- Citizens (Johnston, RI)
- …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
- World Insurance Associates, LLC. (West Warwick, RI)
- …plan services, and payroll & HR solutions. Insurance Sales Producer - Commercial Lines Client Advisor Position Overview World's Client Advisors bring risk ... including traditional commercial lines insurance, high net worth / private client , employee benefits, human capital and..."pitch decks" / presentations. Compensation As a World Insurance Client Advisor , your compensation is tied to… more
- KeyBank (Putnam, CT)
- … advisor , and partner to the people and businesses in our Key Bank communities. The Private Client Banker (PCB) is part of the Key Private Client ... client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and...efforts. + Develops and maintains an in-depth knowledge of private client products and services, as well… more
- Public Consulting Group (Providence, RI)
- …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 (Providence, RI)
- …Park Avenue Securities is Guardian's broker-dealer and corporate Registered Investment Advisor (RIA), which offers clients an expanded suite of products and ... solutions to help them achieve financial well-being. The High Net Worth Specialist is an...+ Deliver subject matter expertise in areas such as private markets, structured investments, alternative investments, philanthropy, lending, and… more
- Concentrix (Providence, RI)
- …level of organization. Able to bridge business / IT gap and become a trusted advisor . + Perform financial analysis and modeling, as necessary. + Estimate scope, ... an opportunity to enroll in many benefit programs, generally including private medical plans, great compensation package, retirement savings plans, paid learning… more
- Confluent (Providence, RI)
- …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 ... + Strong service delivery, time, project and priority management skillsExperience in project financial fundamentals + Love for work in a fast growing and dynamic… more
- Lumen (Providence, RI)
- …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 (Providence, RI)
- …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