• AlphaSense (New York, NY)
    …and communications to keep internal and external clients informed of implementation progress Create and modify training programs for each client engagement ... About the Role: We are looking to add an Implementation Consultant to our growing Enterprise Intelligence offering at...Collaborate with marketing to create documentation for clients to support training needs Proactively identify… more
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  • Franklin Templeton (Stamford, CT)
    …' achievements. Come join us in delivering better outcomes for our clients around the world! Portfolio Implementation Operations Specialist O'Shaughnessy Asset ... by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified...Management (OSAM) is looking to hire a full-time Portfolio Implementation Operations Specialist as a member of the Portfolio… more
    Upward (07/12/25)
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  • Umpqua Bank (Tacoma, WA)
    …services across multiple sectors. Develop sales plans to identify the expansion of existing clients in conjunction with the Relationship Managers by preparing ... a consultative working cash flow presentation to prospects and existing clients . Lead client/prospect sales calls with...their goals and business objectives. Lead and facilitate the implementation and structure of new and existing more
    Upward (07/06/25)
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  • Edward Jones (Warrenville, IL)
    …of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial ... the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals:...be there every step of the way, providing: Paid training - Get registered and licensed and learn how… more
    Upward (07/27/25)
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  • M&T Bank (Tarrytown, NY)
    …plays a vital role in assessing and managing credit risk for commercial clients at M&T Bank. This client facing position involves analyzing financial statement, ... adding or removing conditions. Manage the ongoing credit risk of existing loan portfolios through continuous credit monitoring (CCM) activities enabling the… more
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  • Immersion Consulting (Annapolis, MD)
    …We are a dynamic and forward-thinking organization dedicated to providing our clients with actionable business solutions that yield sustainable results. Our tested, ... day to day. Provide business analysis expertise including the development, implementation , and tracking of performance metrics, trend analysis, analysis of user… more
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  • City National Bank of Florida (Miami, FL)
    …of identifying new Treasury Management revenue sources and supporting the retention of existing clients . Responsible for meeting or exceeding assigned sales and ... Treasury Management service proposals. Independently completes agreements and correspondence with clients . Organizes and conducts training sessions for calling … more
    Upward (07/21/25)
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  • Fragomen, Del Rey, Bernsen & Loewy, LLP (Washington, DC)
    …& Account Growth Identify and develop business opportunities with new and existing clients . Participate in Business Development activities through networking and ... challenges. Play an active and central role in the implementation and management of projects. Guide clients ...obligations, and immigration systems for internal practice teams and clients . Assist in developing training plans and… more
    Upward (07/14/25)
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  • Antares Capital LP (Chicago, IL)
    …business goals, enhance operational efficiency, and provide exceptional value to our clients . We are seeking an AVP IT Project Manager and Finance Operations ... expertise, and a passion for driving change through strategic technology implementation . This position plays a critical role in leading successful initiatives… more
    Upward (07/25/25)
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  • Catholic Charities, Diocese of Trenton (Trenton, NJ)
    …& pension plans; Public Student Loan Forgiveness program; and wide array of training and staff development opportunities to earn on-site CEUs. Catholic Charities is ... represent industry standards, contractual commitments and agency expectations. Regularly monitor implementation of goals and objectives for both programs. Work with… more
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  • Infosys (Atlanta, GA)
    …Management to document requirements and coordinate with technology teams for implementation in Agile framework Collaborate with cross-functional teams across the ... and Regulatory Affairs) to assess impact of a specific regulation on existing policies, risks and controls Gather and analyze key Anti-Financial Crime requirements,… more
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  • Great Minds (Washington, DC)
    …Principals, and Superintendents) across territory. Understand the general health of the clients ' implementation to refer training and implementation ... The Account Representative will grow new business across their region while maintaining existing customers and guide them during their implementation journey and… more
    Upward (07/18/25)
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  • Flood & Peterson Insurance, Inc. (Greeley, CO)
    clients in conjunction with the Sales Executive and/or Practice Leader assisting with existing clients and new business prospects by performing a variety of ... we prioritize your professional growth. You'll benefit from comprehensive on-the-job training and resources designed to enhance your skills and knowledge, setting… more
    Upward (07/04/25)
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  • Goldman Sachs, Inc. (Richardson, TX)
    …ASSET & WEALTH MANAGEMENT Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our ... banking and comprehensive advice to a wide range of clients , including ultra-high net worth and high net worth...mail and email) and monitor delivery and enhancement of existing communications in a timely and accurate manner. This… more
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  • Michael Baker International, Inc. (Coraopolis, PA)
    …profit and loss and leadership. Additional responsibilities include: Meet with existing clients to identify upcoming opportunities and confirm performance ... Accompany other project staff at client meetings to further develop business with existing clients Monitor project execution to ensure our services are being… more
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  • BizFirst LLC (Fort Belvoir, VA)
    …and business challenges. The analysts will assist in facilitated sessions with clients to define detailed business requirements, gather and document requirements and ... business processes, and identify opportunities to automate or improve existing systems. They will elicit business needs, coordinate requirements, and engage at the… more
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  • Broadwing (Dallas, TX)
    …and sustainability solutions. You will promote our suite of solutions to prospects and existing clients to build a stronger relationship to deliver sales and ... local networking events to provide direct access to decision-makers. Cultivate relationships with existing clients or business contacts who can refer leads. Good… more
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  • Stantec (Monrovia, CA)
    …and collaborate with top environmental professionals on work that's vital to our clients and the communities they serve. Join a team that's naturally committed to ... will direct compliance projects for state, federal, and commercial clients and is responsible for overseeing project development, direction, coordination,… more
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  • WSP (Oakland, CA)
    …more complex/comprehensive investigations and inspections of proposed and existing site conditions, including subsurface investigations, soil foundation engineering, ... plans that require coordination with owners, other disciplines, sub-consultants, and clients . Involved from project inception to completion in the management of… more
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  • NexTec Group (Dallas, TX)
    …will work on new client implementations, including gathering requirements, configurating, training , testing, and go-live activities. The Senior Consultant may also ... Responsibilities: Implement and support Acumatica ERP for new and existing customers. Specific responsibilities include design, product configuration, testing, data… more
    Upward (07/26/25)
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