- CTG (Rancho Santa Fe, CA)
- CTG is seeking a strategic Epic Practice Consultant to help stand up and guide the launch of our clients Epic Practice . This role will support key activities ... Strategic Partnerships & Emerging Business and act as an advisor and fractional leader as we grow this offering....as we grow this offering. **Scope of Work** + Practice Strategy & Design + Shape the clients Epic… more
- Centene Corporation (Tallahassee, FL)
- …and small provider practices and WellCare. Educates providers and supports provider practice sites in regards to the National Committee for Quality Assurance (NCQA) ... Federal standards for HEDIS. + Under general guidance form Senior Quality Practice Advisors and management, educates community physician and small provider practices… more
- Centene Corporation (Little Rock, AR)
- …physician practices, IPAs and Centene. Educates providers and supports provider practice sites regarding the National Committee for Quality Assurance (NCQA) HEDIS ... Quality, Risk Adjustment and Operations (claims and encounters). + Identifies specific practice needs where Centene can provide support. + Develops, enhances and… more
- Centene Corporation (Las Vegas, NV)
- …physician practices, IPAs and Centene. Educates providers and supports provider practice sites regarding the National Committee for Quality Assurance (NCQA) HEDIS ... Quality, Risk Adjustment and Operations (claims and encounters). + Identifies specific practice needs where Centene can provide support. + Develops, enhances and… more
- Deloitte (Charlotte, NC)
- …software to keep clients' projects on track and on cost. The Engagement Financial Advisor Practice employs a hybrid work model that capitalizes on the benefits ... Deloitte's Engagement Financial Advisor (EFA) team is comprised of professionals specializing...overall EFA team through participation in one or more practice initiatives + Connect with your support network (Manager,… more
- Jacobs (Birmingham, AL)
- …over the past 30 years. Our National Water Design-Build (DB) Team is growing our Owner Advisor (OA) services and looking for an OA National Practice Lead. The OA ... pursuits, and individual project and program teams serving as OAs. The OA National Practice Lead will oversee the strategy, growth, and delivery of our Water DB OA… more
- TEKsystems (Braintree, MA)
- …information. Additional Skills & Qualifications * Prior experience in a financial advisor 's practice . * Administrative experience. * Associate or bachelor's ... degree in business, accounting or finance. * Excellent verbal and written communication skills. * Strong organizational and multitasking abilities. * Proficiency and familiarity of basic office equipment and Microsoft Office. * Friendly, professional demeanor… more
- Thrivent Financial (Minneapolis, MN)
- …responsible for achieving growth goals for Annual New Business Production (ANBP), advisor productivity, increasing teams, and ensuring practice protection with ... local groups and teams. + Develop collaborative relationships with the National Practice Group, Advisor Growth, Advice, Wholesaling teams, and regional leaders,… more
- Bank of America (Atlanta, GA)
- …**Job Description:** If you have at least 5+ years of experience as a Financial Advisor with a transportable practice , a strong performance in a team like ... Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California;...America Merrill + Understand all aspects of an optimal practice and complete the training and development needed to… more
- Thrivent Financial (MI)
- …clients. The Area Vice President will partner closely with our COEs focused on Advisor Growth, Practice Growth, and Advice Adoption (Matrix Partners) to ensure ... their geographic area. * Collaborates across Thrivent's ecosystem, National Practice Group, and our advisor continuum and...Thrivent's ecosystem, National Practice Group, and our advisor continuum and channels (eg remote advice, TAN). The… more
- KeyBank (Portland, OR)
- …This position will manage key priorities of the financial planning practice , including, advisor development, coaching, delivering superior client experience ... + Support select client engagements + Work with KPC Practice Management team to execute on advisor ...KPC Practice Management team to execute on advisor training priorities + Support broader planning and advice… more
- Thrivent Financial (Nashville, TN)
- …through advisors to activate clients to become advocates of Thrivent and their local advisor practice . Grow Sales + Build local engagement strategies in ... This includes development and execution of community events and partnerships with the advisor as well as connections to other regional engagement events to grow and… more
- Thrivent Financial (Minneapolis, MN)
- …is tailored to the needs of the clients + Utilizing input from the Advisor or Practice , prepares customized financial plan that incorporates client information ... financial planning in-depth level of knowledge of the planning process, advisor business models, advisor technology, and the utilizations of a broad array of… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …documents business requirements for Wealth Management technology, centered on the Financial Advisor 's practice . + Defines project scope and objectives through ... that support the lifecycle of planning & implementation performed by the Financial Advisor on a recurring basis. The associate will have extensive knowledge and… more
- Equitable (OH)
- …of financial services or wealth management industry experience. + Deep understanding of advisor practice management. + Expert knowledge of financial products and ... notes and tracking of pipeline activities + Effectively communicate the Equitable Advisor Value Proposition to potential recruits and partners. + Evaluate advisor… more
- JPMorgan Chase (San Diego, CA)
- …advisors to strengthen client relationships and achieve success. **Job Summary** As a Practice Management Consultant (PMC) for the Advisor Growth Program, you ... This team provides practice management coaching and consultations with experienced financial advisors in one-on-one, small group and large workshop settings,… more
- Bank of America (Sugar Land, TX)
- …Financial Solutions Advisor Stage II, where you will continue to practice the skills you've learned by growing and deepening relationships within a portfolio ... Financial Solutions Advisor I - Registration Candidate - Consumer Investments...winning **Academy at Bank of America** , including hands-on practice , personalized coaching and dedicated support throughout your on-boarding… more
- Bank of America (Santa Fe, NM)
- …Financial Solutions Advisor Stage II, where you will continue to practice the skills you've learned by growing and deepening relationships within a portfolio ... Financial Solutions Advisor Stage I - Registration candidate - Consumer...winning **Academy at Bank of America** , including hands-on practice , personalized coaching and dedicated support throughout your on-boarding… more
- Bank of America (Bridgewater, NJ)
- Advisor Development Program - Financial Solutions Advisor Trainee (Centralized): Bridgewater, NJ Bridgewater, New Jersey **Job Description:** As a **Financial ... Solutions Advisor within the centralized segment of the ...professional development to deepen your skills and optimize your practice as the industry evolves and changes. + Opportunities… more
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