- HUB International (South Hadley, MA)
- …their own unique, regional culture. We currently have an opportunity for an ** Account Manager - Client Advisory Team** . The selected employee will be ... regarding new and/or renewal coverage. + Prepare policy quotes based on client 's needs, rates and coverages. + Prepare all transactions for assigned accounts,… more
- HUB International (Spencer, MA)
- …offices across North America. We currently have an opportunity for an ** Account Manager ** on our ** Client Advisory Team.** The selected employee will be ... regarding new and/or renewal coverage. Prepare policy quotes based on client 's needs, rates, and coverages. Prepare all transactions for assigned accounts,… more
- HUB International (Gardner, MA)
- …their own unique, regional culture. We currently have an opportunity for an **Assistant** ** Account Manager ** (with potential for hybrid work) to join our ** ... Client Advisory Team.** The selected employee will...Client Advisory Team.** The selected employee will be responsible for...and servicing of accounts under the direction of an Account Manager or Manager . +… more
- Cherry Bekaert (Nashville, TN)
- …practice, an opportunity has been created for an **Accounting Advisory Manager ** to join our team. As a ... the uniqueness that each individual brings to the firm._ **As an Accounting Advisory Manager , you will:** Support the performance of engagements by managing… more
- Avanade Inc. (Jacksonville, FL)
- …and maintain strong relationships with clients, Business Development Executives, and Client Account Leads, understanding their business needs and challenges, ... Group/Senior Manager , Technical Advisory Pair your adaptable,...collaborative, curious mindset with your tech skills to help client digitally transform their ways of working. Better experience… more
- Deloitte (Boston, MA)
- Financial Services Risk Management Manager Our practitioners have the opportunity to engage a diverse and challenging portfolio of projects which include the design ... critical to the success of our clients. As a Manager , you will have opportunities to: + Learn how...and other digital strategies + Support the development of client deliverables or for internal business needs + Serve… more
- Deloitte (Cleveland, OH)
- … advisory services, with clients in over 20 industries, is seeking an exceptional Advisory Manager with a focus on SAP Treasury. With a robust portfolio of ... SAP Treasury: We are in search of an experienced Advisory Manager who is passionate about SAP...shape the landscape of our clients' financial success. + Client Engagement: Play a central role in client… more
- HUB International (Gardner, MA)
- …currently have an opportunity for an **Rewrite and Remarket Specialist** to join our ** Client Advisory Team** . The selected employee will be responsible for ... to KPI goals established management. All other duties as assigned by manager . **QUALIFICATIONS** : + Experience servicing personal accounts within an insurance… more
- AON (FL)
- …executive sponsor for Advisory solutions + Primary external executive sponsor for client Advisory sales + Manages team of Relationship Managers and ... Excellent analytical and critical thinking skills + Strong people manager skills across direct and indirect matrixed reporting lines...Advisory solutions + Primary external executive sponsor for client Advisory sales + Manages team of… more
- Deloitte (Columbus, OH)
- …for this role ends on 12/31/2024 The Role: We are actively seeking a visionary Advisory Manager who is a Kyriba technology expert to join our Treasury practice. ... opportunities and engage in the growth and enhancement of client relations through advisory services, solution design,...York State, Jersey City, California and Colorado takes into account the wide range of factors that are considered… more
- Deloitte (Chicago, IL)
- …Risk and Financial Advisory Risk, Data and Regulatory Liquidity - Manager Deloitte Risk and Financial Advisory 's Financial Services Industry (FSI) Risk, ... Prudential Standards-Regulation YY, Basel III LCR and NSFR, FR 2052a, SR 10-1 Interagency Advisory on Interest Rate Risk, BCBS 368 - Interest Rate Risk in the… more
- Deloitte (Seattle, WA)
- …proposals, and business strategy development, igniting new opportunities and cementing client relationships with your advisory prowess. + Championing proposal ... we're not just consultants - we're architects of change, transforming our client 's supply, trading, and marketing organizations. Our Commodity Trading & Risk… more
- Manulife (Boston, MA)
- …this position is to work on internal audits within the North America General Account Group and the Wealth and Asset Management Segment of Manulife Financial. The ... General Account Group handles investment portfolios related to the insurance...segment manages third party assets (ie mutual funds, institutional client funds, separately managed accounts). Audits of these businesses… more
- UL, LLC (Austin, TX)
- …looks to engage the broader account plan and provide awareness to account managers of Advisory opportunities. + Contributes to the development of strategy ... for their assigned specialized. + Advisory services by providing input on customer needs, pain...on customer needs, pain points, trends, etc. to service manager . + Maintains ongoing plan to prioritize portfolio of… more
- Alight (Charlotte, NC)
- ** Advisory Team Manager ** **Are you looking for a new opportunity to lead a goal-oriented team?** **Are you passionate about building relationships and ensuring ... Leading a team of Advisors providing support to members in a managed account program. Additionally, the team offers assistance with Financial Planning and financial… more
- HUB International (South Hadley, MA)
- …KPI goals as established. + Other responsibilities as assigned by Manager . **Qualifications:** + Experience servicing personal accounts within an insurance agency. ... team + Strong attention to detail + Customer focused \*LI-JS Department Account Management & Service Required Experience: 2-5 years of relevant experience Required… more
- City National Bank (Los Angeles, CA)
- … Advisory activity. Responsible for reviewing and approving new account documentation, trade blotters, written and electronic correspondence, and firm books ... **SR. COMPLIANCE ANALYST - BROKER DEALER INVESTMENT ADVISORY ** **WHAT IS THE OPPORTUNITY?** Colleague is responsible for assisting CNS Branch Manager with daily… more
- Deloitte (Columbus, OH)
- …focus on business opportunities, growing the practice and strengthening the existing client relations through advisory services, solution design and delivery. ... in audit , tax , consulting , and financial advisory services with clients in more than 20 industries....to our clients. + Playing a key role in client communication, relationship development and retention + Ensuring products/deliverables… more
- UL, LLC (Chicago, IL)
- …within sustainability). + Collaborates with customer personnel to craft customized Advisory service solutions and deliver value. + Makes connections and builds ... + Provides input on customer needs, pain points, trends, etc. to service manager . + Uses technical credibility to build relationships with buyers and centers of… more
- Deloitte (Columbus, OH)
- …processes. + Leverage your in-depth knowledge on ForgeRock Identity Platform (Identity Manager & Access Manager ), Java, JavaScript, Groovy Scripts, REST APIs, ... UI customization, writing scripts and developing code to cater the client 's end-user experience. + Lead the conversation with cross-functional teams, including… more