- First National Bank of Omaha (Boulder, CO)
- …it fits into our organization's success.** **Summary of the Job:** The UHNW Financial Advisor serves as a trusted advisor to ultra-affluent clients and prospects ... greater with sophisticated and complex needs. Through a team led approach, the UHNW Advisor supports families and business owners in every life stage, to meet their… more
- HonorHealth (AZ)
- …operational dashboarding, and strategic execution. The Director partners closely with Finance , Strategy, and Operational Intelligence to drive service line growth, ... development, and service line dashboards. The Director serves as a trusted advisor in financial matters, developing business plans and strategies with Finance… more
- KeyBank (Cincinnati, OH)
- …of existing client portfolio of businesses within an assigned segment of the market . The Commercial Sales Leader will hire, train, coaching and develop their ... a focused goal of building and maintaining growth and the trusted advisor relationship with clients. The Commercial Sales Leader drives the financial performance… more
- Air National Guard Units (Kirtland AFB, NM)
- …acquisition planning, along with the program manager/customer, technical, legal, and finance personnel to develop market research, acquisition strategy, ... The primary purpose of this position is to ensure successful market research, acquisition planning, contract award, contract performance management, and… more
- AON (New York, NY)
- …maximize opportunities How this opportunity is different You will work with the market leaders in the insurance industry, helping them define their future. Created ... to provide sophisticated projects + Demonstrated experience in building trusted advisor relationships within an advisory business in relevant (re)insurance markets,… more
- Microsoft Corporation (Redmond, WA)
- …Sales (DPS) plays a critical role in achieving this mission. We build, market and sell breakthrough AI-powered devices and cloud experiences with partners, including ... groups and stakeholders within and outside of DPS (field sellers, finance , legal, engineering, operations, product strategy, marketing, etc.), champion stakeholder… more
- Truist (Vienna, VA)
- …and compliance, delivering our Purpose-Driven Wealth Experience, and driving advisor retention/recruiting efforts for the region. Essential Duties and ... and execution the strategic plan for the region. + Collectively lead the market through strong, pro-active partnerships and routine connection points with other … more
- Intuit (Mountain View, CA)
- …Analyst! **Responsibilities** Come join the Finance Team as a Principal Finance Analyst supporting our Big Bet 5 (Mid- Market ). Main responsibilities include: ... + Strategic planning: Be a trusted advisor to the leadership team to develop and refine...analyze complex business scenarios that drive and inform our go-to- market strategy (eg promotion, pricing, new sales channel opportunities,… more
- USAA (San Antonio, TX)
- …what truly makes us special and impactful. **The Opportunity** As a trusted advisor , executive coach and strategic partner to senior executive leadership, you will ... ensuring alignment with business and HR strategic objectives. As a strategic advisor to senior executive leaders, provides critical insights and influence to shape… more
- Intuit (Mountain View, CA)
- …including accounting, payments, payroll, capital lending and banking. The US SBSEG Finance team is critical in driving business growth and profitability through ... Come join Intuit as part of the Ecosystem Services Finance team as a Finance Leader (internal...impact. **Responsibilities** + **Strategic planning** : Be a trusted advisor to the QuickBooks Workforce Solutions leadership team to… more