Vice President, Marketing and Customer Experience Wealth Management
|
|
- Stuart Hardy
- 8 years ago
- Views:
Transcription
1 Vice President, Marketing and Customer Experience Wealth Management
2 About the Organization: CUNA Mutual Group is the leading financial services provider to credit unions and their members worldwide. For more than 80 years, CUNA Mutual Group has worked tirelessly to support the financial stability of their partners and customers, delivering products, services and solutions that meet the unique challenges and needs of credit unions and their members. As a mutual company, CUNA Mutual Group belongs to its policyholders, and operates to serve their best interests. The company is committed to doing the right things for their customers, staff and community. CUNA Mutual Group s vision is unwavering; to be a trusted business partner who delivers service excellence with customer- focused, best- in- class products and market- driven innovation. Their approach is progressive; CUNA Mutual Group s mission is aimed at guiding, uniting and helping credit unions achieve a shared agenda of removing barriers, creating awareness and fostering service excellence, with the ultimate goals of increasing credit union membership and delivering more value to members. Customer focus is of premier importance. CUNA Mutual Group is a trusted source for: Credit union protection products and risk management services TruStageTM insurance including life, health, accidental death and dismemberment, auto and home coverages (currently serving 15+ million members) Personalized investment planning and guidance through CUNA Brokerage Services, Inc. (currently serving 400,000+ members) Credit union lending and payment security programs, products and services (currently serving 8.5+ million members); and Retirement plans for credit unions and small businesses across the country through CUNA Mutual Retirement Solutions (currently serving 340,000+ hard- working Americans). The confidence and trust credit unions have in CUNA Mutual Group is reflected in the fact that the company protects, with one or more coverages, 96.9 percent of the more than 6,500 credit unions in the United States. In addition to the company headquarters in Madison, Wisconsin, CUNA Mutual Group has office locations in Fort Worth, Texas; Great Bend, Kansas; Waverly, Iowa; Farmington, Connecticut; as well as the Dominican Republic, Jamaica, Puerto Rico and Trinidad. About the Culture: CUNA Mutual Group is committed to doing business the right way with a clear commitment to company values. These values are simple: Uphold Integrity, Foster Collaboration, Promote Inclusion, Act with Courage, Work with Passion, Maintain Focus, and Generate Innovation. For the third year in a row, Madison s In Business magazine named CUNA Mutual Group one of the area s Best Companies to Work For based on quality of benefits. Of the 27 companies named, CUNA Mutual Group had one of the two highest scores in the ranking. CUNA Mutual Group was also named one of the World s Most Ethical Companies in 2013 and 2014 by Ethispere, a respected think tank.
3 A philanthropic organization, CUNA Mutual Group is proud to support the communities it serves through CUNA Mutual Foundation and the contribution of employee time and expertise. They promote program synergy and alignment, with a special emphasis on the needs of at- risk youth. In 2014 CUNA Mutual Foundation donated $2 million and 419 holiday gifts, adopted 7 school relationships, provided 75 grants, raised $500,000 through employee contributions, and contributed 7,102 volunteer hours to the community. CUNA Mutual Group s culture and collaborative work spaces allow individuals to build relationships, try new ideas, and grow. CUNA Mutual Group recently invested in the interior of their corporate headquarters in Madison to create more cooperative work spaces for employees and visiting customers. A large, light- filled coffee shop- style central gathering space is surrounded by smaller glassed- wall meeting spaces allowing for meetings of many or few. Customer space features technology to showcase and better understand all that CUNA Mutual Group can bring to their business, in a comfortable space for interaction and learning. The grounds incorporate significant green space and areas for outdoor seating, and a corporate vegetable garden on the west side of the building encourages employees to work outside with their teams. For additional information, please view CUNA Mutual Group s 2014 Annual Report and visit About Wealth Management Services: Under the direction of CEO, Bob Trunzo, CUNA Mutual Group has increased its focus on the consumer, with a mission to become the trusted insurance and investment partner, empowering hardworking Americans to achieve financial security throughout their lives. Wealth Management is a core business unit within CUNA Mutual Group, poised for significant growth by providing financial advice and asset accumulation products to middle Americans. This will be achieved by building and accelerating the growth of its financial service program for credit unions (CBSI), as well as growing distribution of its unique manufactured annuity products through channel partners outside the credit union space. Led by Senior Vice President, Jeff Bosco, the Wealth Management business consists of CUNA Brokerage Services (CBSI), the Company s financial advisor network within the credit union market, and its manufactured annuity products, which are distributed through both CBSI and through other channel partners (Financial Advisor Network or FAN) outside the credit union space. CUNA Brokerage Services, Inc. provides broker- dealer services to credit unions throughout the nation, offering a full range of investment and insurance products to help credit unions support their members in reaching a more secure financial position. CBSI is the leading broker- dealer serving the credit union marketplace and has more than 250 credit union programs, 400 active advisors, with more than $3 billion in mutual fund, annuity and managed account sales, and more than $140 million in annual revenue. The Wealth Management business also manufactures a full portfolio of MEMBERS branded annuity products available to consumers through both our CBSI and FAN distribution channel partners. Products are differentiated by their simplicity solutions designed specifically for middle market target segments who need non- complex features at competitive prices, coupled with support and information that enables customers to choose the right product for their situation.
4 About the Position: Under the direction of the Vice President Strategy, Planning, Data & Analytics, the newly created Vice President of Marketing and Customer Experience role holds the primary responsibility for developing and managing the overall product and sales marketing strategy and for leading the development and execution of the customer experience for the Wealth Management business. This senior level position is responsible for understanding the wealth management market, market opportunities, leading marketing practices, macro and industry trends, and customer needs. Branding and marketing strategies will support credit unions and other channel partners interested in offering CUNA Mutual Group s products and services, reach financial advisors who sell the products, and educate consumers. Leading a team of marketing professionals in Madison and other locations, the Vice President will work with the Vice President of Strategy to determine how to best grow the Wealth Management business and implement the vision. The Vice President of Marketing and Customer Experience is responsible for driving brand value by developing innovative marketing plans to position Wealth Management products. This effort will incorporate both B2B and B2C strategy to create new business growth and retention. The marketing function will work closely with other business and infrastructure areas to efficiently deliver and measure results. Responsibilities: Develop and lead execution of annual long- term marketing plan for Wealth Management, including leadership of branding strategy and management; oversee advertising and media selection Serve as a member of CUNA Mutual Group s brand council Lead development and evolution of customer experience; determine key value drivers to define and deliver new business capabilities in support of the roadmap As part of the executive leadership team, contribute to the overall strategy of the business with the goal of achieving short and long- term growth Establish, communicate and implement departmental plans, objectives and strategies and gain support from relevant stakeholders Ensure marketing initiatives and programs support Wealth Management business goals Establish, refine, and manage dashboard of key performance indicators; evaluate program effectiveness and make adjustments to ensure results Manage and develop staff by creating a common vision, setting clear objectives for department, and providing staff members regular performance feedback Experience and Competencies: 10+ years of marketing leadership experience in a comparable business Deep knowledge of financial services/insurance marketing practices preferred Bachelor s degree in Marketing, Business or other related field, or related professional experience; MBA strongly preferred Experience successfully branding/rebranding in a complex, matrixed environment
5 Ability to innovate product offerings and service approach, enhance the customer experience, and ultimately grow the business Prior strategic and tactical marketing leadership experience Proven success developing and implementing large- scale change initiatives to improve sales and marketing performance Demonstrated record of leveraging insight and data analysis to determine the best ways to exceed customer needs and business targets Proven ability to architect customer experience with a complex product or service Excellent communication skills with senior leaders, internal and external business partners, customers and consumers Ability to assess the marketing function and determine how to operationally implement best practices in support of the business Ability to provide a strong voice in leading the marketing strategy with collaborative teams Experience hiring, training, leading and motivating a sizeable team Comfortable with a fast- paced environment Ability to travel up to 10-20% Position Location: The position is located in Madison, Wisconsin. Madison anchors a thriving economic region of 500,000 and is regarded as one of the best places in America to live, work, play, and raise a family. Madison is a rare combination of thriving businesses, progressive government, rich culture and advanced education - all in a setting of rare natural beauty. Surrounded by five lakes, Madison is home to one of the best networks of biking trails in the US, distinctive locally- owned businesses, safe neighborhoods, excellent healthcare, green resources, superior public education, unique music venues and a burgeoning restaurant scene. Combine these factors with a low unemployment rate, a 15 minute commute downtown from most surrounding communities and a sense of personal security, and you have Madison an outstanding place to live, work, and play. Madison, Wisconsin consistently earns top results in nationwide quality- of- life rankings, articles and surveys. For more information, please visit:
6 Application and Selection Process CUNA Mutual Group has retained QTI EXECUTIVE AND PROFESSIONAL SEARCH to conduct the search for its new Vice President, Marketing and Customer Experience. QTI Executive and Professional Search is a specialized recruiting division of The QTI Group, a comprehensive human resources advisory services firm founded in QTI is headquartered in Madison, Wisconsin, with nine branch offices throughout the state. Qualified individuals interested in being considered for the position, are invited to send their resume to:
Chief Information Officer
EMPLOYMENT OPPORTUNITY Chief Information Officer Located in the Madison, Wisconsin area Page 1 of 10 EMPLOYMENT OPPORTUNITY: Chief Information Officer, Unity Health Insurance Unity Health Insurance, headquartered
More informationGLOBAL WEALTH & INSURANCE. September 25, 2013
GLOBAL WEALTH & INSURANCE September 25, 2013 Global Wealth & Insurance Investor Day September 2013 Global Insurance Chris Hodgson Group Head Global Wealth & Insurance Agenda The business today Our positioning
More informationThe Institutional 401(k) Program. Providing expert advice and fiduciary protection in an uncertain world.
The Institutional 401(k) Program Providing expert advice and fiduciary protection in an uncertain world. You Can Get Advice from Anyone. How confident are you in the source? When you decided to offer a
More informationPOSITION NARRATIVE Vice President of Policy & Strategy First 5 LA
BACKGROUND POSITION NARRATIVE Vice President of Policy & Strategy First 5 LA First 5 LA is a leading early childhood advocate organization created by California voters to invest Proposition 10 tobacco
More informationData Management: Foundational Technologies for Health Insurance Exchange Success
INDUSTRY BRIEF Data Management: Foundational Technologies for Health Insurance Exchange Success Sponsored by: Informatica Janice W. Young November 2013 IN THIS INDUSTRY BRIEF U.S. health plans have been
More informationConsulting Services. Debit and Checking Consulting
Consulting Services Debit and Checking Consulting Baxter Credit Union Reaches for Higher Performance Overview Client Profile Based in Vernon Hills, IL, Baxter Credit Union (BCU) is one of the largest credit
More informationAXA Advisors, LLC. how will you draw your future?
AXA Advisors, LLC how will you draw your future? our mission AXA Advisors mission is to attract, select, place and promote individuals based on their qualifications a philosophy that has always been a
More informationLincoln Financial Advisors
Lincoln Financial Advisors A Commitment to Excellence A promise to listen When you retain Lincoln Financial Advisors, you benefit from personal service and our extensive financial experience. We take the
More informationPima Community College District. Vice Chancellor of Human Resources
Pima Community College District Vice Chancellor of Human Resources Pima Community College seeks an innovative and strategic leader as Chief Human Resources Officer (CHRO). For more than 40 years, Pima
More informationNature Conservancy of Canada. Position Profile. Vice President, Development & Marketing
Position Profile Vice President, Development & Marketing Contacts: President: Deborah Legrove Senior Consultant: Linda Samis, Senior Consultant Email: linda@crawfordconnect.com Phone: 416.781.3618 1.0
More informationWHO IS HD VEST? SUPPORTING ADVISORS WHO SUPPORT YOU
WHO IS HD VEST? SUPPORTING ADVISORS WHO SUPPORT YOU HD VEST A QUIET BRAND WITH A BIG PRESENCE For the last 30 years of our firm s history, our sole purpose has been to support independent Advisors providing
More informationNEA Leadership Competencies Guide
NEA Leadership Competencies Guide NEA Leadership Competencies Guide Table of Contents NEA Vision, Mission, and Values 5 Setting the context for leadership competencies 7 Leadership competency framework
More informationProduct Marketing Manager
Product Marketing Manager JOB TITLE: Product Marketing Manager Either Part Time or Full Time COMPANY DESCRIPTION: SmartUQ (SmartUQ.com) provides breakthrough analytics software for engineering applications.
More informationInternational Banking. Claude Norfolk
International Banking Claude Norfolk 1 Four Key Strategic Initiatives Driving sustained, profitable growth Sales & Service Complementary Businesses Efficiency Platform Acquisitions 2 Agenda Our approach
More informationRetirement Redefined. Outcome-based Retirement Plans. Now there s a better way to prepare your employees for retirement.
Retirement Redefined. Outcome-based Retirement Plans. Now there s a better way to prepare your employees for retirement. Helping your employees attain a secure retirement. A financially secure retirement
More informationTHE NATIONAL HUMAN SERVICES ASSEMBLY President and CEO Washington, DC
THE NATIONAL HUMAN SERVICES ASSEMBLY President and CEO Washington, DC EXECUTIVE SUMMARY The National Human Services Assembly (the National Assembly), the premier professional association for the nation
More informationFunctional Title Classification FLSA Status Reports To Team Purpose
Functional Title Classification FLSA Status Reports To Team Purpose Vice President of Marketing and Engagement Director, Marketing & Communications UWW 400 N Exempt President & CEO Marketing & Engagement
More informationKey Industry Challenges addressed by Superior Customer Offerings
Customer Value Enhancement Award Mobile Marketing North America, 2011 Frost & Sullivan s Global Research Platform Frost & Sullivan is in its 50th year in business with a global research organization of
More informationWe Fight Cancer: Care That Never Quits
We Fight Cancer: Care That Never Quits Cancer Treatment Centers of America (CTCA ) delivers an extraordinary patient experience we call Patient Empowered Care. We deliver state-of-the-art, high quality
More informationLife & Protection. Scott Ham CEO. John Hunter COO. Analyst & Investor Conference
Life & Protection Scott Ham CEO John Hunter COO Analyst & Investor Conference New York City, December 2010 Key messages Grow profitable new sales Leverage expertise to increase recruiting and expand existing
More informationTALENT AND HUMAN RESOURCES MANAGER
TALENT AND HUMAN RESOURCES MANAGER The W.K. Kellogg Foundation is recruiting for a Talent and Human Resources Manager to lead and manage learning and development initiatives to support and advance the
More informationCandidate Search. Senior Director of Marketing & Digital Strategy
Candidate Search Senior Director of Marketing & Digital Strategy Client Overview The International Society for Technology in Education (ISTE ) has retained Viaspire to search for highly experienced candidates
More informationTHE CUSTOMER EXPERIENCE
THE CUSTOMER EXPERIENCE PRIORITY ONE FOR CMOs IN ASSOCIATION WITH: CONTENTS Foreword...2 Introduction...3 Customer experience is the #1 priority for marketing executives... 4 Driving Growth Strategy...7
More informationHarnessing Data for Value Creation Call-for-Collaboration (CFC)
Avanade Inc. Harnessing Data for Value Creation Call-for-Collaboration (CFC) 13 th June 2012 Kevin Wo Vice President & Country Manager, Singapore Pascal Brenner Head of Business Intelligence The Avanade
More informationDIRECTOR OF MARKETING. To collaborate and innovate with people who change lives through philanthropic vision and action.
DIRECTOR OF MARKETING To collaborate and innovate with people who change lives through philanthropic vision and action. CAMPBELL & COMPANY Campbell & Company seeks a new to advance our position as a pre-eminent
More informationJanuary 2016. Communications Manager: Information for Candidates
January 2016 Communications Manager: Information for Candidates Thank you for expressing interest in the role of Communications Manager. We have compiled this information pack to tell you more about The
More informationVice President, Global Marketing Institutional & Insurance. (Los Angeles, CA)
Vice President, Global Marketing Institutional & Insurance (Los Angeles, CA) Company Overview The Capital Group is one of the most experienced and successful Investment Management firms in the world earning
More informationTalent Development Lead Battle Creek, Michigan
Talent Development Lead Battle Creek, Michigan EXECUTIVE SUMMARY The W.K. Kellogg Foundation (WKKF) founded in 1930 as an independent, private foundation by breakfast cereal pioneer, Will Keith Kellogg,
More informationwww.waltlunsfordgroup.com
www.waltlunsfordgroup.com THE WALT LUNSFORD GROUP Our Team Walt Lunsford, AAMS Senior Vice President, Investments Direct: 513-786-7840 Walt.Lunsford@raymondjames.com WaltLunsfordGroup.com Tim Recker, AAMS
More informationWealth management offerings for sustainable profitability and enhanced client centricity
Wealth the way we do it Wealth management offerings for sustainable profitability and enhanced client centricity The wealth management business is transforming. To delight their clients, firms must adopt
More informationGroupware and Avnet: A Decade of Accelerated Success
and Avnet: A Decade of Accelerated Success OBJECTIVE Help Technology, Inc. successfully grow their business. SOLUTIONS Avnet Partner Program Converged Infrastructure Cloud SERVICES Partner Advocacy Credit/Finance
More informationGo Independent. The advantages of working with an independent advisor
Go Independent. The advantages of working with an independent advisor Your financial future is impacted by decisions you make today. Whom you work with to help plan that future may be the most important
More informationEmployee Relations Manager Seattle City Light
Employee Relations Manager Seattle City Light EXECUTIVE RECRUITMENT Conducted by Executive Search Consultants Connecting Leaders; Affecting Change Seattle City Light (SCL) Seattle City Light (SCL) is the
More informationComponent 4: Organizational Leadership & Governance
Component 4: Organizational Leadership & Governance Scope: Lead your local United Way to successfully fulfill its mission, and in doing so, garner trust, legitimacy and support from the local community
More informationCalculating and Reporting Customer Profitability at: North Shore Credit Union. A Case Study
Calculating and Reporting Customer Profitability at: North Shore Credit Union A Case Study Site Visit Date: November 20, 2005 Site Visit Location: Vancouver, British Columbia Site Visit Hosts: Marni Johnson
More informationSBAC 2013 Press Kit Advocacy, Networking, Cost-Savings and Educational Resources for Small Businesses
SBAC 2013 Press Kit Advocacy, Networking, Cost-Savings and Educational Resources for Small Businesses FOR IMMEDIATE RELEASE Media Contact: 773-354-5512 Amy@sbacil.org Interview Contact: Elliot Richardson,
More informationHow To Raise Money For Charity
Fundraising in a nutshell for nonprofit CEOs & development staff: Leveraging charitable giving in the current environment Meg Greene, Esq. Kenleigh Nicoletta, Esq. Amelia Kurtz, Senior Fiduciary Officer
More informationDirector of Talent Management
Director of Talent Management Loyola University Health System Maywood, Illinois Position Specification June 2015 Summary Loyola University Health System (LUHS) is seeking a Director of Talent Management
More informationPosition Description BUSINESS ASSOCIATE PROGRAM CLASS OF 2015 THE COMPANY OUR CULTURE GROWTH AND DEVELOPMENT BUSINESS ASSOCIATE ROLES
BUSINESS ASSOCIATE PROGRAM CLASS OF 2015 THE COMPANY Tracing our roots to 1928, Wellington Management Company, LLP is one of the world s largest independent investment management firms. With US$904 billion
More informationDistinctive Guidance for Significant Wealth
Distinctive Guidance for Significant Wealth With significant wealth comes great opportunity, as well as an increasing complexity of choice especially with respect to whom you entrust to share your financial
More informationFOUNDATION ADVISORY SERVICES
FOUNDATION ADVISORY SERVICES Pursuing your philanthropic vision for your private foundation Philanthropic Solutions COMPREHENSIVE ADVICE AND SOLUTIONS FROM U.S. TRUST Philanthropic planning Foundation
More informationSchool of Accounting Florida International University Strategic Plan 2012-2017
School of Accounting Florida International University Strategic Plan 2012-2017 As Florida International University implements its Worlds Ahead strategic plan, the School of Accounting (SOA) will pursue
More informationUNITED WAY ENTERPRISE-WIDE STRATEGY
UNITED WAY WORLDWIDE UNITED WAY ENTERPRISE-WIDE STRATEGY THE UNITED WAY VISION AND MISSION VISION United Way envisions a world where all individuals and families achieve their human potential through education,
More informationFOCUSED ON YOUR INVESTMENTS YOUR FUTURE YOU
FOCUSED ON YOUR INVESTMENTS YOUR FUTURE YOU Table of Contents Harrington Capital Management, LLC is a branch office of and Securities offered through WFG Investments, Inc., member FINRA & SIPC. Investment
More informationGlobal Health Conference 2016
Global Health Conference 2016 Organizing Committee Roles & Responsibilities The Global Health Conference Organizing Committee (GHC-OC) is an interdisciplinary UBC student committee composed of 13 positions:
More informationGuardian Mortgage Press Kit
Guardian Mortgage Press Kit August 2013 Guardian Mortgage Company, Inc. Serving generations since 1965. Contents Introductory Letter 3 Our Story 4 The Guardian Mission Statement 5 Media Contacts 6 Leadership
More informationMorehouse School of Medicine
Morehouse School of Medicine Strategic Plan March 2015 1 STRATEGIC FRAMEWORK Mission, Vision, Core Values, Goals 2 Strategic Structure Each Statement Lays the Foundation for the Next Vision Vision Goals
More informationPut the strength of RBC Insurance to work for you. For advisor use only
For advisor use only Put the strength of RBC Insurance to work for you > Unparalleled sales support > Industry-leading sales tools > Extensive product portfolio > Respected and trusted brand At RBC Insurance,
More informationTrust Services at Merrill Lynch. Estate Planning Services
Trust Services at Merrill Lynch Estate Planning Services Merrill Lynch Wealth Management makes available products and services offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated (MLPF&S) and
More informationMANAGING THE EMPLOYEE LIFECYCLE
MANAGING THE EMPLOYEE LIFECYCLE Current Position Jose Laurel Experience & Expertise 16 years experience in management, operations, marketing and international commerce Prior to G&A, served as country manager
More informationDirector of Strategic Planning and Finance
Ashcroft International Business School Job Description Job Title: Grade: Work Base: Hours of Work: Responsible to: Responsible for: Relationships and Contacts: Director of Strategic Planning and Finance
More informationLeading $700 Million Denver, CO- Based Wealth Management Team, Cardan Capital Partners, Launches as an Independent Advisory Firm
Media Contact sallycates@dynastyfinancialpartners.com 212-373- 1000 Leading $700 Million Denver, CO- Based Wealth Management Team, Cardan Capital Partners, Launches as an Independent Advisory Firm NEW
More informationTo liaise with other MSS departments and lead on the creative direction for their projects.
Job Title: Location: Reports to: Creative Services Manager MS National Centre, London Head of Marketing and Brand Introduction to MS Society The MS Society is the UK s leading MS charity. Since 1953, we
More informationThe BOSI Portfolio Company Program. Education Advisory Operating Partner
The BOSI Portfolio Company Program Education Advisory Operating Partner Page 2 of 8 Introduction Based on original research conducted by serial entrepreneur and world-renown author Joe Abraham, BOSI is
More informationWelcome to SBA s online training course: Customer Service.
Customer Service 1. SBA Customer Service 1.1 Introduction Welcome to SBA s online training course: Customer Service. SBA s Office of Entrepreneurship Education provides this self-paced training exercise
More informationJust-in-Time Marketing: Lessons from the Masters
Just-in-Time Marketing: Lessons from the Masters Marketers have changed the way they engage consumers, but have their changes taken them all the way back to the factory floor where marketing is produced?
More informationAdvanced Support Services for Your Personal Portfolio
P O R T F O L I O S U P P O R T S E R V I C E S Advanced Support Services for Your Personal Portfolio Advanced technology, investment research, and administrative services to support your advisor A Foundation
More informationCreating An Integrated Wealth Management Experience For Clients
Creating An Integrated Wealth Management Experience For Clients How HighView Financial Group Collaborates With Professional Advisors By Mark Barnicutt MBA, CFA, President & CEO HighView Financial Group
More informationOnline Master of Business Administration (MBA)
Online Master of Business Administration (MBA) Dear Prospective Student, Thank you for contacting the University of Maryland s Robert H. Smith School of Business. By requesting this brochure you ve taken
More informationThe Broker-Dealer That s Built
The Broker-Dealer That s Built a Distinctive Reputation Heritage of strength and stability While independent, Woodbury Financial is a member of The Hartford Financial Services Group, one of the most recognized
More informationAcquire with retention in mind.
White Paper A Driver of Long-Term Profitability for Personal Auto Carriers Acquire with retention in mind. Use data and analytics to help identify and attract prospects with the highest potential for long-term
More informationCornerstone Counseling Center of Chicago Employment Opportunities Spring 2014
Cornerstone Counseling Center of Chicago Employment Opportunities Spring 2014 Organization Description: Cornerstone Counseling Center of Chicago (CCCOC) is a full service psychological and counseling agency
More informationThe University of Louisville College of Business Dean
The University of Louisville College of Business Dean The University of Louisville (UofL) announces the search for Dean of the College of Business. The successful candidate will succeed retiring Dean Dr.
More informationTransform Customer Experience through Contact Center Modernization
Cognizant Healthcare Solution Overview Transform Customer Experience through Contact Center Modernization Improve customer experience and reduce costs with next-generation contact center services Health
More informationInterview Guide for Hiring Executive Directors. April 2008
Interview Guide for Hiring Executive Directors April 2008 Introduction This interview guide has been developed to help the Board of Directors of Big Brothers Big Sisters agencies interview candidates for
More informationOnline Master of Business Administration (MBA)
Online Master of Business Administration (MBA) Dear Prospective Student, Thank you for contacting the University of Maryland s Robert H. Smith School of Business. By requesting this brochure you ve taken
More informationBusiness Accounts. Sole Proprietorship Partnership LLC C-Corp S-Corp Association* If incorporated, must be incorporated in the State of Florida.
Business Accounts Florida Telco Credit Union is proud to offer our members Business Accounts. This Business Account package is designed to give you a brief insight on what Florida Telco has to offer you.
More informationMANAGEMENT CONSULTANTS FOR THE ARTS, INC. Len Alexander -Diane Frankel -Gregory Kandel - Louise Kane -David Mallette - Linda Sweet Christy Wall
MANAGEMENT CONSULTANTS FOR THE ARTS, INC. Len Alexander -Diane Frankel -Gregory Kandel - Louise Kane -David Mallette - Linda Sweet Christy Wall Job Profile Director of Marketing & Communications Seattle
More informationSearch Profile. Vice President, People and Culture
Search Profile Vice President, People and Culture Company Description For over half a century, Bethany Care Society has been improving the lives of Alberta seniors and adults with disabilities by providing
More informationO U R S E R V I C E S
BARNETT I. CHEPENIK Barnett (Barney) Chepenik offers you over 25 years of financial services industry experience. His titles range from Lincoln Financial Advisors investment advisor representative to licensed
More informationPartnering For Success
Partnering For Success Leaders in Strategic Lifestyle & Wealth Management INVESTMENT PLANNERS, INC Investment Planners, Inc. Investment Planners, Inc. is an Independent Broker-Dealer with over 100 Representatives.
More informationENHANCING THE SALES PROCESS FOR A LEADING WEALTH MANAGEMENT FIRM
ENHANCING THE SALES PROCESS FOR A LEADING WEALTH MANAGEMENT FIRM Fariborz Y. Partovi, Drexel University, (215) 895-6611, partovi@drexel.edu Cynthia A. Conway, Wilmington Trust Company, (302) 651-1741,
More informationCorporate Real Estate Service Delivery Model at Prudential Financial
Corporate Real Estate Service Delivery Model at Prudential Financial CoreNet Global Chicago Discovery Forum May 1, 2011 Kathy Winkler - Vice President, CRE Agenda Overview Prudential Financial Company
More informationWe work every day to protect investors.
FINRA at Work FINRA has offered me incredible opportunities to help protect the investing public. Every day, I am challenged by keeping up with the ever-changing securities market and working with colleagues
More informationWhy Penn Mutual. Discover new possibilities. For producer use only. Not for use with the general public.
Why Penn Mutual Discover new possibilities For producer use only. Not for use with the general public. Our Noble Purpose The Penn Mutual Life Insurance Company is driven by our noble purpose to create
More information2013-2016 NASW CA STRATEGIC PLAN MISSION STATEMENT
MISSION STATEMENT To promote the quality, effectiveness and image of the social work profession and to promote social change and social justice in order to improve the well being of all residents of California.
More informationThe JMS Group At Morgan Stanley
The JMS Group At Morgan Stanley Downtown Location West Side Location 33 E. Main Street, Suite 700 1241 John Q Hammons Drive Madison, WI 53703 Madison, WI 53717 (608) 283-2314 (608) 829-3260 Morgan Stanley
More informationPositioning Your Firm for the Future and Helping CPAs Help Their Clients
Positioning Your Firm for the Future and Helping CPAs Help Their Clients Today s client is clearly indicating that they want CPAs to be much more involved in the process of helping them make informed decisions
More informationVice President, Development and Communications Washington, DC
Vice President, Development and Communications Washington, DC About Rails-to-Trails Conservancy Rails to Trails Conservancy (RTC) is a nonprofit organization that builds healthier places for healthier
More informationDonor and Bequest Manager
Family Life Donor and Bequest Manager Position Description May 2015 Vision Capable communities, strong families, thriving children. Mission Through effective services, support and connections, enable children,
More informationField Franchise Office Jobs at Ameriprise Select a position to view details
Field Franchise Office Jobs at Ameriprise Select a position to view details Financial Planning Specialist Newark, DL, 19713 October 23, 2013 Licensed Selling Member Independence, OH, 44131 October 24,
More informationASAE s Job Task Analysis Strategic Level Competencies
ASAE s Job Task Analysis Strategic Level Competencies During 2013, ASAE funded an extensive, psychometrically valid study to document the competencies essential to the practice of association management
More informationWealth Management Built on Integrity and Experience
Wealth Management Built on Integrity and Experience How Successful Portfolios Can Help You Prepared March 1, 2011 www.successfulportfolios.com 300 South Duncan Avenue, Suite 166 Clearwater, FL 33755 (800)
More informationCapgemini and Pegasystems: Delivering Business Value through Partnership
Capgemini and Pegasystems: Delivering Business Value through Partnership Continuous process improvement to drive sustainable results Our partnership combines Capgemini s consulting and industry strengths
More informationTHE. VALUE OF A RICE M B A: A Case Study
THE VALUE OF A RICE M B A: A Case Study WHAT IS AN MBA WORTH? WHAT IS AN MBA WORTH? Potential students and employers have always pondered the value of the MBA. For those contemplating a full-time MBA program,
More informationCONFIDENCE THROUGH GUIDANCE
CONFIDENCE THROUGH GUIDANCE We provide the expertise, products, and technology of a national wealth manager with the highly personal service and attention of a boutique firm that always puts its clients
More informationHarness the Power of Partnership Everything is possible when you have the right partner.
Technology Success Accelerate Harness the Power of Partnership Everything is possible when you have the right partner. Avnet Technology Solutions, Americas Intelligent Collaboration Disruptive technologies
More information2014 CONFERENCE FOR ANALYSTS, INVESTORS AND BANKERS
2014 CONFERENCE FOR ANALYSTS, INVESTORS AND BANKERS Lincoln Financial Group Distribution Will Fuller President Lincoln Financial Group Distribution November 20, 2014 2014 Lincoln National Corporation CONSISTENT
More informationCredit Union Employees Retirement Association. Providing Retirement Plans to Member Credit Unions since 1954
Credit Union Employees Retirement Association Providing Retirement Plans to Member Credit Unions since 1954 Fulfill your commitment to help employees attain a secure retirement. It s easier than you might
More informationCUSTOMER SUCCESS STORIES
[ Applications Development, MSO ] TEKSYSTEMS GLOBAL SERVICES CUSTOMER SUCCESS STORIES Client Profile Industry: Financial Services Client Revenue: The parent company holds more than $340 billion in assets
More informationGUIDE TO FINDING THE RIGHT INSURANCE PARTNERS
GUIDE TO FINDING THE RIGHT INSURANCE PARTNERS Protecting your future since 1863 MANAGING RISK FOR FINANCIALLY SUCCESSFUL FAMILIES MANAGING RISK FOR FINANCIALLY SUCCESSFUL FAMILIES When it comes to protecting
More informationIDC MarketScape: Worldwide Life Science Sales and Marketing ITO 2015 Vendor Assessment
IDC MARKETSCAPE IDC MarketScape: Worldwide Life Science Sales and Marketing ITO 2015 Vendor Assessment Eric Newmark THIS IDC MARKETSCAPE EXCERPT FEATURES: IMS HEALTH IDC MARKETSCAPE FIGURE FIGURE 1 IDC
More informationING U.S. Join us on the journey.
ING U.S. Join us on the journey. Helping Americans build financial security. RETIREMENT. INVESTMENTS. INSURANCE On the path to financial independence. It helps to have a plan. [ ] As a leading provider
More informationSolutions and resources to help you meet your financial goals.
Solutions and resources to help you meet your financial goals. Your Dreams You have dreams for your future that require a well thought-out, holistic financial strategy. + dreams Your Financial Advisor
More informationHitachi Consulting Growing to $1 Billion Organization Leveraging the Power of the Oracle Cloud. March 27, 2015. Better
Hitachi Consulting Growing to $1 Billion Organization Leveraging the Power of the Oracle Cloud March 27, 2015 Better Chris Buri Chris Buri is the Vice President and CIO of Hitachi Consulting and joined
More information1892 Founding. 2003 Expansion in wealth management. 2008 Expansion in individual disability insurance. 2013 Expansion in private wealth management
ia Financial Group Company Profile Data as at December 31, Description of ia Financial Group ia Financial Group (Industrial Alliance Insurance and Financial Services Inc.) is an insurance and financial
More informationProject Management Institute STRATEGIC PLAN. Prepared by: PMI Board of Directors
Project Management Institute STRATEGIC PLAN Prepared by: PMI Board of Directors Last Revised: 30 November 2012 TABLE OF CONTENTS OVERVIEW... 1 PMI S CORE IDEOLOGY... 3 Core Purpose.... 3 Our Core Values...
More informationDahlonega Gainesville Blue Ridge Cumming Oconee
Inviting Applications and Nominations for the Provost and Senior Vice President for Academic Affairs Dahlonega Gainesville Blue Ridge Cumming Oconee Georgia The Provost is responsible for putting into
More informationHow To Understand Customer Satisfaction In Auto Insurance
A Global Marketing Information Company jdpower.com 2015 U.S. Auto Insurance Study 2015 U.S. Auto Insurance Study Publish Date: June 17, 2015 Improving economic conditions and skyrocketing advertising expenditures
More informationDepartment of Human Resources
Workforce Services Workforce Policy and Planning Department Management/ Human Resource Information Systems Employee Relations Employment Compensation and Workforce Analysis Employee Benefits Organizational
More information