- JPMorgan Chase (Newark, DE)
- …clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer ... by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success… more
- KeyBank (West Chester, PA)
- **Location:** 1197 Wilmington Pike - West Chester, Pennsylvania 19382 **Job Summary** The Private Client Advisor 's focus will be on our Mass Affluent ... their methodology and will lead with these concepts. The Advisor will be the primary provider of investment services...referral opportunities from new clients and the existing bank client base. + Coordinate all aspects of investment product… more
- Citizens (Bear, DE)
- …advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to ... understand a client 's short- and long-term goals, then construct a tailored...client 's goals. The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes… more
- JPMorgan Chase (Wilmington, DE)
- JP Morgan Private Client is more than a financial services provider, it is an advice-based relationship experience, bringing clients the breadth of JP Morgan ... lending, and wealth management capabilities through a dedicated Relationship Manager. JP Morgan Private Client is growing amid the launch of its new offering… more
- Oracle (Dover, DE)
- …Development Lead to drive revenue growth by building relationships with greenfield Private Equity firms. The ideal candidate will have a strong understanding of ... within the PE ecosystem. Key Responsibilities: Identify and build relationships with Private Equity firms. Present NetSuite value prop to PE firms Collaborate with… more
- Raymond James Financial, Inc. (Hunt Valley, MD)
- …best practices for various activities: new client on-boarding, large client liquidity events, private placement investment monitoring. + Trading of ... + May participate in live meetings with the Financial Advisor and their respective client (s). + Manages budgeting and tracking of Financial Advisor… more
- Cognizant (Dover, DE)
- …some SLS' will also engage in new logo markets. The Specialist will be a "trusted advisor " to both the client and the Cognizant Client Partner blending ... more of hyperscale and hybrid cloud & Infrastructure solutions supporting Cognizant's client account teams in vertical markets and their account expansion plans into… more
- CBRE (Dover, DE)
- …success metrics. Client Relationship Management + Serve as a trusted advisor to high value corporate buyers throughout the transaction lifecycle. + Maintain ... buyers of transferable tax credits including Fortune 1000 and private companies. + Build and manage a pipeline of...CRM and internal dashboards with outreach, deal status, and client feedback. + Provide transparent reporting to senior leadership… more
- Public Consulting Group (Dover, DE)
- …structures. * Apply a structured methodology and change management tools to advise client on strategy to support adoption of changes for projects * Responsible for ... OCM Plan, and execution of the plan as lead advisor * Operate independently as a lead and Subject...team of OCM, and non SME team to execute client needs and OCM plan * Advise the … more
- CBRE (Dover, DE)
- …markets support. + Partner with Investment Properties (IP), Institutional Group (IG), and Private Client Group (PCG) teams to enhance client relationships ... + Develop and maintain a robust national and regional client base focused on FHA multifamily lending, generating fee...advisory services to clients, aiming to become a trusted advisor in HUD multifamily finance. + Collaborate closely with… more
- Johnson, Mirmiran, and Thompson Inc. (Hunt Valley, MD)
- …architecture, information technology, and related services to public agencies and private clients throughout the United States. JMT is currently ranked #50 ... to accomplish the goals and objectives defined by the client , (2) ensuring work is performed and completed in...with the contract documents, (3) acting as a technical advisor to the Owner and other team members, (4)… more
- TD Bank (Wilmington, DE)
- …product development, account originations, marketing, and servicing. You will be a trusted advisor to product owners and risk stakeholders. **Depth & Scope:** + May ... for both internal and external legal spend + Anticipates client needs + Deals with complex legal issues +...considerations, as well as exposure to transactional issues, for private label, co-brand, and point-of-sale financing programs, such credit… more
- City National Bank (Wilmington, DE)
- …intervivos trusts, Charitable Trusts, Conservatorships, Guardianships, Life Insurance Trusts, Private Family Foundations, Special Needs Trusts, and other Agency ... or investment business. Partner with Business Development colleagues (Banker, Financial Advisor , Portfolio Manager, etc.) to ensure proposed new relationships are… more
- Norstella (Dover, DE)
- …US healthcare professionals to consult and exchange information within a private and secure platform. Skipta cultivates a community environment of collaboration, ... team plays an integral role to growth. This position acts as a strategic advisor to Skipta/MMIT's clients by solving their challenges through the solutions we offer.… more
- Johnson, Mirmiran, and Thompson Inc. (Newark, DE)
- …architecture, information technology, and related services to public agencies and private clients throughout the United States. JMT is currently ranked #50 ... and coordinate projects with proficiency and limited supervision. Serve as a technical advisor and mentor to less experienced engineers and represent the firm with… more
- Oracle (Dover, DE)
- …(SaaS, IaaS, PaaS), GCP, AWS and Azure. Act as a trusted technical advisor and liaison between Customer and Oracle implementation, Support and Development teams in ... Oracle Products, both On Prem and Oracle Cloud. Position Overview: + Client advocate that provides guidance around product expertise and translates Customer… more
- Capital One (Dover, DE)
- …expected to lead through technical contribution. You will operate as a trusted advisor for our key technologies, platforms and capability domains, creating clear and ... designing and building an end-to-end SDUI platform, from the client rendering engines to the backend services. + 5+...frameworks. + 3+ years of experience with public or private cloud technologies **_Capital One will consider sponsoring… more
- Lumen (Dover, DE)
- …Public Sector Solution Integration team. This role will serve as a technical advisor responsible for guiding the architecture and design of solutions that achieve ... the client 's business needs and will be accountable for results,...EDR/XDR, SD-WAN, Vulnerability Assessment, Security Awareness, Cloud Security, Cloud ( Private /Public/Hybrid). *Excellent interpersonal and communication skills (oral, written and… more
- Cadmus (Dover, DE)
- …**Who We Are** Cadmus provides government, commercial, and other private organizations worldwide with technology-empowered advisory and implementation services. We ... virtual power plant, demand response projects. + Serve as a technical advisor and project manager and work directly with clients and program applicants.… more