A company is looking for a Senior Client Success Advisor for a remote position.Key Responsibilities : Handle financial planning and investment management conversationsConduct client outreach and portfolio reviewsPresent personalized portfolio recommendations and drive asset growthRequired Qualifications : Bachelor's Degree or higher in business, finance, or related fieldFINRA Series 65, 7, and 63 registrations requiredMinimum 5 years of experience working with investorsDetail-oriented with ability to handle operational complexitiesExpert knowledge of investment products and services
Senior Financial Advisor - TX CO CA - Remote
A company is looking for a Senior Financial Advisor in TX, CO, CA, remote in Central, Mountain, or Pacific time zones. ...
Tax Senior Manager, Private Client Advisors
Manage larger and complex engagements and workflow of multiple clients and related deliverables to minimize risk and surprises, maximize engagement economics, meet internal and external deadlines and develops less experienced engagement personnel, primarily managers and supervisors. Train and develo...
Senior Client Success Manager
A company is looking for a Senior Client Success Manager. ...
Strategic Pursuit Leader Senior Director - Client Growth (REMOTE POSITION-US BASED)
This is a remote position (US based) and will require travel to clients as needed. They must continually develop and refine the understanding of “who amongst the client executives need to believe what, and what needs to be true for the client to do the deal with NTT DATA”. Work collaboratively acros...
Client Success Senior Director
Key Responsibilities:Build and manage the Client Success agenda for middle market and corporate segmentsDeploy Customer Success playbook and manage a team of account executivesRepresent the company in HR events, coordinate efforts with CX, and drive client engagementRequired Qualifications:Bachelor'...
Senior Client Success Manager
The Senior Client Success Manager (CSM) is a senior-level position, delivering against agreed upon success plans with our clients by empowering the customer to minimize time to value and working cross functionally to drive initiatives internally on their behalf. To be successful, the CSM must have a...
Senior Client Advisor Chicago
We are seeking an exceptional Senior Client Advisor with an established client portfolio and 3-5 years of previous Luxury Retail experience working for a luxury brand. Senior Client Advisors (SCA) are the top sellers in the store and market. The Senior Client Advisor strives to achieve individual an...
Senior Client Employee Benefits Advisor
Our Senior Client Employee Benefits Advisors are directly and deeply involved in working with colleagues and clients to address the range of regulatory, compliance and other issues that arise with clients' employee benefit plans and programs. Morgan, Lewis & Bockius LLP, one of the world’s leading g...
Senior Client Success Manager
The Client Success Manager is responsible for developing and maintaining excellent relationships with existing and prospective clients, both internal and external, and driving results related to Product & Technology efforts and general client satisfaction. This role is accountable to the Client Succ...
J.p. Morgan Advisors - Senior Client Associate - Chicago, Il
Client Associate, Advisor, Senior, Financial Advisor, Associate, Client, Banking. Morgan Advisors, the ultra-high net worth division of J. ...