- Bentley Systems (Exton, PA)
- …senior expert on event portfolio strategy-hosted, owned, third-party, partner, and virtual events. + Responsible for **Portfolio Ownership** You will own end-to-end ... event portfolio across industries, regions, and strategic product areas. + Virtual Events & Digital Experiences: Webinars, digital summits, product-launch events,… more
- Deloitte (Detroit, MI)
- …You'll gain exposure to a variety of industries, business models and financial accounting areas, helping your career growth and professional development. Recruiting ... of a team that assists clients in preparing the financial and reporting aspects of an IPO/ SPAC, such...workplace culture and code of conduct. + Be an advisor to newly public and private clients to assist… more
- BlackRock (Chicago, IL)
- …("USWA") business manages the firm's relationships with US retail investors and financial advisors. Representing a full suite of strategies from Model Portfolios, ... breadth of BlackRock's solutions (ETF, Mutual Funds, SMA, Alternatives, Models). Advisor education on BlackRock's robust digital platform providing them on demand… more
- H&R Block (Naperville, IL)
- …including assisting with client onboarding, accurate and timely recording of financial transactions, financial statement generation, sales tax filing, bank ... Day to day, you'll + Process various forms of financial information and materials and enter financial ...bookkeeping and payroll information in order for the Tax Advisor to complete an accurate tax return + Provide… more
- JPMorgan Chase (Plano, TX)
- …clients, focusing on their first-year experience with our commercial card program. In this virtual role, you will focus on ensuring our clients are setup for success ... high standards of client experience through regular meaningful contact, informative virtual meetings, sharing industry insights, partnering with service and product… more
- Paychex (Alexandria, VA)
- …Schedules appointments and visiting potential and current referral sources, specifically the financial advisor channel and registered investment advisor ... to key stakeholders and decision makers in accordance with the client's preference on in person or virtual interaction to increase revenue and market share. +… more
- Liberty Latin America (PR)
- …vendors to ensure alignment on renewal efforts. + Act as a trusted advisor by understanding customer needs and recommending tailored solutions. + Develop and ... incremental revenue growth. + Engage with customers through in-person meetings, virtual consultations, and product demonstrations to highlight solution value. +… more
- Principal Financial Group (Washington, DC)
- …Annuities and Income Solutions. You'll impact sales by partnering with financial advisors sharing sales ideas, answering product questions, identifying new sales ... assigned territory for collective success. + Presentations to large groups(banker/ advisor training programs) and one on one in a...on one in a face to face and a virtual setting, ability to provide case design consultation and… more
- Anywhere Real Estate (St. Louis, MO)
- …participate in role acceleration training and ongoing development opportunities. + **Sales Advisor ** : Effective and regular use of CRM to update pipeline progress. ... enablement and growth teams to achieve and improve effectiveness. + **Sales Advisor :** Guide prospects through all phases of the sales process independently with… more
- Wolters Kluwer (Wilmington, DE)
- …Federal and state tax laws. This position reports to the Content Manager for the Axcess Advisor team, TAA R&L. **Key Tasks: ** + Track changes to tax law and monitor ... editorial) on the development and maintenance of CCH Axcess IQ/ Advisor is also required. The candidate must also have...by employees as a European Diversity Leader in the Financial Times, as one of Forbes America's Best Employers… more
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