- Raymond James Financial, Inc. (Birmingham, MI)
- …advisors and branch office. *With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office ... client-facing events. *May enter orders at the direction of the Financial Advisor . *Actively engages in available training /cross- training and educational… more
- iCapital (Greenwich, CT)
- …be a trusted advisor , providing technical expertise during pre-sales and post-sales processes to ensure clients get the most value from our platform. The ability ... including accreditation verification, Know Your Customer (KYC), and Know Your Business (KYB). Our platform offers state-of-the-art solutions that help these… more
- Carson Group (San Rafael, CA)
- …Carson Coaching and Carson Partners. We provide coaching and partnership services to advisor firms - and straightforward financial advice to the investing public. We ... on existing client accounts accurately and timely. Coordination of projects, training , and on-going development of improved office procedures is also required.… more
- KeyBank (Stamford, CT)
- …avoiding snap reactions Collaboration: Demonstrates experience in participating in productive collaborative processes that help solve business problems and meet ... Connecticut 06905 Job Summary Be a problem solver, trusted advisor , and partner to the people and businesses in... business unit and communicates key considerations for business decision-making processes Oral & Written Communication:… more
- Korn Ferry Executive Search (Chicago, IL)
- …while also harnessing data analytics to drive informed decision-making and optimize business processes . *Maintains current on new technologies and platforms. ... be responsible for developing a comprehensive technology roadmap for the entire business , evaluating existing systems, processes , and external partnerships, and… more
- Nexthink (Salt Lake City, UT)
- …Success Team are: (i) Customer Success Plan, (ii) Value Tracking, and (ii) Executive Business Reviews. You will be expected to provide support and best practices for ... building a DEX team, embedding DEX in existing processes (eg, ITSM), and building new DEX processes...Nexthink solutions and building DEX journey. Be a Trusted Advisor to the Customer: Build relationships with key leadership… more
- Veterans Health Administration (Johnson City, TN)
- …level. Business Acumen . Transforms health care by implementing new processes , technology, informatics, and data analytics using business models and ... (RMD). The Chief of SPS provides direct supervision and serves as an advisor , administrator, educator, consultant, and mentor who possesses a wide range of… more
- National Advisors Trust Company (Kansas City, MO)
- …and ongoing relationships as it relates to current, new and upcoming business and training opportunities. As necessary, visit clients, conduct virtual ... role is to oversee a portfolio of assigned firms, develop new trust business from existing client firms and actively seek new sales opportunities. This professional… more
- Fora Travel (New York, NY)
- …world. We're a next-generation platform that provides a comprehensive, business -in-a-box solution -combining cutting-edge technology , personalized training ... anyone with a passion for travel to turn that passion into a thriving business . Whether you're a travel enthusiast or an experienced professional, Fora equips you… more
- Captions (New York, NY)
- …The Information: 50 Most Promising Startups Fast Company: Next Big Things in Tech Business Insider: 34 most promising AI startups TIME: The Best Inventions of 2024 ... long-term satisfaction, retention, and growth. You'll act as a trusted advisor , aligning our product capabilities with customer goals, and working cross-functionally… more
