- JPMorgan Chase (Atlanta, GA)
- …market solutions to individual investors through financial intermediaries. As a Private Wealth Alternatives Client Advisor in our Sales team, you will ... alternative space, including experience in variousstructures of private alternatives , non-traded REITs, business development companies,Interval Funds, and closed… more
- Neuberger Berman (Atlanta, GA)
- …about Alternative offerings to advocate, educate and sell Neuberger's Alternatives suite of products. The role will involve one-on-one and group presentations, ... **Summary** The Alternative Investment Product Specialist will work with Neuberger's...products and strategies Serve as the primary internal and client -facing point of contact for the illiquid alternatives… more
- BlackRock (Atlanta, GA)
- …investment vehicles, and the industry-leading iShares(R) ETFs. About this role: The Alternatives Client Engagement (ACE) group manages the partnerships formed ... with each BlackRock Solutions client and is the trusted advisor , problem solver and business partner to eFront clients. They are the key point of contact and are… more
- Atria Wealth Solutions (Alpharetta, GA)
- …mixture(s) of insurance/investment products and services to achieve the financial client 's goals as a registered representative/ advisor /agent of Navy Federal ... Financial Advisor - Alpharetta Alpharetta, GA, United States *PLEASE...regulatory filings + Provide basic investment industry expertise to client investment consultations and servicing of investment products, stocks,… more
- Navy Federal Credit Union (Alpharetta, GA)
- …mixture(s) of insurance/investment products and services to achieve the financial client 's goals as a registered representative/ advisor /agent of Navy Federal ... required regulatory filings + Provide basic investment industry expertise to client investment consultations and servicing of investment products, stocks, bonds,… more
- Regions Bank (Atlanta, GA)
- …of the system. **Job Description:** At Regions, the Philanthropic Solutions Advisor advises individuals, families and institutions to achieve their charitable ... mission. The PS Advisor acquires clients, retains and develops relationships and associated revenue for a group of accounts for charitable and non-profit clients.… more
- Cherry Bekaert (Augusta, GA)
- …energy, and expertise. We approach today's toughest business challenges with a client -first mindset, working together to create exceptional value. We are all ... your space and create your future, you belong with us. The Private Client Services (PCS) practice provides exceptional personal compliance and business tax planning… more
- Cherry Bekaert (Augusta, GA)
- …to serve as a technical consultant, both internally and externally + Be a trusted advisor to a client and begins to identify opportunities for expanded services ... on complex audit and accounting issues + Review financial reporting and ensure client deliverables are provided in a timely manner. + Provide the engagement partner… more
- American Express Global Business Travel (Atlanta, GA)
- …portfolios and business development. In this role, they will be recognized as a valued advisor within their Meetings & Events client base and will demonstrate a ... industry knowledge to improve cross-functional approaches for the execution of our client servicing and sales strategies. The Strategic Account Manager is an… more
- BlackRock (Atlanta, GA)
- …privileges of employment. Please contact us to request accommodation. Team Overview Alternatives Client Platform supports the coordination and administration of ... the investor communication programmed to ensure a best in class client experience for BlackRock's Private Markets investors. This team is responsible for a wide… more
- Deloitte (Atlanta, GA)
- …which allow clients to achieve their business strategy. Present technical alternatives and supporting recommendations aligned with the client 's business ... and confirms work products meet our firm's and the client 's quality standards. Additionally, Specialist Masters are expected to...pursuits as a pursuit team member or subject matter advisor . Participate in the oral presentation of the proposal… more
- Black & Veatch (Atlanta, GA)
- …facilities. The PFAS Process Lead will collaborate with the PFAS Initiative Team, Client Directors, and Project Managers on new business pursuits related to PFAS ... marketing opportunities such as presenting at local/national conferences, building/maintaining client relationships, and identifying new business prospects The PFAS… more
- Marriott (Atlanta, GA)
- …Manages continuous improvement program to improve quality, consistency, and client satisfaction. **CANDIDATE PROFILE** **Education and Experience** **Required:** o ... Influencing technology strategy by providing strategic advice, being a trusted advisor to discipline partners for leveraging/customizing software to meet their… more
- Truist (Atlanta, GA)
- …smaller and/or less complex accounts. Exercise independent decisions relating to client analysis of coverage, recommending coverage needs, and suggesting new lines ... and resource by colleagues and peers who provides exceptional client service and serves as a mentor to others....prospects by supporting the Marketing Account Executive / Transaction Advisor in the evaluation of exposure data and insurance… more
- Bank of America (Atlanta, GA)
- …a variety of complex clients and prospects regarding topics such as the client and prospect industry, alternative capital structures, and general business issues ... include serving as the primary point of contact or trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating with teammates,… more
- Fifth Third Bank, NA (Atlanta, GA)
- …+ Work independently to identify and develop profitable new "lead left" client relationships by leveraging centers of influence, existing clients, & referral sources ... evaluate and develop a tailored relationship strategy for each client or prospect. + Responsible for planning and conducting...customers on a regular basis to enhance the trusted advisor relationship and ensure business needs are being met… more
- Microsoft Corporation (Atlanta, GA)
- …Platform legal team and engage in a combination of engineering client -facing support, ongoing regulator-facing interaction and engagement, and management of major ... at work and beyond. **Responsibilities** + Serve as trusted advisor and primary legal counsel for the C+AI Trusted...or processes. Identify and anticipate legal risks in the client 's technology, program design, or process design and assist… more
- BlackRock (Atlanta, GA)
- …of strategies from Model Portfolios, iShares ETFs, and mutual funds to Alternatives , SMAs and sub-advisory relationships, USWAs mandate is to deliver One BlackRock ... to retail advisor practices. **Role Description:** BlackRock Portfolio Design Specialist/C is...investment solutions + Embrace technology to deliver an exceptional client experience **Qualifications:** + BA/BS required. Advanced Degree +… more
- Deloitte (Atlanta, GA)
- …solution development, and implementation of clients' tax objectives. You will manage the client relationship by delivering tax advisory services to the client . ... partnership work papers, allocations, and tax filings + Preparing and leading client meetings on compliance and advisory projects related to tax planning… more
- Truist (Atlanta, GA)
- …job description:** Support Producers, Marketing Account Executives, Marketing Specialists, Client Account Executives and other teammates in the preparation for ... and teammates. Become knowledgeable of applicable coverages, carrier guidelines, alternative funding arrangements, underwriting, and legislative changes. **ESSENTIAL DUTIES… more