- Truist (Coral Gables, FL)
- …of America) **Please review the following job description:** Provides in-office client and advisor support to a team of Wealth Advisors managing a portfolio of high ... net-worth clients. Closely works with assigned advisor (s) to meet the needs and objectives of the...Integrated Relationship Management activities through good understanding of offerings, solutions and referral pathways + Triage and delegate client… more
- Truist (Nashville, TN)
- …This is an in-office position located in Nashville, TN.* Provides in-office client and advisor support to a team of Wealth Advisors managing a portfolio of high ... net-worth clients. Closely works with assigned advisor (s) to meet the needs and objectives of the client and will serve as the primary point of intake for a majority… more
- US Tech Solutions (San Rafael, CA)
- …with a Registered Associate, to provide assistance to a VISUALLY IMPAIRED (VI) Sr. Financial Advisor & his partner. + Duties would include answering the phone, ... degree or multilingual fluency, may be preferred. **About US Tech Solutions :** US Tech Solutions is a global staff augmentation firm providing a wide range… more
- CGI Technologies and Solutions, Inc. (Salt Lake City, UT)
- …You will own business development, expand market share, and deliver IT solutions that help private sector, local government, and educational institutions operate ... CGI? At CGI, we do more than just implement technology-we use innovative IT solutions to strengthen communities and improve citizens' lives. Join us to be part of… more
- US Tech Solutions (Mountain View, CA)
- …(approx. 30% strategy / 70% execution). + Act as a trusted advisor to senior leaders (CEO, CSO, etc.), providing recommendations and influencing decisions. ... events, VIP activations etc.). + Strong budget ownership and financial management skills. + Proven agency management experience -...+ Bachelor's Degree or equivalent experience. **About US Tech Solutions :** US Tech Solutions is a global… more
- Catalent Pharma Solutions (Bridgewater, NJ)
- …will work closely with the site Finance Directors, acting as a trusted advisor and strategic partner in driving financial excellence and operational efficiency ... testing, documentation, and remediation + Oversee internal control reviews across financial , operational, and technology domains + Partner with finance leads to… more
- Applied Research Solutions (Bedford, MA)
- …**Acquisition Strategy and Documentation Principal** to serve as a trusted advisor and documentation expert at the heart of mission-critical program execution. ... readiness and superiority for the warfighter. Why Work with us? Applied Research Solutions (ARS) is respected as a world-class provider of technically integrated … more
- Teleperformance USA (IA)
- …company? At TP, the sky is the limit!** **Purpose** **The Client Solutions Account Manager will oversee the execution and implementation of organizational strategies ... level KPI performance.** **You will serve as a trusted advisor to the client and bring a constant desire...**without sponsorship** **.** **Your Responsibilities** + **Accountable for the financial and operational results (key metrics), as well as… more
- ENTRUST Solutions Group (Wilmington, DE)
- …maintain strong relationships with utility clients; act as a trusted advisor . Build executive-level relationships internally and externally. Manage risks (scope, ... through events and committees; negotiate pricing for competitive advantage ** Financial Oversight:** Forecast revenue, monitor project health, and address billing… more
- Kratos Defense & Security Solutions, Inc. (Colorado Springs, CO)
- …leaders in our industry, we are motivated by creating and delivering innovative solutions to our nation and global customers. Kratos has an exciting opportunity for ... project size and scope) + Support verification and troubleshooting of the technical solutions provided by the development staff + Support or lead the project… more