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Online Resumes with "Wealth manager"



Inside Sales Representative

Tags for this Online Resume: Financial, Insurance, Long Term Care, Management, Retail, Retail Sales, Sales, Series 6, Recruiter

Project Manager - 0 Years of Experience

20+ years of successful career span in the entire gamut of Global Delivery Management and Key Account Management in Retail Banking, Wealth Management, SEMI Conductor and Insurance sectors. Managed several large accounts with Extensive experience in defining Process and setting up TCoE, Managing ETL and BI Programs and leading multiple projects for cost effective, timely delivery. Conceptualizing, developing, implementing s...

Tags for this Online Resume: Automation, Performance Testing, Test, HP QuickTest Professional, Program Manager, QTP, Retail, Inventory, Inventory management, Loadrunner (App Dev Tool )

Featured Profile

Vice President, Global Control Officer

Collaborative, intuitive and responsive Spanish-speaking professional accustomed to a fast pace and multiple initiatives fulfills priorities and balancing competing agendas while, preserving a strong business focus, delivering mission-critical results.

Ideal Companies: Citi

Tags for this Online Resume: Leadership, Management, Security, Information Security, Compliance, Project Management, ACD, Automatic Call Distribution, Banking Industry, Business Continuity Planning

Financial Manager - 15 Years of Experience - Near 01940

Registered Investment Advisor licensed 7, 63, 66, life, Variable, Insurance. Genuine ability to establish and build client relationships by gaining trust and confidence. Accomplished with exceptional client services. Seasoned, results-producing management professional with extensive successful leadership background. Effective leader, capable of training and developing a sales team. Ability adapt to changing environments al...

Tags for this Online Resume: Management, Wealth Management, Book of business, Financial, Sales, Budgeting, Financial Services, HR, Human Resources, Insurance

Featured Profile

Vice President of Marketing

Results-oriented Director of Marketing with a proven record of successfully directing all aspects of marketing in a data-driven environment. Collaborates with research and analytics to drive forward-thinking strategies. Specializes in strategic planning, qualitative and quantitative research, interactive marketing, creative development, public relations and large-scale marketing operations. Thrives on process development, p...

Ideal Companies: Fidelity, Gallagher, Chase, Northern Trust

Tags for this Online Resume: Banking Industry, Advertising, B-to-B, Marketing, Web Design, Strategic Planning, Outsourcing, Turnaround, Coaching, Financial Services, Cost Control, Team Leadership/Motivation, Salesforce CRM, Employee Engagement, Target Marketing, Stakeholder Engagement, Market Analytics, Social Media, Project Management, Workforce Planning

Customer Service Supervisor

Tags for this Online Resume: Install, System Implementation, Documentation, ERISA, Audit, Back Office, Distribution, Leadership, Services, Team Lead

Sales Manager

Tags for this Online Resume: Banking Industry, Business Development, Consumer Lending, Corporate banking, Documentation, Management, Retail, Wealth Management, Compliance, Collection

Not Listed

Tags for this Online Resume: Aml (Macro Lang), KYC, Retail, Management, Wealth Management, Deposits, Wire Transfers, Data Entry

Director

Tags for this Online Resume: Metrics, Research, Management, Wealth Management, A SERIES, Banking Industry, Capital markets, Economics, Financial, Integrate

Bookkeeper

Tags for this Online Resume: Install, System Implementation, Documentation, ERISA, Audit, Back Office, Distribution, Leadership, Services, Team Lead

Featured Profile

Managing Director - 20 Years of Experience - Near 28031

I have recently relocated to the Charlotte, NC area. I am open to a new challenge in any industry. I welcome the opportunity to apply my knowledge and extensive experience.

Tags for this Online Resume: Credit Card, Marketing Programs, Mutual Funds, Product Marketing, Marketing, account management, sales, cash management, banking, capital markets, alternative investments, Marketing strategy, Account planning, Communications