52 client development manager operations jobs found

Transamerica Job Family Legal Counsel About Us At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests. Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment - one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there. Who We Are We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life. Today, we're part of an international holding company, with millions of customers and thousands of employees...

Transamerica Job Family Legal Counsel About Us At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests. Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment - one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there. Who We Are We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life. Today, we're part of an international holding company, with millions of customers and thousands of employees...

Transamerica Job Family Legal Counsel About Us At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests. Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment - one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there. Who We Are We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life. Today, we're part of an international holding company, with millions of customers and thousands of employees...

Transamerica Job Family Legal Counsel About Us At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests. Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment - one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there. Who We Are We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life. Today, we're part of an international holding company, with millions of customers and thousands of employees...

Ameriprise Financial The Complex Director seeks to drive profitable multi-office growth across a closely defined geography (i.e., complex) by creating a compelling business plan emphasizing profitable growth through effective management of P&L, implementing sound strategy and growth through advisor and client acquisition, retention, tenure, and productivity. The Complex Director will drive revenue and asset growth, effectively segmenting the needs and prioritizing the opportunities of the complex, developing high-performing branch and associate managers, and optimizing resources across the complex including strong partnerships across the operations team. Key Responsibilities Accountable for own branch and branches within complex. Lead branch and associate managers, advisors, and build strong partnerships with operations staff and other resources that support the complex. Lead from the front by demonstrating effective strategies, demonstrate appropriate...

Ameriprise Financial The Complex Director seeks to drive profitable multi-office growth across a closely defined geography (i.e., complex) by creating a compelling business plan emphasizing profitable growth through effective management of P&L, implementing sound strategy and growth through advisor and client acquisition, retention, tenure, and productivity. The Complex Director will drive revenue and asset growth, effectively segmenting the needs and prioritizing the opportunities of the complex, developing high-performing branch and associate managers, and optimizing resources across the complex including strong partnerships across the operations team. Key Responsibilities Accountable for own branch and branches within complex. Lead branch and associate managers, advisors, and build strong partnerships with operations staff and other resources that support the complex. Lead from the front by demonstrating effective strategies, demonstrate appropriate...

Ameriprise Financial The Complex Director seeks to drive profitable multi-office growth across a closely defined geography (i.e., complex) by creating a compelling business plan emphasizing profitable growth through effective management of P&L, implementing sound strategy and growth through advisor and client acquisition, retention, tenure, and productivity. The Complex Director will drive revenue and asset growth, effectively segmenting the needs and prioritizing the opportunities of the complex, developing high-performing branch and associate managers, and optimizing resources across the complex including strong partnerships across the operations team. Key Responsibilities Accountable for own branch and branches within complex. Lead branch and associate managers, advisors, and build strong partnerships with operations staff and other resources that support the complex. Lead from the front by demonstrating effective strategies, demonstrate appropriate...

Ameriprise Financial The Complex Director seeks to drive profitable multi-office growth across a closely defined geography (i.e., complex) by creating a compelling business plan emphasizing profitable growth through effective management of P&L, implementing sound strategy and growth through advisor and client acquisition, retention, tenure, and productivity. The Complex Director will drive revenue and asset growth, effectively segmenting the needs and prioritizing the opportunities of the complex, developing high-performing branch and associate managers, and optimizing resources across the complex including strong partnerships across the operations team. Key Responsibilities Accountable for own branch and branches within complex. Lead branch and associate managers, advisors, and build strong partnerships with operations staff and other resources that support the complex. Lead from the front by demonstrating effective strategies, demonstrate appropriate...

Ameriprise Financial The Complex Director seeks to drive profitable multi-office growth across the Oregon and Washington State geography (i.e., complex) by creating a compelling business plan emphasizing profitable growth through effective management of P&L, implementing sound strategy and growth through advisor and client acquisition, retention, tenure, and productivity. The Complex Director will drive revenue and asset growth, effectively segmenting the needs and prioritizing the opportunities of the complex, developing high-performing branch and associate managers, and optimizing resources across the complex including strong partnerships across the operations team. Key Responsibilities Accountable for own branch and branches within the Oregon and Washington State complex. Lead branch and associate managers, advisors, and build strong partnerships with operations staff and other resources that support the complex. Lead from the front by demonstrating effective...

Ameriprise Financial The Complex Director seeks to drive profitable multi-office growth across the Oregon and Washington State geography (i.e., complex) by creating a compelling business plan emphasizing profitable growth through effective management of P&L, implementing sound strategy and growth through advisor and client acquisition, retention, tenure, and productivity. The Complex Director will drive revenue and asset growth, effectively segmenting the needs and prioritizing the opportunities of the complex, developing high-performing branch and associate managers, and optimizing resources across the complex including strong partnerships across the operations team. Key Responsibilities Accountable for own branch and branches within the Oregon and Washington State complex. Lead branch and associate managers, advisors, and build strong partnerships with operations staff and other resources that support the complex. Lead from the front by demonstrating effective...

CSAA Insurance Group A contractor-position for an IT Project Manager is open at CSAA Insurance Group! CSAA Insurance Group, a AAA insurer, offers automobile, homeowners and other personal lines of insurance to AAA Members through AAA clubs in 23 states and the District of Columbia. Founded in 1914, we have been rated "A" or better by A.M. Best for more than 90 years and are one of the top personal lines property casualty insurance groups in the United States, according to the National Association of Insurance Commissioners. Benefit options available depending on contract factors and upon meeting requirements. • Ensure that projects within the program are aligned and integrated, managing interdependencies and ensuring that project outcomes contribute to the overall program goals. • Ensure that program objectives are aligned with the organization's strategic goals and objectives. Develop strategies to achieve these objectives and adjust plans as necessary. •...

NFP Who We Are: NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com. Summary of Role: We are seeking an experienced Commercial Lines, Senior Account Executive/Account Executive with generalist coverage experience and ideally have also serviced niche Eldercare Facilities clients (includes long-term care, senior living, independent living, assisted living, nursing homes, home health, rehab and hospice). You will take on a critical advisory role in establishing high-level client engagement and relationship management of middle-market and complex clients. You should be able...

Fidelity Investments Job Description: The Role Supporting the operations of the material non-public information program by responding timely to requests regarding the establishment of fund and personal trade restrictions as well as reviewing exception alerts and responding/resolving as needed; Compiling information/data for internal reporting and regulatory responses; Responding to internal client inquiries regarding routine basic matters and escalate as appropriate; Active monitoring in support of compliance with information barriers; Supporting the eCommunications program regarding policy reviews and escalated items; Providing AMC management with information on current trends and issues recognized during assignments and recommend plans for improvement. The Expertise and Skills You Bring Bachelor's degree with 1-2 years' experience in a financial services environment preferred; A teammate with good interpersonal skills and the ability to work collaboratively...

Fidelity Investments Job Description: The Role Supporting the operations of the material non-public information program by responding timely to requests regarding the establishment of fund and personal trade restrictions as well as reviewing exception alerts and responding/resolving as needed; Compiling information/data for internal reporting and regulatory responses; Responding to internal client inquiries regarding routine basic matters and escalate as appropriate; Active monitoring in support of compliance with information barriers; Supporting the eCommunications program regarding policy reviews and escalated items; Providing AMC management with information on current trends and issues recognized during assignments and recommend plans for improvement. The Expertise and Skills You Bring Bachelor's degree with 1-2 years' experience in a financial services environment preferred; A teammate with good interpersonal skills and the ability to work collaboratively...

Truist The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Serve as primary relationship manager for a portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist footprint. (In a de novo circumstance [limited...

SS&C As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology. Job Description Junior Order Management Specialist Location : Jacksonville or San Francisco | Hybrid Get To Know Us: For more than 35 years, SS&C has developed the technology and services to power our clients' success. With industry-specific solutions from the alternatives space to healthcare to wealth management, SS&C is leading the way toward the future. Why You Will Love It Here! Flexibility : Hybrid Work Model and Business Casual Dress Code, including jeans Your Future: 401k Matching Program, Professional Development Reimbursement Work/Life Balance: Flexible...

SS&C As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology. Job Description Junior Order Management Specialist Location : Jacksonville or San Francisco | Hybrid Get To Know Us: For more than 35 years, SS&C has developed the technology and services to power our clients' success. With industry-specific solutions from the alternatives space to healthcare to wealth management, SS&C is leading the way toward the future. Why You Will Love It Here! Flexibility : Hybrid Work Model and Business Casual Dress Code, including jeans Your Future: 401k Matching Program, Professional Development Reimbursement Work/Life Balance: Flexible...

Fidelity Investments Job Description: Job Title Audit Senior Analyst The Role Are you looking for a position to grow your business and auditing skills, expand your knowledge of financial services, and give you the opportunity to problem solve with some of the best minds in the industry? There is no better place to drive solutions for improving internal controls than to operate at the nexus of technology and business with Fidelity Corporate Audit! As an Audit Senior Analyst working with a team dedicated to Fidelity's digital and asset management businesses you will provide independent and objective audit and advisory services that help Fidelity manage risk, improve customer service, and enhance business performance. Our primary motivation is to drive positive change throughout the firm. The Expertise and Skills You Bring Undergraduate degree in multiple fields of study accepted. 3-5 years of external and internal audit or related experience,...

Fidelity Investments Job Description: Job Title Audit Senior Analyst The Role Are you looking for a position to grow your business and auditing skills, expand your knowledge of financial services, and give you the opportunity to problem solve with some of the best minds in the industry? There is no better place to drive solutions for improving internal controls than to operate at the nexus of technology and business with Fidelity Corporate Audit! As an Audit Senior Analyst working with a team dedicated to Fidelity's digital and asset management businesses you will provide independent and objective audit and advisory services that help Fidelity manage risk, improve customer service, and enhance business performance. Our primary motivation is to drive positive change throughout the firm. The Expertise and Skills You Bring Undergraduate degree in multiple fields of study accepted. 3-5 years of external and internal audit or related experience,...

Ameriprise Financial Ameriprise Financial has an exciting opportunity for a Director, Actuary to join our team! This individual will be responsible for developing, enhancing, operating, and documenting a variety of sophisticated actuarial models, as well as reviewing work completed by the team. The role includes performing actuarial, financial, and risk analyses and effectively communicating results across the company, including to management. The Director, Actuary will take on an expanded scope of responsibilities within projects, serving as a subject matter expert on assigned initiatives, and will provide leadership and guidance to two direct reports. Key Responsibilities Lead the team responsible for the VM-21 valuation and stat reserve process for other lines of annuity business. This includes calculating, analyzing, documenting, and communicating results effectively to leaders and peers across various functional groups. Development of analytical tools to build...