- Fifth Third Bank, NA (Chicago, IL)
- …to increased revenue and provide a positive client experience. + Strong business acumen, to include detailed analysis , review of financial statements and ... with customers on a regular basis to enhance the trusted advisor relationship and ensure business needs are being...existing client business translating… more
- Deluxe (Atlanta, GA)
- … business processes/needs when onboarding Deluxe solutions with clients. + Conduct thorough analysis of client 's needs during the execution of our client ... of our programs/projects. Maximize customer satisfaction and grow Deluxe's business with our key clients. + Performs and leads...our clients and their customers. + Serve as senior advisor and liaison to Deluxe for the client… more
- BlackRock (Dallas, TX)
- …of leading client engagements, reviewing FAIR reports, and conducting financial analysis . You will gain a rich knowledge of the alternative investment market as ... over their fee structures. **Roles and Responsibilities:** Review and Analysis + Create and review detailed reports over management...KPIs to ensure timely report delivery for all clients Client Management + Act as the main point of… more
- Citigroup (New York, NY)
- …help achieve the firm's overall Finance objectives. The LFO is also a strategic advisor to the Private Bank business team. **Responsibilities** + Responsible for ... on financial objectives, including a broad set of P&L goals by providing insightful analysis and strategic advice on financial business decisions and plans. +… more
- Google (San Francisco, CA)
- …in consulting, corporate strategy, technology sales, data analytics, performance marketing, business analysis , product strategy, or a related technical field. ... of innovative AI-powered marketing strategies. You will act as a trusted advisor , translating client needs into technical roadmaps, and ensuring successful… more
- Bank of America (Pittsburgh, PA)
- …+ Project Management + Referral Identification + Sales Performance Management + Business Development + Client Experience Branding + Continuous Improvement + ... include serving as the primary point of contact or trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating with teammates,… more
- Truist (Atlanta, GA)
- …in creation, planning and or attendance at strategy sessions and client new business /opportunity presentations and meetings. Delivering superior level ... with UHNW families' needs that may include: Complex review, analysis and diagram of existing estate plan and modeling...client service to retain clients. This includes: Anticipating client and advisor needs through proactive behavior,… more
- Bank of America (Atlanta, GA)
- …+ Project Management + Referral Identification + Sales Performance Management + Business Development + Client Experience Branding + Continuous Improvement + ... is part of the Global Commercial Bank. HENFP is unique in that our client teams are dedicated to adding value by providing specialized products and solutions to… more
- Stanford University (Stanford, CA)
- …compliance. The Principal Compensation Analyst is an operational expert in compensation analysis , processes, and client service delivery. This position shares ... **CORE DUTIES*:** + Serve as subject matter expert, key advisor , and consultant to HR leadership and other stakeholders...and documentation of job descriptions. + Manage and oversee client requests for compensation analysis or assistance… more
- Citigroup (Palo Alto, CA)
- …clients' businesses and sources of wealth generation. + Anticipate events in a client 's life and business which have significant financial implications. + Serve ... in own field and adapts them for application within own job and the business . Recognized subject matter expert within one area. Strong commercial awareness is a… more