Senior Client Advisor - Remote - California

We empower professionals to shape their success while helping clients pursue their financial goals with confidence. · ...

We are seeking a dynamic and experienced Admin Manager to lead the Client Service Associates for our Managed Support Team within the Employee Affiliation Model. · Provide day-to-day leadership and direct management of Client Service Associates (CSAs) and Support Staff across bran ...

Under general direction with a high level of autonomy uses extensive knowledge and skills obtained through education and experience to create new and manage existing relationships with retirement plan specialist Registered Investment Advisors financial advisors/brokers and agents ...

We empower professionals to shape their success while helping clients pursue their financial goals with confidence. · ...

The Vice President, Sales Consultant's primary responsibility is to facilitate the growth of new relationships and business for FuturePlan. This professional will drive sales with financial professionals and strategic alliance platforms to meet assigned sales goals. · ...

Wealth Enhancement es una empresa de gestión de riqueza independiente con pasión por enriquecer las vidas de nuestros clientes. · We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the ...

We are looking for accomplished sales professionals across all our US offices. Our external sales positions are known as Regional Directors, with responsibility for business development and relationship management of both new and existing clients in a designated distribution chan ...

As Strategic Client Engagement Manager, you will serve as an on-site consultant and trusted advisor, working directly within the client's office in Los Angeles. This role is designed to foster strong relationships and drive engagement between Ansira and our client. · Serve as a d ...

Servicing a book of Middle Market clients this role will serve as a trusted advisor to key client groups by providing strategic and consultative guidance on identified collaborative initiatives assessment of potential risk profiles and conducting policy audits proposals and renew ...

We are looking for a Strategic Solutions Sales Engineer to join our Information & Systems Management team. · The Strategic Solutions Sales Engineer will lead a consistent, structured technical sales cycle focused on the industry's leading data and database portfolio. · ...

We are seeking an established and successful sales professional with strong relationships in the Los Angeles metropolitan area. · The individual will be responsible for the growth of Guggenheim's mutual fund business.Lead sales effort with financial intermediaries in defined terr ...

Job Description: · Act as the technical lead in the sales cycle, partnering with Account Executives to drive enterprise opportunities from qualification to close. · Have a perspective on how AI can drive value in Enterprises and understand the power of language models and agents ...

We are Omnissa is shaping the future of End User Computing. As a Strategic Healthcare Account Executive at Omnissa, you'll serve as a trusted advisor to payer, provider, life sciences and medical device healthcare customer base —aligning our industry-leading SaaS solutions to the ...

The Retirement Plan Consultant provides expert guidance on plan design, compliance, · and participant engagement. The individual in this role delivers tailored solutions to optimize performance, · ensure regulatory adherence, and improve participant outcomes while collaborating w ...

As a Mortgage Underwriter III you'll be responsible for underwriting Jumbo and High-Net Worth loans by reviewing the credit, capacity and collateral characteristics of loan files to ensure it meets company and investor quality standards. · Manage individual pipeline on a daily ba ...

Socure is building the identity trust infrastructure for the digital economy — verifying 100% of good identities in real time and stopping fraud before it starts. · ...

+We are seeking a Specialist to join the Foundation in its mission of benefitting, supporting, · & enhancing the California Community Colleges—the largest and most diverse system · & of higher education in the nation. · Oversee and manage all technical components for in-person, · ...

We're building a company with intention and purpose. Our culture thrives on data insights, exceptional commitment to fit, and the urgency to move quickly on what matters. · Transform Lives. We're customer-first. Everything we create exists to give her confidence. · Demand Excelle ...

Remote Inside Sales RepresentativeUS Remote - CAAbout UsRevvity is a developer and provider of end-to-end solutions designed to help scientists, researchers and clinicians solve the world's greatest health challenges. · ...

The Sales Representative for the Accelerator Program at Common Thread Collective (CTC) is responsible for driving growth by leading sales conversations and closing new business with early-stage eCommerce brands. · ...