- Citizens (Johnston, RI)
- …advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to ... 's short- and long-term goals, then construct a tailored financial plan that meets the client 's goals....employment. + A minimum of 2 years in a Financial Advisor role or equivalent experience in… more
- Oracle (Providence, RI)
- …years of experience in business development, sales, or relationship management within private equity, investment banking, or financial services. Existing network ... Development Lead to drive revenue growth by building relationships with greenfield Private Equity firms. The ideal candidate will have a strong understanding of… more
- World Insurance Associates, LLC. (West Warwick, RI)
- …services, and payroll & HR solutions. Insurance Sales Producer - Personal Lines Private Client Advisor Position Overview World Insurance Associates ("World") ... and payroll & HR solutions. As a Personal Lines Private Client Advisor , your primary...solutions across personal lines, commercial lines, employee benefits, and financial services. + Deliver a high-touch client … more
- Oracle (Providence, RI)
- …various Banking LOB business models and markets (eg, banking, insurance, capital markets, private equity). + A deep understanding of financial regulations and ... GCP, AWS and Azure. Act as a trusted technical advisor and liaison between Customer and Oracle implementation, Support...both On Prem and Oracle Cloud. Position Overview: + Client advocate that provides guidance around product expertise and… more
- World Insurance Associates, LLC. (West Warwick, RI)
- …plan services, and payroll & HR solutions. Insurance Sales Producer - Commercial Lines Client Advisor Position Overview World's Client Advisors bring risk ... including traditional commercial lines insurance, high net worth / private client , employee benefits, human capital and..."pitch decks" / presentations. Compensation As a World Insurance Client Advisor , your compensation is tied to… more
- Citizens (Johnston, RI)
- …Johnston, RI, Westwood, MA or California. Limited travel. Primary Responsibilities: + Trusted advisor on Private Bank client -facing products with a focus ... to be the go-to trusted legal adviser for all Private Bank business initiatives and client -facing opportunities....financial products and services. + Serve as trusted advisor to business, Risk, Compliance and other functional partners… more
- Lumen (Providence, RI)
- …and translate complex requirements into tailored solutions. Acting as a trusted advisor , you'll showcase best practices and demonstrate how our offerings enable ... solution design, demos, workshops and RFP/RFI responses-to architect impactful client solutions. + Demonstrates advanced discovery and solution selling abilities… more
- CBRE (Providence, RI)
- …markets support. + Partner with Investment Properties (IP), Institutional Group (IG), and Private Client Group (PCG) teams to enhance client relationships ... and analytical abilities, with a commitment to delivering timely, reliable, and client -focused service. + Advanced understanding of financial terminology and… more
- Cognizant (Providence, RI)
- …some SLS' will also engage in new logo markets. The Specialist will be a "trusted advisor " to both the client and the Cognizant Client Partner blending ... more of hyperscale and hybrid cloud & Infrastructure solutions supporting Cognizant's client account teams in vertical markets and their account expansion plans into… more
- CBRE (Providence, RI)
- …success metrics. Client Relationship Management + Serve as a trusted advisor to high value corporate buyers throughout the transaction lifecycle. + Maintain ... engage corporate buyers of transferable tax credits including Fortune 1000 and private companies. + Build and manage a pipeline of corporate relationships aligned… more