- University of Pennsylvania (Philadelphia, PA)
- …the core network, data, voice, video, and enterprise application infrastructure and services upon which Penn's numerous Schools and Centers build their unique tools ... in order to create, deliver and support products and services that help Schools and Centers operate efficiently and...to work with, and to serve as a trusted advisor to Penn's IT community, faculty, staff and students… more
- NTT DATA North America (New York, NY)
- …(US-NY), United States (US). **Senior SAP Pre-Sales Solution Architect** At NTT DATA Services , we know that with the right people on board, anything is possible. ... personally, we ensure a bright future for NTT DATA Services and for the people who work here. NTT...and act as a critical client contact and strategic advisor throughout the sales cycle of SAP S/4HANA solution… more
- Vanguard (Scottsdale, AZ)
- …ultra-high net worth clients and their families through their unique and complex investment journeys by providing them with advanced estate planning, income tax and ... financial planning analysis. You will be a trusted advisor , bringing education and world-class client experience to the...support clients in these subject areas and follow Vanguard's investment methodology. 5. Serve as an internal and external… more
- Bank of America (Oklahoma City, OK)
- …include serving as the primary point of contact or trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating with teammates, ... Job expectations include having knowledge of the bank's products and services in order to identify cross-selling opportunities and increase overall client… more
- Principal Financial Group (Des Moines, IA)
- …and beyond. **Key responsibilities include:** + Serve as a trusted advisor to producers, regional directors, and client-facing teams, offering expert guidance ... tax law, business uses of life insurance, qualified plans, estate planning, and financial services products + Strong grasp of the sales process and how to support… more
- JPMorgan Chase (New York, NY)
- …in financial services , with deep expertise in wealth management or investment management + 6+ years of proven success leading complex, cross-functional programs ... to drive adoption and business readiness + Serve as a trusted advisor to senior stakeholders, providing strategic insights and recommendations to drive program… more
- Robert Half Legal (San Diego, CA)
- …supportive, non-law firm culture. Counsel Responsibilities: + Serve as day-to-day legal advisor to the broker-dealer and investment advisory platforms, focusing ... Description Financial Services Company Seeks Senior Attorney Focused on Broker-Dealer...business units on a wide range of broker-dealer and investment advisory compliance issues. The firm has a reputation… more
- Citigroup (Los Angeles, CA)
- …You could access a range of responsive banking, investing, wealth management & planning services and access to a dedicated Private Banker. We also support firms, and ... business which have significant financial implications. + Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters. +… more
- Acxiom (Olympia, WA)
- …- Partner / Client Lead at Acxiom, you'll serve as the trusted advisor and primary point of contact, championing Adobe's success with Acxiom's innovative products ... and services . The Partner / Client Lead serves as the...and partner relationships with Adobe across Acxiom's product and service portfolio. Leveraging deep knowledge of Adobe's industry and… more
- Access Dubuque (Dubuque, IA)
- …meeting, staff and partners celebrated closing out the organization's 40th year of service , with nearly $1 billion in construction investment , rising median ... ecosystem, serving at times as a convenor, collaborator, project owner, or advisor depending on the circumstance. This executive will bring strategic vision and… more