- M&T Bank (Paramus, NJ)
- …as assigned. **Scope of Responsibilities:** The position assists the Wealth Advisor , Wealth Management team, and internal business partners in process workflow ... Preferred:** CFP (Certified Financial Planner) and/or CTFA (Certified Trust & Financial Advisor ) certification Exposure to and knowledge of the Bank's retail and… more
- US Postal Service (Reston, VA)
- …journals and publications. Serves as a subject matter expert and technical advisor in matters relating to the proper collection, preservation, packaging, and ... collection, preservation, packaging, and shipment procedures sufficient to serve as a technical advisor in such matters, and to serve as a crime scene team leader… more
- Marathon Petroleum Corporation (Findlay, OH)
- …goals and Salesforce best practices. This role will serve as a trusted advisor to internal teams and external clients, collaborating closely with stakeholders to ... across multiple projects or large, complex initiatives. + Serve as a trusted advisor for clients and internal teams, providing strategic guidance and mentorship to… more
- NVIDIA (Santa Clara, CA)
- …in advanced GPU & network systems and be a trusted technical advisor to NVIDIA's strategic customers. Bring customer-specific requirements to product teams to ... Engineering, Product management and Sales teams + Work as customer trusted advisor conducting regular technical customer meetings for product roadmap, cluster issues… more
- Amazon (Jersey City, NJ)
- …our partners to maximize CBOs. As a PCA you are a trusted advisor to our customers, providing guidance on industry trends, emerging technologies, and innovative ... ensure proposed solutions are realistic and achievable Acting as a trusted advisor to customers on industry trends and emerging technologies Sharing knowledge within… more
- Intuit (Mountain View, CA)
- …business needs. Your role is equal parts technical strategist, trusted advisor , and customer advocate. You'll apply your knowledge of enterprise workflows, ... needs, identifying opportunities, and establishing credibility as a trusted advisor . + **Design Seamless Architectures:** Provide customers with tailored… more
- Amazon (New York, NY)
- …our partners to maximize CBOs. As a PCA you are a trusted advisor to our customers, providing guidance on industry trends, emerging technologies, and innovative ... ensure proposed solutions are realistic and achievable - Acting as a trusted advisor to customers on industry trends and emerging technologies - Sharing knowledge… more
- Vanguard (Malvern, PA)
- …oversight within the business. Core Responsibilities: + Serve as a trusted advisor to Vanguard's retail brokerage, financial advisor , advice, and wealth ... management businesses. Work collaboratively with the businesses, including centralized supervision, to further develop policies, procedures and controls designed to ensure compliance with applicable laws and regulations + Act as a strategic leader to a team of… more
- Truist (Richmond, VA)
- …income asset classes. Helps to develop and maintain proper documentation for advisor reference portfolios and guidance portfolios. Supports in the creation and ... coordinating with internal and/or external partners. Contributes to guiding advisor decision-making with respect to portfolio characteristics including: structure,… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Visit (HOV) team is expanding to support and further enhance the visiting advisor experience at both the home office and select events and conferences. Candidate ... surveys to send to attendees to assess conference content and financial advisor /attendee engagement. + Send attendee lists to participating sponsors and ensure the… more