- City National Bank (New York, NY)
- …the accounts to ensure no further trading takes place, notify the PM team and financial advisor that the account will be leaving, monitor the transfer process to ... by notifying the Portfolio Manager Team and Sr. Investment Consultant . Monitor the process of the transfer, handle any...industry * Minimum 3 years of experience in a financial related industry * Minimum 4 years of experience… more
- Southern California Edison (Rosemead, CA)
- …partnerships across various levels of employees and leadership. As a trusted advisor to executive leadership and the enterprise, you'll be responsible for designing, ... delivery of results + Engages regularly with senior management as a key consultant on critical business issues + Identifies and manages resolution of major or… more
- WTW (Tampa, FL)
- …member of dedicated client teams, you will work closely with the lead consultant in providing a variety of high-quality services to defined contribution and defined ... specific job opportunity. **The Role** **Clients** + Develop a trusted advisor relationship with client contacts through effective communication and efficient,… more
- WTW (Chicago, IL)
- …selling, leading and delivering large client engagements and serving as a strategic advisor to clients in your areas of subject matter expertise. You'll also ... **Responsibilities:** **Clients** + Serve as the lead Executive Compensation Consultant on client projects, supporting management and/or the compensation committee,… more
- Corewell Health (Grand Rapids, MI)
- …as a Compliance Partner at Corewell Health - serving as a trusted strategic advisor and key voice in advancing our culture of integrity and accountability. In this ... shape the future of compliance at every level. Acting as both consultant and collaborator, you'll help uncover process opportunities, provide regulatory guidance,… more
- Deloitte (Las Vegas, NV)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... identify process improvements and opportunities for new services. The Senior Consultant will ensure accurate, timely completion of deliverables. The ideal candidate… more
- Parexel (Nashville, TN)
- …to win the business and meet margin targets + Work with Solutions Consultant and Finance to agree on appropriate pricing strategy + Educate team participants ... + Adapt successful strategies and tactics to meet market demands and financial targets Client prospecting + Actively maintain territory account plan with break-in… more
- BlueCross BlueShield of North Carolina (NC)
- …role requires advanced technical proficiency combined with significant consultative engagement , collaborating extensively with end users, business groups, security ... leadership at varied leadership levels for deployment. + Serve as a trusted advisor to business units and IT leadership on Microsoft 365 capabilities and best… more
- Massachusetts Port Authority (East Boston, MA)
- …Deferred Compensation Plan (457b) with employer match * SMART Plan retirement plan advisor / financial planning * Discounted MBTA passes * Public service loan ... project data, and preparing briefings for senior leadership. + Leads the consultant selection and delivery process, including RFQs, RFPs, evaluations, and contract… more
- Broadcom (Sacramento, CA)
- …concept to production + Create technical presentations and tools to enhance customer engagement and position as a trusted advisor . + Research industry players ... complex problems, lead accounts, and develop innovative solutions with high financial /strategic impact. + Lead negotiations with influence on long-term client… more