- JPMorgan Chase (Irvine, CA)
- …for providing an exceptional client experience through remote channels by understanding client needs and helping them achieve their financial goals. As a ... a passion for coaching Personal Advisors to develop deep client relationships, drive a high-performing collaborative team and deliver...proven track record of developing and coaching high performing Advisor teams Chase is a leading financial … more
- Citigroup (New York, NY)
- …oversight and optimization. This role directly contributes to the company's financial success by ensuring our platform, particularly in Prime Product Development ... margining, is at the forefront of innovation, efficiency, and client service, leveraging deep subject matter expertise. **Responsibilities** + **Strategic… more
- World Insurance Associates, LLC. (Washington, PA)
- …services, and payroll & HR solutions. Insurance Sales Producer - Commercial Lines Client Advisor Position Overview World's Client Advisors bring ... World Insurance Associates ("World") is a unique financial services organization with a global ..."pitch decks" / presentations. Compensation As a World Insurance Client Advisor , your compensation is tied to… more
- Principal Financial Group (Denver, CO)
- …with financial advisors, existing and prospective Plan Sponsor meetings, Advisor and Client events, conference calls, and electronic communications. Act ... plan clients and advisors. Work to strengthen and reinforce Principal's global investment management brand internally and externally leading to the successful… more
- Securitas Security Services USA, Inc. (Racine, WI)
- …pharmaceutical operations. The **Security Program Manager** serves as the primary security advisor for the client , providing strategic direction and leadership ... the client . 2. Full P&L ownership; analyzes operational and financial indicators to continuously improve overall performance. 3. Coordinates activity and informs… more
- JPMorgan Chase (New York, NY)
- …developing relationships between the investment team, the Client and Consulting Advisor teams. You will represent Global Transportation on business related ... the information they need to be fully informed. + Work closely with our client advisors across channels to represent Global Transportation strategies and develop… more
- Oracle (San Juan, PR)
- …overall delivery acceptance process including client approvals. + Partners with client for overall operational and financial metrics. + Aligns with Oracle's ... maintain trusted advisor relationship with the engagement Delivery Lead and client . + Accountable for outcome of scope management in support of project goals,… more
- Cherry Bekaert (Charlotte, NC)
- …and consulting, from planning through execution and completion. + Develop and maintain strong client relationships, acting as a trusted advisor . + Meet client ... aspects of our Outsourced Accounting practice. The role involves overseeing client engagements, ensuring the delivery of high-quality services, supervision and… more
- JPMorgan Chase (Nashville, TN)
- **Overview** JP Morgan Workplace Solutions is a global leader in equity compensation management, offering a premier cloud-based platform for administering equity ... 1 million employee participants worldwide. We are a dedicated global team of over 1,000+ professionals at the forefront...care, drive process improvements, and act as a trusted advisor , helping clients realize the full value of our… more
- LiveRamp (Seattle, WA)
- …as a trusted technical advisor to brands, advertisers, agencies, and financial institutions. Build and maintain strong, consultative client relationships to ... collaboration use cases-within organizations, between brands, and across its premier global network of top-quality partners.** **Hundreds of global innovators,… more