- Oracle (Annapolis, MD)
- …influence software sales deal outcomes. + **Implementation Expertise:** Serve as a subject matter expert in software implementation, advising customers ... **Job Description** **Sr. SaaS Consulting Client Partner, Manufacturing** **Location, Remote/US Nationwide/Travel** Oracle's mission is to help people see data in… more
- ADP (Roseland, NJ)
- **ADP is hiring a Client Security Advocate - Assurance** + Are you...Policies and Standards. + You will be a **security Subject Matter Expert ** ! You'll ... an eager security, client service, or technology professional who wants to learn...this role, you will** **act as a trusted security advisor and advocate** , engaging directly with internal and… more
- Wells Fargo (Fort Lauderdale, FL)
- …by handling complex clients with a high degree of professionalism + Viewed by peers as a subject matter expert , and sought by others for advice or guidance + ... **About this role:** Wells Fargo is seeking a Senior Client Associate in Wealth and Investment Management as part.... **In this role you will:** + Assist Financial Advisor (s) with service and operational related activities such as… more
- Coldstream Wealth Management (Bellevue, WA)
- …with the administrative aspects of alternative investments + Serve as subject matter expert regarding client service processes and best practices, ... (CRM) enhancements? A behind-the-scenes position creating efficiencies and lending support to client -facing team members? If so, our Centralized Client Service… more
- Edward Jones (Tempe, AZ)
- …written tax planning summaries, and client interactions. + Act as an advanced subject matter expert in their area of tax planning and translate ... initiatives within various business areas. + As a tax subject matter expert , present to...HNW client -facing professional team required + Deep Subject Matter expertise in complex tax planning… more
- Citigroup (New York, NY)
- The Invst Counselor Sr Principal is an internally and externally recognized subject matter expert that influences the way things are done, not only ... will be expected to: + Function as the primary client contact and trusted investment advisor for...the primary client contact and trusted investment advisor for clients, including direct selling , determining suitability,… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …types. This role leads projects of significant scope and complexity and serves as a Subject Matter Expert to various business lines. You will work ... through experience, specialized training, and/or certification-to implement Know Your Client ("KYC"), Customer Identification Program ("CIP"), Customer Due Diligence… more
- JPMorgan Chase (New Orleans, LA)
- …and region to support new advisor initiatives and updates + Become a subject matter expert on the Practice Management tools, products and capabilities ... be resolved or escalated through partnerships with other key Subject Mater Experts in Product, Planning, Technology, etc. +...- specifically Wealth Plan (WP) and client relationship system + Build out useful … more
- Columbia Bank (Riverside, CA)
- …+ May be asked to coach, mentor, or train others and teach coursework as subject matter expert . + Actively learns, demonstrates, and fosters the Columbia ... **About the Role:** Responsible for being the key banking advisor for Middle Market client relationships. Accountable...advisor to clients, functions as the Middle Market client " expert " in providing differentiating consult, ideas,… more
- Edward Jones (Tempe, AZ)
- …as part of the client team. Responsibilities include: + Serve as a subject matter expert for complex cases requiring deep technical knowledge and ... You will be called upon as a tax planning subject matter expert , on the...developing tailored solutions. + Ability to support a financial advisor in evaluating solutions-based strategies for client … more