- 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 ... advisor and client perspectives. Collaboration will be essential-you will work with Sales Executives and senior FAS stakeholders to ensure insights are… more
- Charles Schwab (Westlake, TX)
- …Schwab Advisor Services (http://advisorservices.schwab.com/public/ advisor /why\_schwab?ver=ps&src=G\_BDN&sv1=s5rCfz6Cz\_dc&sv2=13831878124&sv3=xpxe4op6q0) , a ... and operational support to registered independent advisory firms (RIAs (http://advisorservices.schwab.com/public/ advisor /rias) ). In addition to custody services, Schwab … more
- Vanguard (Malvern, PA)
- …strategic and experienced Senior Risk Advisor within the Financial Advisor Services division to support the Sales and Distribution Strategy and ... a strong focus on transformation initiatives. This role will serve as a trusted advisor to senior leadership, helping to identify, assess, and mitigate risks… more
- Dell Technologies (Austin, TX)
- ** Senior Advisor Strategic Business Development** The Dell Technologies Client Solutions Group (CSG) Strategy team is looking for an exceptional problem solver ... and other Dell Business Units. As a CSG Strategy Senior Advisor , your role focuses on delivering...Team in **Austin, Texas** . **(This is NOT a Sales position and No relocation.)** **What you'll achieve** As… more
- Zebra Technologies (Lincolnshire, IL)
- …Come make an impact every day at Zebra. The Sourcing and Procurement Specialist, Senior Advisor the third role of three Independent Contributor roles that ... the Procurement organization. More specifically, the Sourcing and Procurement Specialist Senior Advisor is responsible for leveraging their category expertise… more
- Charles Schwab (Sacramento, CA)
- …primary responsibility of the Sr. Technology Consultant is to partner with the Advisor Services Sales organization to deliver quality consulting to our ... **Your opportunity** Schwab Advisor Services (AS), a division of Charles Schwab...driving and managing the technology evaluation stage of the sales process with prospective clients while serving as an… more
- James Perse Los Angeles (Bal Harbour, FL)
- JAMES PERSE IS CURRENTLY HIRING A FULL TIME SENIOR CLIENT ADVISOR FOR OUR BAL HARBOUR LOCATION OBJECTIVE OF THE POSITION The Senior Client Advisor is ... company with a focus on client development and client sales . They will set the example in areas of...operational standards. In the absence of Store Management, the Senior Client Advisor is charged with overseeing… more
- Comerica (Charlotte, NC)
- Job Description Senior Wealth Advisor As a Senior Wealth Advisor you will be part of a team of experienced professionals providing exceptional client ... innovative management, are customer focused, and drive for results.Position Responsibilities: Sales Management Achieve annual new business fee goals by formulating… more
- Wright-Patt Credit Union Inc. (Hilliard, OH)
- The Senior Financial Advisor (SFA) is responsible for helping member-owners meet their financial goals, primarily through the sale of non-depository investment ... to leadership to ensure member impact and risk is mitigated. Required Skills The Senior Financial Advisor possesses the following knowledge and skills: + A high… more
- BP Americas, Inc. (Louisville, KY)
- **Entity:** Finance **Job Family Group:** Finance Group **Job Description:** The Senior Finance Advisor , Marketing/Digital Enablement is a key partner to the ... strong work ethic and are eager to learn. The Senior Finance Advisor should be meticulous, collaborative,...for new consumer programs. + Act as a trusted advisor to marketing and sales leadership, translating… more