2 jobs found

As a Senior Account Executive , you will represent Accord in all interactions with both internal and external customers. This includes initiating and maintaining long-term relationships with various functional groups at assigned and developed accounts. You will work with Accord team members within company policies and guidelines in a focused way to serve customers satisfactorily and profitably. The ability to work with little guidance and/or direction is essential.  Hybrid position – candidates must be based in the Chicagoland area and available for local travel.   Responsibilities & Duties Be a primary day-to-day commercial point of contact for any account assignments. Develop and implement systems, touchpoints, reports, guidelines, and processes to keep customer business organized and performing as needed.  Coordinate and update tailored presentation material(s) encompassing all Accord capabilities. Proactively assess, clarify, and validate customer needs on...

Description: Join TrustBank where you can be a part of a dynamic wealth management team.  We are seeking a Wealth Advisor who is looking to make a real impact and thrives in a collaborative culture.  You will play a vital role in helping us exceed our client’s expectations and be a part of Growing Prosperity Together. JOB TITLE:                     SENIOR TRUST & WEALTH ADVISOR DEPARTMENT:              WEALTH MANAGEMENT  REPORTS TO:                 CHIEF WEALTH STRATEGIST FLSA STATUS:        EXEMPT TYPE OF POSITION:     FULL-TIME JOB SUMMARY Responsible for providing goals-based wealth plan consulting services to high-income/net worth individuals and families, including professionals, corporate executives, business owners and others with complex financial circumstances. Collaborate with other client service team members to integrate client service delivery. Engage with the professional advisor community to advance TrustBank brand and...