- 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
- 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
- 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
- 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
- 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
- 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
- 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
- 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
- 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
- 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
- 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
- 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
- Cherry Bekaert (Atlanta, GA)
- …for providing compliance and consulting services/projects to an existing client base. Prior industry Real Estate, Construction, Hospitality) experience is ... regional accounting firm with a demonstrated record of having provided leadership, client service, and business expansion. + The qualified candidate will have… more