- KeyBank (Tarrytown, NY)
- …to actualize client aspirations and further position Key as the client's trusted advisor . + Interfaces with other Key Private Bank advisors and team members as ... and communicates with clients, prospective clients, and centers of influence, fostering business relationships to develop new business referrals and to enhance… more
- The Walt Disney Company (Burbank, CA)
- …EPM models that improve forecast accuracy and agility. + Build clear, business -focused documentation and deliver concise communications to Finance stakeholders ... Performance Management (EPM) suite. This role combines strategic advisory, business architecture, and hands-on application deployment to transform how Disney's… more
- Charles Schwab (Westlake, TX)
- …with talented colleagues in marketing, product, strategy, sales, field enablement, communications , and external partners. We value professionals who understand the ... across teams to deliver impactful, client-centric marketing. + Translate business goals into actionable marketing strategies and plans, managing execution… more
- Edward Jones (Tempe, AZ)
- …and/or drive adoption of new processes. + Establish and maintain effective communications and relationships across key departments, business areas, and vendors, ... with each other. Relationships are the focus of our business model. And working in Technology here means using...the future of our firm, the industry and the advisor -client relationship. **Job Overview** **Position Schedule:** Full-Time This job… more
- Wipfli LLP (Radnor, PA)
- …+ Participate in continuing professional education programs + Serve as a trusted business advisor for clients and associates + Proactively identify improvement ... manner + Establish and maintain effective client relationships through regular communications , including on-site visits + Adhere to prescribed budgets and deadlines… more
- The Hartford (Alpharetta, GA)
- …agencies, they will cultivate profitable relationships while serving as a trusted advisor . Responsible for crafting and implementing a robust agency management and ... on flow management to ensure adequate flow/bridging with an optimal mix of business to consistently surpass financial targets for both agency and territory. +… more
- Raymond James Financial, Inc. (Locust Valley, NY)
- …Performs research and analytics used in Investment Strategy white papers for financial advisor or client use. * Coordinates preparation of scheduled and ad hoc ... using required software applications to produce correspondence, reports, electronic communications , spreadsheets and databases. * Prepare and deliver clear,… more
- CVS Health (Woonsocket, RI)
- …plan investment administrative operations between the trustee, investment advisor (s), consultants and recordkeeper for fiduciary oversight, investment changes ... stakeholders; + Serve as a strategic partner for the business and as a subject matter expert on HR...state tax filings (Form 5500, 8955-SSA, M-1, etc.), participant communications (401(a)(5), SARs, etc.), internal controls (SOX), external controls… more
- Confluent (Salem, OR)
- …In this role you'll partner with Account Executives to be the key technical advisor in service of the customers. You'll be instrumental in surfacing the customers' ... stated or implicit Business Needs, and coming up with Technical Designs to...and tackle hard technical problems + Exceptional presentation and communications capabilities. + Confidence presenting to a highly skilled… more
- Entergy (New Orleans, LA)
- …project team members throughout the project lifecycle. Works closely with Business Unit contractor representatives to achieve project objectives. Ensures compliance ... project scope, schedule, quality, cost, cash flow, risk, contracts, and communications in accordance with the applicable corporate standards. + Fulfills role… more