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The Private Client Relationship Manager, along with a Private Client Financial Advisor or High Net Worth Wealth Advisor, and Certified Financial Planners®, create the Citizens Private Client team.
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LendingClub Corporation (NYSE: LC) is the parent company of LendingClub Bank, National Association, Member FDIC. We are the leading digital marketplace bank in the U.S., having helped our nearly 5 million members secure over $90 billion in loans to refinance high-cost debt and achieve their financial goals.
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We are currently seeking a Financial Planning & Analysis Manager to join our team! (HIRING) Financial Planning & Analysis Manager. You will conduct quantitative analyses of various investment and financial programs.
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We are seeking a talented Sous Chef/Kitchen Manager to assist in the leadership and mentorship of our AMAZING Culinary Team. Must have experience as a Commercial Kitchen Supervisor, formal culinary school grad preferred.
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Excellent understanding of financial markets, market data and analytics, enterprise data management practices, and asset management technology platforms and operating models. Proven track record of successfully selling into and expanding relationships within the asset management and/or financial services industry.
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Industry-best compensation packages | Fully paid health, dental, vision insurance | 401k with company match | Paid Time Off including paid parental leave | Individualized career development programs | On-demand lunch program | Childcare assistance | Free gym membership | Employee assistance programs, including legal, financial planning, and counseling | Employee discount marketplace | Employee Resource Groups such as VetConnect, DEI Committee, Women's Committee.
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Spend 75% of the time on making sales calls outside the community to medical, legal, insurance, financial professionals, rehabilitation facilities, medical offices, para professionals, senior organizations, hospitals discharge planners, social workers, clergy, retirement communities and other potential referral sources.
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Financial Services Industry experience required (hedge fund and/or private equity) As part of the Financial Services team, you’ll work with some of the nation’s leading private equity, hedge, and other alternative investment funds.
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The General Manager supports the District Manager and is responsible for building sales and controlling costs by using all cost control tools and processes. Manages all financial responsibilities with integrity and performs tasks associated with achieving cost control goals and supervises team members to ensure goals are met.
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Paid sabbatical after 5 and 10 yearsEmployee Assistance Program - Free confidential advice for team members who need help with stress, anxiety, financial planning, and legal issuesCompetitive Medical, Dental and Vision plansFree One Medical memberships for yourself, your friends and familyPre-Tax commuter benefitsPTO cash outs - Option to cash out up to 40 accrued hours per year.
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Strategy formulation and financial modeling e.g. performing financial analyses to assess the tax consequences of specific transactions. As a Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution.
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Demonstrated ability to attain sales and referral goals through preset appointments and quality conversations leading to recommendations that support clients' financial wellness goals, leveraging system generated lead lists, walk ins, and professional contacts.
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Morgan Stanley Financial Advice. Provides clerical and administrative support to the Production Manager and warehouse department. Provides feedback on progress or issues in a timely manner to Production Manager.
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Reports To: Financial Aid LeadershipLocation: Orchard Park, NY Position DescriptionSummary:The Financial Aid Customer Service Representative will ensure excellent customer service skills in every interaction through inbound and outbound calls.
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And fulfilling customer requests, as well as ordering, receiving, storage, rotation, and merchandising/display of product; ensuring proper shelf and sales floor conditions and stock levels; and selection, training, development, and scheduling of prepared foods associates.
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financial job Title: sales manager in Boston, NY
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