- CGI Technologies and Solutions, Inc. (Smithfield, RI)
- …requirements, prioritize features, and deliver impactful solutions. . Oversee the implementation of data solutions that streamline sales processes and improve ... investments. . Knowledge of intermediary investment business; familiarity with advisor clients, broker-dealers (BD), and registered investment advisors (RIA)… more
- Bank of America (Miami, FL)
- …include serving as the primary point of contact or trusted advisor , collaborating with teammates, and facilitating client relationships with teammates. This ... and Credit services, but also to drive responsible growth through the successful implementation of a broad array of solutions including - Financial Life Benefits,… more
- Vanguard (Malvern, PA)
- …and recommendations to leadership and peers. Contributes to product development and implementation with input on new products and product enhancements to enhance ... trends. + Utilizes department resources to respond to Active Equity fund, advisor , and market questions. Manages the support process, recommending process guidelines… more
- UTMB Health (Galveston, TX)
- …and online instruction. + Participate in course design, development, implementation , and evaluation to provide appropriate learning experiences for students. ... research through participation in continuing education programs. + Serves as academic advisor to students. + Demonstrate competence and leadership within a defined… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …prospect presentations, correspondence, and meeting materials. + Assist with the implementation and monitoring of client financial plans, including investment policy ... rebalancing, and ongoing planning updates. + Maintain and expand client, advisor , and prospect databases. + Support technology integration and document management… more
- TEKsystems (Fort Mill, SC)
- …to be grow into a leading subject matter expert for both Investor and Advisor themed technology as well as enabling Cloud based solutions. This individual must be ... start up like environment, assist to identify requirements and facilitate implementation , while following appropriate change control and release processes. They want… more
- ENFRA (Little Rock, AR)
- …to enhance operational efficiency and customer engagement. + Serve as a trusted advisor to the executive leadership team on all matters related to digital, data, ... and digital initiatives. + . Technology Enablement + Oversee the selection, implementation , and optimization of digital platforms and technologies. + Own and… more
- MyFlorida (Fort Myers, FL)
- …Managing a team of 12 operational staff. + Functioning as administrator, coach, and advisor and providing training to team members. + Working with the Service Center ... stated on application and/or resume. All experience, including examples of implementation , must be documented in detail on the candidate profile/resume. +… more
- Wells Fargo (St. Louis, MO)
- …and projects within Retirement Products that directly support or assist in implementation and optimization of efforts for growth of the employer-based retirement ... retirement plans + Retirement Plan Industry Experience + Experience educating Financial Advisor on recommended products and services to best support their customers'… more
- Citigroup (Tampa, FL)
- …knowledge of system flow and develop standards for coding, testing, debugging, and implementation + Develop comprehensive knowledge of how areas of business, such as ... thinking to define issues and develop innovative solutions + Serve as advisor or coach to mid-level developers and analysts, allocating work as necessary… more