- Citizens (Bear, DE)
- …advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to ... 's short- and long-term goals, then construct a tailored financial plan that meets the client 's goals....employment. + A minimum of 2 years in a Financial Advisor role or equivalent experience in… more
- JPMorgan Chase (Middletown, DE)
- …offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive ... capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated success in client … 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
- UMB Bank (Dover, DE)
- **Trust Advisor I** Builds long-term client relationships through quality customer service, including anticipating client needs, clear communications, ... effective client meetings, and meeting client service level standards. Provides proper fiduciary administration for all aspects of assigned accounts, including… more
- Oracle (Dover, DE)
- …various Banking LOB business models and markets (eg, banking, insurance, capital markets, private equity). + A deep understanding of financial regulations and ... GCP, AWS and Azure. Act as a trusted technical advisor and liaison between Customer and Oracle implementation, Support...both On Prem and Oracle Cloud. Position Overview: + Client advocate that provides guidance around product expertise and… more
- Lumen (Dover, DE)
- …and translate complex requirements into tailored solutions. Acting as a trusted advisor , you'll showcase best practices and demonstrate how our offerings enable ... solution design, demos, workshops and RFP/RFI responses-to architect impactful client solutions. + Demonstrates advanced discovery and solution selling abilities… more
- TD Bank (Wilmington, DE)
- …Senior Counsel is at the center of helping TD Bank provide banking and financial services that meet our customers' goals. You will provide oversight, legal advice, ... originations, marketing, and servicing. You will be a trusted advisor to product owners and risk stakeholders. **Depth &...for both internal and external legal spend + Anticipates client needs + Deals with complex legal issues +… more
- CBRE (Dover, DE)
- …markets support. + Partner with Investment Properties (IP), Institutional Group (IG), and Private Client Group (PCG) teams to enhance client relationships ... and analytical abilities, with a commitment to delivering timely, reliable, and client -focused service. + Advanced understanding of financial terminology and… more
- City National Bank (Wilmington, DE)
- …new trust or investment business. Partner with Business Development colleagues (Banker, Financial Advisor , Portfolio Manager, etc.) to ensure proposed new ... intervivos trusts, Charitable Trusts, Conservatorships, Guardianships, Life Insurance Trusts, Private Family Foundations, Special Needs Trusts, and other Agency… more
- CBRE (Dover, DE)
- …success metrics. Client Relationship Management + Serve as a trusted advisor to high value corporate buyers throughout the transaction lifecycle. + Maintain ... engage corporate buyers of transferable tax credits including Fortune 1000 and private companies. + Build and manage a pipeline of corporate relationships aligned… 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)
- …solutions to our customers with a goal to become a trusted advisor by highlighting how our products solutions enabling digital business strategies. **Location** ... business and technology objectives, conduct full technical discovery, and architect client solutions to meet gathered requirements. Assess business and operations… more
- Oracle (Dover, DE)
- …for identifying, progressing and encouraging long-term strategic relationships within the Private Equity vertical + You will develop a robust project pipeline ... owning and forecasting + You will be the trusted advisor and influencer in winning customer decisions to buy,...to customers with our unified, multi-pillar offerings. + Nurture client relationships by building trust, partnership and an emotional… 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
- Oracle (Dover, DE)
- …and deliver Oracle's end-to-end cloud products and solutions across PaaS pillar via private or public cloud. + Responsible for the account plan to drive goal ... engage the appropriate partner to meet customer specifications. + Becomes trusted advisor to key customer influencers and decision makers. Drives company strategy… more