- CIBC (Houston, TX)
- …sophisticated financial analyses and financial models + Prepare industry and financial analysis to determine client opportunities and recommendations + Lead ... emerging low-carbon solutions. CIBC was named North American Financial Advisor of the year in 2024 by Infrastructure Journal... analysis to assist in the identification and/or analysis of investment banking business opportunities +… more
- Thrivent Financial (Minneapolis, MN)
- … (FP&A) for Advice & Wealth Management (AWM) and Insurance serves as strategic business partner and trusted advisor to the leaders of the AWM, Insurance ... DUTIES & RESPONSIBILITIES Lead FP&A Advice & Wealth Management and Insurance Strategic Business Partner team in order to drive client -centered growth, support… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and future-state ("to-be") workflows to identify opportunities for efficiency and enhanced advisor experience. + Define and maintain key business artifacts, ... not eligible for Work Visa sponsorship, either currently or in the future._** ** Advisor Onboarding & Enablement** + Serve as the primary technology liaison for… more
- SAM LLC (St. Louis, MO)
- …decision-making, mitigate risks, achieve strategic objectives, and drive costs out of our client 's business . Our vision is to advance spatial data acquisition, ... strong client relationships while serving as a trusted technical advisor . + Monitor project and departmental performance through reporting, financial tracking,… more
- C&W Services (Chicago, IL)
- …growth rooted in our employee experience. This role leads our client -facing facility services business teams, delivering maintenance, janitorial, office ... accountable for the following areas: Strategy + Ensure the business deploys the client service and delivery...proactive plans to address. + Use data and fact-based analysis to anticipate business needs and provide… more
- Fifth Third Bank, NA (San Diego, CA)
- …and conducting relationship strategy review meetings with internal Fifth Third Business Partners and Client 's trusted advisors (eg attorney, accountants) ... customers on a regular basis to enhance the trusted advisor relationship and ensure business needs are...to provide strategic and capital market advice. + Strong business acumen, to include detailed analysis , review… more
- AECOM (Albuquerque, NM)
- …clients based in New Mexico. Responsibilities include development of traffic/ITS business , management of projects, recruiting, staff development, client ... relationships, and coordination with peers in AECOM's surface transportation business line. Our team works with local and national clients to provide solutions to… more
- KeyBank (CA)
- … Advisor to clients by developing a clear and holistic understanding of the client or prospect's business through analysis of their management practices, ... strong risk management discipline by selectively targeting and developing new business relationships while actively deepening existing client relationships.… more
- Trane Technologies (Memphis, TN)
- …rewarding career in Energy Engineering. GTP provides you with intensive technical, business , and leadership training, with an emphasis on maintaining the highest ... Trane Technologies, sustainability is not just how we do business -it is our business . Do you dare...insight to deliver results for clients, becoming a trusted advisor . Your work helps our customers continuously optimize their… more
- Fortress Brand (New York, NY)
- …sharing knowledge and data, creating efficiencies, and looking at every aspect of our client 's business from a 360 perspective. We work effectively to give every ... client relationships as a strategic partner and trusted advisor . + Ensure that brand strategies not only meet...Promote collaboration and knowledge-sharing within the team. + Market Analysis And Optimization: + Stay abreast of industry trends,… more