Current jobs related to Vice President, Financial Services Leader - Portsmouth, Portsmouth - EP Wealth Advisors, LLC
-
Vice President, Financial Services Leader
4 weeks ago
Portsmouth, Portsmouth, United Kingdom EP Wealth Advisors, LLC Full timeJob Title: Vice President, AdvisorEP Wealth Advisors, LLC is seeking a highly skilled and experienced Vice President to join our team. As a key member of our advisory team, you will be responsible for providing comprehensive services to our clients and reinforcing management functions of the Senior VP and Regional Director.Key Responsibilities:Service a...
-
Vice President, Financial Services Leader
4 weeks ago
Portsmouth, Portsmouth, United Kingdom EP Wealth Advisors, LLC Full timeJob Title: Vice President, AdvisorEP Wealth Advisors, LLC is seeking a highly skilled and experienced Vice President to join our team. As a key member of our advisory team, you will be responsible for providing comprehensive services to our clients and reinforcing management functions of the Senior VP and Regional Director.Key Responsibilities:Service a...
-
Vice President, Financial Services Leader
1 month ago
Portsmouth, Portsmouth, United Kingdom EP Wealth Advisors, LLC Full timeJob Title: Vice President, AdvisorEP Wealth Advisors, LLC is seeking a highly skilled and experienced Vice President to join our team. As a key member of our leadership team, you will be responsible for providing comprehensive services to our clients and reinforcing management functions of the Senior VP and Regional Director.Key Responsibilities:Service a...
-
Financial Analyst
3 weeks ago
Portsmouth, Portsmouth, United Kingdom Toyota Financial Services, KINTO and KINTO JOIN Full timeJob SummaryWe are seeking a highly skilled Financial Analyst to join our team at Toyota Financial Services, KINTO and KINTO. As a key member of our finance team, you will be responsible for analyzing financial data, identifying trends, and providing strategic insights to support business decisions.Key ResponsibilitiesTrend Analysis: Analyze customer,...
-
Financial Analyst
2 months ago
Portsmouth, Portsmouth, United Kingdom Toyota Financial Services Corporation Full timeFinancial Analyst Job DescriptionThe Finance team at KINTO UK is a dynamic and collaborative unit, dedicated to maintaining financial accuracy, efficiency, and providing strategic insights across the organisation. As a Financial Analyst, you will be a key contributor, leveraging technical expertise and innovative solutions to enhance financial processes,...
-
Financial Analyst
2 months ago
Portsmouth, Portsmouth, United Kingdom Toyota Financial Services Corporation Full timeFinancial Analyst Job DescriptionThe Finance team at KINTO UK is a dynamic and collaborative unit, dedicated to maintaining financial accuracy, efficiency, and providing strategic insights across the organisation. As a Financial Analyst, you will be a key contributor, leveraging technical expertise and innovative solutions to enhance financial processes,...
-
Customer Service Excellence Leader
3 weeks ago
Portsmouth, Portsmouth, United Kingdom Toyota Financial Services, KINTO and KINTO JOIN Full timeJob DescriptionWe are seeking a highly skilled and experienced Customer Service Excellence Leader to join our team at Toyota Financial Services, KINTO and KINTO UK. The successful candidate will be responsible for leading and shaping our customer service operations to deliver exceptional customer experiences.Key Responsibilities:Lead and coach the customer...
-
Financial Analyst
3 weeks ago
Portsmouth, Portsmouth, United Kingdom Toyota Financial Services Corporation Full timeJob SummaryWe are seeking a highly skilled Financial Analyst to join our team at Toyota Financial Services Corporation. As a Financial Analyst, you will play a key role in providing strategic insights to support business decision-making and drive financial performance.Key ResponsibilitiesTrend Analysis: Analyze trends in customer, product, and fleet...
-
Customer Excellence Leader
3 weeks ago
Portsmouth, Portsmouth, United Kingdom Toyota Financial Services (UK) PLC Full timeAbout the Role:We are seeking a highly skilled and experienced Customer Excellence Leader to join our team at Toyota Financial Services (UK) PLC. As a key member of our Customer Services Department, you will be responsible for leading and shaping the implementation of our customer service strategy across the organization.Key Responsibilities:Lead and coach...
-
Financial Analyst
3 weeks ago
Portsmouth, Portsmouth, United Kingdom Toyota Financial Services, KINTO and KINTO JOIN Full timeJob SummaryThe Financial Analyst role at Toyota Financial Services, KINTO and KINTO JOIN is a dynamic position that requires a strong analytical mindset and excellent communication skills. As a key member of the finance team, you will be responsible for analyzing financial data, identifying trends, and providing insights to support business decisions.Key...
-
Deputy Vice Chancellor Research Leader
3 weeks ago
Portsmouth, Portsmouth, United Kingdom University of Portsmouth Full timeJob DescriptionDeputy Vice-Chancellor (Research and Innovation)The University of Portsmouth is a global employer of choice where exceptional people create, share and apply knowledge that makes a difference.We are proud to be one of only four universities in the south-east of England to achieve a prestigious Gold rating in the Teaching Excellence Framework.As...
-
Deputy Vice Chancellor Research Leader
4 weeks ago
Portsmouth, Portsmouth, United Kingdom University of Portsmouth Full timeJob OverviewThe University of Portsmouth is seeking a highly skilled and experienced individual to fill the role of Deputy Vice Chancellor Research. This is a key strategic position that requires inspirational leadership and a strong vision for promoting a research and enterprise culture within the University.The successful candidate will be responsible for...
-
Portsmouth, Portsmouth, United Kingdom University of Portsmouth Full timeUnlock Your Potential as a Deputy Vice-ChancellorJoin the University of Portsmouth as a Deputy Vice-Chancellor and take on a key strategic role in promoting a strong research and enterprise culture. As a member of the senior leadership team, you will be responsible for inspiring continuous improvement in the volume, quality, and impact of the University's...
-
Customer Service Representative
4 weeks ago
Portsmouth, Portsmouth, United Kingdom Toyota Financial Services Corporation Full timeAbout the RoleWe are seeking a highly skilled and customer-focused individual to join our team as a Driver Support Advisor. As a key member of our team, you will be responsible for providing exceptional customer service and support to our clients, ensuring their needs are met and exceeded.Key ResponsibilitiesManage customer inquiries and resolve issues in a...
-
Customer Service Representative
4 weeks ago
Portsmouth, Portsmouth, United Kingdom Toyota Financial Services Corporation Full timeAbout the RoleWe are seeking a highly skilled and customer-focused individual to join our team as a Driver Support Advisor. As a key member of our team, you will be responsible for providing exceptional customer service and support to our clients, ensuring their needs are met and exceeded.Key ResponsibilitiesManage customer inquiries and resolve issues in a...
-
Financial Analyst
4 weeks ago
Portsmouth, Portsmouth, United Kingdom Toyota Financial Services, KINTO and KINTO JOIN Full timeAbout the RoleWe are seeking a highly skilled Financial Analyst to join our team at Toyota Financial Services, KINTO and KINTO JOIN. As a Financial Analyst, you will play a key role in providing financial insights and analysis to support business decisions and drive growth.Key ResponsibilitiesPerform financial analysis and reporting to identify trends and...
-
Financial Analyst
4 weeks ago
Portsmouth, Portsmouth, United Kingdom Toyota Financial Services, KINTO and KINTO JOIN Full timeAbout the RoleWe are seeking a highly skilled Financial Analyst to join our team at Toyota Financial Services, KINTO and KINTO JOIN. As a Financial Analyst, you will play a key role in providing financial insights and analysis to support business decisions and drive growth.Key ResponsibilitiesPerform financial analysis and reporting to identify trends and...
-
Financial Services Specialist
3 weeks ago
Portsmouth, Portsmouth, United Kingdom Toyota Financial Services, KINTO and KINTO JOIN Full timeJob Title: Credit ControllerWe are seeking a highly skilled Credit Controller to join our team at Toyota Financial Services, KINTO and KINTO UK Ltd. As a Credit Controller, you will be responsible for managing a large portfolio of customers, ensuring timely payments, and minimizing risk to the company.Key Responsibilities:Manage debtor balances within agreed...
-
Financial Data Analyst
3 weeks ago
Portsmouth, Portsmouth, United Kingdom Toyota Financial Services, KINTO and KINTO JOIN Full timeJob SummaryThe Financial Analyst role at Toyota Financial Services, KINTO, and KINTO JOIN is a dynamic position that requires a strong analytical mindset and excellent communication skills. As a key member of the Finance team, you will be responsible for analyzing financial data, identifying trends, and providing strategic insights to support business...
-
Financial Analyst
2 months ago
Portsmouth, Portsmouth, United Kingdom Toyota Financial Services, KINTO and KINTO JOIN Full timeJob Title: Financial AnalystWe are seeking a highly skilled Financial Analyst to join our team at Toyota Financial Services, KINTO and KINTO. As a Financial Analyst, you will play a key role in maintaining financial accuracy, efficiency, and providing strategic insights across the organisation.Key Responsibilities:Trend Analysis: Analyse trends in customer,...
Vice President, Financial Services Leader
2 months ago
EP Wealth Advisors, LLC is seeking a highly skilled and experienced Vice President to join our team. As a key member of our advisory team, you will be responsible for providing comprehensive services to our clients and reinforcing management functions of the Senior VP and Regional Director.
Key Responsibilities:- Service a designated number of clients with exceptional care and attention to detail
- Generate business through referral networks, marketing initiatives, COI's, and client referrals
- Maintain and expand assigned territory in referral network
- Assess, monitor, and report key indicators of business continuity and new business to Senior VP and/or Regional Director
- Collaborate with internal team members to further the client relationship
- Document client interactions and client-related workflows in contact management system
- Participate in firm initiatives developing services, building firm relationships, supporting business development, and client retention activities
- Stay current with information regarding regulatory requirements, financial services, and other functions pertinent to duties
- Assist Senior VP and Regional Director with the professional development of wealth advisors
- Undergraduate degree in a business-related major
- Minimum 5-10 years of relationship management/sales experience within financial services
- Certified Financial Planner
- Extensive knowledge of financial, investment, and risk management concepts
- Excellent written and verbal communication skills
- Demonstrated interpersonal skills with the ability to work well within a collaborative environment
- Reliable, organized, and goal-oriented
- Demonstrated leadership capabilities
- Ability to work independently, self-directed, and exercise discretion without immediate supervision
- Ability to multi-task under pressure, prioritize workflow, and assignments in a deadline-oriented environment
- Demonstrated knowledge of CRM software and Microsoft Office
- 11 Paid Holidays
- Unlimited PTO
- Paid Volunteer Time
- Paid Parental Leave
- Flexible Work Schedule
- Highly subsidized Health, Dental, and Vision Plans
- 401k Retirement Account with company match contributions
- Free Mental Health services, Life Insurance, Long & Short-Term Disability Insurance
- Flexible Spending Accounts and Health Savings Accounts
- Employee Financial Education
- Employee Educational Expense Reimbursement
- Employee Charitable Donations
- Employee Referral Incentives
- Employee Team Building Activities
- Employee Assistance Program
- Complimentary Food and Snacks
EPWA is an equal opportunity employer. Prospective employees will receive consideration without discrimination because of race, creed, color, sex, gender, gender expression, gender identity, sexual orientation, age, religion, national origin, ancestry, mental disability, physical disability, medical condition, genetic information, marital status, military and veteran status, or any other basis protected by law.
