- Fidelity TalentSource LLC (Smithfield, RI)
- Job Description:Investment Relationship Manager The RoleThe Financial Institutions Group (FIG) within the Intermediary Investment Client Group (IICG) is seeking an ... alternative analyst and product teams at leading wealth management and financial institutions.\u00A0 This role will also include developing enterprise relationships… more
- Fidelity TalentSource LLC (Providence, RI)
- Job Description:Investment Consultant You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless ... Purpose of Your Role Working in our Investor Center, you will develop customized financial plans through a wide range of products and services using your sound… more
- American Heart Association (Providence, RI)
- …your career. The **American Heart Association** has an excellent opportunity for an ** Associate Science and Medicine Advisor ** in our **National Center** office ... - We support the career development of all employees. This program provides financial assistance to employees who wish to further their education and career in… more
- H&R Block (Stoughton, MA)
- **498944BR** **Title:** Block Advisors Tax Advisor **Our Company** **:** At H&R Block, we believe in the power of people helping people. Our defining Purpose is to ... that will grow stronger every year. Joining **Block Advisors** as a **Tax Advisor ** means you'll serve clients with diverse tax and business services needs… more
- Humana (Providence, RI)
- …caring community and help us put health first** The Strategy Advancement Advisor provides data-backed strategic direction to identify and address business issues and ... and member experience. In this context, the Behavioral Health Strategy Advancement Advisor leads initiatives to analyze issues related to behavioral health using… more
- Humana (Providence, RI)
- …a part of our caring community and help us put health first** The Advisor , Medicaid Provider & Network Strategy will be accountable for leading the development of ... development of strategies that produce robust, adequate, and accessible networks. The Advisor will also drive the development of competitive & innovative provider &… more
- Humana (Providence, RI)
- …cases. The ideal candidate will have a background in technology strategy, financial analysis, health plan operations, and a deep understanding of AI technologies. ... As an Strategy Advancement Advisor , you will help drive our go forward strategy,...use cases to understand organizational impact of technology quantifying financial and non- financial impact + Partner with… more
- Humana (Providence, RI)
- …to address healthcare opportunities and challenges with technology-enabled solutions. As an Advisor in our team you'll enable Humana leaders as they leverage modern ... + Experience working with/in large organizations + Business analytics and/or financial experience + Master's or other post-secondary degree **Use your skills… more
- H&R Block (Stoughton, MA)
- …client relationships that will grow stronger each year. Joining H&R Block as a **Block Advisor Accelerated Tax Associate ** means you will have the support of an ... IRS and applicable state requirements + High school diploma or equivalent **Posting Title:** Block Advisor Accelerated Tax Associate **Sponsored Job:** \#20653 more
- Morgan Stanley (Providence, RI)
- …needs as examples * Input orders at the direction of clients and/or Financial Advisor (s), discuss reinvestment options and corporate actions with clients at ... and take appropriate action on client account alerts * *OTHER * Partner with Financial Advisor (s) in developing a business plan and delivering against a client… more
- TD Bank (Worcester, MA)
- …role. **Line of Business:** Personal & Commercial Banking **Job Description:** The Banking Associate is a banking professional that is integral to TD's Brand promise ... in line with TD's brand promise + Understands Customer financial needs to identify opportunities to promote and educate...services to be able act as an educator and advisor to Customers and non-Customers by engaging in benefit… more
- Morgan Stanley (Westborough, MA)
- …Review and take appropriate action on client account alerts *OTHER* * Partner with Financial Advisor (s) in developing a business plan and delivering against a ... the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of business through engaging and… more
- Bank of America (Providence, RI)
- …accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are in ... Registered Wealth Management Client Associate Providence, Rhode Island **Job Description:** At Bank...are guided by a common purpose to help make financial lives better through the power of every connection.… more
- Stryker (Providence, RI)
- …Magazine! Learn more about our award-winning organization by visiting stryker.com **Trauma Sales Associate ** About the Role As a Trauma Sales Associate , you will ... people, and committed to building strong relationships as a trusted advisor to our clients. Required Skills + **Integrity:** Reliable, dependable, trustworthy,… more
- Bank of America (Shrewsbury, MA)
- Senior Banker - Shrewsbury Financial Center Shrewsbury, Massachusetts **Job Description:** At Bank of America, we are guided by a common purpose to help make ... financial lives better through the power of every connection....has previously held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor… more
- Astrix Technology (Providence, RI)
- …managing these clients like a business with quotas, practice targets, and financial metrics - coordinating all activity across Astrix Sales and Astrix practice ... and Strategic sourcing as needed. + Employ a Trusted Advisor and strategic mindset and using consultative selling techniques,...representative of those that must be met by an associate to successfully perform the essential functions of this… more
- TD Bank (Worcester, MA)
- …Description:** The Treasury Management Officer (TMO) III is an independent senior advisor who is accountable to develop new Treasury Management (TM) business and ... other channel sales partners + Serves as the trusted advisor for clients with cash management needs to develop,...to meeting customer Banking needs + Partners with Sales Associate to deliver comprehensive recommendations based on customer cash… more
- Broadridge Financial Solutions (Providence, RI)
- …in person from time to time. You will be a part of the Broadridge Advisor Solutions team using your business analysis skills to listen to clients and translate ... role, and consultation related to best practices, scalability, and advisor site outputs. This role ensures what we deliver...or by sending an email to ###@broadridge.com . Broadridge Financial Solutions, Inc. (NYSE: BR) , is a global… more
- Staples (Framingham, MA)
- …partners with every area of the business to drive results and provide financial expertise. We are passionate about analyzing and interpreting information to assess ... guidance. Our team serves as a true partner and advisor to all our business leaders; working with them...payables, gather basic billing information using established and defined financial procedures, and enter invoice data into internal tracking… more
- Humana (Providence, RI)
- …is also responsible for ensuring strong alignment with, and becoming a trusted advisor to, key functional leaders. This leader will also partner with business and ... capabilities, supplier goals and objectives, risk profile, and supplier's financial position for requisite categories. + Develop multi-year sourcing pipelines… more
