UNKNOWN

FEED

Collaborates with domestic and international teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product Specialists in Credit, Treasury Management, and Merchant Services in order to design and deliver financial solutions to clients and prospects. Manages an extensive portfolio of complex clients and prospects with annual revenues of $50 million to $2 billion and helps companies save, borrow, and invest for their current and future needs.

Bank of America

Sr. Relationship Manager - Global Commercial Banking (Middle Market) - Indianapolis

Overview: As a Personal Banker, you are the client's trusted advisor, helping with their banking needs through meaningful conversations and deep product knowledge to suggest and offer banking products and services. You will assist team members and clients, solve complex problems, and ask questions to uncover needs, referring business to different areas of the company, such as lending, insurance, and wealth management.

German American Bancorp, Inc.

Personal Banker

Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Assist FAs/PWAs/teams in a clerical capacity with research relating to investment portfolio holdings, performance reporting, etc. and preparing materials for client meetings using firm approved systems.

Morgan Stanley

Registered Client Relationship Analyst

Corient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. As a fully integrated global firm, we deliver comprehensive solutions across investment management, wealth strategy and family office services to help clients simplify their lives, manage their wealth and establish lasting legacies.

Corient

Client Service Specialist I

The Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Registered Client Service Associates may highlight a service or product but may not discuss products or investments beyond a point that the discussion becomes a solicitation where the specific appropriateness of the investment or the suitability of the client becomes a factor.

Stifel Financial Corp

Registered Client Service Associate

Contribute to the sales team's goal of creating predictable, scalable growth by proactively identifying ways to make the team better, meeting sales SLAs, and consistently maintaining accurate and complete records in Salesforce. At least 5 years of experience working as an independent financial advisor; as a sales professional at a B2B financial services, fintech, or SaaS organization; or as a consultant specializing in financial services at a top-tier management consulting firm.

YEAR

Altruist Corp

Sales Executive

Your Responsibilities Will Include: Strategy: Leverage market signals, competitive intelligence, and Sales data to develop go-to-market plans for the Financial Services industry (banking, wealth and asset management, and insurance) that drive pipe, help Sales close ACV, and drive customer adoption. This includes developing scripts and slides for yourself and other speakers for keynotes and breakout sessions for Salesforce-owned events and third party events.

Salesforce.com, Inc.

Sr Industry Product Marketing Manager (Financial Services)

ea_via_bold

Business Development Support: • At the direction of FA/PWA/team, executing against all administrative elements of digital and in person marketing strategies including conferences and seminars or webinars, websites, social media and regular email connectivity • At the request of the client and/or FA/PWA/team, preparing and reviewing various client reports or financial plans from firm-approved systems for existing or prospective clients • At the request of the client and/or FA/PWA/team, assisting with research using firm-approved systems • At the request of FA/PWA/team, participating in existing client and/or prospective client meetings, representing the service lens • Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management. DUTIES and RESPONSIBILITIES: Client Service: As a key member of the service team, provide coverage for a FA/PWA/team including: • Assisting the FA/PWA/team in delivering against their client service model, including preparing for regular meetings and tracking follow-ups • Providing backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and/or FA/PWA/team, such as executing money movement transactions, answering general non-investment related questions concerning clients accounts, educating or enrolling clients in digital tools (e.g., MS Online), accepting or entering unsolicited orders and/or entering solicited orders in a clerical capacity • Remaining current on all policies, procedures and new platforms.

Consulting Group Analyst

Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Assist Fas/PWAs/teams in a clerical capacity with research relating to investment portfolio holdings, performance reporting, etc. and preparing materials for client meetings using firm approved systems.

Client Relationship Analyst

Now we're looking for a humble, hungry, people-smart Partner Marketing Manager to help our growing network of RIAs and benefits brokers become active, engaged partners for the long haul. Founded by financial expert Peter Dunn, also known as Pete the Planner, YML is dedicated to making impactful, positive changes in the lives of employees and their families.

Your Money Line

Partner Marketing Manager

As a senior leader within the Wealth Management Group this position will interact with various leaders within the Wealth Management Group and executive partners within Northwest Banks Retail, Commercial, Mortgage and Small Business Banking segments to ensure strong cross-referral procedures and deepen revenue opportunities throughout the Northwest Bank organization. The Northwest Bank Executive Director of Private Banking will be directly responsible for managing all aspects of the Private Bank offer, including multiple direct reports functioning in various geographies and representing all product and service aspects within the Wealth Management Group.

The right direction can take you places in life. 
 The right bank can be your compass &mdash; especially when you look Northwest to discover a 115-year-old community bank with 167 locations in four states.
 A bank where people really do make the difference. 
 At Northwest Savings Bank, we are local bankers making local decisions, committed to the communities we serve, and dedicated to the satisfaction and success of our friends and neighbors. 
 Every day, Northwest Savings Bank can take you where you want to go with best in class products and services for you and your business &mdash; including checking, Online banking, online bill pay, over 43,000 ATMs, and so much more. 
 Wherever you’re going in life &mdash; a dream home, a college education for the kids, a comfortable retirement, or just a better future &mdash; Northwest can take you there.

Wealth Advisor Jobs in Indiana

Sr. Relationship Manager - Global Commercial Banking (Middle Market) - Indianapolis Bank of America

Personal Banker German American Bancorp, Inc.

Registered Client Relationship Analyst Morgan Stanley

Client Service Specialist I Corient

Registered Client Service Associate Stifel Financial Corp

Sales Executive Altruist Corp

Sr Industry Product Marketing Manager (Financial Services) Salesforce.com, Inc.

Consulting Group Analyst Morgan Stanley

Client Relationship Analyst Morgan Stanley

Partner Marketing Manager Your Money Line

Executive Director, Private Banking Northwest Bancorp, Inc.

Similar Job Searches

Stand out to leading employers.