- Brokers International (Urbandale, IA)
- …focus on digital solutions. + Understanding of Registered Investment Advisory , Broker Dealer, investment products, financial planning, and wealth management ... Job Title: Wealth Project Manager Business Unit: Brokers International Financial Services Location: Urbandale, IA About Brokers International As The Original… more
- TIAA (Dallas, TX)
- …company business needs. **CW-Data Science Analyst V** Provides advisory services and technical expertise on digital transformation consulting initiatives. ... **Key Responsibilities and Duties** + Performing advisory and supportive services regarding ...work at not-for-profits rely on our wide range of financial products and services to support and… more
- US Bank (Beverly Hills, CA)
- …new digital programs, products, services and technology platforms. Teaches digital fluency and financial literacy to team members and customers. Embraces ... and manage their feedback. 8. Establishes, maintains and manages an effective advisory and service environment through the customer engagement model. Proactively… more
- Bank of America (Los Angeles, CA)
- …The PWCRM partners closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. Additionally, ... Resources, and broad Industry Knowledge + Coaching teams to deliver a modern, digital first service model focusing on client satisfaction + Proactively… more
- Sage (Atlanta, GA)
- …or CPA turned marketer-is essential to understanding the Client Accounting and Advisory Services (CAAS) audience and building credibility in the market. ... (SIAP)-a critical growth channel for Sage Intacct, the only financial management solution endorsed by the American Institute of...of accounting firm structures and the Client Accounting and Advisory Services (CAAS) model * Experience building… more
- Capgemini (Chicago, IL)
- …* Identifying, debugging, and advising on system errors or architecture issues. * Advisory services provided on design principals and development not performed ... **Job Title** : Principal Service Management Consultant **Location** : Chicago, ILLINOIS; Atlanta,...including dental, vision, mental health, and well-being programs + Financial well-being programs such as 401(k) and Employee Share… more
- Cherry Bekaert (Tysons Corner, VA)
- …boutique delivery capabilities + Spot opportunities to introduce Cherry Bekaert's broader services (eg, tax, advisory , digital transformation) into shared ... **Description** Position Summary: Cordia Resources, a premier financial staffing and recruiting firm and a proud part of the Cherry Bekaert platform, is seeking a… more
- Paychex (Rochester, NY)
- …at the forefront of simplifying HR, payroll, and benefits for American businesses. Our digital HR technology and advisory solutions cater to the changing needs ... of program. Identify underutilized program opportunities in both products and service and implement innovative strategies to drive increased activities in these… more
- Capgemini (New York, NY)
- …Lead with Wealth & Investment Management Experience Level: 12+ Years Industry: Banking/ Financial Services - Wealth & Investment Management Employment Type: ... Data Lead with over 12 years of experience in financial services , specifically within wealth and investment...impact. + Hands-on experience with the private wealth management advisory lifecycle. + Proficiency in AWS services ,… more
- Lee County Board of County Commissioners (FL)
- …all ages with library resources, including electronic resources, computers, reference services , and readers' advisory . + Collection Management: Regularly assess, ... children and teens, providing a wide range of library services . The ideal candidate is a self-starter who is...is a self-starter who is passionate about public library service , demonstrates excellent judgment, and thrives in a collaborative… more