- Umpqua Bank (Scottsdale, AZ)
- Private Client Advisor Wealth Management Scottsdale, Arizona **Description** **About Us:** Umpqua Bank is headquartered in the Pacific Northwest with 5,000+ ... time to join our team as, following the recent merger with Columbia Bank, we have grown to become...Heart, Enjoyment, and Relationships. **About the Role:** Our Private Client Advisor will work with the high… more
- PNC (CA)
- …have an opportunity to contribute to the company's success. As a Client Solution Advisor within PNC's Mergers & Acquisitions Payment & Escrow Services ... within our West Coast region of PNC's footprint. The Client Solution Advisor is a...implementation and production support issues raised by staff or client . Identifies and drives development of necessary solutions… more
- Vaco (Houston, TX)
- …at all levels to preserve a culture of freedom and empowerment. **Find Your Freedom: Client Services Advisor ** + You will become a Consultative Advisor , ... Managers, Tax and Sr. Accountants + Shared Services Integration + Acquisitions, Mergers , and Due Diligence + Software Implementation & Enhancement + Internal Audit… more
- Aegon Asset Management (CA)
- …clients and brokers. Bring consultative elements to relationships with the goal of enhancing client , advisor and TPA loyalty. + Serve as the escalation point for ... for the best life possible while providing tools and solutions that make it easier to get there. Transamerica...Description Summary Responsible for retirement plan asset retention and client satisfaction for assigned clients with 401(k) plans, DB… more
- HUB International (Woodstock, GA)
- …will have ownership over the planning, project management, creation, and maintenance of the client relationship and the solutions need to enhance and optimize ... in part due to our industry leading success in Mergers and Acquisitions. **WHAT WE OFFER YOU:** At HUB...in the community **SUMMARY:** We're looking for dynamic Account Advisor with a proven ability to solve complex problems… more
- Umpqua Bank (Lake Oswego, OR)
- …business and working with Client Solution Managers to deepen client relationships. Maintains a "trusted advisor " role, engaging in dialogue with ... and identifies ways to expand existing relationships in collaboration with Client Solutions Manager and internal partners.Identifies opportunities and partners… more
- Umpqua Bank (Fort Collins, CO)
- …business and working with Client Solution Managers to deepen client relationships. Maintains a "trusted advisor " role, engaging in dialogue with ... clients and identifies ways to expand existing relationships in collaboration with Client Solutions Manager and internal partners. Identifies opportunities and… more
- HUB International (Covington, LA)
- …& develops strategic plan to achieve them. + Educate, support & becomes a trusted advisor to each client + Address client problems and issues, understands ... in part due to our industry leading success in Mergers and Acquisitions. **WHAT WE OFFER YOU:** At HUB...(a book of business) to strategize and propose viable solutions to manage the menu of benefit options that… more
- WTW (Los Angeles, CA)
- …to Senior Consultants and Lead Relationship Managers + Develop a trusted advisor relationship with client contacts through effective communication and efficient, ... you will work closely with our Integrated & Global Solutions team and Expatriate Benefits Centers of Excellence to...coordinate and manage global benefits projects, working closely with client headquarters, local country client contacts and… more
- JPMorgan Chase (New York, NY)
- …specific industries and across a broad set of products, and serves as a trusted advisor to offer modified solutions to clients and prospects + Supports the Sales ... Unleash your expertise to craft industry-tailored solutions and become a guiding light for insights...teams in account planning by delivering industry and treasury solution strategies + Conducts market research and analysis to… more
- HUB International (Glen Allen, VA)
- …via phone or written correspondence + Input financial planning data in eMoney based on advisor notes from new client meetings and client reviews + Review, ... America. We help businesses evaluate their risks and develop solutions tailored to their needs. We believe in empowering...year growth fueled by innovative new products and services, mergers and acquisitions, and a great team of people.… more
- Umpqua Bank (CO)
- …to report program progress and facilitate alignment. + Develop deep trust-based advisor relationships with key client stakeholders and ensure client ... time to join our team as, following the recent merger with Columbia Bank, we have grown to become...with line of business executives to be a strategic advisor on initiatives, goals and key business decisions that… more
- Deloitte (Columbus, OH)
- …for client consultation, improving computational software applications and proprietary solutions , we have the career opportunity to keep you buzzing! Work you'll ... do: As a Senior on our Partnership Solutions Group, Operational Partnership Services (OPS) team you will:...products, and other various industries. + Deliver value to client experiencing a public offering (including SPACs) and interact… more
- Deloitte (Columbus, OH)
- …If you have a passion for improving computational software applications and proprietary solutions , we have the career opportunity to keep you buzzing! Work You'll ... Do: As a Manager on our Partnership Solutions Group, Operational Partnership Services team you will: +...products, and other various industries. + Deliver value to client experiencing a public offering (including SPACs) and interact… more
- Capital One (New York, NY)
- …(22957), United States of America, New York, New York Vice President, Capital Solutions Capital Markets offers clients a full range of strategic and tailored ... Equity Capital Markets, Debt Capital Markets, Loan Syndications, Structured Products, Mergers and Acquisitions, Derivatives, Tax Credit Finance, and Equity Sales,… more
- Compass Group, North America (Charlotte, NC)
- …of experienced professionals overseeing the core legal support areas of mergers and acquisitions, dispute and litigation management, technology and data ... their teams support a significant and growing number of client and supplier-facing relationships in Healthcare, Education, Business &...Deputy General Counsel, you will act as a trusted advisor to the General Counsel and Managing Legal Counsels,… more
- Umpqua Bank (UT)
- …client relationships. Accountable for prospecting new business and working with Healthcare Client Solution Managers to deepen client relationships. You ... are responsible for maintaining a "trusted advisor " role, engaging in dialogue with Executive-level ...ways to expand existing relationships in collaboration with Healthcare Client Solutions Manager and internal partners. Identify… more
- Citigroup (Houston, TX)
- …NAM. The Investment Banking group provides sector expertise and strategic advisory solutions , including mergers & acquisitions, capital raising and other ... as well as in providing strategic advisory services for mergers , acquisitions and other types of financial transactions in...of this role is to act as a strategic advisor to our clients by formulating investment strategies and… more
- CIBC (New York, NY)
- …to leverage industry knowledge and deliver innovative advisory expertise and capital solutions across a wide range of sectors. The Energy, Infrastructure, & ... The EIT Investment Banking team primarily acts as M&A advisor (sellside and buyside) to our clients. We partner...our desks providing interest rate, currency, and commodity hedging solutions . EIT manages a market leading platform from our… more
- Citigroup (San Francisco, CA)
- …NAM. The Investment Banking group provides sector expertise and strategic advisory solutions , including mergers & acquisitions, capital raising and other ... as well as in providing strategic advisory services for mergers , acquisitions and other types of financial transactions in...Investment Banking Analysts for their role as a strategic advisor to our clients by formulating investment strategies and… more