- Wells Fargo (Conshohocken, PA)
- …the eastern Pennsylvanian region. **In this role, you will:** + Act as an advisor to determine appropriate strategy and actions of team to guide, influence, develop, ... retain, and grow moderately complex client relationships through the art of relationship management, by...the company externally, and lead a team to resolve client issues while achieving Wells Fargo's business objectives, by… more
- Deloitte (Philadelphia, PA)
- …IT is a successful enabler for a pending M&A transaction. They will deliver complex client engagements that help refine the client 's IT strategy with a focus on ... As an IT Diligence Senior Consultant, you will serve as a trusted advisor to corporate and private equity clients. Deloitte's Senior Consultants are self-starters… more
- Wipfli LLP (Radnor, PA)
- …is defined as associates regularly work in a Wipfli office, from home and at client sites. The client sites can vary locally, regionally, or nationally depending ... on the industry alignment. Note that scheduled meetings at the client and in the office will require in-person attendance. Responsibilities Responsibilities: +… more
- SHI (Harrisburg, PA)
- …+ **Presales Engagement** + Collaborate with sales teams to understand client requirements, goals, and pain points. + Design and present tailored ... working closely with cross-functional teams to ensure alignment with client needs and business objectives. + Drive revenue growth...and our data solutions. + Act as a trusted advisor to clients, providing expert guidance and technical leadership.… more
- Adecco US, Inc. (Philadelphia, PA)
- …benefit investigations, prior authorizations, claims resolution, and appeals. This client - and customer-facing role requires strong relationship-building skills with ... customer needs. **Key Responsibilities** 1. Act as a strategic reimbursement advisor and primary liaison for healthcare providers, proactively identifying and… more
- Vanguard (Malvern, PA)
- …both retirement (eg, 401k) and personal retail accounts. This role requires a client -first mindset, enabling a deep understanding the client journey and ability ... with the Participant Financial Success team to maintain a cohesive client experience. + Personalized Marketing Campaigns: Design and implement personalized marketing… more
- Burns & McDonnell (Conshohocken, PA)
- …and revenue growth, aligning 1898 & Co.'s offerings with customer needs. Client Engagement & Relationship Management + Build and maintain trusted advisor ... utilities, regulatory bodies, and industry organizations. + Lead high-impact client meetings, industry presentations, and strategic engagements. + Represent 1898… more
- Ensono (Philadelphia, PA)
- …stakeholders in target organizations. Position Ensono as a trusted partner and advisor in managed services. + **Collaboration and Coordination:** Work closely with ... sales, marketing, and product teams to ensure a cohesive approach to client acquisition. Facilitate communication and information sharing to optimize sales efforts.… more
- Deloitte (Philadelphia, PA)
- …FTS-DART group, you will provide tax consulting and compliance services to a diverse client base in various industry sectors. You will work directly with the ... client , manage the tax engagement team, have access to...Certifications: + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) Preferred: + Advanced degree such as MST… more
- Deloitte (Philadelphia, PA)
- …group, you will provide federal tax consulting and compliance services to a diverse client base in various industry sectors. You will work directly with the ... client , manage the tax engagement team, have access to...Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: +… more