- Sharecare (Harrisburg, PA)
- …member requirements within specified timeframes. + Collaborate with CareLinx Care Advisors to strategically plan for program requirements and actively engage ... support, acting as a resource for job-related inquiries and partnering with Care Advisors to address any concerns or issues. **Support and Engagement:** + Encourage… more
- Aristotle Capital Management (Boston, MA)
- …wholesaler(s) to develop new and maintain existing relationships with financial advisors to increase sales at Aristotle. The Regional Associate will communicate ... to drive sales and market share in the territory. + Effectively profile advisors to understand their practice, clients, and investment process to identify needs. +… more
- Thrivent Financial (Liverpool, NY)
- …by scheduling meetings with client/members on behalf of the practice's Financial Advisors + Update the contact management system with client/member contact and ... preference information + Assist Financial Advisors in the preparation and follow up for the client/member meetings + Provides back-up support on tasks that do not… more
- AAA Mid Atlantic (Harrisonburg, VA)
- …Managers do: + Supervise and mentor Repair Technicians. Consult with Service Advisors , as needed, to ensure appropriate work is assigned according to Repair ... of Repair Technicians and training and development of Repair Technicians and Service Advisors . + Open and close Car Care store and ensure adequate scheduling of… more
- IHG (Santa Monica, CA)
- …strategic sales plans to attract and retain high-net-worth leisure clients, travel advisors , and luxury travel consortia. This role demands a passion for exceptional ... including corporate travel managers, travel management companies, luxury travel advisors , Consortias and individual clients. + Execute a proactive engagement… more
- EchoStar (Englewood, CO)
- …tax provision in accordance with ASC 740 + Collaborate with outside tax advisors on complex state tax issues, planning opportunities, and compliance matters + ... skills and ability to collaborate across departments and with external advisors + Strong understanding of state income/franchise tax concepts, including… more
- Robert Half Finance & Accounting (Philadelphia, PA)
- …Overview: The Senior Financial Planning Associate will work closely with advisors to support clients' wealth management and financial planning needs. This ... mutual funds, ETFs, and alternative investments. + Prepare meeting materials for advisors and clients. + Assist with quarterly tax projections and review/prepare… more
- Robert Half Finance & Accounting (Philadelphia, PA)
- …their dynamic team. In this role, you will collaborate with Senior Analysts and Advisors to meet the wealth management and financial planning needs of the firm's ... clients. This position focuses on providing essential support to Advisors , including account administration, preparation of investment proposals, performance… more
- Corner Alliance (Washington, DC)
- …economic studies. This position will collaborate closely with senior advisors to ensure high-quality, timely, and policy-relevant deliverables. Key Responsibilities ... and broadband deployment. + Translate senior economic guidance (eg, from SME advisors ) into actionable modeling and analysis tasks for the project team. +… more
- UNC Health Care (Morrisville, NC)
- …works closely with leaders from various departments-case management, physician advisors , revenue cycle, medical staff, nursing, and information systems (ISD) ... physician engagement initiatives by developing training programs for physician advisors and advocating for evidence-based resource utilization 3. **Leading Change**… more