- Citigroup (New York, NY)
- …with a hands-on approach. **Key Responsibilities** + Act as a strategic advisor and execution lead for digital asset initiatives across Citi Global Wealth. ... required. **Job Family Group:** Private Client Product Services **Job Family:** Investment Capital Markets **Time Type:** Full time **Primary Location:** New York… more
- Infinitive Inc (Ashburn, VA)
- …bringing the right mix of talent and skills to enable high return on investment . Infinitive has been named "Best Small Firms to Work For" by Consulting Magazine ... Build and maintain strong client relationships. Act as a trusted advisor , providing strategic guidance on GRC matters. Qualifications: + Bachelor's degree… more
- Deloitte (Kansas City, MO)
- …on the potential benefits and eligibility requirements related to: + IRC section 48 Investment Tax Credit + IRC section 45 Production Tax Credit + IRC section 45Q ... + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced degree such… more
- Deloitte (Los Angeles, CA)
- …on the potential benefits and eligibility requirements related to: + IRC section 48 Investment Tax Credit + IRC section 45 Production Tax Credit + IRC section 45Q ... + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced degree such… more
- DataVisor (Mountain View, CA)
- …+ Act as the primary point of contact and trusted advisor for assigned enterprise customers, ensuring successful onboarding, adoption, and long-term ... on best practices in fraud/AML strategies and platform usage to maximize return on investment + Represent the voice of the customer internally and the voice of our… more
- Abbott (St. Paul, MN)
- …you dream of. + Employees can qualify for free medical coverage in our Health Investment Plan (HIP) PPO medical plan in the next calendar year. + An excellent ... management tools. You'll serve as a technical leader and trusted advisor , guiding teams through impactful projects that streamline operations, enhance performance,… more
- UMB Bank (Peoria, AZ)
- …of this size. The objective of the group is to earn the title of trusted advisor and help these companies grow and prosper in our community. How you'll spend your ... $25MM and below in annual revenue. + Generate, retain, & expand lending, investment and deposit relationship with new and existing clients through client referrals,… more
- JPMorgan Chase (Palo Alto, CA)
- …of influence in a complex target client company + Serve as a trusted advisor and client advocate, leveraging core knowledge, to recommend and promote banking and ... spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing… more
- AECOM (Novi, MI)
- …has never been a better time to be at AECOM. With accelerating infrastructure investment worldwide, our services are in great demand. We invite you to bring your ... negotiates contracts, and executes projects * Be a visible leader and trusted advisor to clients by promoting AECOM's values both internally and externally *… more
- Zions Bancorporation (Heber City, UT)
- …and deposit products, wealth management + Wealth management services including Investment , trust, and insurance referrals, + Commercial loans, consumer loans, and ... to a high degree of service quality while acting as a trusted advisor . + Intermediate computer skills including the MS Office Suite. **Benefits:** + Medical,… more