- World Insurance Associates, LLC. (Berwyn, PA)
- …and human capital management solutions. Help clients experience a modern alternative to employee benefits Together, our Employee Benefits team helps clients ... leaders. To learn more about us, please visit https://eb.worldinsurance.com/ Our Client Advisors + Are responsible for identifying, soliciting, and closing new… more
- Santander US (Conshohocken, PA)
- …recommendations consistent with compliance standards to achieve sales results and long-term client satisfaction. The Financial Advisor will be located within a ... Financial Advisor - Centralized, Conshohocken, PA Country: United States...centralized market with the expectation of leading client interaction virtually first, however, also has the ability… more
- Bank of America (Philadelphia, PA)
- Business Solutions Advisor - Cottman Plaza Philadelphia, Pennsylvania **Job Description:** At Bank of America, we are guided by a common purpose to help make ... borrowing and banking offerings at each stage of the client 's life plan. Key responsibilities include acquiring new and...and applies knowledge of borrowing and banking to recommend alternative or additional financial services that best align with… more
- Bank of America (Philadelphia, PA)
- Business Solutions Advisor -Mandarin Required -10th and Chestnut Financial Center Philadelphia, Pennsylvania **Job Description:** At Bank of America, we are guided ... borrowing and banking offerings at each stage of the client 's life plan. Key responsibilities include acquiring new and...and applies knowledge of borrowing and banking to recommend alternative or additional financial services that best align with… more
- The Cigna Group (Philadelphia, PA)
- …critical for Cigna to achieve Affordability goals. The **Provider Contracting Senior Advisor ** is a key role in supporting the company's overall affordability ... programs, which directly address customer and client demands for lower cost and higher quality of...lines of business + Contributes to the development of alternative network initiatives. Supports and provides direction to develop… more
- M&T Bank (Radnor, PA)
- …advisors to develop a complete understanding of their needs to add value to client relationships by serving as trusted advisor to resolve existing issues, ... aspects of assigned accounts that include significant and complex fiduciary client relationships, including assessing and managing risk, appropriate exercise of… more
- Deloitte (Philadelphia, PA)
- …which allow clients to achieve their business strategy. Present technical alternatives and supporting recommendations aligned with the client 's business ... Operate, AI, and Engineering. We serve as a trusted advisor and managed service provider bringing a mix of...and confirms work products meet our firm's and the client 's quality standards. Additionally, Specialist Masters are expected to… more
- Bank of America (Cherry Hill, NJ)
- …a variety of complex clients and prospects regarding topics such as the client and prospect industry, alternative capital structures, and general business issues ... responsibilities include serving as the primary point of contact/trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating… more
- Deloitte (Philadelphia, PA)
- …solution development, and implementation of clients' tax objectives. You will manage the client relationship by delivering tax advisory services to the client . ... partnership work papers, allocations, and tax filings + Preparing and leading client meetings on compliance and advisory projects related to tax planning… more
- Deloitte (Philadelphia, PA)
- …solution development, and implementation of clients' tax objectives. You will manage the client relationship by delivering tax advisory services to the client . ... work papers, allocations, and tax filings + Coordinating and communicating with client contacts as required to gather information to complete their tax returns.… more
- PNC (Philadelphia, PA)
- …well as working closely with other members of the Investment Advisor Research group. Preferences/Skills: *Experience in investment firm operational research, prime ... *Strong communication and interpersonal skills, and attention to details. *Experience with alternative investments is a plus. *CPA, CFA, CAIA designation is a plus.… more
- Deloitte (Philadelphia, PA)
- …solution development, and implementation of clients' tax objectives. You will develop client relationships by delivering tax consulting services to the client , ... partnership work papers, allocations, and tax returns, and preparing and leading client meetings on compliance and consulting projects related to tax planning… more
- Deloitte (Philadelphia, PA)
- …on the ground experience with jurisdictions around the world. Bring your expertise and client service skills to Deloitte and click "apply" now! Work you'll do: As a ... documents and management of corporate data. You will be client facing, working with Deloitte Partners, Staff and Associates,...also positioning tax and legal as a strategic business advisor for the digital era. We specialize in tax… more
- Deloitte (Philadelphia, PA)
- …conduct day-to-day management of accounts by delivering tax consulting services to the client and bringing in specialists when necessary; perform a high-level of tax ... new and experienced-level Tax Consultants and Tax Seniors; begin taking on lead client contact roles on engagements; be involved in sales and marketing activities;… more
- Deloitte (Philadelphia, PA)
- …Tax Manager build relationships as they coordinate and communicate with the client contacts to gather information. They also train, mentor and supervise seniors ... every sector of the industry, including hedge funds, private equity, alternative products, family offices, mutual funds, broker-dealers, banks, insurance companies,… more
- Deloitte (Philadelphia, PA)
- …of innovative technologies and process to drive value and efficiency through our client engagements. + Research and analysis of a wide range of tax issues ... management and delivery of tax advisory and consulting services to the client . + Day-to-day interaction with engagement teams, both domestically and internationally,… more
- Deloitte (Philadelphia, PA)
- …group. Tax seniors build relationships as they coordinate and communicate with the client contacts to gather information. They also train, mentor and supervise new ... every sector of the industry, including hedge funds, private equity, alternative products, family offices, mutual funds, broker-dealers, banks, insurance companies,… more
- Palo Alto Networks (Philadelphia, PA)
- …communication (written and verbal) and presentation skills + Quota driven attitude focused on client 's best solution by being a trusted advisor + Proficient in ... Discuss competitor products in the marketplace and positions ours as the best alternative + Working with Product Management, Technical Marketing, and R&D to build… more
- Deloitte (Philadelphia, PA)
- …environment? Are you looking for an exciting opportunity to be a strategic business advisor to executive leaders? If so, Deloitte could be the place for you! Join ... for leadership by balancing the complexity of data, coding/visualization platforms, and client demands + Support the automation and streamlining of projects to… more
- Wolters Kluwer (Philadelphia, PA)
- …the benefits derived from the organization's products and/or services. Serves as advisor on advanced and broad ranging projects. Interprets business challenges and ... from subject matter experts across CSC to support and respond to client and sales inquiries presented in technical assessments, contracts, RFPs, sales demos… more