- Charles Schwab (Westlake, TX)
- …with a focus on the three distinct experiences: TAMP, advisor and client . This role will involve developing streamlined onboarding and ongoing support processes ... partners include those across Advisor Services, including Sales, Business Development, Service, Strategy , Legal & Compliance, Risk, and Marketing, as well as teams… more
- UL, LLC (Trenton, NJ)
- …global account managers' multi-year account plans + Contribute to the development of strategy for ESG software solutions by providing input on customer needs, pain ... global account managers + Perform product demos and shares insights to customers on how to integrate software into...highly technical knowledge. + Serve as main point of client contact for ESG Software products / services throughout… more
- Ankura (Atlanta, GA)
- …delivering holistic, tailored solutions to increase efficiency and effectiveness, transform data into insights , improve governance, and drive business ... role is an executive level position that sells, leads and manages client engagement team(s) through finance-led transformations. Primary Focus + Drive our heavy… more
- Ankura (Chicago, IL)
- …to drive business performance, enable operational efficiency and effectiveness, and transform data into insights , and position the finance function as a ... with Generally Accepted Accounting Principles (GAAP). + Deliver monthly reporting to client management members, boards, lenders, and private equity owners. + Lead,… more
- Huron Consulting Group (Chicago, IL)
- …guiding them through the complexities of procurement modernization. By leveraging data -driven insights and best practices, you will help institutions ... In fact, they shape and deliver results that seamlessly align with client goals, visions and missions. Remarkably versatile, our Managers also spend significant… more
- Strike (Spring, TX)
- …across Strike's operating footprint. This role is critical in shaping bid strategy , supporting project pursuit efforts, and strengthening Strike's position as a ... field conditions, labor requirements, safety expectations, material demands, and client specifications. This position drives estimating excellence, process improvement,… more
- JPMorgan Chase (New York, NY)
- …prepare materials for regular business update reviews, including gathering sales performance data , synthesizing key insights , and ensuring all documentation is ... Strategy and Support for Chase Wealth Management reports...stories, and performance highlights for use in executive communications, client meetings, and internal updates. + Serve as a… more
- CGI Technologies and Solutions, Inc. (Queens County, NY)
- …appropriate agencies, and the general public entities concerning HQS and client -specific regulations, policies and procedures. * Research and respond to inquiries ... and across teams to solve issues and deliver quality service to client , owners, agents and participants. * Clearly and accurately document specific information… more
- CGI Technologies and Solutions, Inc. (Fairfax, VA)
- …Serve as the primary liaison between CGI, the incumbent contractor, and client stakeholders during transition phases. . Facilitate tri-party or bi-party coordination ... and modernization goals. . Support the development of a Locational Data Matrix and documentation library to ensure traceability and knowledge continuity.… more
- TD Bank (New York, NY)
- …advisory and insurance) through multiple legal entities (TD Bank NA, TD Private Client Wealth LLC and TD Wealth Management Services Inc) with independent and complex ... Managers, and Investment Advisors who are part of the client -facing Distribution teams are both securities-registered and insurance-licensed. Additionally, the… more