Jobs at INB, National Association

Build and deepen client relationships, provide personalized investment and financial planning advice, manage complex portfolios, and develop new business through referrals, marketing events, and proactive prospecting. The role emphasizes client retention, face-to-face advisory meetings, tailored financial solutions, ethical service, and long-term relationship development. Candidates must hold active Series 7 and 66 licenses and bring substantial financial services, portfolio management, sales, and financial planning experience.

Manage and deepen relationships with existing clients, provide tailored investment and financial planning advice, and grow business through referrals, marketing events, and proactive prospecting. Deliver face-to-face guidance across a broad range of investments while using firm systems, sales support, and client-focused software to maximize retention and portfolio outcomes.

Own and support business application platforms across financial-services portfolios. Responsibilities include roadmap planning, configuration, integrations, implementations, testing, process improvement, data-flow management, vendor relationships, operational controls, documentation, and change enablement. The role partners with business, technology, Finance, PMO, vendors, and executives to improve platform adoption, data quality, efficiency, risk reduction, and customer experience while evaluating automation, analytics, and AI opportunities.

Provide personalized investment advice and portfolio management to clients through face-to-face meetings, deepen client relationships, and drive business development via referrals, events, and proactive outreach. Utilize firm systems, sales support, and marketing to retain and grow client assets while adhering to high ethical standards.

Senior Treasury Sales role serving Central Illinois business clients: identify, propose, and deliver Treasury Management solutions; manage RFPs and implementations; grow and maintain commercial portfolio; partner with lenders; mitigate risk and deliver exceptional client service.

Provide face-to-face financial advice and portfolio management to deepen client relationships, pursue business development through referrals and outreach, and deliver tailored investment and financial planning solutions using firm-supported sales, marketing, and client-tracking tools.

Lead strategy, governance, and lifecycle management for the bank's enterprise platforms and applications. Translate business priorities into roadmaps, drive platform modernization and AI/automation adoption, manage vendors and cross-functional delivery, establish governance and controls, and build a team of Business Systems Analysts to improve efficiency, resilience, and customer experience.

Provide ongoing, face-to-face financial advice and portfolio management to clients, deepen relationships, and generate new business via referrals, events, and proactive outreach. Use firm systems, marketing, and sales support to maximize retention and deliver customized client solutions while adhering to high ethical standards and compensation structure tied to base salary plus commission and bonuses.