- Cherry Bekaert (MD)
- …GFOA's ACFR review checklist + Identifying best practices or other recommendations in client account reconciliation or other financial processes and develop and ... help clients with a wide variety of accounting and financial reporting challenges. With growing industry expertise, a strong...and ensuring the quality of deliverables and a great client experience, you will assist in the identification of… more
- JPMorgan Chase (Chicago, IL)
- …to attract and retain assets. + Work with the Specialist on Field Leadership and Financial Advisor strategy to drive adoption and utilization of the team. + ... Provide support for awareness campaigns, market updates, prospecting opportunities, advisor resources, and client communications. + Assist...+ Series 7, 66 licensed + 3+ years of financial services experience + Knowledge of macro interest rate… more
- JPMorgan Chase (Chicago, IL)
- …in liquidity management. You will act as a valued extension of the Advisor team, identifying new client opportunities, proposing solutions for existing ... the JP Morgan Wealth Management Liquidity Specialist team, you will partner with Financial Advisors to provide sales and product support for Liquidity and Banking… more
- JPMorgan Chase (New York, NY)
- …of the team in order to execute project deliverables with a focus on the client and advisor experience + Identify risks and escalate issues promptly, employing a ... (JPMWM) is focused on helping investors achieve their long-term financial goals and is comprised of the Chase Wealth...delivering optimal outcomes for the business and fostering an advisor and client -centric mindset across all strategic… more
- JPMorgan Chase (New York, NY)
- …the design and implementation of innovative technology solutions to enhance the client and advisor experience. **Job Description** Estate planning advice is ... goals. JP Morgan Private Advisory is a cross-disciplinary group of over 100 global specialists within the Private Bank who collaborate to deliver innovative and… more
- AECOM (Houston, TX)
- …steering business and client opportunity and serving as a role and advisor to the overall project team.** Candidates should have demonstrated use of industry ... fee proposals and project execution strategies + Managing and leading technical, financial , and client satisfaction areas using established processes and tools… more
- AECOM (Austin, TX)
- …steering business and client opportunity and serving as a role and advisor to the overall project team.** Candidates should have demonstrated use of industry ... proposals and project execution strategies + Managing and leading all technical, financial , and client satisfaction areas using established processes and tools… more
- Capgemini (Atlanta, GA)
- …to lead and drive pre-sales engagements, including solutioning, offer building, pricing, client engagement, and proposal leadership. The ideal candidate will be a ... trusted advisor to clients, working closely with stakeholders to define...* Develop and deliver high-impact proposals, ensuring alignment with client needs and industry best practices. * Conduct C-level… more
- Pinkerton (Denver, CO)
- …verbal, and presentation skills. + Able to successfully establish and maintain strong client relationships through a trusted risk advisor approach. + Serve as ... **Overview** **170+ Years Strong. Industry Leader. Global Impact.** At Pinkerton, the mission is to...risk management services and programs specifically designed for each client . Pinkerton employees are one of our most important… more
- TEKsystems (Hanover, MD)
- …Client Engagement & Pre-Sales Leadership * Serve as the principal technical advisor for C-level client executives, articulating the business value and ... tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group… more