- Neuberger Berman (Philadelphia, PA)
- …is accomplished through relationship building via individual and group financial advisor meetings, client events, and conferences. **Responsibilities** + Lead ... The Advisor Consultant is responsible for creating new relationships...to the sales opportunity pipeline in concert with the Client Advisory Team + Exhibit a strong business acumen… more
- PG Forsta (Philadelphia, PA)
- …first-class strategy and effective plan to improve the patient experience of care. The Advisor owns the day-to-day client improvement relationship and has a deep ... passion for the work that have earned us trusted advisor status among the world's most recognized brands. As...with internal team members to identify solutions to meet client challenges. Through alignment with our support teams, Advisors… more
- Macy's (King Of Prussia, PA)
- …work . Job Overview As a Cosmetic Sales Colleague - also known as a Beauty Advisor - you are the trusted expert our customers turn to for all things beauty. ... that match their unique needs and style. Building lasting client relationships is at the heart of your role....your role. You'll proactively grow and manage a loyal client base through consistent follow-up, virtual outreach, and personalized… more
- Presidio Networked Solutions, LLC (King Of Prussia, PA)
- …20-25% travel Responsibilities Include: Proactively engage with clients as a trusted advisor to understand security challenges and requirements and identify how they ... Account Managers and Sales Directors to proactively establish presence in key client accounts. Develop security solution profiles for top accounts and identify key… more
- Navy Federal Credit Union (Cherry Hill, NJ)
- …mixture(s) of insurance/investment products and services to achieve the financial client 's goals as a registered representative/ advisor /agent of Navy Federal ... seminars and member engagement events to grow book of business Partners with Wealth Advisor in assigned territory to segment book of business based on member needs… more
- Chatham Financial (Kennett Square, PA)
- …create a distinct work environment that values people, teamwork, integrity, and client service. You will have immediate opportunities to partner with talented ... managing commercial real estate loan portfolios. This is a high-impact, client -facing role that blends technical valuation expertise with consultative advice. You'll… more
- Unisys Corporation (Philadelphia, PA)
- … Client Strategy & Platform Leadership Act as the dedicated technical advisor for the client across all ServiceNow initiatives. Promote and articulate ... serve as the primary strategic partner for a dedicated client in the US Pharma sector. This role focuses...client stakeholders to position Unisys as a trusted advisor . You will be successful in this role if… more
- Cisco Systems, Inc. (Philadelphia, PA)
- …deals and consistently exceeding quarterly and annual sales targets. Building strong client relationships: Acting as a trusted advisor to clients, understanding ... including marketing, product development, and customer success, to ensure seamless client experiences. Solution selling: Understand customer needs and challenges and… more
- Atlantic Union Bank (Phoenixville, PA)
- …and implement digital strategies, programs, and initiatives Bring the voice of the customer/ client and the voice of the advisor /employee into our product ... features, ensuring that features delivered are aligned with the intended business outcomes, and align work with our target architecture road map Develop and manage goals and key performance indicators Partner with Marketing for acquisition support, product… more
- Atlantic Union Bank (Phoenixville, PA)
- …and implement digital strategies, programs, and initiatives Bring the voice of the customer/ client and the voice of the advisor /employee into our product ... features, ensuring that features delivered are aligned with the intended business outcomes, and align work with our target architecture road map Develop and manage goals and key performance indicators Partner with Marketing for acquisition support, product… more
- EisnerAmper (Conshohocken, PA)
- …data analytics and decision intelligence. You will serve as both a trusted advisor and hands-on architect, working directly with clients to assess needs, develop ... You Will be Responsible For: Lead design and deployment of AI-powered client solutions across multiple different industries Partner with clients to translate… more
- Munich RE (Philadelphia, PA)
- …this position you will: Partner with the business unit as a trusted advisor to drive pricing excellence for Insurance Programs. Prepare and complete pricing ... line of business group. Participate in training of others (underwriters, client managers, risk analysts, accountants and actuaries) regarding actuarial analyses and… more
- Unisys Corporation (Blue Bell, PA)
- …value opportunities through curiosity and a focus to drive business client value. Project Management: Oversee cloud-related projects from conception to deployment. ... trends and emerging technologies. Evaluate and recommend cloud technologies and vendors. Client Relationship Management Builds ' client for life' relationships by… more
- Towne Park (Plymouth Meeting, PA)
- …opportunity to brighten someone else's day and make an impact. When we see a customer, a client or one of our own team members smile, we know we made an impact. It's ... anticipates challenges, and adjusts quickly to shifting priorities. + Trusted Advisor : Builds strong, credible relationships with senior leaders and HR partners.… more
- EisnerAmper (Philadelphia, PA)
- …(SLED) ecosystem, and a proven history of success in business development and managing client relationships all with a deep respect for the public mission and a ... through new business development and expanding services within existing client accounts Cultivate strategic relationships with senior government leaders, procurement… more
- Aon (Fort Washington, PA)
- …the AICPA Insurance Trusts (Trusts). The ideal candidate will serve as a key advisor and subject matter expert on the Trusts portfolio, providing guidance to the ... and Medicare Supplement (Transamerica). Your responsibilities will include managing complex client matters in collaboration with the Legal, Operations, and Client… more
- ENTRUST Solutions Group (Philadelphia, PA)
- …electric distribution projects and high-volume programs, ensuring operational excellence, client satisfaction, and team development. In addition to project delivery, ... projects to meet performance goals for budget, schedule, and quality. + ** Client Engagement and Management:** Build and maintain strong relationships with utility… more
- EisnerAmper (Philadelphia, PA)
- …as a trusted business advisor every step of the way, from a client 's first financial report to their close of business. About EisnerAmper: EisnerAmper is one of ... the largest accounting, tax, and business advisory firms, with nearly 4,000 employees and more than 350 partners across the world. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today and position… more
- Tiffany & Co. (King Of Prussia, PA)
- …client interaction using the Tiffany touch; their own flair for making each client 's experience extraordinary. The Client Advisor is an excellent ... and an entrepreneurial spirit is prevalent in the make-up of every client advisor . Developing client relationships and exceeding sales plan is first… more
- JPMorgan Chase (Villanova, PA)
- …offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial ... by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success… more
