- JPMorgan Chase (Philadelphia, PA)
- …of attracting, developing and retaining top talent + Clear ability to recognize and anticipate advisor and client needs in a proactive way + Manages issues to ... the financial services industry as a sales practice leader and/or assistant branch/regional manager Chase is a leading financial services firm, helping… more
- JPMorgan Chase (Sarasota, FL)
- …continually grow them. Generate new business amongst financial sponsor and financial executive community and acquire new client assets, both from existing ... Advise Ultra High Net Worth (UHNW) clients in the Financial Services space on personal balance sheet asset allocation,...in the job offered or as SC Banker, Deals Associate/ Advisor , Mergers and Acquisitions (M&A) Manager, Assistant … more
- Deloitte (San Diego, CA)
- …are critical to businesses. Your contributions can help clients improve financial performance, accelerate new digital ventures, and fuel growth through innovation. ... platforms. Our delivery models are tailored to meet each client 's unique requirements. Recruiting for this role ends on...pursuits as a pursuit team member or subject matter advisor . Participate in the oral presentation of the proposal… more
- Wolters Kluwer (Indianapolis, IN)
- …dedicated to empowering individuals and businesses with tools that streamline financial management and enhance compliance. We pride ourselves on delivering ... solutions that fit the strategy of their business. + ** Client Advocacy & Feedback Management:** Act as a trusted... Advocacy & Feedback Management:** Act as a trusted advisor and advocate for clients within the organization. Gather… more
- Parexel (Annapolis, MD)
- …Manages project engagements (small or large) + Interacts with the assigned Project Assistant to ensure accurate financial management and for general project ... understanding of issues which may impact project profitability and client satisfaction + Acts as a trusted advisor... client satisfaction + Acts as a trusted advisor to clients, often on issues that lack precedent… more
- City of New York (New York, NY)
- …or protect themselves from physical or mental injury, neglect , maltreatment, or financial exploitation; are in need of protection from actual or threatened harm, ... APS ensures that medical and psychiatric services, eviction prevention, financial management, home care, legal services and as last...these units. The Executive Director serves as a chief advisor to the APS Deputy Commissioner on all matters… more
- Capgemini (Houston, TX)
- …work, and pricing models to support presales and project execution. + Build strong client relationships to act as a trusted advisor , ensuring successful AI ... AI solution architectures leveraging Oracle AI products such as Oracle Digital Assistant , Oracle Cloud AI Services, and Oracle Autonomous Database with AI… more
- FirstBank PR (San Juan, PR)
- Sales & Service Representative Our Company At FirstBank PR, we strive to be a trusted advisor to our clients and our employees are the ones that ensure we deliver on ... We are proud of our team because they are continuously surpassing our client 's expectations. Do you have a passion for helping customers, building relationships, and… more
- UCLA Health (Los Angeles, CA)
- …and success + Build relationships with cost centers and become their trusted financial advisor Salary Range: $92,600 - $202,200/annually. Please note that the ... and working with detailed information + Understanding of large-scale, integrated client -server/ERP/budgeting and financial planning systems + EPSI, Strata,… more
- US Bank (Portland, OR)
- …best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We ... at-all from Day One. **Job Description** Private Wealth Management (PWM) Universal Assistant is a service and support representative functioning as the primary,… more