Internal Sales Rep for Staffing Agency Jepsen Investments, Inc.Internal Sales Rep for Staffing AgencyPARK RIDGE, IL$20–$21 / hourFull timeIf you or anyone you know is interested in this position, please send an updated resume to cjepsen@managedcarestaffers.com for immediate consideration. Our agency, located in Park Ridge, IL provides staffing and recruiting solutions to our clients across the United States.
NewAssociate Medical Device Sales Representative Medical Sales CollegeAssociate Medical Device Sales RepresentativeNaperville, ILMuch like the specialized technical certifications and self-funded training tracks required to enter fields like veterinary technology or nursing, this program requires a personal tuition investment from the candidate (with financing options and flexible payment plans available for qualified applicants). Pathway Requirement: Successful completion of the required Medical Sales College program (such as TotalOrtho, TotalOrtho+, or specialized diagnostic/orthopedic tracks) serves as the prerequisite industry baseline for candidates lacking direct field experience.
NewRetail Sales Associate – Part Time AutoZoneRetail Sales Associate – Part TimeWood Dale, ILInventory Management & Store Operations – Restock merchandise, maintain organization, and follow proper point of sale procedures, loss prevention policies ensuring proper financial management. Sales & Metrics Mindedness – Recommend products, services, and promotions to enhance customer experience, while contributing to sales goals and store performance metrics.
NewArea Sales Manager Lennar CorporationArea Sales ManagerSchaumburg, IL$45,143.26–$108,746 / yearLennar is one of the nation's leading homebuilders, dedicated to making an impact and creating an extraordinary experience for their Homeowners, Communities, and Associates by building quality homes and providing exceptional customer service, giving back to the communities in which we work and live in, and fostering a culture of opportunity and growth for our Associates throughout their career. May require the ability to work more than eight hours per day in the confined quarters of a construction trailer, the ability to operate a motor vehicle, read plans, climb stairs and ladders, bend, stoop, reach, lift, move and/or carry equipment which may be in excess of 50 pounds.
Remote Sales Representative Reineke AgencyRemote Sales RepresentativeChicago, ILRemoteThis is a 1099 independent contractor opportunity that gives you the freedom to build your own business on your schedule, backed by a proven system, hands-on mentorship, and real growth potential. We are currently seeking a Remote Sales Representative who is coachable, motivated, and passionate about helping people make confident financial decisions.
Law Firm Intake Sales Specialist January Family Law, LLCLaw Firm Intake Sales SpecialistChicago, ILConduct structured intake consultations to assess legal needs, determine case eligibility, and confidently guide prospective clients through service offerings, pricing, and next steps. This is not a traditional administrative role — it is a high-impact, revenue-generating position for someone who thrives in a consultative sales environment and understands the nuance of connecting with people during emotionally sensitive moments.
NewManager or Senior Manager, Financial Services Valuation (NYM) KPMGManager or Senior Manager, Financial Services Valuation (NYM)Chicago, IL$120,745–$243,915 / yearResponsibilities: Manage and deliver valuation services related to a variety of financial assets and liabilities in the financial services industry (including banking, specialty lending, insurance, fintech, Insurtech, and asset management) including individual loans and portfolios of commercial real estate (CRE) loans, residential mortgages, commercial & industrial (C&I) loans, construction loans, auto loans, other consumer loans, specialty finance products, and more. Perform and/or review detailed cash flow modeling for mortgage and other loan portfolios, incorporating key credit loss, prepayment, and discount rate assumptions; analyze and interpret large, complex loan-level datasets (e.g., loan tapes, servicing and performance data) and translate findings into valuation inputs and conclusions.
Financial Services Representative Lakeshore Financial GroupFinancial Services RepresentativeChicago, IL$75,000–$100,000 / yearOur leadership team is fully dedicated to using their decades of experience to mentor and support new and experienced advisors, providing opportunities for collaboration, learning, and growth. Our services are designed to cater to specific needs, offering comprehensive financial strategies or focusing on particular areas that require attention.
NewSenior Wealth Advisor JobotSenior Wealth AdvisorOakbrook Terrace, IL$150,000–$220,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Our team of experienced professionals provides a wide range of services, including retirement planning, estate planning, tax planning, risk management, and investment management.
NewSales Manager - UniFirst UniFirstSales Manager - UniFirstMelrose Park, IL$100,000–$150,000We were included in the top 10 of Selling Power magazine’s “Best Companies to Sell For” list and recognized on Forbes magazine’s “Platinum 400 – Best Big Companies” list. Accompany Sales Representatives on sales calls to observe skills and techniques and assist in developing action plans for skill improvement.
NewSales Manager UniFirstSales ManagerMelrose Park, IL$100,000–$150,000We were included in the top 10 of Selling Power magazine’s “Best Companies to Sell For” list and recognized on Forbes magazine’s “Platinum 400 – Best Big Companies” list. Accompany Sales Representatives on sales calls to observe skills and techniques and assist in developing action plans for skill improvement.
NewReal Estate Sales Agent Baird & Warner - Gold CoastReal Estate Sales AgentChicago, ILBaird & Warner continuously seeks out the most promising innovations as we develop new solutions and services for clients – that’s how the nation’s oldest real estate company remains so young. Real Estate Broker - Near North: Gold Coast, River North, Streeterville, Lincoln Park, Bucktown, Edgewater, Old Town, & etc.
Internet Sales Coordinator Lennar HomesInternet Sales CoordinatorSchaumburg, IL$12.57–$24 / hourFull timeLennar is one of the nation's leading homebuilders, dedicated to making an impact and creating an extraordinary experience for their Homeowners, Communities, and Associates by building quality homes and providing exceptional customer service, giving back to the communities in which we work and live in, and fostering a culture of opportunity and growth for our Associates throughout their career. May require the ability to work more than eight hours per day in the confined quarters of a construction trailer, the ability to operate a motor vehicle, read plans, climb stairs and ladders, bend, stoop, reach, lift, move and/or carry equipment which may be in excess of 50 pounds.
Commercial Sales Arborist SavATreeCommercial Sales ArboristWarrenville, ILFull timeAs a Commercial Sales Arborist at SavATree, you will be the trusted advisor to property owners, ensuring the health, beauty, and longevity of their landscapes while developing and growing your assigned territory. Recognition & Rewards: Annual Winner’s Circle all-expense-paid trip for top performers, employee referral bonus programs, and career growth opportunities.
Sales Arborist SavATreeSales ArboristNorthbrook, ILFull timeHere’s how we invest in you: Compensation: Minimum guarantee plus unlimited commission potential, with most Sales Arborists earning more than $130,000 annually. Recognition & Rewards: Annual Winner’s Circle all-expense-paid trip for top performers, employee referral bonus programs, and career growth opportunities.
NewArea Sales Manager Lennar HomesArea Sales ManagerSchaumburg, IL$45,143.26–$108,746 / yearFull timeLennar is one of the nation's leading homebuilders, dedicated to making an impact and creating an extraordinary experience for their Homeowners, Communities, and Associates by building quality homes and providing exceptional customer service, giving back to the communities in which we work and live in, and fostering a culture of opportunity and growth for our Associates throughout their career. May require the ability to work more than eight hours per day in the confined quarters of a construction trailer, the ability to operate a motor vehicle, read plans, climb stairs and ladders, bend, stoop, reach, lift, move and/or carry equipment which may be in excess of 50 pounds.
CHICAGOLAND INSURANCE SALES AGENT | FINANCIAL ADVISOR | MANAGEMENT TRAINEE AMERICAN SENIOR BENEFITS LLCCHICAGOLAND INSURANCE SALES AGENT | FINANCIAL ADVISOR | MANAGEMENT TRAINEEWoodridge, Illinois$41,500–$101,000 / yearFull timeInsurance Sales Representative, Financial Advisor, Financial Planner, Wealth Advisor, Retirement Planner, Insurance Agent, Medicare Agent, Life Insurance Agent, Annuity Specialist, Business Development Representative, Sales Consultant, Leadership Development Program, Management Trainee, Sales Manager Trainee, Financial Services Representative, Client Advisor, Account Executive, Relationship Manager, Entrepreneur, Coach, Athlete, Competitive Sales Professional. Whether your background is athletics, coaching, military leadership, sales, business development, recruiting, teaching, entrepreneurship, or financial services, we’re looking for driven individuals who thrive on performance, accountability, leadership, and personal growth.
Fixed Income - Financial Institutions Group Sales Fifth Third BancorpFixed Income - Financial Institutions Group SalesILSKILLS FOR SUCCESS: Successful candidates will demonstrate a high degree of proficiency (typically from 10 years of practical experience or advanced academic exposure) across the following areas: Executive Relationship Management - Ability to cultivate and sustain high-value client partnerships at the executive level. ABOUT THE ROLE: The Fixed Income FIG Sales Director is responsible for driving revenue growth through strategic client relationships, leading complex fixed income transactions, and overseeing regional sales initiatives.
Financial Institutions Group - Payments - Sales Associate JPMorgan Chase & CoFinancial Institutions Group - Payments - Sales AssociateChicago, ILAs a Payments Sales Associate within the Financial Institutions Group - NA Banks segment, you will be instrumental in supporting Payments Sales Managers in furthering relationships and generating new sales from a diverse client base. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Financial Analyst, Sales Finance - Away From Home The Kraft Heinz CoFinancial Analyst, Sales Finance - Away From HomeChicago, IL$77,800–$97,300 / yearThe Financial Analyst will assist in managing finance processes for the Away From Home Finance Team, providing information and guidance on various financial rituals and routines, including PVM analysis, monthly performance reviews, financial reviews, and forecasting. Our Total Rewards philosophy is to provide a meaningful and flexible spectrum of programs that equitably support our diverse workforce and their families and complement Kraft Heinz' strategy and values.
Branch Sales Manager - Branch Financial Sales & Service Manager First Northern Credit UnionBranch Sales Manager - Branch Financial Sales & Service ManagerChicago, ILOur membership base consists of ComEd/Exelon, Northwestern Medicine, and Northwestern University employees and students, as well as a 14-county community charter including Northern Cook County, Evanston, and Rockford. The Streeterville Branch is located on Northwestern Medicine's Chicago campus and consists of 5.0 FTE employees: Branch Manager, Senior Personal Banker, Personal Banker, Senior Teller, and Teller.
US Financial Services Sales Lead Avanade CompanyUS Financial Services Sales LeadChicago, New YorkYou’ll coach and inspire Business Development Executives, lead with a data-driven mindset, and stay personally engaged in strategic opportunities to accelerate growth and deliver meaningful business outcomes. • Be personally involved in originating and making critical interventions to sales opportunities, as well as deal coaching deal teams and making critical interventions including significant individual contributions in the most important deals in their portfolio.
NewSenior Financial Analyst, Sales DysonSenior Financial Analyst, SalesChicago, IllinoisCollaborate with Sales and Demand teams to ensure all account and channel plans are vetted, financially sound, and integrated into business forecasting and budgeting.. Reporting to the Finance Manager – Indirect Sales, this position is responsible for accurate and timely completion of sales account planning and month end close for the US consumer business.
Financial Analyst - Direct Sales DysonFinancial Analyst - Direct SalesChicago, IllinoisThis position will work closely with the Sales Team providing dedicated support at an account/channel level to understand financial performance and drive decisions to maximize profit. Reporting to the Finance Manager – Direct Sales, this position is responsible for accurate and timely completion of sales account planning and month end close for the US consumer business.
Branch Financial Sales & Service Manager First Northern Credit UnionBranch Financial Sales & Service ManagerEvanston, ILBranch Managers and their team receive a variety of consumer/personal deposit (savings, checking, money market, CD, etc.) and loan (vehicle, credit card, signature, home equity, etc.) applications from various channels (in-person, telephone, online, mail, business development, etc.) and are responsible for most of the steps from start to finish. Special attention should be given to the new membership follow-up process (usually for first 60 days), Pending Lending Application Report follow-ups, Completed Lending Applications, Cross-sale Ticket follow-ups, and outbound calling.
Financial Planning Associate Director (Associate Director of Sales Finance) Wolters Kluwer N.V.Financial Planning Associate Director (Associate Director of Sales Finance)Riverwoods, IL$111,200–$198,650 / yearAs an Associate Director of FP&A, Sales & Marketing you will be a trusted advisor to Sales and Marketing leadership, focused on sales and retention optimization and analytics, and analysis of marketing investment and campaigns. Elevate Sales Performance: Strategically partner with sales leaders to conceive and execute impactful initiatives focused on maximizing sales team efficiency, productivity, and overall effectiveness.
Senior Financial Analyst, Sales Dyson Direct IncSenior Financial Analyst, SalesChicago, ILCollaborate with Sales and Demand teams to ensure all account and channel plans are vetted, financially sound, and integrated into business forecasting and budgeting. Reporting to the Finance Manager - Indirect Sales, this position is responsible for accurate and timely completion of sales account planning and month end close for the US consumer business.
Financial Analyst, Sales Finance - Away From Home Kraft HeinzFinancial Analyst, Sales Finance - Away From HomeChicago, IllinoisThe Financial Analyst will assist in managing finance processes for the Away From Home Finance Team, providing information and guidance on various financial rituals and routines, including PVM analysis, monthly performance reviews, financial reviews, and forecasting. Our Total Rewards philosophy is to provide a meaningful and flexible spectrum of programs that equitably support our diverse workforce and their families and complement Kraft Heinz’ strategy and values.
Field Sales Representative II, Financial Services, Google Cloud GoogleField Sales Representative II, Financial Services, Google CloudChicago, ILAs part of an entrepreneurial team in this rapidly growing business, you will play a key role in understanding the needs of our customers and help shape the future of businesses of all sizes use technology to connect with customers, employees and partners. Our teams are dedicated to helping our customers developers, small and large businesses, educational institutions and government agencies see the benefits of our technology come to life.
Financial Sales Consultant($100k+, Training provided) NexeraFinancial Sales Consultant($100k+, Training provided)Chicago, ILRemote$4,001–$6,300If you have worked in any of the following, you already have what it takes: Backgrounds that convert fast in this role Real estate sales Mortgage / lending Auto sales Telecom / wireless sales B2B / SaaS sales Timeshare / vacation sales Solar / home services Any commission-based role What you will be doing. Experienced reps typically hit $80,000 to $120,000 in year one — faster ramp than new agents due to existing sales skills.
Financial Representative Trainee (Sales) - Chicago. IL Mutual of Omaha Insurance CompanyFinancial Representative Trainee (Sales) - Chicago. ILChicago, IL$36,000–$75,000 / yearAs a Financial Representative Trainee, you'll embark on a comprehensive program that equips you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice. Through a combination of self-study, hands-on projects, and experienced mentorship, you'll receive the training and support you need to run your own business and build a rewarding career.
NewAnalytical Lead, Large Customer Sales, Financial Services Google LLCAnalytical Lead, Large Customer Sales, Financial ServicesChicago, ILAs a member of our LCS team, you"ll have the unique opportunity to sell at the forefront of technology, collaborating with executives, influencing market-shaping strategies, and delivering tangible results that significantly impact major global businesses and drive the growth of Google. You will serve as the Google owner of clients' marketing measurement plans and a key partner to Google"s ad sales teams, who will work to bring the best of Google"s advertising solutions to their customers.
Remote Sales Consultant – Financial Services NexeraRemote Sales Consultant – Financial ServicesChicago, ILRemote$4,001–$6,300In this role, you will help families find the right financial protection coverage for their needs — working entirely by phone and Zoom from your home. Life and Health Insurance License required before start date — or demonstrated willingness to obtain quickly (exam prep resources provided).
Senior Financial Analyst, North America Sales & Operations Finance Flexport IncSenior Financial Analyst, North America Sales & Operations FinanceChicago, ILYou Will: Partner with Sales & Operations Leadership: Serve as the strategic finance partner to GMs and NA leadership, monitoring trends, communicating performance, and empowering operators to manage their business with clarity and confidence. Partner with Data Analytics on KPIs: Work hand in hand with our Data Analytics team, who own dashboard design and maintenance, to define and maintain the key business KPIs that Sales and Operations leaders rely on to run their business.
Financial Services Sales Transformation Lead Senior Manager Accenture PlcFinancial Services Sales Transformation Lead Senior ManagerChicago, ILThis person will have expertise to both Shape, Sell and Deliver Sales and Commerce Transformations with experience across go to market strategy, sales effectiveness, digital sales/commerce, Customer Relationship Management, cross/up sell, branch optimization, market places within the Financial Service industries. Evaluate clients' current front sales and commerce functions (e.g., go to market strategy, sales talent management, incentive management, enablement, and operations) and recommend solutions that address their unique organizational needs.
Director, Sales (Financial Services and Insurance) Publicis Groupe SADirector, Sales (Financial Services and Insurance)Chicago, IL$132,000–$198,000 / yearYou will focus on identifying, developing, and presenting value-driven, client-centric marketing solutions that leverage Epsilon's premier data assets across all activation channels (email, direct mail, online, advanced TV, etc.). Responsibilities What You'll Achieve Possess in-depth knowledge of data assets (compiled, behavioral, transactional, trigger-based), USPS List Hygiene, digital solutions, omni-channel marketing, and Salesforce.com.
NewSenior Solution Sales Executive - Risk and Security (Financial Services) ServiceNow IncSenior Solution Sales Executive - Risk and Security (Financial Services)Chicago, IL$125,450–$186,000 / yearFor positions requiring access to controlled technology subject to export control regulations, including the U.S. Export Administration Regulations (EAR), ServiceNow may be required to obtain export control approval from government authorities for certain individuals. Demonstrated ability to leverage or think critically about integrating AI into workflows, decision-making, and problem-solving-whether through AI-powered tools, workflow automation, AI-driven insights, or assessing AI''s broader impact on the function or industry.
Sales Transformation Consultant - Manager Financial Services Accenture PlcSales Transformation Consultant - Manager Financial ServicesChicago, ILDeliver banking implementation engagements (requirements, design, test, deployment, etc.), including managing specific project workstreams (scope and schedule) and junior team members, as well as client requests and deliverables. Have relevant experience with large scale transformations and business engagement/client facing skills in addition to the ability to demonstrate successful service quality and experience managing junior resources.
Sales Consultant - POS & Financial Services NRS ProsSales Consultant - POS & Financial ServicesPalos Hills, ILWe help small businesses grow by providing industry-leading POS systems and Merchant Services (credit card processing solutions). This is a field-based, outside B2B sales role where you will manage your own territory, open new accounts, and build long-term client relationships.
Financial Sales Planning Analyst, Amazon Glanbia plcFinancial Sales Planning Analyst, AmazonDowners Grove, IL$65,000–$80,000 / yearThe analyst manages inputs in the trade management planning system, supports promotional and financial planning, consolidates reporting, and collaborates closely with cross-functional partners including Finance, RGM, Demand Planning, and Connected Commerce. This role is responsible for maintaining accurate forecasts, executing core planning activities, and providing clear, data-driven insights that help the Amazon team deliver its revenue and profitability goals.
Financial Advisor - PNC Wealth Management PNC BankFinancial Advisor - PNC Wealth ManagementDowners Grove, IllinoisIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Associate Financial Advisor Wealth Enhancement Group LLCAssociate Financial AdvisorIL$70,000–$90,000 / yearAs an AFA, you will work as part of an advisory team, and on behalf of senior advisors, to help clients achieve their financial goals as well as help the team meet objectives for sales growth and client retention, providing white-glove service that exceeds our clients expectations. Actual compensation within this range will depend on your qualifications, skills, and credentials, educational and professional experience and actual compensation will depend on your productivity and sales numbers and can be below or exceed the range.
Virtual Financial Advisor - Chicago Thrivent Financial for LutheransVirtual Financial Advisor - ChicagoChicago, ILRemote$23.80–$26.45 / hourSuccessful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, account executives, real estate, client services, hospitality, business development, recruiting, education, fundraisers, ministry and similar roles. Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs.
Financial Advisor Edward D Jones & Co LPFinancial AdvisorAurora, IL$45,000–$100,000 / yearBenefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model.
Investment Executive (Financial Advisor) Lincoln Park - Chicago, Il Fifth Third BancorpInvestment Executive (Financial Advisor) Lincoln Park - Chicago, IlChicago, ILConduct solo and joint appointments with bankers and assist them in efficiently identifying potential clients and providing solutions that align with client needs, financial goals and objectives. GENERAL FUNCTION: Accountable for overall production, coaching, training, and developing a team of licensed retail bankers.
NewInvestment Executive (Financial Advisor) Country Club Hills, IL Fifth Third BancorpInvestment Executive (Financial Advisor) Country Club Hills, ILCountry Club Hills, ILConduct solo and joint appointments with bankers and assist themin efficiently identifying potential clients and providing solutions that align with client needs, financial goals and objectives. GENERAL FUNCTION: Accountable for overall production, coaching, training, and developing a team of licensed retail bankers.
Financial Advisor Ameriprise Financial IncFinancial AdvisorChicago, IL$45,000–$60,000 / yearPreferred Qualifications • Four-year college degree, or equivalent • Demonstrate an entrepreneurial spirit and a desire to succeed in a goal-oriented environment • Willingness and desire to be part of a coaching relationship and peer learning environment • Proven track record of continued success in all industries and careers including, but not limited to: • Accountants • Attorneys • Bankers • CERTIFIED FINANCIAL PLANNER professionals* • Community leaders • Consultants • Entrepreneurs • Fundraisers • Insurance agents • Military personnel • Professional athletes • Real estate agents and developers • Risk managers • Sales and marketing professionals • Teachers and educators. • Ability to obtain required licenses within 150 days of hire: • FINRA Series 7 (Obtaining the Series 7 may include passing the Securities Industry Essentials exam plus the Series 7 top-off exam) • State Securities (Series 63 or Series 66) • State IAR (Series 65 or Series 66) • State Life, Health Insurance and Variable Products lines.
Financial Advisor - Wintrust Bank LPL FinancialFinancial Advisor - Wintrust BankChicago, IllinoisThis employment opportunity at Wintrust Ban in Chicago, IL would allow you to join the Investment Program at Wintrust Bank as a Financial Advisor associated with LPL Financial. This exciting position will allow you to grow your career and business, helping the people and families that look to Wintrust Bank for financial solutions.
Financial Advisor - TruStage Wealth Management Consulting Services at Consumers Credit Union LPL FinancialFinancial Advisor - TruStage Wealth Management Consulting Services at Consumers Credit UnionElgin, Illinois$60,000–$80,000 / yearThis employment opportunity at TruStage Wealth Management Consulting Services at Consumers Credit Union in Elgin, IL would allow you to join the Investment Program at TruStage Wealth Management Consulting Services at Consumers Credit Union as a Financial Advisor associated with LPL Financial. This exciting position will allow you to grow your career and business, helping the people and families that look to TruStage Wealth Management Consulting Services at Consumers Credit Union for financial solutions.
Financial Advisor - Old National Bank LPL Financial Holdings IncFinancial Advisor - Old National BankILThis position will offer: • The ability to service an existing book of business upon hire • The ability to build a strong client base with the Banks exceptional referral system • Several branch territories with significant deposit base, which includes current clients who need an advisor to support their financial goals • The opportunity to find new clients via the banks client base • The opportunity to create client solutions without proprietary products • The ability to grow your business with LPLs combination of tools, technology, and support • The benefit of LPLs experience helping financial institutions grow and maximize their investment programs • The opportunity to capitalize on the banks reputation and community standing. Your partnership includes: • Access to our proprietary technology and a suite of customized services • An open architecture platform with access to thousands of investment products from leading third-party product sponsors • Resources and expertise across the firm to help you create client solutions • The freedom to create solutions specific to your clients goals.