- Cerity Partners (Pittsburgh, PA)
- …in all Wealth Planner functions, plus: Proven leader, decision-maker, and subject matter expert . Independently sources new client revenue and expands ... as a secondary advisor when needed. The Principal Wealth Advisor leads client meetings, collaborates across departments to meet client needs, mentors… more
- Infosys Limited Digital (Bridgewater, NJ)
- …UX/UI programs in Wealth Management or Asset Management industry to improve client and/or advisor experience. Demonstrate thought leadership, ability to ... frameworks and methodologies to address business problems, collaborate with client stakeholders and be responsible for the delivery of...to do a "Best Match" and find a Financial Advisor (Individual or Teams) by name, nearby location, gender… more
- Infosys Limited Digital (Atlanta, GA)
- …operations. You are or will become a Subject Matter Expert to the processes and procedures, client products, policy administration and recordkeeping ... or becomes a Subject Matter Expert to the processes and procedures, client ...BPO sector, working on data. Preferred Strong understanding of Advisor / Client relationships Two (2) years… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …units and technology teams as necessary for release management. Serves as a functional subject matter expert ( SME ); provides internal consulting services ... FL Corporate Office. Job Summary: As part of the Advisor Technology group, the Lead Product Manager will focus...from industry and/or business units. The associate will demonstrate subject matter expertise, the ability to integrate… more
- Goldman Sachs, Inc. (Dallas, TX)
- …team accuracy and productivity Drive strategy, procedure, and system improvements Assist as a subject matter expert in projects to improve the account ... and account maintenance for PWM Clients while providing superior client service and subject matter ...and to perform due diligence on all new clients. Client Onboarding works closely with PWM Advisor … more
- Apex Group Ltd (New York, NY)
- …industry-changing realities. For our business, for clients, and for you Senior Sustainability Advisor , Holtara New York, NY | Full-time (In Office) About Holtara (by ... team and form part of our growing Americas practice. As Senior Sustainability Advisor you will leverage deep sustainability and finance expertise to lead high-stakes… more
- AmeriCU Credit Union (Syracuse, NY)
- …identifying new opportunities. Develop and maintain knowledge necessary to remain a highly skilled subject matter expert in the products and services of each ... Business Development Officer/Member Partner Advisor - Great Sales Opportunity!! Location: Syracuse Region...of AmeriCU's companies. Provide expertise and client -facing support to drive, develop and close business and… more
- NTT DATA Services (New York, NY)
- …during the pre-sales and/or post-sales cycle, for large enterprise ERP implementations. Be a subject matter expert on S/4HANA, SAP ECC, and related SAP ... product suites and act as a critical client contact and strategic advisor throughout the sales cycle of SAP S/4HANA solution implementations. Provide process… more
- Moneta (St. Louis, MO)
- …a meaningful impact! Essential Responsibilities Work closely with the Partner teams and serve as subject matter expert to the firm on all aspects of Family ... Company Description Are you a financial advisor looking to redefine what it means to...join our dynamic community. Here, you can amplify your client service without sacrificing ownership or control. At Moneta,… more
- Media.Monks (Chicago, IL)
- …challenges and be able to articulate strategies to address those needs Collaborate with your subject matter expert colleagues to produce great work. Set and ... a regional creative production ecosystem, acting as a trusted advisor to senior client stakeholders while driving innovation, margin growth, and long-term value.… more
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