- Raymond James Financial, Inc. (St. Petersburg, FL)
- …monitor accounts for compliance, and resolve account -related issues for advisory and managed accounts . * Advisor Support: Serve as the ... a variety of operational procedures within the department, which may include: new fee based agreement processing, system reconciliation, accounts distributions,… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …a quality service to clients while identifying opportunities to secure new business or support retention. Responsibilities may include processing cases, dealing ... with complex queries, and investigating and resolving client problems. + Collect, analyze, and interpret workforce data to identify trends and gaps. + Develop accurate staffing forecasts based on historical data, business growth, and seasonal patterns. +… more
- Raymond James Financial, Inc. (Memphis, TN)
- …+ Develop working knowledge of the organization's policies and procedures and of regulatory codes and codes of conduct relevant to own work, adhering to mandatory ... procedures to ensure own work is undertaken to the required standards. + Answer the telephone and assist callers or those making varied inquiries by email or mail with any requests for information, directing more complex matters to colleagues as necessary.… more
- Charles Schwab (Chicago, IL)
- …of MAS Managed Account Offer Enablement, the **Senior Manager of Managed Accounts Offer Enablement** will have the opportunity to be responsible for ... account offerings to help create a positive client experience + Help launch new separately managed account offerings, from concept creation through… more
- Equitable (Charlotte, NC)
- …territory + Growth of advisory business and increasing the adoption of Unified Managed Accounts + Growth of the number of FPs participating in financial ... Relationship Manager, Advisory and Investment Consulting ( 250000GV ) **Primary...small group settings - in person and virtually + Managed account , mutual fund, and brokerage experience… more
- Black & Veatch (Houston, TX)
- …organization **Preferred Qualifications** + Sales and BD Acumen (Proven ability break into new accounts and expand service offerings; develop a sales lead from ... **Client Advisory Partner - Oil & Gas** Date: Nov...the strategic go-to-market framework + Develop and execute Large Account Management Process (Gold Sheet) for Strategic Accounts… more
- Black & Veatch (Chicago, IL)
- …regulations. **Preferred Qualifications** + Sales and BD Acumen (Proven ability break into new accounts and expand service offerings; develop a sales lead from ... **Client Advisory Partner - Water/Wastewater Utilities** Date: Nov 17,...the strategic go-to-market framework + Develop and execute Large Account Management Process (Gold Sheet) for Strategic Accounts… more
- World Wide Technology (New York, NY)
- …to learn and synthesize new information to provide customers and the WWT account team with useful insights + Flexible with proven ability to conform to shifting ... World Wide Technology, we work together to make a new world happen. Our important work benefits our clients...most complex challenges. **Position Overview:** As a Strategy & Advisory Data Center Solution Architect, you will lead high-impact… more
- T. Rowe Price (Owings Mills, MD)
- …and amendments; negotiating agreements with program sponsors for the firm's separately managed accounts business; drafting and reviewing documents related to ... Legal Counsel will be a member of the Global Advisory - North America Institutional team, providing legal advice...filings such as the Form ADV; analyzing and interpreting new laws and regulations and advising on their impact… more
- Robert Half (Dallas, TX)
- JOB REQUISITION Technology Audit & Advisory (Healthcare) Manager LOCATION DALLAS ADDITIONAL LOCATION(S) CHICAGO, PHOENIX, WASHINGTON DC - MCLEAN JOB DESCRIPTION You ... our way, inclusion moves us forward together, innovation creates new destinations, and our commitment to success empowers us...You: Protiviti is looking for a Technology Audit & Advisory Manager to join our growing Healthcare team. What… more