- Intuit (Atlanta, GA)
- …- Seasonal Local Service Associate, you will serve as a trusted advisor , empowering customers to achieve positive financial outcomes while supporting Intuit's ... full service tax return preparation, tax advice, calculations, and software/product support . Your ability to demonstrate understanding of each customer's unique… more
- MERIDIAN COOPERATIVE INC (Atlanta, GA)
- …across the Mid-West. In this high-impact role, you'll serve as a trusted advisor to our members and customers, aligning their business goals with Meridian's ... you. What You'll Do: Serve as the primary point of contact for a portfolio of enterprise accounts, including utility members and key stakeholders at the executive… more
- Cardinal Health (Atlanta, GA)
- …results, increase market share and exceed customer expectations. **Job Summary** The Advisor , Portfolio Management supports the category owners by managing sales ... **What Portfolio Management contributes to Cardinal Health** Portfolio...process improvement for all atHome & Edgepark categories. The Advisor is a support function to specific… more
- Bank of America (Atlanta, GA)
- …relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within ... Financial Solutions Advisor I-Roswell Wieuca Atlanta, Georgia **To proceed with...of America, including hands-on practice, personalized coaching and dedicated support throughout your on-boarding experience. The Academy offers a… more
- Edward Jones (Stockbridge, GA)
- …visible members of the client team, working under the leadership of a financial advisor . You thrive in an inclusive team environment, are a continuous learner, have ... an impact to change lives. You and your financial advisor will complement each other to create capacity and...the lives of our clients. **We'll give you the support you need.** **Our team will be there every… more
- Truist (Norcross, GA)
- …the following job description:** Serve as primary relationship manager for a portfolio of financially complex client relationships within the defined mass affluent ... segment within the Truist footprint. (In a de novo circumstance [limited established portfolio of clients upon job entry], serves to establish new managed … more
- Bank of America (Chamblee, GA)
- …relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within ... Financial Solutions Advisor I- Consumer Investments-NE Georgia Loganville, Georgia;Chamblee, Georgia...Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools,… more
- Truist (Atlanta, GA)
- …America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients. ... * Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive...various specialists and IRM partners who are designated to support client service and business development efforts (eg credit,… more
- Optiv (Atlanta, GA)
- The Associate Cybersecurity Advisor , aka Associate Portfolio Security Advisor (SA) plays a critical role in serving as a trusted partner to Optiv's clients. ... + Articulate how the necessary elements of the Optiv technology and services portfolio meet the specific needs of the client stakeholders at a management level.… more
- Humana (Atlanta, GA)
- …caring community and help us put health first** The Acquisition Integration Advisor performs project-oriented duties related to the integration of an acquired entity ... into the company. The Acquisition Integration Advisor works on problems of diverse scope and complexity...Minimum 5 years of experience delivering project, program, and portfolio management. + Minimum 5 years of experience consulting/supporting… more
- JPMorgan Chase (Mcdonough, GA)
- …best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and ... advice to individuals and families. Your expertise will support a wide range of clients, from those just...done with a consistent focus on relationship management, not portfolio management + Demonstrate a deep understanding of financial… more
- CenterWell (Atlanta, GA)
- …Home Health is seeking a highly analytical and collaborative Strategy Advancement Advisor to lead strategic initiatives focused on productivity, pay structure, and ... workforce management across our business portfolio . This role serves as a critical bridge between...drive performance and engagement. The **Home Health Strategy Advancement Advisor ** will be responsible for: + Lead Productivity &… more
- UKG (Atlanta, GA)
- …by you. **About the Role:** We are seeking a driven and experienced Lead Value Advisor to support our regional go-to-market efforts across the EMEA (mainly South ... annually through UKG solutions today. Yet it's our AI-powered product portfolio designed to support customers of all sizes, industries, and geographies that will… more
- Broadcom (Atlanta, GA)
- …for customers in complex and/or strategic accounts by establishing a trusted advisor relationship, balancing both the technology and business objectives of the IMS ... solutions and products within the Broadcom portfolio . Key activities include maximizing product adoption, improving customer success and maintaining renewal rates to… more
- Equitable (Atlanta, GA)
- Entry Level - Financial Advisor - Atlanta, GA (5143) ( 240000MM ) **Primary Location** : UNITED STATES-GA-Atlanta **Organization** : Equitable Advisors ... : Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking + **Financial… more
- Leap (Atlanta, GA)
- …part of the Leap platform, this individual will have the unique opportunity to support other brands in our portfolio through new store openings, activations, and ... builds positive relationships with team members and clients to support a collaborative environment. + Professional & Reliable: Consistently...hard to create a diverse community of Leapers to support the brand and customers we serve and help… more
- UKG (Atlanta, GA)
- …be instrumental in shaping how ESE invests in, manages, and evolves its portfolio of services to support UKG's growth and transformation. **Key ... and scalable. We are seeking a Director of Service Portfolio Management to lead the design, governance, and execution...effectiveness. Leadership & Influence + Serve as a trusted advisor to the CIO and ESE leadership team on… more
- Eliassen Group (Atlanta, GA)
- …is a high-visibility position, managing Program Managers, while serving as a strategic advisor to VA stakeholders. The Portfolio Manager is responsible for ... ** Portfolio Manager** **Anywhere** **Type:** Contract-to-Hire **Category:** Program/Project Management...+ Serve as the senior delivery leader and trusted advisor to VA stakeholders, aligning delivery activities to the… more
- BlackRock (Atlanta, GA)
- …sub-advisory relationships, USWAs mandate is to deliver One BlackRock to retail advisor practices. **Role Description:** BlackRock Portfolio Design Specialist is ... + Deliver subject matter expertise on BlackRock Model Portfolios + Implement customized portfolio solutions in conjunction with the advisor 's investment goals +… more
- Siemens (Alpharetta, GA)
- **Job Family:** Sales **Req ID:** 480585 ** Portfolio Consultant, OEM Sales Acceleration** Here at Siemens, we take pride in enabling sustainable progress through ... first. Our global, diverse team would be happy to support you and challenge you to grow in new...where our shared journey will take you? As a ** Portfolio Consultant, OEM Sales Acceleration** , you will be… more
