- UMB Bank (Des Moines, IA)
- ** RETIREMENT CLIENT ADVISOR -DALLAS-FT. WORTH METROPLEX** The Retirement Client Advisor generates new business opportunities and manages a ... unparalleled customer experience while managing a book of business and building client relationships. + Partners with UMB Portfolio Management and Research to fully… more
- JPMorgan Chase (Des Moines, IA)
- …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
- Edward Jones (West Des Moines, IA)
- …the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client ... relationships. It's our sole profit center. And as an Edward Jones advisor , you're at the helm. That's why we provide every possible resource to help you succeed. A… more
- Travelers Insurance Company (Des Moines, IA)
- …- $61,600.00 **Target Openings** 10 **What Is the Opportunity?** As an Insurance Advisor Trainee-Affinity, you will learn to serve as a personal insurance advisor ... In this role, you'll learn to manage inbound business opportunities and maintain client communication via outbound calls and emails until the sale is finalized. You… more
- Oracle (Des Moines, IA)
- …as C or C+Bonus: Experience in a Chief Architect or Technical Advisor role in a fast-paced, matrixed organizations **Responsibilities** 1. Technical Expertise ... prioritization, project planning, and follow-through. 4. Leadership & Soft Skills Trusted advisor to senior tech leaders. Able to mentor engineers and drive… more
- H&R Block (Urbandale, IA)
- …transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we ... about their lives, careers, businesses and money, you'll build client relationships that will grow stronger every year. Joining...stronger every year. Joining Block Advisors as a Tax Advisor means you'll serve clients with diverse tax and… more
- Oracle (Des Moines, IA)
- …Responsibilities: . Customer Advocacy & Executive Engagement o Serve as a trusted advisor to CISOs and other security executives in all industry sectors across ... strategic leadership with technical depth Disclaimer: **Certain US customer or client -facing roles may be required to comply with applicable requirements, such… more
- H&R Block (Urbandale, IA)
- …transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we ... you'll support a single retail office during tax season to consistently exceed client expectations and provide daily operations direction for the tax office. You'll… more
- H&R Block (Urbandale, IA)
- …transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we ... make confident, informed decisions about their lives, careers, and money, you'll build client relationships that will grow stronger every year. Joining H&R Block as… more
- Oracle (Des Moines, IA)
- …and specialist knowledge in applying the technology/application to client business. Facilitation of customer product/application understanding through presentations ... Develop and manage reference sites through high quality technical, professional client relationships. Disclaimer: **Certain US customer or client -facing roles… more
- Oracle (Des Moines, IA)
- **Job Description** Are you motivated by building strong client relationships and solving complex challenges? Join Oracle Health as an Oracle Health Senior Support ... Do: + Serve as the primary contact and trusted advisor for all change and incident management at a...for all change and incident management at a key client site, building relationships grounded in transparency and trust.… more
- Oracle (Des Moines, IA)
- **Job Description** **Sr. SaaS Consulting Client Partner, Manufacturing** **Location, Remote/US Nationwide/Travel** Oracle's mission is to help people see data in ... their unique skills, energy, and creativity to help us continuously deliver extraordinary client experiences. As a Sr. Client Partner, you will be responsible… more
- Oracle (Des Moines, IA)
- …identify new stakeholders and expansion opportunities. + Act as a strategic advisor , addressing client needs, resolving issues, and identifying opportunities to ... for identifying, developing, and closing complex, large-scale engagements by aligning client needs with integrated research, consulting, and data solutions. The… more
- Oracle (Des Moines, IA)
- **Job Description** **What We're Looking For:** As a Client Manager, you will be part of a highly skilled team of business process and industry experts, managing ... excellent problem-solving and executive communication skills to achieve trusted advisor status. Successful candidates are self-directed, consultative professionals with… more
- Principal Financial Group (Des Moines, IA)
- **What You'll Do** Come join the Advisor support team as a ** Retirement Sales Specialist** ! In this role you'll work in partnership with the sales team ... to generate and manage pipeline, close sales, and develop mutually profitable advisor and third-party administrator relationships! **Here are a few examples of… more
- Edward Jones (Windsor Heights, IA)
- …Team Professional role, you are a critical member of that team along with the financial advisor . You are the first voice a client hears when they call on the ... them coming a mile away. You and your financial advisor are essential in working together to help your...clients. Our BOAs are a valued part of the client support team, and we credit much of our… more
- Concentrix (Des Moines, IA)
- …build new client relationships of trust and become a trusted advisor . - Excellent problem-solving and conflict-resolution abilities. - Ability to analyze data ... as a result. - Proactively generates and builds new client relationships from qualification to close. - Demonstrates a...practices and disciplines of the company. Acts as an advisor and coach internally to develop win strategy through… more
- Oracle (Des Moines, IA)
- … client , at their location, serving as trusted technical advisor .high quality, integrated solutions within constraints of time and budget. **Responsibilities** ... to help us continuously innovate how we deliver world-class client experiences on cloud applications projects. _At Oracle Consulting,...The tech lead is expected to perform as an advisor to the customer, provide guidance and direction, and… more
- Oracle (Des Moines, IA)
- …time with the client , at their location, serving as trusted technical advisor . The role: The Oracle ERP Cloud PaaS4SaaS Technical Delivery Lead is a multifaceted ... to help us continuously innovate how we deliver world-class client experiences on cloud applications projects. _At Oracle Consulting,...The tech lead is expected to perform as an advisor to the customer, provide guidance and direction, and… more
- World Insurance Associates, LLC. (Des Moines, IA)
- …and payroll & HR solutions. Employee Benefits Sales Producer - Employee Benefits Client Advisor Position Overview World's Client Advisors bring comprehensive ... highest levels of discretion surrounding sensitive information Compensation As a World Insurance Client Advisor , your compensation is tied to your effort and… more