Client Acquisition & Growth Specialist
NSP - National Sales Partners
NSP - National Sales Partners in Cleveland, Ohio is looking for a highly motivated candidate to drive business development by cultivating relationships with prospective clients. The ideal individual will proactively schedule meetings to understand client needs and collaborate closely with sales and marketing teams to generate leads. Successful candidates will have a Bachelor's degree or equivalent experience, along with 3+ years in a related role. Strong communication and time management skills are essential for success in this position. #J-18808-Ljbffr NSP - National Sales Partners
- ...through execution, and providing support to Senior Originators and clients. The ideal candidate should have 3+ years of experience in... ...to develop client-management capabilities and contribute to the growth of the Equipment Finance business. #J-18808-Ljbffr JPMorgan Chase...Suggested
- ...an insurance sales representative to drive sales and cultivate client relationships. The role involves prospecting for clients, assessing... ...provide excellent customer service. Join a dynamic team prioritizing customer satisfaction and growth. #J-18808-Ljbffr FCSU Financial®Suggested
$75k - $125k
...involves managing Trust accounts in a supportive in-office culture. Responsibilities include providing investment advice, managing client accounts, and growing assets. Candidates should possess a university degree with relevant experience, alongside strong relationship...SuggestedWork at office$45k - $115k
Shell Lubricants Hub Hamburg seeks an Investment Advisor I in Cleveland, OH, to support client account management and deliver actionable investment insights. The ideal candidate should have a university degree and at least 2 years of relevant experience, along with strong...Suggested- ...Asurint is seeking a Business Development Representative to qualify leads and contact potential clients through cold calls and emails. This role supports the marketing and sales teams in developing relationships with customers and presenting Asurint's services. The position...SuggestedRemote work
$85k - $155k
...Manager on the RIC Tax Team to oversee tax planning and compliance for registered investment companies. The role involves guiding clients through complex transactions and managing engagement teams to ensure a high level of client satisfaction. Candidates should have a...$10 - $11.54 per hour
...throughout the loan process. You will develop referral sources to expand mortgage business, advise customers on loan options, and maintain client relationships. The ideal candidate should have a high school diploma, at least one year of mortgage loan origination experience,...Hourly payWork at office- Signature Estate & Investment Advisors, LLC is seeking a dedicated financial advisory professional to work directly with clients on reviews, market updates, trades, and financial planning. You will collaborate with the advisory team to service clients and may prospect for...
- ...seeking a proactive Associate to join their Equipment Finance group in Cleveland, Ohio. This role involves supporting deal execution and client service initiatives, making it essential for candidates to possess strong analytical and organizational skills. The ideal candidate...
$125k - $200k
...have 3-5 years of legal experience and an interest in casualty and professional liability practices. The position offers meaningful client interaction, professional development, and a commitment to diversity. The competitive salary ranges from $125,000 to $200,000,...Work at office- ...will have over 5 years of experience in estate planning, providing expert guidance on complex techniques and maintaining long-term client relationships. Responsibilities include handling estate, wealth, and succession planning matters, preparing legal documents, and representing...
- ...returns and conduct financial statement reviews. This role emphasizes client service, teamwork, and the development of associates. The ideal... ...to continuous learning. The company promotes a culture of growth, diversity, and work-life balance. #J-18808-Ljbffr Rehmann Robson...
$150k - $185k
...this role. The ideal candidate will have substantial investment banking experience and strong analytical skills, vital for advising clients and executing strategic financial transactions. The position offers a hybrid work model with competitive compensation ranging from...$5,250 per month
Overview Insurance Client Manager - Property & Casualty Lines. Location: USA - Cleveland, Ohio (Hybrid; Onsite Client Engagements Required... ...incentives. Established client base with opportunities for growth. Professional development support (continuing education and certifications...Permanent employmentFull timeWork at officeNight shift- ...term career on an established advisory team. We're looking for a Client Associate to: • keep management systems up-to-date with client... ...high client experience and offers meaningful long term growth for the right candidate. Success in this role means clients feel...Work at officeFlexible hours
$156.37k - $273.6k
...seeking a Senior Portfolio Advisor in Cleveland. The role involves managing investment activities for high net worth clients, contributing to market growth, and developing investment strategies. The successful candidate should have over 12 years of investment management...- ...Financial Advisor to join their team in Independence, Ohio. The position offers a hybrid work model after training and involves leading client meetings, collaborating with teams, and maintaining strong client relationships. Candidates should have a minimum of 7 years of...
- A financial services company in Cleveland is seeking a Senior Financial Advisor to partner with branch staff in providing tailored financial solutions to customers. The ideal candidate will have investment sales experience and necessary licenses, a strong ability to communicate...Flexible hours
- MAI Capital Management is seeking a Wealth Advisor to serve as the primary advisor and relationship manager for clients. Responsibilities include financial planning, investment management, and enhancing client relationships. Candidates should possess a bachelor's degree...
- ...Ohio. In this role, you will lead workstreams and engage with clients on complex property tax issues, ensuring compliance and identifying... ...of our client’s tax strategy while working in a supportive, hybrid environment offering professional growth. #J-18808-Ljbffr EY
- Golden-Reserve-LL is seeking an experienced financial sales professional in Cleveland, Ohio. The individual will conduct client meetings, uphold high standards, and benefit from guaranteed salary increases starting in the second year. With no book of business required,...
$62.2k - $103.6k
...analysis, as needed, to assess the creditworthiness of commercial clients.**Primary Responsibilities:*** Facilitate the credit needs of... ...talent and fresh skill sets while continuing to support the growth and development of all our team members. ViewM&T’s Human Capital...Work experience placementInterim roleWork at office- ...cases, advise cross-functionally, and contribute to strategic growth in a dynamic, entrepreneurial environment. The ideal candidate... ...analytical and negotiation skills, and a proactive approach to delivering results for our clients #J-18808-Ljbffr Gertsburg Law Firm
- ...October 1991 that actively manages equity investment portfolios for clients. It was established with a clear investment philosophy that... ...that have strong fundamentals and catalysts for future growth. Shaker Investments’ portfolio management and research team has...Work at officeShift work
- ...company with an outstanding record of performance providing acquisition, business process, administrative and security services... ...Technologies is sourcing applicants for Acquisition Specialists to support their client The Department of Veteran Affairs. We are looking for...Contract workFor contractorsWork at officeRemote work
- ...Cleveland to lead tax engagements and provide strategic guidance to clients. With a competitive salary of $100,000 to $130,000,... ...a supportive work environment, this role promises professional growth and work-life balance. Ideal candidates should have 4-6 years'...
- ...sales experience, excellent presentation skills, and be willing to obtain necessary licenses. Offers include salary plus commission and a signing bonus between $500 and $1,000, alongside growth opportunities within the agency. #J-18808-Ljbffr Daven-Primm---State-Farm-AgentRelocation package
- ...Cleveland. The role requires managing and expanding an existing client base while providing tailored financial solutions. Applicants must... ...more, along with Series 7 and 66 licenses. This position offers growth opportunities as an independent advisor with unique benefits and...
$100k - $300k
...record and strong communication skills. Benefits include health, dental, and vision insurance, alongside training and performance rewards. This position offers excellent growth opportunities in a supportive team environment. #J-18808-Ljbffr Different Technologies Pty Ltd.Full time$225k - $275k
Golden-Reserve-LL in Cleveland, Ohio is seeking a senior financial sales professional to lead client meetings and mentor developing advisors. This role offers a competitive base salary between $225,000 to $275,000, plus uncapped bonuses. Join us to help reshape the financial...
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