Growth-Focused Account Executive - Financial Advisory
SEI Investments Company
A leading financial services firm in Oaks, Pennsylvania is seeking an Account Executive to support business growth. This role focuses on client engagement within the Independent Broker/Dealer channel, requiring expertise in client management and sales strategies. The ideal candidate will have a minimum of 1 year experience in financial services sales, a Bachelor’s degree, and a strong command of various communication mediums. Benefits include comprehensive healthcare and flexible PTO, supporting a dynamic work environment. #J-18808-Ljbffr SEI Investments Company
- SEI is seeking an Account Executive to join their Sales & Experience Team in Oaks, Pennsylvania. The role focuses on driving engagement with independent financial advisors, acquiring new client relationships, and fostering existing ones. The ideal candidate will have at...FinancialFlexible hours
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- ...continue to accelerate business growth. To support this expansion, SEI is seeking a qualified Account Executive to join the team! This... ...professional and focus efforts on driving engagement... ...services across independent financial advisors. The role is responsible...FinancialFlexible hours
- 041 SEI Investments Management Corporation is seeking an Account Executive to engage independent financial advisors and drive new client acquisition. This role involves managing client relationships and implementing territory strategies within the Independent Broker/Dealer...Financial
- ...is currently seeking a qualified Account Executive to partner closely with senior Business... ...professionals. The role focuses on engaging independent financial advisors, driving new client acquisition... ..., and managing territory growth within the Independent Broker/Dealer...Financial
$25 - $32 per hour
...communities through industry-focused wealth advisory, digital, audit, tax,... ...Service Prepare & process new account paperwork for clients (Charles... ...needs of advisory and financial planning. Track account transfers... ...collaboration and career growth. We pay competitive wages...FinancialHourly payFlexible hours- A leading financial services provider is seeking a motivated Financial Representative in Wayne, PA, to engage with clients about their financial... ...pension plan, ensuring a solid support system for career growth. #J-18808-Ljbffr The Western and Southern Life Insurance...FinancialFull time
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...Employee Health & Benefits Account Executive Marsh McLennan Agency's East... ...direction, retention, and growth of an assigned book of client... ...renewal strategy, including financial analysis, plan design... ...vision and ability to adjust focus. ~ Other working conditions...FinancialContract workWork experience placementWork at officeFlexible hours- ...Regional Account Manager Northeast We are seeking a dynamic and... ...responsible for driving sales growth, managing key accounts, and... ...Results-driven with a consistent focus on exceeding performance... ...generous matching, resources for financial planning and goal setting,...FinancialWork at officeLocal areaRemote work
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...join our organization as an Account Executive within our Life Science Solutions... ...gain and profitable revenue growth across the portfolio and be... ...and reviews to ensure financial targets are achieved. Utilize... ...Strategically negotiate with focus on growth and margin achievement...FinancialHourly payLocal areaWork from home- ...purpose to help make financial lives better... ...driving Responsible Growth and delivering for... ...core small business accounts while adhering to... ...goals Supports execution of the sales delivery... ...portfolio with focus on relationship development... ...Client Solutions Advisory Customer and...FinancialTemporary workWork experience placementWork at officeShift workDay shift
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...Account Executive We are looking for an elite Account Executive to drive aggressive revenue growth within the Large Physician Group sector. This is not a role for a generalist;... ...just sell features; you build complex financial business cases that prove ROI to IT, Finance...Financial- ...Consultant - with a focus on FM Global–level... ...Quantifying financial and business interruption... ...beyond purely advisory roles Care about both impact and execution This is not a fit... ...FM Global (Account Engineer, Consultant... ...values relationships, growth, and making a...FinancialFull time
$175k - $225k
...OVERVIEW Account Executive - Property & Casualty Location: Hybrid At Alera Group, our... ..., Property and Casualty Insurance, and Financial Services. With a network of offices... ...retention, engagement, and satisfaction Growth & Learning: Opportunities to deepen...FinancialWork at officeLocal area- PurpleLab in Pennsylvania is seeking an Account Executive to drive the adoption of their products in the Life Sciences sector. This role demands... ...DaaS sales. Join a fast-paced, entrepreneurial environment focused on innovative healthcare data analytics solutions. #J-18808-...
$40k - $45k
Culligan Quench is seeking a driven Key Account Executive in King of Prussia, PA to focus on growing strategic accounts. Responsibilities include meeting sales quotas, developing strategies, and utilizing Salesforce. This role offers a competitive base salary of $40,000...Remote job$80k - $125k
...Account Executive (Enterprise) King of Prussia, PA Hybrid remote opportunity - candidates... ...execute strategic sales plans to drive growth including new account relationships... ...30 years. We have demonstrated strong financial health and profitability over the decades...FinancialContract workLocal areaRemote work- ...client experience to our clients. As an Account Manager you will develop, maintain and expand... .... Reflecting our experience within financial services and financial technology our Oaks... ...workforce is key to our continued growth. At SEI, we're (literally) invested in your...FinancialWork at officeFlexible hours
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$94.5k - $250k
...Role at a Glance The Sr. Account Manager, Relationship... ...solutions that support sales growth, profitability, and... ...be doing Develop and execute strategic business plans... ...work here? At Lincoln Financial, we love what we do. We... ...successful future. We focus on identifying a clear...FinancialWork experience placementWork at officeRemote workWork from homeRelocation package- ...Management organization, focused on designing... ...drive strategic growth. The Analyst role... ...on SEI's Managed Accounts business. This role... ...offerings, and execute strategic priorities... ...managed accounts and/or advisory platforms... ...experience within financial services and financial...FinancialFlexible hours
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