Job Description SummaryReceives and processes customer orders, inquiries and/or complaints covering items or products ordered. Maintains an ongoing relationship with selected Under minimal supervision, uses specialized knowledge and skills obtained through experience, specialized training and/or certification
Overview Ocean Bank is seeking an experienced Investment Sales Manager to lead and grow the investment sales function within Ocean Financial Services and the Wealth Management Division. This role is responsible for driving non-deposit investment product
Overview When you join Hines, you will embark on a career journey fueled by vision and guided by leaders who set the standards of our industry. Our legacy is rooted in innovation and excellence, earning us
Facet was founded in 2016 on the belief that objective, personalized financial advice is essential to living well. Our mission is to empower people to live more enriched lives by delivering a new standard of advice.
ABOUT OUR CLIENT: Our client is a full-service 401(k) recordkeeper, third-party administrator (TPA), and registered investment advisor (RIA). They partner with plan sponsors, advisors, and payroll providers to deliver accurate, compliant, and efficient retirement plan administration. They
White Tiger Connections is seeking a highly experienced Managing Director to establish and lead a new tax division for a wealth management platform serving RIAs and their clients. You will build workflows, pricing models, and a growing