- KeyBank (Burlington, VT)
- …149 Bank Street - Burlington, Vermont 05402 **Job Description Preview** **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 (Burlington, VT)
- …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
- NBT Bank (Plattsburgh, NY)
- …Registered Investment Advisor (RIA) Tasks Performed: + 40% Conducts regular client review meetings to uncover additional investment and insurance needs and to ... referrals to branch or to other business partners. Monitors client investment performance and makes appropriate recommendations. Education and Experience:… more
- Public Consulting Group (Montpelier, VT)
- …deliverable creation, and communicating project performance and progress. + Advise senior client executives and as a trusted advisor for technology-related ... our Technology Consulting Practice Area. The Director will work with senior client executives implementing or advising on large-scale software solutions in Public… more
- Guardian Life (Montpelier, VT)
- …Park Avenue Securities is Guardian's broker-dealer and corporate Registered Investment Advisor (RIA), which offers clients an expanded suite of products and ... platform. + Deliver subject matter expertise in areas such as private markets, structured investments, alternative investments, philanthropy, lending, and investment… more
- Concentrix (Montpelier, VT)
- …an opportunity to enroll in many benefit programs, generally including private medical plans, great compensation package, retirement savings plans, paid learning ... Consulting team. This pivotal role involves leading strategic discussions with client leadership, including defining analytics strategies, conducting data, AI and… more
- Concentrix (Montpelier, VT)
- …an opportunity to enroll in many benefit programs, generally including private medical plans, great compensation package, retirement savings plans, paid learning ... + Lead the discovery, design, and delivery of Apigee migrations to meet client needs. + Show strong leadership in guiding project teams and ensuring seamless… more
- Confluent (Montpelier, VT)
- …for a Customer Success Technical Architect (CSTA) to act as a trusted technical advisor and advocate to work with our customers. The primary objective of this role ... Azure) + Solid understanding of cloud networking and security technologies (eg VPC, Private Link, Private Service Connect, TLS/SSL, SASL, Kerberos, etc.) +… more
- Confluent (Montpelier, VT)
- …for a Customer Success Technical Architect (CSTA) to act as a trusted technical advisor and advocate to work with our customers. The primary objective of this role ... Azure) + Solid understanding of cloud networking and security technologies (eg VPC, Private Link, Private Service Connect, TLS/SSL, SASL, Kerberos, etc.) +… more
- Lumen (Montpelier, VT)
- …continental USA and may work from home when not in team or client meetings. \# LIPost-KS1 **The Main Responsibilities** + Customer Solution Development: Analyze and ... business and technology objectives, conduct full technical discovery, and architect client solutions to meet the gathered requirements. Influence customer strategy… more
- Lumen (Montpelier, VT)
- …to each customer's business needs. The objective is to become a trusted advisor by demonstrating how our products enable digital strategies. **Location** This role ... teams with business opportunities, addressing data lifecycle aspects. Collaborate with Client Success, Solution Sales, and Product Management teams to deliver… more