- Wells Fargo (Minneapolis, MN)
- …clients. + **Client Relationship Group:** Oversees initiatives supporting financial advisor and client coverage teams, including Wells Fargo Advisors, our ... innovation, regulatory readiness, and client-centric solutions. Focus areas include advisor tools, digital platform optimization, and emerging technologies like… more
- HUB International (Providence, RI)
- …annuity distribution space. We believe that acting as a fiduciary to the Advisor and policy holder, providing service excellence and being passionate about what we ... their business and have a track record of sales success + Believe in holding the clients' interest above...producers and centers of influence as a consultative, trusted advisor instead of a product vendor. + Superior customer… more
- LinkedIn (San Francisco, CA)
- …organization to run effectively and efficiently. This individual will act as an advisor to executives in the sales organization and is responsible for helping crack ... strong relationships with partners will be critical to your success . Responsibilities: + Serve as a thought partner and...Responsibilities: + Serve as a thought partner and business advisor to our sales executives + Lead central sales… more
- Principal Financial Group (Des Moines, IA)
- …across multiple platforms. + Provide trusted technical support to sales, answering advisor and wholesaler questions on product features and mechanics. + Collaborate ... You Are** **What You Bring** + Bachelor's degree in Actuarial Science, Mathematics, Finance , or a related field preferred. + 8+ years of product development,… more
- Scotiabank (Dallas, TX)
- …guidance and business design expertise. + Act as a strategic advisor to transformation initiatives, ensuring projects are aligned to target-state design ... in cross-functional planning. + **Stakeholder Engagement** + Act as a trusted advisor to GBM executives, product owners, and transformation leads. + Influence… more
- Robert Half Finance & Accounting (Bettendorf, IA)
- …team. The ideal candidate is a strategic thinker, people-focused leader, and trusted advisor who thrives in a dynamic environment. You will help shape the firm's ... solutions to the table. Key Responsibilities Serve as a trusted tax advisor to a portfolio of high-quality clients across various industries. Provide strategic… more
- Bob's Discount Furniture (Manchester, CT)
- …compliance initiatives. You will work closely with the Senior Customs Compliance Advisor and Director of Customs Compliance along with cross-functional partners to ... will collaborate with teams in Inbound Logistics, Sourcing, Merchandising and Finance to ensure accurate and compliant customs documentation, support internal… more
- Stantec (Denver, CO)
- …our business to be its best. Our business teams include finance , procurement, human resources, information technology, marketing, corporate development, HSSE, real ... and the United States. You will be a trusted advisor , strategist, consultant, analyst, change agent and coach. Sit...passion to make a difference will contribute to the success of our internal clients in creating better outcomes… more
- Truist (New York, NY)
- …thought leadership for the practice, positioning the firm as a top-tier advisor with subject matter credibility in the space. Additional responsibilities on internal ... strategy, financial objectives, risk tolerance and desired outcomes / metrics of success 3. Responsible for winning Capital Markets and Banking solutions or other… more
- Microsoft Corporation (Redmond, WA)
- …In this role, you will serve as the principal architect and trusted advisor for all aspects of executive communications, shaping and amplifying the voice of ... providing guidance to leadership teams and the executive communications community. Success in this role requires effective collaboration across the broader… more