- Citigroup (New York, NY)
- …risk committees, and governance processes. + Produce high-quality thought leadership and client insights to support commercial engagement. + Mentor and develop ... Assets team is looking for a professional that can support our global team and partner with the Head...leadership. + Bachelor's degree required. **Job Family Group:** Private Client Product Services **Job Family:** Investment Capital… more
- Jacobs (Portland, OR)
- … client -focused, part time Senior Water Resource Consultant in our Portland, OR office to support our water resources teams as key advisor . As a key member of ... with clients as needed to understand their needs, recommend and develop products and services to meet the needs, and build long-term relationships to support … more
- Capital One (Mclean, VA)
- …trends that affect the "ADG" sector + Developing and cultivating prospect, client , buyer, and professional advisor relationships + Mentorship of junior ... M&A KippsDeSanto & Co. is focused on providing comprehensive strategic advisory services - _primarily M&A and private financing_ - to leading aerospace, defense,… more
- JPMorgan Chase (Chicago, IL)
- …an appropriateness review on an exception basis of transactions placed in client accounts. You will be responsible for managing complex, high risk escalations ... judgment and problem-resolution skills. + Ability to understand new investment products, Advisor / Banker compensation plans, firm wide policies, and procedures to… more
- Renters Warehouse (Land O' Lakes, FL)
- …This role is equal parts sales leader, business development specialist, and investment advisor , designed for someone who thrives in a fast-paced, client -centric ... closely with operations, marketing, and executive leadership to ensure seamless client experiences and drive long-term portfolio value. Essential Duties And… more
- Deloitte (Pittsburgh, PA)
- …participation and leading project management and delivery of tax advisory and consulting services to the client . + Day-to-day interaction with engagement teams, ... and process to drive value and efficiency through our client engagements. + Research and analysis of a wide...participation on engagements teams. The Team: National Federal Tax Services (NFTS) is a national practice within Deloitte Tax… more
- Edward Jones (St. Louis, MO)
- …Creating platforms, programs and experiences that change how we work together - and support our client -first focus. Changing the future of our firm, the industry ... and the advisor - client relationship. **Job Overview** **Position Schedule:** Full-Time...monitoring, stability, and backups across the product space. + Support technology incidents including: triaging technology services … more
- Robert Half Finance & Accounting (Mill Valley, CA)
- …planning-first approach. + Deliver tailored financial plans and investment advice. + Support business development through client referrals and networking. + ... Description Jennifer Fukumae with Robert Half Financial Service Group is partnering with a highly regarded...is partnering with a highly regarded independent SEC-Registered Investment Advisor in Mill Valley to identify a Wealth Manager.… more
- Guidehouse (Mclean, VA)
- …matter experts (SMEs) and capability teams to design and refine industry-specific service offerings. + Translate client challenges into actionable solution ... design. + Engage early in the sales cycle to support pre-RFP shaping activities, including client workshops,...assurance reviews to ensure solution integrity, delivery excellence, and client satisfaction. + Act as a trusted advisor… more
- IBM (Tucson, AZ)
- …with current releases, features and practices and share with team. * Act as senior client -facing advisor on designs and best practices. * This Job can be ... A Practice Director will work with project teams to assist with client advisory, scoping of implementations, solution design and overall engagement advisory for… more