- 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
- 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
- KPMG (Atlanta, GA)
- **Business Title:** Senior Associate, HR Business Advisor - Advisory **Requisition Number:** 112535 - 28 **Function:** Business Support Services **Area of ... are, join our team. KPMG is currently seeking a Senior Associate, HR Business Advisor - Advisory FED to join our Talent & Culture organization. Responsibilities: +… more
- Guardian Life (Atlanta, GA)
- …team is seeking a positive professional to join the team as a Supervision Advisor on our Advisory suitability team. The right candidate will have the ability to ... volume, fast paced environment. In this role, the supervision advisor will be expected to use their knowledge and...securities industry to ensure the best interests of the client are being met. The candidate will have the… more
- Cherry Bekaert (Atlanta, 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 (Atlanta, 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
- Deloitte (Atlanta, GA)
- …which allow clients to achieve their business strategy. Present technical alternatives and supporting recommendations aligned with the client 's business ... Operate, AI, and Engineering. We serve as a trusted advisor and managed service provider bringing a mix of...and confirms work products meet our firm's and the client 's quality standards. Additionally, Specialist Masters are expected to… 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
- 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
- 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
- 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
- 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
- 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 ... responsibilities include serving as the primary point of contact/trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating… more
- BlackRock (Atlanta, GA)
- …this role** Due to our continued phenomenal growth, we are actively seeking client -facing sales professionals with a proven successful track record of managing an ... assigned territory to help identify, develop, and own client relationships. The model portfolio landscape is one of...from Model Portfolios, iShares ETFs, and mutual funds to Alternatives , SMAs and sub-advisory relationships USWAs mandate is to… 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
- 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 . ... work papers, allocations, and tax filings + Coordinating and communicating with client contacts as required to gather information to complete their tax returns.… more