in an effort to grow TriNet's business. In this influential role, the Broker Relationship Manager drives profitable sales... Broker Relationship Manager is expected to have solid product knowledge with the ability to demo specific products lines...
, on identification and development of opportunities within the territory. Collaborates with VP, Business Development, on relationship..., and manager philosophy to engage in topical conversations in the financial institutions environment. Manages territory...
/marketing, relationship building and analytical skills to analyze and underwrite new and renewal business for Financial Lines... to meet with the organization's appetite, balanced with sound business opportunity. Make broker/customer and on-sight calls...
/marketing, relationship building and analytical skills to analyze and underwrite new and renewal business for Financial Lines... to meet with the organization's appetite, balanced with sound business opportunity. Make broker/customer and on-sight calls...
The Engineering Manager will help define and drive Thrivent’s Enterprise CRM strategy. This strategy aims to centralize... Customer Relationship Management for Thrivent into a single CRM that revolutionizes client data and relationship management...
reporting for the broker-dealer entity, ensuring compliance with SEC/FINRA rules while providing accurate and timely financial... and Wealth Management legal entities and serves in the signatory role for regulatory purposes of our broker dealers and bank...