4 sales advisor jobs found in Bethlehem, PA

The Relationship Manager (RM) serves as a strategic partner and primary point of contact for a select group of high-value financial advisors. This role delivers proactive, high-touch support, owns complex service and operational inquiries end-to-end, and ensures a seamless advisor experience. You will Build and maintain strong advisor relationships through proactive outreach Own escalations from initiation to resolution Coordinate cross-functional stakeholders (Operations, Compliance, Technology, etc.) Provide expertise on broker-dealer and advisory operations Identify trends and suggest process improvements Deliver clear, structured communication and follow-through Required Qualifications 3+ years of client service or relationship management experience NetX 360 or similar platform experience Financial services or broker-dealer experience Strong ownership and accountability Ability to manage complex issues and ambiguity Highly...

The Cash Management & Control Case Manager, Annuity New Business is responsible for supporting the accurate and timely processing of premium payments for annuity contracts, ensuring proper cash handling, reconciliation, and compliance with all regulatory and operational requirements. This role plays a critical part in safeguarding funds, minimizing financial risk, and maintaining the integrity of new business operations. The Case Manager monitors cash application trends, suspense activities, and processing discrepancies to identify opportunities for improved controls, efficiency, and accuracy. Through analysis of payment workflows and exception handling, this role helps drive process enhancements that reduce errors, improve turnaround times, and enhance the overall customer and advisor experience. Through a combination of cash oversight, process governance, and cross-functional collaboration, the Case Manager helps drive operational excellence, strengthen financial controls,...

               The Operational Risk Program Lead is a key contributor to how the organization understands, manages, and communicates operational risk. This role supports multiple risk disciplines and evolving risk domains including operational, third-party, technology, cyber, model, data, and AI risk by helping translate complex risk information into reliable insights that leaders can use to make informed decisions. Rather than owning individual risk outcomes, the analyst enables strong risk practice across the enterprise by strengthening the quality of risk information and helping ensure insights are timely, consistent, and decision ready. The role balances disciplined execution with professional judgement and offers exposure across the organization. You will Coordinate Risk Process Execution Coordinate key processes facilitated in ServiceNow Integrated Risk Management (IRM) (e.g., risk and control self-assessments (RCSAs) and issue and event management),...

Are you looking for a great career with paid benefits from day one, opportunities for career growth, and a chance to advance professionally? Join Park Avenue as a Customer Service Specialist! Our Customer Service Specialists provide support to financial professionals and clients via inbound calls to our Service Desk Team. Inquiries range in complexity but center around the servicing and care of brokerage and advisory accounts. You will Answer and resolve phone, email, and chat inquiries from financial professionals and clients on wealth management operations, including new accounts, transfers, mutual funds/annuities, stocks/bonds, alternative investments, qualified and non-qualified plans, and brokerage/advisory platforms and tools. Guide financial professionals and clients on required documentation, ensuring accurate submission and setting clear expectations for next steps and de-escalating concerns as needed.  Navigate multiple systems while managing call flow and...