- Flywheel Digital (New York, NY)
- …brands. We give clients access to near real-time performance measurement and improve sales , share, and profit. With teams across the Americas, Europe and APAC, we ... Retail Insights and Consulting solutions. You will own the end-to-end sales process for advanced analytics, market intelligence, and consulting engagements, acting… more
- Ascent CFO Solutions, LLC (Denver, CO)
- …tools Working knowledge of tax preparation such as 1099s and sales tax forms Compensation: Around $75+ basedon experience Location: Boulder/Denver based ... of fractional financial professionals. In this role, you will serve as a trusted advisor to our diverse portfolio of clients. Your work will be meaningful and… more
- Franklin Templeton (Stamford, CT)
- …and transaction request follow-up, primarily for the Retail and Financial Advisor Services. This individual may also have some relationship management ... considered a problem-solving partner for our clients and our sales team. The need for this hire is driven...Retirement Plan with a generous company match on your pre- tax and/or Roth contributions, up to the IRS limits… more
- BNY Mellon (New York, NY)
- …our Municipal Bond Trading and Underwriting Desk, as well as our Securities Sales representatives. In addition, we frequently connect with our colleagues from other ... an entity that is either an investment banker, municipal issuer, financial advisor , investment manager or other industry profession. Strong knowledge of the Public… more
- Choreo (Orinda, CA)
- …and team members 2-year degree in a financial planning related field (business, tax , finance, or accounting) or equivalent work experience Experience of 3 or more ... years in a Wealth Management, Tax , or Financial Services related industry Strong attention to...Schwab Institutional, Microsoft Dynamics CRM, Black Diamond, and eMoney Advisor or other financial planning software tools Basic knowledge… more
- Applied Materials (Austin, TX)
- …be directly involved in the delivery of large projects and act as an advisor on commercial terms and sourcing methodologies. You will make recommendations based on ... learn Applied Materials overall businesses and become a trusted advisor to partner with and guide our internal customers...scale with a variety of cultures as well as tax , financial controls and government regulations. Experience in consulting… more
- Milliman (Seattle, WA)
- …client retention, satisfaction, and revenue growth. You'll act as a trusted advisor and strategic partner to key stakeholders within each account, ensuring that ... for account expansion, including upsell, cross-sell, and renewals. Collaborate with Sales and Product teams to craft tailored proposals and solution strategies… more
- AssetMark, Inc. (Concord, CA)
- …our offering. Represent the AssetMark proprietary asset management business to sales , internal stakeholders and 3rd party managers by providing thought partnership ... experience. Collaborate with cross-functional teams to align strategic initiatives with advisor needs and investment product objectives, and to facilitate successful… more
- First Financial Bank (Dayton, OH)
- …and provide a fIRST Class Client Experience. Function as client's personal trusted advisor by adding value and building deep client relationships by utilizing the ... Bank Experience by being active in site center huddles and meetings to support sales and service activities. Consistently meet or exceed sales , service and… more
- Tabs (New York, NY)
- …maintain a deep understanding of Tabs' products and services, becoming a trusted advisor to our customers. Track and analyze customer engagement and success metrics, ... data to drive better support and service strategies. Work cross-functionally with Sales , Product, Marketing, and Support teams to ensure alignment across all… more
