- McKinstry (Seattle, WA)
- …and vendor coordination. **Employee Experience & Communication** + Serve as a trusted advisor to employees and managers on benefits policies, programs, and leaves of ... utilization of benefits programs. + Champion employee well-being initiatives (physical, mental, financial ) and foster a culture of wellness. + Partner with HRBPs to… more
- DXC Technology (Ashburn, VA)
- …travel is required to meet the needs of clients and the organization. Preferred locations include:** + **Tech and Media:** Los Angeles, Seattle, San Francisco Bay ... week. **Overview:** The Account Client Relationship Partner acts as the primary advisor and relationship owner for key enterprise accounts. This role merges… more
- Oracle (Lincoln, NE)
- …solutions to optimize performance and value. You will serve as a trusted advisor to the customers, providing expert mentorship on Oracle EPM Cloud solutions. You ... planning, different methods of consolidation and their calculations and disclosure in financial statement + You advise customers on the optimal allocation of… more
- Jackson Spalding (Atlanta, GA)
- …business. They also possess a business mindset, managing resources, teams and financial results. + Cultivate and deepen relationships with colleagues and client ... contacts, becoming a go-to advisor and integrator across teams. + Develop and steward...+ Minimum 2-3 years managing integrated budgets, scopes, and financial stewardship in a client-facing environment. + Demonstrated ability… more
- City National Bank (New York, NY)
- …daily Outstanding Actions Report. * Maintain database that houses all client, Financial Advisor , and partner firm contact information including the processing ... and escalates as appropriate *The Responsibilities* * Assist clients, partner Financial Advisors, Sr. Investment Consultant and Portfolio Manager Teams with client… more
- Commvault (AZ)
- …line while driving revenue for Commvault. The SE must be seen as a trusted advisor at all levels within an account (C-Suite, technical partners, etc.), as well as be ... same time and engage with the customer to qualify and understand key technical, financial , operational, and business issues that can be addressed with anyone or all… more
- T. Rowe Price (San Francisco, CA)
- …matter to you . Role Summary If you are enthusiastic about supporting financial advisors, possess strong consultative sales skills, and maintain a keen interest in ... you will: + Build and manage relationships with a targeted audience of financial advisors. + Collaborate with your external sales counterpart to identify and cover… more
- ICF (Reston, VA)
- …pipeline of new work and foster robust growth. + Act as a strategic advisor , providing guidance on a wide variety of client accounts to understand needs, manage ... operating margin targets as a result of careful strategic planning, tight financial and project management, and effective business development. + Represent ICF Next… more
- KeyBank (New York, NY)
- …in the Industrials Group. * Managing and executing tasks encompassing comprehensive financial modeling and valuation analyses. * Analyzing the financial ... Industrials sector to generate industry insights. * Act as a trusted advisor to clients and prospective clients through relationship development, industry knowledge… more
- Kestra Financial (Avon, CT)
- Kestra Financial Independent Advisor is looking for a knowledgeable and detail-oriented 401(k) Specialist to join our team. In this role, you will be responsible ... retirement plan regulations and the ability to navigate complex financial concepts will be essential for success in this...Bachelor's degree in finance, business, or a related field preferred + Minimum of 2 years of experience in… more