- World Insurance Associates, LLC. (Barrington, IL)
- …accounts for compliance requirements + Schedule client meetings with appropriate advisor + Coordinate the pick-up and delivery of express mail services (UPS, Fed ... alerts from custodians + May buy and sell investments for clients at the advisor 's discretion + Maintain electronic filing system, clear folders at the COB each day… more
- SCI Shared Resources, LLC (Wexford, PA)
- …and develop a top-notch sales force. He or she would train Pre-Arrangement Advisor to conduct virtual and in-home presentations successfully. The ideal manager would ... RESPONSIBILITIES** + Develop, coach, mentor, and support a team of Pre-Arrangement Advisor (PAA) sales activities to ensure monthly sales objectives are met and… more
- Humana (Washington, DC)
- …caring community and help us put health first** The Strategy Advancement Advisor provides data-based strategic direction to identify and address business issues and ... segments or the company at large. The Strategy Advancement Advisor works on problems of diverse scope and complexity...the policy of Humana to take affirmative action, in compliance with Section 503 of the Rehabilitation Act and… more
- Oracle (Trenton, NJ)
- …of their time with the client, at their location, serving as trusted technical advisor . The role: The Oracle ERP Cloud PaaS4SaaS Technical Delivery Lead is a ... The tech lead is expected to perform as an advisor to the customer, provide guidance and direction, and...+ Experienced in security policies, segregation of duties and compliance . **Functional skills** + Experience and clear understanding of… more
- IBM (Durham, NC)
- …customer needs. The ideal candidate will establish themselves as a trusted advisor , guiding customers in maximising the value of HashiCorp products and services. ... Engineers on suitable services for current and prospective customers. * Trusted Advisor : Engage directly with customers to recommend services that deliver value and… more
- Library of Congress (Washington, DC)
- …activities necessary to support CRS's programs and operations. Serves as a key advisor to the CRS Director on various programs, policies and agency-wide change ... to mail and courier services operations. Is responsible for assuring compliance with governing budgetary and financial policy, legal, and regulatory requirements.… more
- Lithia & Driveway (Smyrna, GA)
- …client to the appropriate department/area. + Inform and introduce the client to the Advisor and explain the nature of the visit. Maintain a consistent level of ... with Service Advisors in order to properly coordinate which advisor is available to meet with the next arriving...+ Prepare warranty repair orders with accuracy, legibility and compliance to the manufacturers warranty policies and procedures as… 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 ... relationships with CFOs and other C-suite executives, acting as a trusted advisor to help them navigate complex financial, technology, and operational challenges and… more
- CNO Financial Group (Carmel, IN)
- …IT Support Consultant** who is responsible for being a trusted technology advisor and hands-on support for the organization's C-level and senior leadership. The ... your responsibilities will include:** + Serving as a trusted technology advisor and escalation point for C-level and senior leaders, providing white-glove… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …schedule of payments, draw and deal level changes, terminated financial advisor balance, pre-approved discount exception accounts, and production matching as well ... as any other special arrangements. + Reviews and processes all financial advisor compensation changes and ensures they are compliant with policies procedures and… more