- KeyBank (Naples, FL)
- …Key Bank client relationships. **Responsibilities** + Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will ... clients' financial needs through expert advice and personalized banking, borrowing and investment solutions. The Relationship Manager is at the center of this client… more
- Forrester (Cambridge, MA)
- …and graph data; and 3) fostering a culture of collaboration across our research, sales , product, and customer success teams. The Senior Analyst has a strong ... and capabilities, and use cases. + A demonstrated ability to serve as an advisor to senior leaders and C-level clients. + Superior client-facing communication,… more
- SAP (Chicago, IL)
- …+ Support partner readiness across the entire customer lifecycle, acting as a trusted advisor during pre- sales and post- sales activities. + Drive partner ... that wants you to grow and succeed. **Job Title:** BTP Ecosystem Development Senior Specialist for Top Partner Engagement **What You'll Build:** As an Ecosystem… more
- SAP (Palo Alto, CA)
- …+ Support partner readiness across the entire customer lifecycle, acting as a trusted advisor during pre- sales and post- sales activities. + Drive partner ... SAP Business Suite Ecosystem team, which focuses on enhancing domain expertise and investment with partners, ensuring sales and delivery excellence, and evolving… more
- Guardian Life (Columbus, OH)
- …laws (inclusive of NAIC). + 3-5 years of broker-dealer and registered investment advisor compliance experience, with experience at an insurance-affiliated ... Law Department's Mission to be a trusted advocate and advisor to drive strategic solutions that advance Guardian's purpose,...part of a collaborative Compliance Legal Team? As a Senior Compliance Analyst, Park Avenue Securities, and Park Avenue… more
- Deloitte (Morristown, NJ)
- Senior Consultant - Capital Markets Operations and Technology Our Enterprise Operations & Risk practice empowers leading Capital Markets institutions to growth and ... regulatory reporting. Leveraging our deep domain expertise across trading, investment management, and risk functions, we help clients build...with and add value to our clients. As a Senior Consultant, you will have opportunities to: + Serve… more
- BMO Financial Group (Walnut Creek, CA)
- …with other planning professionals and Relationship Managers (Private Bankers, Investment Counsellors, Investment Advisors) to provide clients with ... assets and inrease revenues. Contributes to enhancing the client and BMO Advisor experience thus driving increased profitability, improved share of wallet and Net… more
- Aegon Asset Management (Cedar Rapids, IA)
- …to facilitate understanding across audiences ranging from project execution teams to senior executives + Conduct advisor and customer feedback and input ... of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what's important to them.… more
- Oracle (Columbus, OH)
- …energy of a startup - backed by the global reach of Oracle. As a Senior Cloud Engineer (Cloud Native) in Oracle Cloud Infrastructure (OCI), you will play a pivotal ... (eg, Terraform, Ansible, Helm). + Work closely with customers in pre- sales , onboarding, and in-production phases to troubleshoot, optimize, and ensure effective… more
- Citigroup (New York, NY)
- …life which have significant financial implications. + Serve as a trusted advisor to clients and provide strategic advice regarding financial matters. + Maintain ... expressed by the client. + Help clients achieve broad financial/ investment goals related to the creation and management of...needs. + Set challenging goals, monito progress and adjust sales strategy to achieve objectives. + Plan and prioritize… more