- Bank of America (Phoenix, AZ)
- …objectives and contributing to market profitability by influencing Financial Advisor business practices to minimize regulatory, financial, and reputational risks. ... determine when the Market Executive should be directly involved + Monitor advisor and client activity including financial transactions to ensure compliance with firm… more
- Bank of America (Houston, TX)
- …and contributes to branch office profitability by influencing International Financial Advisor business practices in ways that minimize regulatory, financial and ... determine when the Market Executive should be directly involved + Monitor advisor and client activity including financial transactions to ensure compliance with firm… more
- TEKsystems (Pittsburgh, PA)
- …relationships with Executive-level client stakeholders, acting as a strategic advisor and promoting long-term engagement. * Regularly report on account/program ... Leadership & Collaboration * Provide leadership for cross-organizational teams across Sales , Practice, and Delivery to ensure seamless execution of client… more
- Palo Alto Networks (Santa Clara, CA)
- …design through execution. He or she will serve as a key confidante and trusted advisor to the Senior Director of Revenue Operations and VP of Revenue Operations on ... Finance Leader & Thought Partner: Serves as a trusted advisor to the Senior Director and VP, and other...work closely with other departments, such as IT, FP&A, sales operations, legal, investor relations, product development to ensure… more
- JPMorgan Chase (New York, NY)
- …Advisors (JPMA) Advisory Programs, including Portfolio Manager (PM), Portfolio Advisor (PA), Customized Bond Portfolios (CBP), JPMorgan Core Advisory Portfolio ... to Advisors on advisory offerings, including client discretionary, wealth advisor discretionary, firm discretionary, and investment manager discretionary services. +… more
- Manulife (Tempe, AZ)
- …+ A portion of the day will consist of running and analyzing advisor portfolios to uncover opportunities and potential unforeseen issues. + This individual must ... of our clients' portfolios. + Leverage tools including Morningstar Workstation, Morningstar Advisor Portal and John Hancock Portfolio Insight to perform analysis and… more
- West Pharmaceutical Services (Exton, PA)
- …needs to truly create a differentiated customer experience. As the trusted advisor and advocate for our customers, the Associate, Customer Engagement manages the ... along with the account managers for their assigned customers throughout the sales lifecycle. The Associate, Customer Engagement is a self-starter who is an… more
- ADP (Tempe, AZ)
- …Read on and decide for yourself. In this role **,** you'll be a trusted advisor to our clients. Using your ADP service expertise and consulting skills, you will ... them focus on their core business. You will increase sales performance by working directly with our sales...**Collaborate Daily** . You will serve as a trusted advisor , partner, and ADP ambassador to your clients, internal… more
- Wolters Kluwer (Wilmington, DE)
- …Support & Provider Solutions (CDSP) product portfolio. They serve as a trusted advisor for our largest and most strategic accounts and are responsible for optimizing ... designed and executed, and ongoing performance is managed. They work directly with Sales Account Managers to ensure that customer needs are identified and satisfied,… more
- Liberty Latin America (PR)
- …customer journeys. This role will directly support customer retention, sales growth, and lifecycle insights, ensuring seamless interactions and personalized ... and back-end tools. These queries support deep analyses of churn, retention, sales , and customer behavior across multiple channels and services. + Develop… more
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