- CIBC (Chicago, IL)
- …CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** As a Client Service Advisor Team Lead within CIBC Private Banking, you'll provide ... leadership, oversight, and operational consistency across the Client Service Advisor team. You'll ensure client service delivery aligns with Private Banking… more
- NANA Regional Corporation (San Antonio, TX)
- The Resource Advisor (Finance Lead ) is responsible for managing financial oversight for the program, ensuring adherence to funding thresholds and cost controls. ... This role proactively monitors spend plans, informs the Government COR and Technical Leads when budget limits approach identified thresholds, and prepares and submits accurate and timely invoices in accordance with contract requirements. **Responsibilities** +… more
- The Cigna Group (Jefferson City, MO)
- **Summary:** The Senior Advisor - Reporting & Data Senior Lead will play a critical role in shaping and delivering advanced reporting solutions for specialty ... data environments into actionable insights. The ideal candidate will lead the migration from legacy reporting systems to modern...ensuring accuracy, usability, and alignment with business needs. + Lead the conversion of a high volume (1000+) of… more
- Vanguard (Malvern, PA)
- As the Senior Lead Data Analyst for Advisor Client Insights, you will leverage advanced analytics and scientific techniques to uncover what advised clients care ... the topics resonating most with investors." In this role, you will lead research initiatives that combine quantitative analysis, qualitative insights, and market… more
- Kohl's (Chicago Ridge, IL)
- About the Role As Beauty Advisor , you will drive sales through an authentic passion for beauty and engage clients by identifying their needs with a consultative ... approach and ensure an excellent overall client experience. You will maintain expert knowledge of top beauty brands, execute merchandise sets and support replenishment and visual standards according to Sephora at Kohl's standards. What You'll Do + Build strong… more
- Thrivent Financial (Spokane, WA)
- …to the local community + Research and respond to client inquiries + Collaborate with Lead Advisor on complex scenarios + Schedule, prep, and document all your ... client meetings + Other responsibilities as assigned by the Lead Advisor Desired Characteristics Our culture and our people are special. We're looking for people… more
- Kestra Financial (Wappingers Falls, NY)
- The Associate/Service Advisor reports to the Lead Advisor and serves as the primary contact for customer relationship management and account servicing. This ... is critical in handling the day-to-day client management on behalf of the Lead Advisor . This is a full-time, in-person position, and the selected candidate is… more
- Thrivent Financial (Newbury Park, CA)
- …This position provides support to our existing client base by working with Lead Advisor or independently. Position may be responsible for formulating and ... team members to develop recommendations. Serves as a resource to Lead Advisor and clients in handling, researching, and communicating inquiries regarding their… more
- Kestra Financial (Sewickley, PA)
- The Support Advisor reports to the Lead Advisor and is responsible for providing technical support for the Lead Advisor . Responsibilities include: ... and plan and presentation development. Essential Duties and Responsibilities + Support Lead Advisor with analysis, client service, and technical assistance +… more
- Thrivent Financial (Bellevue, WA)
- …needs of Thrivent clients and their families. Responsibilities may include working with a Lead Advisor to develop and implement business and marketing plans to ... Associate Advisor reports to and is employed/contracted by the Lead Advisor . Thrivent Investment Management Inc. is the sponsor for FINRA registration and… more