UNKNOWN

FEED

Directors, Trust Investments are responsible for providing communication regarding the process and performance of our managed strategies for consultants, advisors, and business partners, and are regular contributors of thought leadership content as it pertains to their respective area of expertise as well as general market and economic trends. Responsibilities may include interviewing, hiring and training associates; planning, assigning and directing work; performance management; associate compensation; approving expense reports; addressing concerns and resolving problems.

Hancock Whitney Corp

Director, Trust Investments

ea_via_bold

The Marketing Director determines which industries, niches and audiences the firm should target, builds the annual and multi-year marketing plan aligned with department and partner goals and the firm's overall vision, and holds the department accountable to measurable outcomes. Builds the strategy for the firm's paid marketing channels, including paid media (digital, social and traditional), print media, organic social media, email marketing, website, content, public relations, and recommends and approves the annual channel mix.

Hannis T. Bourgeois

Marketing Director

GreenHouseAPI

Nor is it a purely strategic seat: this is a player-coach role for a finance leader who owns NEA’s financial narrative, planning, and analysis, and is equally hands-on in the machinery underneath it — month-close, reconciliations, billing accuracy, and the data controls the business depends on — supported by a small finance team of two. Strong systems and data orientation: experience making wealth platforms (portfolio accounting, billing, compensation, and reporting systems such as Softek, Orion, Salesforce) produce reliable, decision-ready output — and building the automated controls that keep it reliable; general ledger experience (Dynamics 365) a plus.

NewEdge Capital Group

Senior Finance Director

sourcestack_via_bold

BCs partner with clients and assist them with 1) emerging trends in employee benefits, 2) their annual renewal process, and 3) other possible options that would enhance or meet the goals of the client; the end product of this partnership is intended to add value to the client, enabling the client to be competitive in their own industry. ABOUT HUB INTERNATIONAL: HUB International Limited ("HUB") is one of the largest global insurance and employee benefits brokers, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services.

Hub International

Benefits Consultant

Hancock Whitney Bank

FULL_TIME

When working from home, you must maintain a private workspace to secure company equipment and correspondence; maintain high-speed internet, be present and responsive online and minimize personal interruptions during your work shift. While in this role, this person should be developing relationships with clients and carrier contacts and working proactively to effectively and efficiently deliver services to clients.

YEAR

NFP Corp

Account Manager

[AW]-iCims

Manages projects (design, development, and layout) in conjunction with corporate marketing and Wealth Management marketing strategies including the development of internal/external marketing materials, brochures, direct mail campaigns, templates for presentations, newsletters, slicks, etc. ESSENTIAL DUTIES & RESPONSIBILITIES: Works and coordinates with other members of marketing and sales teams to prepare and complete proposals, presentations, updates of marketing materials and RFP''s as needed to support new business activities and ongoing management of existing accounts.

Trust Sales Support Specialist

linkup_via_bold

Working closely with plan sponsors, retirement committees, retirement recordkeepers, third-party administrators, and internal business partners, the Relationship Manager delivers guidance related to investments, plan design, participant outcomes, fiduciary governance, and retirement plan best practices. Establishes a calling program for clients, prospects and centers of influence that will facilitate new business development from existing clients and new prospects, and documents all on sales/relationship management reporting tools.

Institutional Relationship Manager - Retirement Plan Services

As a Manager you shall supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by solving and analyzing complex problems to develop top-quality deliverables. A career within PwC Private will provide the opportunity to help private companies with a range of business advisory needs such as audit, tax compliance, and planning to help improve their operational efficiency and to free up time that can be spent focusing on business strategy.

<p>PwC’s accounting practice originated in London well over a century ago. As times changed and PwC expanded worldwide, our commitment to clients—like you—never wavered. With us, you’re always supported by a global network of more than 223,000 people in 157 countries with one goal: to help your business thrive.</p>

<p>PwC’s professional services include audit and assurance, tax and consulting that cover such areas as cybersecurity and privacy,  human resources, deals and forensics. We help resolve complex issues and identify opportunities across these industries.</p>

<p>Let’s combine your ​aspirations with our world-class capabilities to achieve your goals.</p>

Korean Business Network - Private Tax Manager

Collaborates with local market stakeholders and 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. Key responsibilities include serving as the primary point of contact/trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating with teammates and facilitating client relationships with Product Specialists.

HOUR

Bank of America

Business Banking Senior Relationship Manager

Manages projects (design, development, and layout) in conjunction with corporate marketing and Wealth Management marketing strategies including the development of internal/external marketing materials, brochures, direct mail campaigns, templates for presentations, newsletters, slicks, etc. Works and coordinates with Trust and Asset Management teams to produce and distribute both client and advisor communication pieces including but not limited to product updates, economic overviews, e-mail alerts, performance updates, investment commentary etc.

Key Competencies & Skills: Organizational Awareness - Having and using knowledge of systems, situations, procedures, and culture inside the organization to identify potential problems and opportunities; perceiving the impact and the implications of decisions on other components of the organization. HOPE (Hope Enterprise Corporation, Hope Credit Union and Hope Policy Institute) provides financial services; leverages resources; and engages in advocacy that strengthens the financial health of people in under-resourced Deep South communities.

Hope Enterprise Corp

Commercial Loan Officer II

Assist qualified consumers to become the firm’s clients—you will be supported by an internal dedicated portfolio management and service team in-office, comprised of sales support, client service, and marketing team, which actively markets their services via direct mail, internet, television advertisements, and other mediums to receive pre-qualified responses from interested investors who want to discuss moving over their investment portfolios. Commission/variable pay-based position--$100,000 base salary to start with a gradual step-down decline to $0, plus uncapped commission that will increase substantially with commissions on any new sale for years to come; compensation includes a percentage of estimated first year’s management fees plus trailers for new business closed, with an average total compensation of $300,000 to $350,000, and top producers earning $1 million or more.

CNI Consulting

VP Private Client Group - New Orleans

PART_TIME

HOPE (Hope Enterprise Corporation, Hope Credit Union and Hope Policy Institute) provides financial services; leverages resources; and engages in advocacy that strengthens the financial health of people in under-resourced Deep South communities. Promote and refer business members to additional Hope Credit Union products and services, including treasury management, deposits, business accounts, merchant services, and other financial solutions.

Hope Enterprise Corporation

ABOUT HUB INTERNATIONAL: HUB International Limited ("HUB") is one of the largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team HUBRecruiting@hubinternational.com.

Insurance Sales Producer

Commercial Insurance Sales Producer

HUB International Limited (“HUB”) is one of the largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team HUBRecruiting@hubinternational.com.

Hub International Insurance

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. In conjunction with the Senior Risk Officer, the Risk Officer has accountability for maintaining a consistent controlled environment through adherence of business ethics and practices and adherence to all applicable Federal, State and Local laws, Morgan Stanley Wealth Management policies, and other regulations.

Wealth Advisor Jobs in Louisiana

Director, Trust Investments Hancock Whitney Corp

Marketing Director Hannis T. Bourgeois

Senior Finance Director NewEdge Capital Group

Benefits Consultant Hub International

Director, Trust Investments Hancock Whitney Bank

Account Manager NFP Corp

Trust Sales Support Specialist Hancock Whitney Corp

Institutional Relationship Manager - Retirement Plan Services Hancock Whitney Corp

Korean Business Network - Private Tax Manager PwC

Business Banking Senior Relationship Manager Bank of America

Trust Sales Support Specialist Hancock Whitney Bank

Institutional Relationship Manager - Retirement Plan Services Hancock Whitney Bank

Commercial Loan Officer II Hope Enterprise Corp

VP Private Client Group - New Orleans CNI Consulting

Commercial Loan Officer II Hope Enterprise Corporation

Insurance Sales Producer Hub International

Commercial Insurance Sales Producer Hub International

Commercial Insurance Sales Producer Hub International Insurance

Insurance Sales Producer Hub International Insurance

Risk Officer Morgan Stanley

Similar Job Searches

Stand out to leading employers.