4 investments jobs found in Cleveland, OH

Description Summary: The HFA Financial Advisor Senior - Branch partner closely with branch staff to uncover client needs and offer most appropriate financial solutions for their short-term and long-term goals. Duties & Responsibilities: Responsible for personal production goals and customer service objectives for all assigned branches and/or book of business. Provide investment/insurance solutions to customers based on a comprehensive financial planning approach that incorporates all assets, goals, time horizon and risk tolerances. Coach branch staff regularly in every location to better profile customers to identify short-term and long-term goals and provide appropriate solutions as needed. Provide ongoing training and sales support to assigned branches to deliver a great customer experience to all customers and prospective customers. Responsible for partnering with every line of business (Mortgage,...

Description Summary: The Commercial Relationship Service Specialist II is the primary point of contact for assigned Commercial customers and Relationship Managers. The CML RSS II works independently and in partnership with the Relationship Manager by providing a best-in-class experience for a diverse Commercial portfolio. The CML RSS II applies knowledge and understanding of customer and product onboarding to enhance relationship management, retention, and deepening sales. Duties and Responsibilities: First-line decision maker who will mitigate issues/questions being elevated to management and/or resulting in customer impact; keeps Deal Team abreast of material changes and risk. Responsible for identifying, researching, analyzing, and resolving complex problems by utilizing resources and critical thinking to independently ensure adherence to bank policies, procedures and retain relationships. Utilizes...

The next part of your journey is right around the corner — with The Standard. A genuine desire to make a difference in the lives of others is the foundation for everything we do. With a customer-first mindset and an intentional focus on building strong teams, we’ve been able to uphold our legacy of financial stability while investing in new, innovative technologies that support the needs of our customers. Our high-performance culture focused on operational excellence thrives thanks to remarkable people united by compassion and a customer-first commitment. Are you ready to make a difference? Job Summary Our Employee Benefits sales team is growing!  This is your opportunity to accelerate your success as our next Employee Benefits Sales Professional . The territory, consisting of the greater Cleveland, OH area and Pittsburgh, PA , offers the ideal mix of opportunities, from well-established mature business relationships with area producers to robust market...

Overview This position is located on-site at our Cleveland, OH office.   Building an inclusive culture while hiring, developing and retaining talent is a top priority for AmTrust. The Employee Network Program Manager is responsible for activating Employee Networks as a core driver of employee experience, inclusion, and engagement across the organization. This role designs and enables a scalable Network ecosystem that strengthens belonging, shapes moments that matter across the employee lifecycle, amplifies employee voice, and supports enterprise Employee Experience priorities – particularly belonging, connection, growth, and giving back. Partners closely with Employee Experience, Learning & Development, and Internal Communications colleagues.   The expected salary range for this role is $53,300 - 80,000.   Please note that the salary information shown above is a general guideline only. Salaries are based upon a wide range of factors considered...