- James Perse Los Angeles (Marin County, CA)
- JAMES PERSE IS CURRENTLY HIRING A FULL TIME SENIOR CLIENT ADVISOR FOR OUR MARIN LOCATION OBJECTIVE OF THE POSITION The Senior Client Advisor is ... standards, and operational standards. In the absence of Store Management, the Senior Client Advisor is charged with overseeing all aspects of the… more
- CACI International (Springfield, VA)
- Client Advisor SME Job Category: Finance and...Capital Region (NCR).** **Responsibilities:** As a Client Advisor SME you will serve as a senior ... Required: Up to 10% Type of Travel: Local * * * **The Opportunity:** As Client Advisor SME you will provide vital services in support of the TSA's mission of… more
- JPMorgan Chase (New York, NY)
- …sponsors and participants. As a Defined Contribution Investment Solution - National Account Client Advisor , you will be responsible for managing the firm's ... will require you to work closely with the DCIS Advisor CA team to achieve team objectives, coordinate key...platforms + Ability to develop and maintain relationships with senior stakeholders at key client firms +… more
- Hartford Steam Boiler Inspection and Insurance Company (Dallas, TX)
- Advisor Senior , Upstream **Company** HSB Solomon **Location**...In this role, the candidate will work as a client -facing advisor , an advisor to other ... to greater efficiency, reliability, and profitability. Basic Function The Senior Advisor will be a core member...for assigned client accounts and is the client relationship manager and trusted technical advisor … more
- Hartford Steam Boiler Inspection and Insurance Company (Dallas, TX)
- …Delivery team focused on Solomon's global advisory business. The Senior Advisor will be responsible for client engagement, project management, benchmarking ... Advisor Senior , Refining **Company** HSB Solomon... Advisor Senior , Refining **Company** HSB Solomon **Location** Dallas ,...In this role, the candidate will work as a client -facing advisor , an advisor to… more
- Vanguard (Scottsdale, AZ)
- The Senior Compliance Advisor supports the development, implementation, and maintenance of compliance processes, as well as compliance monitoring functions ... related to business activities and investment products within Vanguard's Brokerage/Wealth Mgmt. Client Experience compliance team. This role serves as a trusted … more
- Regions Bank (Nashville, TN)
- …At Regions, the Associate Wealth Advisor , through the mentorship of a senior advisor , will build foundational skills, knowledge and expertise needed to ... role. **Primary Responsibilities** + Under the guidance of senior Wealth Advisors, serves as a relationship management point...client interview process in the absence of the client 's Wealth Advisor + Proactively communicates with… more
- Bloomberg (New York, NY)
- …apprehensive of possible disruptions to their key operations. The Business and Client Risk Engagement team brings transparency to Bloomberg's risk management and ... cyber security practices, to gain and keep client trust so they renew and expand their use...translation of complex concepts and issues into insights for Senior Management and non-technical audiences **We'd Love To See:**… more
- Edward Jones (St. Louis, MO)
- …focus. Changing the future of our firm, the industry and the advisor - client relationship. **Job Overview** **Position Schedule:** Full-Time **Team Overview** As ... within the Wealth Platforms, Data & Artificial Intelligence (WDA) organization, the Senior Data Advisor - Information Governance will work collaboratively with… more
- NTT America Solutions, Inc. (MI)
- …a place where you can grow, belong and thrive. **Your day at NTT DATA** The Senior Client Manager is an advanced subject matter expert. This is a quota-bearing ... and renewals across all solutions within assigned accounts. The Senior Client Manager is required to pursue...that positions the sales team member as an expert client advisor . Success will require the ability… more
- Robert Half Finance & Accounting (El Cerrito, CA)
- Description Ren Friedman is seeking a highly skilled and client -focused Senior Tax Advisor to join her clients dynamic and growing advisory team. This ... and strategic advisory services to clients while driving exceptional client satisfaction and retention. In this collaborative, team-oriented environment, you'll… more
- University of Massachusetts Amherst (Amherst, MA)
- …work independently and collaboratively with various university personnel. + Able to manage varied client needs. Senior Academic Advisor + Three (3) years ... Academic Advisor / Senior Academic Advisor (Hybrid...Academic Advisor / Senior Academic Advisor (Hybrid Opportunity) Apply...to manage a high volume of complex and varied client needs. + Able to recognize at-risk individuals and… more
- M&T Bank (Hauppauge, NY)
- …as assigned. **Scope of Responsibilities:** As the manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating ... WSs, etc), and ultimately responsible for growth and retention of that client base. The Wealth Advisor is focused on the profitable expansion of our fee revenue… more
- Aegon Asset Management (CA)
- …clients and brokers. Bring consultative elements to relationships with the goal of enhancing client , advisor and TPA loyalty. + Serve as the escalation point for ... . Job Description Summary Responsible for retirement plan asset retention and client satisfaction for assigned clients with 401(k) plans, DB or MEP plans.… more
- First Horizon Bank (Dallas, TX)
- …then you have found your home with First Horizon Advisors. As a Financial Advisor , you will be responsible for developing client relationships and partnerships ... to gain command of the tools and proven methods that will lead to Advisor and Client success. If you are ready to positively impact the lives of your clients,… more
- JPMorgan Chase (New York, NY)
- …within the context of the larger firm. In addition, you will partner with Senior Client Account Managers to provide similar support to strategically important ... + Manage the service relationship for assigned group of clients, aligned with the Client Advisor & Client Investment Specialist + Act as the… more
- SAP (Tempe, AZ)
- … focus on the core of the services delivered. + Continuously increase client trusted advisor relationship with executives and key stakeholders + Demonstrate ... environment with a strong focus on learning and development, recognition for your individual contributions, and a variety of...and external stakeholders. We are dedicated to customer centricity, client intimacy and support of client lifecycle… more
- The Cigna Group (Bloomfield, CT)
- … growth and retention, and network performance. **Role Summary** The Clinical Program Sr Advisor , as part of the Clinical Sales and Network Organization, ... improve organizational or enterprise effectiveness and Affordability. + Clinical Advisor to the Client Account Team (Sales,...and Affordability. + Clinical Advisor to the Client Account Team (Sales, Underwriting, Client Reporting,… more
- HNTB (Kansas City, MO)
- …an exciting time to join our team of employee-owners. This opportunity is for a Sr Technical Advisor for Traffic Analysis in our Central States Office (Missouri, ... in partnership with internal project team members and external client counterparts. Serves as an advisor on...vet Visa sponsorship is not available for this position. \# SR #Traffic . Locations: Kansas City, MO, Oklahoma City,… more
- M&T Bank (Syracuse, NY)
- …Provide clients with product specific brochures or prospectuses when requested by the client or Financial Advisor . + Accept orders for securities transactions ... and executing sales-related activities including audits, preparing marketing materials and client onboarding and preparing and follow-up processes. + Assist in… more