- Aegon Asset Management (OH)
- …fixed annuities. These are supported by Transamerica Corporate , which includes Finance , People and Places, General Counsel, Risk, Internal Audit, Strategy and ... elements to relationships with the goal of enhancing client, advisor and TPA loyalty. + Serve as the escalation...enrollment materials. Report back to clients and advisors on success of strategies and programs. + Consult with clients… more
- Thrivent Financial (Minneapolis, MN)
- …Investments are in compliance with associated regulation (eg SEC, IA/IC - Investment Advisor & Investment Company Acts, MN, NY & WI state insurance commissions, ... audits, external auditors, and regulators. Job Qualifications + Bachelor's degree in finance , accounting, or related field. + 3 years of related industry experience;… more
- Abbott (Los Angeles, CA)
- …Work On:** + **Customer Relationship & Retention:** Serve as a trusted advisor to established customers, fostering loyalty and achieving retention targets. Enhance ... and implement operational and service improvements to drive customer success .Influence purchasing decisions and optimize reagent utilization. + **Technical &… more
- iHeartMedia (San Antonio, TX)
- …with powerful tools and insights for our sales organizations to help them build success for their clients at a more efficient cost than any other option. Because ... requirements. + Develop your own knowledge, maintaining your status as a trusted advisor by monitoring emerging trends, technologies and practices. + Tax Audits and… more
- Thrivent Financial (Appleton, WI)
- …high-touch client service while fulfilling fiduciary duties. As a trusted advisor , the Senior Personal Trust Officer builds lasting relationships with clients, ... identifies opportunities to deepen client relationships and support business development. Success in this position requires deep expertise in estate planning, trust… more
- Guidehouse (Beavercreek, OH)
- **Job Family** **:** Finance & Accounting Consulting **Travel Required** **:** Up to 10% **Clearance Required** **:** Active Secret **What You Will Do** **:** We're ... high-quality, data-driven insights that guide billion-dollar decisions. As a trusted advisor , you'll help ensure taxpayer dollars are spent wisely while supporting… more
- Robert Half Finance & Accounting (West Chester, PA)
- …West Chester, Pennsylvania. This role is pivotal in driving the growth and success of our workforce while promoting a culture of accountability and engagement. The ... development within the service industry. Responsibilities: * Act as a trusted advisor to the executive team, providing strategic guidance on workforce planning,… more
- Citigroup (Tampa, FL)
- …such as communication, teamwork and leadership, which are critical to success in today's fast-paced, ever changing business landscape. **Responsibilities:** + Act ... as a trusted advisor to senior leadership and address high impact strategic...of new initiatives for business turn-around, working closely with Finance and M&A teams. + Conduct in-depth research to… more
- Minnesota Visiting Nurse Agency (Minneapolis, MN)
- …Responsible for carrying out duties in a manner to assure success in financial management, human resources management, leadership, quality, and operational ... trends, and actions to UR Committees, as appropriate * Partners with Physician Advisor to engage in second level review and working with attending physicians to… more
- Harris & Associates (Sacramento, CA)
- …operational, and financial objectives of the firm. Acting as a trusted advisor and company officer, this role blends field-proven construction expertise with ... with strategic impact, responsible for delivering financial performance, client success , and operational excellence. + Identify opportunities for growth,… more