- Bank of America (Phoenix, AZ)
- …solutions to clients, serving as a digital product expert, and working with the Advisor to identify client referrals to other Bank of America specialists. ... the right level of guidance and resources to help advisor meet goals - driving growth, solving client...execution of tasks and conducting follow-up routines to meet client needs + Understands and accesses the full… more
- Thrivent Financial (Dallas, TX)
- …of base, bonus, and incentives. The applicable total compensation range for this full - time role is $104,000 - $130,000, which is dependent upon performance ... associates. This role will foster a culture of excellence, compliance, and client -centric service, ensuring that advisors are equipped with the knowledge, skills,… more
- EPAM Systems (NY)
- …You excel at building relationships with senior stakeholders, acting as a trusted advisor and client partner, and leading high-performing teams. If this sounds ... of industry trends, especially in AI, and translate them into actionable business strategies and client solutions + Act as a strategic advisor and client … more
- Bank of America (Northbrook, IL)
- …complex inquiries, requests, and problems related to client concerns + Documents client interactions and provides team members with time sensitive updates + ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a… more
- Truist (Ponte Vedra Beach, FL)
- … service initiatives. 5. Participate in the preparation for and delivery of client presentations and engagements. 6. Assist the Advisor in developing and ... actively sourcing prospective clients. Provides leadership to the Financial Advisor team, contributing to the short and long-term strategic...vacation (prorated based on date of hire and by full - time or part- time status) during… more
- Neuberger Berman (New York, NY)
- We are seeking a talented C# Full Stack Developer with a proven track record in developing scalable, high-performance applications within the Microsoft technology ... Neuberger Berman's Private Wealth business, focusing on enhancing the advisor and portfolio manager experience through cutting-edge technology. **Responsibilities:**… more
- Citigroup (Irving, TX)
- …assigned as required. **Job Family Group:** Technology **Job Family:** Applications Development ** Time Type:** Full time **Primary Location:** Irving Texas ... our platforms provide a first-class customer experience. We reimagine client and partner experiences to deliver excellence through secure,...United States **Primary Location Full Time Salary Range:** $125,760.00 - $188,640.00… more
- ADP (Coraopolis, PA)
- …success. To start, your leader will provide daily goals around the number of dials, talk time , and appointments set -- all to get you off to the best start possible. ... + **Collaborate Daily.** You will serve as a trusted advisor , partner, and ADP ambassador to your clients, internal...You believe in the power of leveraging insights and real- time data to assist clients and prospects throughout their… more
- Citigroup (Irving, TX)
- …assigned as required. **Job Family Group:** Technology **Job Family:** Applications Development ** Time Type:** Full time **Primary Location:** Irving Texas ... our platforms provide a first-class customer experience. We reimagine client and partner experiences to deliver excellence through secure,...United States **Primary Location Full Time Salary Range:** $107,120.00 - $160,680.00… more
- Citigroup (Irving, TX)
- …assigned as required. **Job Family Group:** Technology **Job Family:** Applications Development ** Time Type:** Full time **Primary Location:** Irving Texas ... our platforms provide a first-class customer experience. We reimagine client and partner experiences to deliver excellence through secure,...United States **Primary Location Full Time Salary Range:** $125,760.00 - $188,640.00… more