- The Cigna Group (Richmond, VA)
- …products and services to expand the relationship. You will be the trusted advisor and go-to partner for your clients, helping them navigate their business challenges ... Client Partnership: Act as a key influencer and trusted advisor , cultivating strong, personal relationships with decision-makers and other...them stay ahead of the curve and leveraging Cigna's solutions to meet their evolving needs. + Financial &… more
- Microsoft Corporation (Reston, VA)
- …Endpoint (CSA), specializing in cloud-based endpoint management and virtualization solutions , who is passionate about driving our customers' AI transformation ... **This is a customer-facing role that serves as a strategic trusted advisor and technical subject matter expert, ensuring seamless onboarding, adoption, and value… more
- Capital One (Mclean, VA)
- …and act as a change agent to influence our business partners. A successful Risk Advisor operates from a foundation of knowledge about the Line of Business with whom ... to work with the business to create and implement solutions to appropriately manage risks across the 1st line....risks across the 1st line. As an Operational Risk Advisor supporting Risk Management, Human Resources and Corporate Strategy,… more
- Wells Fargo (Mclean, VA)
- …. **In this role, you will:** + Assist Financial Advisor (s) with sales, service and operational related activities such as ... via telephone, direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information and/or quotes,… more
- Raymond James Financial, Inc. (Norfolk, VA)
- …level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and expense reports. + Opens new client ... client-specific reporting as needed for review by the financial advisor . + Creates and maintains records and files utilizing...calm and professional manner. + Analyze problems and establish solutions in a fast paced environment. + Use mathematics… more
- Bank of America (Vienna, VA)
- …strategy through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital ... solutions and enterprise capabilities. Additionally, the MCRM serves as...leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Supervises… more
- Oracle (Richmond, VA)
- …have the opportunity to build and deliver creative, data-driven solutions that address complex industry challenges. Oracle's fast-paced, collaborative environment ... is passionately committed to customer success. As the trusted advisor for your account, you'll leverage Oracle's comprehensive, cloud-based technology with a… more
- TD Bank (Vienna, VA)
- …acquires, develops and manages commercial banking relationships by providing customized solutions across different commercial segments to build a strategy that is ... a focus on growing the portfolio by providing financial solutions and developing new business from both existing and...existing and new customers. The role is a trusted advisor who, with sensitivity to the customer's operating environment,… more
- Oracle (Richmond, VA)
- …to influence product direction, work with top engineers, and build cloud solutions that power the growth of dynamic companies worldwide. If you're passionate ... you will play a pivotal role designing, implementing, and delivering innovative cloud solutions for some of Oracle's largest and most strategic customers. You will… more
- Copeland (Richmond, VA)
- …combined with category-leading brands in compression, controls, software and monitoring solutions result in next-generation climate technology that is built for the ... At Vilter by Copeland, we deliver world-class industrial compression solutions for the most demanding applications that play a...accounts in the biogas space, striving to achieve Trusted Advisor status with customers and a strong preference for… more