- 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)
- …services, and payroll & HR solutions. Insurance Sales Producer - Personal Lines Private Client Advisor Position Overview World Insurance Associates ("World") ... and payroll & HR solutions. As a Personal Lines Private Client Advisor , your primary...solutions across personal lines, commercial lines, employee benefits, and financial services. + Deliver a high-touch client … more
- Oracle (Providence, RI)
- …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
- 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
- Citizens (Johnston, RI)
- …Johnston, RI, Westwood, MA or California. Limited travel. Primary Responsibilities: + Trusted advisor on Private Bank client -facing products with a focus ... to be the go-to trusted legal adviser for all Private Bank business initiatives and client -facing opportunities....financial products and services. + Serve as trusted advisor to business, Risk, Compliance and other functional partners… more
- Lumen (Providence, RI)
- …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
- CBRE (Providence, RI)
- …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
- CBRE (Providence, RI)
- …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 (Providence, RI)
- …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 (Providence, RI)
- …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
- Lumen (Providence, RI)
- …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 (Providence, RI)
- …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