Senior Sales Executive, Financial Clients - Ann Arbor, MI

The Sales Manager for GLLF – Financial Services is responsible for leading an overlay sales team that will drive channel revenue growth via acquisition of new customers. · You're a fit for this role if your background includes four year degree or equivalent experience; MBA and/or ...

The Sales Manager for GLLF – Financial Services is responsible for leading an overlay sales team that will drive channel revenue growth via acquisition of new customers.This position will execute sales strategy involving AI products geared towards capital markets and transactiona ...

+Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. · +Develop a high-quality wealth management practice that provides a personalized wealth management strategy. · Enhance and preserve relationships with key partners ...

We're seeking a Senior Sales Executive to drive new growth for our AI-enabled legal technology portfolio. · Own full-cycle enterprise sales: prospecting, discovery, value mapping, business case development, multi-threading, negotiation, and close · Build the segment from the grou ...

We're seeking a Senior Sales Executive — Financial Clients to drive new growth for our AI-enabled legal technology portfolio.This role is designed to strengthen the law firm–client connection in transactional markets and unlock powerful network effects between buyers and sellers ...

We are seeking a highly organized and service-oriented contractor to join our operations team. · ...

We are seeking a highly organized and service-oriented contractor to join our operations team. This role involves handling time-sensitive daily reports and providing exceptional service to high-net-worth clients and financial advisors. · We want you to be a part of that growth an ...

The Client Services Representative provides administrative and operational support to a Financial Advisor and their practice. · This role focuses on client service, · scheduling, · email, · document management, · client coordination, · and general office support,enabling the advi ...

This position will be based in Ann Arbor, Michigan where you will serve as a Relationship Manager within PNC's Small Business Healthcare organization. · You will coordinate relationship management activities with new and/or existing clients in a book of business to grow sales, re ...

The Relationship Manager within PNC's Small Business Healthcare organization will be based in Ann Arbor, Michigan. PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. · ...

This is a full-time on-site role located in Ann Arbor, MI. The Junior Advisor will assist senior advisors with managing client relationships and preparing financial plans.Darden Wealth Group specializes in providing a multi-family office approach to wealth management for entrepre ...

As a CAS Senior you will play a key role in overseeing client accounting operations and providing advanced financial support to clients. · Client Accounting Support: · Oversee the day-to-day accounting activities for assigned clients including accounts receivable accounts payable ...

+If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. · +Your integrity, insights, interpersonal skills, and meticulous planni ...

Be a problem solver, trusted advisor and partner to the people and businesses in our KeyBank communities. · ...

Helping others secure their financial well-being as an Inside Sales Representative working remotely. · ...

Bankers Life is seeking Financial Professionals to grow their team. We offer award-winning training and a flexible workday. · We provide guidance and support for our clients · ...

We are looking for a skilled Tax & Accounting Manager to join our team in Ann Arbor, Michigan. · ...

The Client Service Administrator (CSA) supports the daily operations of a wealth management firm by managing client account administration documentation and service requests. · ...

This is a full-time on-site role located in Ann Arbor, MI. The Junior Advisor will assist senior advisors with managing client relationships and preparing financial plans. · Coordinate client meetings and maintain accurate client records. · Prepare presentations for clients. · ...

The Chief Operating Officer (COO) will oversee and optimize the firm's operational strategy, compliance initiatives, and internal training programs. · ...