- Wipfli LLP (Milwaukee, WI)
- …Tax Manager specializing in Real Estate, you will serve as a strategic advisor to clients, leading complex tax engagements and driving innovative solutions. This ... role combines technical expertise with leadership, client relationship management, and business development. Responsibilities Responsibilities: + Lead and manage… more
- World Wide Technology (St. Louis, MO)
- …business goals and client needs. The Director serves as a trusted advisor to clients, guiding them through technical transformations and ensuring the delivery of ... for driving the architectural strategy and execution for large-scale, complex client engagements. This role involves collaborating with a team of architects,… more
- First National Bank of Omaha (Omaha, NE)
- …goals and objectives. They will assist Trust Advisors in administering client relationships consisting primarily of revocable trusts, irrevocable trusts, estate and ... generate reports, general correspondence and frequently act as the primary client touch point while resolving customer inquiries. **About This Role:** **Job… more
- Stantec (Las Vegas, NV)
- …passionate, collaborative, and results-driven team. As part of our US West HR Client Services (HRCS) team, the Senior HR Business Partner will be supporting leaders ... in the region. You will need to wear several hats, be a trusted advisor , strategist, consultant, analyst, change agent and coach. Sit alongside and collaborate with… more
- BlackRock (Princeton, NJ)
- …Managed Accounts in partnership with generalist relationship managers across all advisor segments (Wirehouse, Independent and RIA). SMA Specialists serve as a ... and SpiderRock option overlay strategies. They are tasked with developing client relationships, educating financial professionals on the benefits of SMAs, and… more
- BOOZ, ALLEN & HAMILTON, INC. (Washington, DC)
- …solution, or flexing to support an emerging requirement, our clients need an advisor who can help manage operations while managing responses to external inquiries in ... fusion. As part of our team, you'll serve as a strategic technical advisor to the Advanced Research Projects Agency for Health (ARPA-H), helping conceptualize,… more
- JPMorgan Chase (Nashville, TN)
- …for customer care, drive process improvements, and act as a trusted advisor , helping clients realize the full value of our solutions. **Key Responsibilities** ... free customer base, ensuring timely, accurate, and professional responses to client queries. + Continuously seek out efficiencies in support processes, leveraging… more
- EAB (Richmond, VA)
- …and follow-through in fast-moving settings + Bring the mindset of a strategic advisor , not just a researcher, combining analytical rigor with a deep understanding of ... Have experience beyond academic research and publications to include consulting, client -responsive projects, or advisory work that translates insights into strategy… more
- Cherry Bekaert (MA)
- …finance operations, and strategic financial planning. This position requires a seasoned advisor with a deep understanding of the CFO office of the middle-market ... and service offerings that align with market trends and client needs and consider People, Process, Technology and Data...CFOs and other C-suite executives, acting as a trusted advisor to help them navigate complex financial, technology, and… more
- Compass Group, North America (Charlotte, NC)
- …driving strategic projects within large retail or services-based organizations. **Key Responsibilities** ** Client Growth Strategy** + lead a team to scale vision and ... on pre-sales, sales and post implementation support + Sales enablement - targeted client growth strategy for digital solutions include for existing and new business… more