of wealth products and services Strong verbal and written communication skills Strong organizational and time management skills Ability to travel within assigned market to meet prospects, clients and partners five days a week Ability to commute within assigned territory Understanding of wealth management business development techniques Understanding and experience interacting with retail and small business banking clients Consultative sales experience required Ability to establish relationships and partner effectively with other departments OCC: This position is with a FINRA member, broker and/or dealer and is subject to the requirements of FINRA and Securities Laws. The FAA will meet with prospects and clients to analyze their financial information, including income, cash flow, assets and liabilities, analyze and understand their short and long term financial goals, educate and advise prospects and clients regarding investment and insurance strategies and products, and recommend personalized/tailored investment and insurance strategies and products to meet their financial and wealth creation objectives.
Financial Advisor Associate - Bristol, Connecticut The Toronto-Dominion BankFinancial Advisor Associate - Bristol, ConnecticutBristol, CT$61,880–$92,560 / yearMeets with prospects and clients to analyze their financial information, including income, cash flow, assets and liabilities, analyzes and understands their short and long term financial goals, educates and advises prospects and clients regarding investment and insurance strategies and products, and recommends personalized/tailored investment and insurance strategies and products to meet their financial and wealth creation objectives. Analyzes client and prospect financial information, including income, cash flow, assets and liabilities, analyzes and understands their short and long term financial, goals/objectives, and circumstances to determine appropriate investment and insurance strategies and products and provides individualized financial advice to clients regarding same.
Senior Banker II - Albany Avenue Financial Center Bank of AmericaSenior Banker II - Albany Avenue Financial CenterHartford, ConnecticutPartners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities. In lieu of one year of sales experience, has previously held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I) or Relationship Manager Business Owner Specialist (RMBOS) at Bank of America for a minimum of six months.
Senior Banker II - Mansfield Financial Center Bank of AmericaSenior Banker II - Mansfield Financial CenterStorrs, ConnecticutPartners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities. In lieu of one year of sales experience, has previously held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I) or Relationship Manager Business Owner Specialist (RMBOS) at Bank of America for a minimum of six months.
Financial Advisor Associate - Westfield, Massachusetts TD BankFinancial Advisor Associate - Westfield, MassachusettsWestfield, MassachusettsThe FAA will meet with prospects and clients to analyze their financial information, including income, cash flow, assets and liabilities, analyze and understand their short and long term financial goals, educate and advise prospects and clients regarding investment and insurance strategies and products, and recommend personalized/tailored investment and insurance strategies and products to meet their financial and wealth creation objectives. Analyzes client and prospect financial information, including income, cash flow, assets and liabilities, analyze and understand their short and long term financial, goals/objectives, and circumstances to determine appropriate investment and insurance strategies and products and provides individualized financial advice to clients regarding same.
Financial Advisor Associate - Springfield, Massachusetts TD BankFinancial Advisor Associate - Springfield, MassachusettsSpringfield, MassachusettsMeets with prospects and clients to analyze their financial information, including income, cash flow, assets and liabilities, analyzes and understands their short and long term financial goals, educates and advises prospects and clients regarding investment and insurance strategies and products, and recommends personalized/tailored investment and insurance strategies and products to meet their financial and wealth creation objectives. Analyzes client and prospect financial information, including income, cash flow, assets and liabilities, analyzes and understands their short and long term financial, goals/objectives, and circumstances to determine appropriate investment and insurance strategies and products and provides individualized financial advice to clients regarding same.
Financial Advisor Associate - Bristol, Connecticut TD BankFinancial Advisor Associate - Bristol, ConnecticutBristol, ConnecticutMeets with prospects and clients to analyze their financial information, including income, cash flow, assets and liabilities, analyzes and understands their short and long term financial goals, educates and advises prospects and clients regarding investment and insurance strategies and products, and recommends personalized/tailored investment and insurance strategies and products to meet their financial and wealth creation objectives. Analyzes client and prospect financial information, including income, cash flow, assets and liabilities, analyzes and understands their short and long term financial, goals/objectives, and circumstances to determine appropriate investment and insurance strategies and products and provides individualized financial advice to clients regarding same.
Equipment Finance Regional Director (REMOTE) Atlantic Union Bankshares CorpEquipment Finance Regional Director (REMOTE)CTRemoteli>Develops and maintains high quality relationships, with an emphasis on companies with revenues greater than $15 million, while working with RMs and TMOs to obtain deposits and cross-selling other Bank products and services. The Equipment Finance Regional Director is responsible for marketing a range of both equipment finance lending and leasing products to medium and large commercial clients within assigned territory.
NewFacility Services Account Executive KaloutasFacility Services Account ExecutiveHartford, ConnecticutAs a Facility Services Account Executive, you will focus on building direct partnerships with facility managers, property managers, plant managers, and owners to identify, sell, and manage facility maintenance and improvement work. Unlike traditional construction project management focused primarily on general contractors, this role is centered around direct-to-owner relationships, repeat business, responsiveness, and becoming a trusted partner for ongoing facility needs.