- Fifth Third Bank, NA (Atlanta, GA)
- …developed sales and presentation skills. + Travel required within assigned territory. #LI-JS1 Investment Executive ( Financial Advisor ) Atlanta, GA ... May handle large book of clients with more complex financial profiles. Accountable for sales of full range of...relationships. + Highly developed knowledge of the securities business, investment products and financial solutions. + Highly… more
- Lincoln Financial (Atlanta, GA)
- …opportunity. **Requisition #:** 74591 **The Role at a Glance** The Alternative Investment Sales Specialist Account Executive will develop, direct, implement, and ... capitalize on the opportunities to cross sell and penetrate new and existing financial advisors. + Conducts firm/ advisor meetings to achieve sales targets. (eg… more
- Truist (Atlanta, GA)
- …clarity and strategic alignment across business functions. Act as a trusted advisor , translating complex data into executive -ready insights and enabling informed ... solutions to complex organizational challenges. + Act as a strategic advisor to executive stakeholders, delivering operational assessments, scenario modeling,… more
- Amazon (Atlanta, GA)
- …and business value analysis - Develop C-level engagement strategies, executive narratives, ROI investment justifications, deal structures, solution ... strategies and helping prioritize strategic pursuits - Directly engage with customer executive teams, helping articulate the strategic and financial benefit of… more
- Fifth Third Bank, NA (Atlanta, GA)
- …DUTIES AND RESPONSIBILITIES: + Active coverage and relationship management of > 30 financial sponsor clients focused on investing in the TMT sector + Lead the ... overall positioning strategy with key financial sponsor clients to position Fifth Third Bank as...clients to position Fifth Third Bank as a trusted advisor + Collaborate and partner with senior industry coverage… more
- Bank of America (Atlanta, GA)
- …supporting business objectives and contributing to market profitability by influencing Financial Advisor business practices to minimize regulatory, financial ... sales practice activities, and conduct of market personnel * Manages day-to-day Financial Advisor (FA) business needs, while ensuring adherence to the… more
- Robert Half Finance & Accounting (Duluth, GA)
- …goals. The ideal candidate will act as a trusted advisor to the executive team, driving financial strategies and fostering a culture of collaboration and ... operations, ensuring alignment with the company's strategic objectives. + Provide strategic financial guidance to the executive team, focusing on risk management… more
- Truist (Atlanta, GA)
- …Responsible for overseeing, managing and leveraging the entire life cycle of IT investment . Acts as primary point-of-contact and trusted advisor for ... develop, prioritize and execute the IT and business portfolio. Works with executive IT leadership to understand current commitments and determine future plans.… more
- Evolent (Atlanta, GA)
- …to align financial planning with business execution. * Synthesize complex financial data into clear, actionable insights for executive stakeholders. * Lead ... This role is part of a centralized corporate FP&A team focused on financial intelligence, analysis, and forecasting, with a strong emphasis on strategic thought… more
- Deloitte (Atlanta, GA)
- …are critical to businesses. Your contributions can help clients improve financial performance, accelerate new digital ventures, and fuel growth through innovation. ... technology solutions specifically engineered for each sector. Who we serve Deloitte's Financial Services Industry consulting practice is the largest in the world,… more
- Fifth Third Bank, NA (Alpharetta, GA)
- …sales and referral goals as set by management, working in partnership with Investment Executive . + Initiate and maintain customer and prospect contact through ... the prospective and existing client base, and engage partners to fulfill client financial needs. Utilize and promote the Retail Consultative Sales process, using the… more
- Deloitte (Atlanta, GA)
- …+ Enrolled Agent + Certifications: + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) + Professional Engineer + GRI Certification + ... Our Global Investment and Innovation Incentives ("Gi3") practice provides our...delivery of engagement deliverables, which may include presentation decks, executive summaries, credit calculations, completed tax forms, supporting files,… more
- Deloitte (Atlanta, GA)
- …+ Enrolled Agent + Certifications: + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) + Professional Engineer + GRI Preferred + Advanced ... Our Global Investment and Innovation Incentives ("Gi3") practice provides our...delivery of engagement deliverables, which may include presentation decks, executive summaries, credit calculations, completed tax forms, supporting files,… more
- Deloitte (Atlanta, GA)
- …attorney + Enrolled Agent + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) + Professional Engineer Preferred: + Advanced degree ... Our Global Investment and Innovation Incentives ("Gi3") practice provides our...delivery of engagement deliverables, which may include presentation decks, executive summaries, credit calculations, completed tax forms, supporting files,… more
- Truist (Atlanta, GA)
- …3. Manage or monitor the closing process, depending on the presence of a Financial Advisor (FA). If no FA, this will include creating/distributing Contact Lists ... to ensure timely and accurate reporting of necessary corporate governance and financial information. Take ownership of the Sales Tracking Report that provides… more
- Deloitte (Atlanta, GA)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... and eligibility requirements related to: + IRC section 48 Investment Tax Credit + IRC section 45 Production Tax...streams, such as cost segregation studies and tax equity financial modeling (eg, hypothetical liquidation at book value) +… more
- Deloitte (Atlanta, GA)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... on the potential benefits and eligibility requirements related to: + IRC section 48 Investment Tax Credit + IRC section 45 Production Tax Credit + IRC section 45Q… more
- Elevance Health (Atlanta, GA)
- …partnerships across business units, IT, and security teams, acting as a trusted advisor to senior leadership and translating technical risks into business impact. + ... or secure product development lifecycles (DevSecOps). + Excellent communication and executive presence, with the ability to present security postures, risk… more
- Amazon (Atlanta, GA)
- …their companies. You will leverage your consultative expertise to become a trusted advisor , guiding PE Firms and their portfolio companies in embedding and deploying ... the services we offer to accelerate these workloads. You conduct compelling executive conversations on the transformational possibilities of generative AI and data,… more