- Oracle (Salem, OR)
- …solutions and related integrations. You'll serve as a trusted advisor guiding clients through workflow design decisions, interdependencies, and configuration ... of Oracle Health Scheduling and/or Registration solutions to meet client -specific operational and workflow requirements. + Provide solution oversight and… more
- Vanguard (Malvern, PA)
- …trust with focused leadership, clearer ownership across product/digital/tech/ops, and a relentless client experience agenda. With $1T in operations, we aim to double ... cutting-edge data insights to optimize investment outcomes and enhance client satisfaction for our AWM clients. This leader 's...in data and analytics , with deep knowledge of financial service s sector. + Experience building and leading… more
- Intuit (Plano, TX)
- …Intuit, we empower consumers and businesses by providing them with powerful financial tools. Our Global Business Solutions Group includes industry-leading ... their needs. Maintain up-to-date knowledge of industry trends and products. + Client Support:. Independently respond to complex or ambiguous customer questions and… more
- Capital One (Richmond, VA)
- …executive search (VP+) direct sourcing strategies, delivering an exceptional candidate and client experience. If you thrive on ownership and working creatively and ... strategy, sourcing & identification of top talent communities, candidate cultivation, client management, offer negotiations and executive onboarding including: + Act… more
- CIBC (New York, NY)
- …Hours** 40 **Skills** Analytical Thinking, Capital Markets, Customer Engagement, Financial Modeling, Global Market, Investments, Leadership, Market Trading, ... across multiple asset classes with mutual benefit to the client and CIBC. The team also offers quantitative analysis,...beyond FX. Build an internal/external profile as a trusted advisor and "go-to" structurer, all while you ideate solutions… more
- BlackRock (Boston, MA)
- …responsible for adding scale to our alternatives distribution strategy by developing client relationships, educating financial advisors on the benefits of ... internal colleagues to deliver all of BlackRock's resources and solutions to the client - strong prioritization and resource allocation skills are key + Embrace… more
- City National Bank (New York, NY)
- …and process daily Outstanding Actions Report. * Maintain database that houses all client , Financial Advisor , and partner firm contact information including ... to this position, you will be employed by Magnit Global . You will not be employed by City National...branch and department colleagues on all aspects of the client on-boarding process. Collaborates with Portfolio Management teams to… more
- Deloitte (Boston, MA)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... a senior tax professional who wants to specialize in Financial Services and Insurance? Do phrases like "accounting for...experts and industry specialists provide services relevant to our client 's business. Our team will assist with global… more
- Deloitte (Los Angeles, CA)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... regulations related to renewable energy and sustainability, as well as implement client outreach strategies. Responsibilities: + Manage renewable energy client … more
- JPMorgan Chase (Jersey City, NJ)
- …Thought Leadership, Program Management, Partnership, and Business Operations. As a trusted advisor , you'll work directly with Industry Managers (eg, Head of Tech) ... and output of various IE models, including the long-term outlook, individual client personas, and lifetime value estimates. + Communicate key business metrics and… more
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