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Cetera Financial Group" refers to the network of retail independent broker-dealers encompassing, among others, Cetera Advisors, Cetera Advisor Networks, Cetera Financial Institutions, Cetera Financial Specialists, First Allied Securities and Summit Brokerage Services.
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Supporting client Legal and Indirect Procurement Shared Services (IPSS) Contracts with the development and execution of contractual documents including Non-Disclosure Agreements, Statement of Work, Master Services Agreements, SaaS Agreements, Software License Agreements, Services Agreements, and other contracts as necessary to support Procurement and business needs.
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Interact with clients, prospects and colleagues on a regular basis providing asset management, financial planning, and brokerage services advice. Strong understanding of financial planning and the investment process including familiarity with mapping clients’ investment needs to asset allocation models, structuring client investment portfolios, and portfolio analytics.
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Job Description Client Engagement Manager Locations : New York, NY | Waltham, MA | Hybrid Get To Know The Team: The CEM is an integral role within the Global Deal Services Intralinks organization, nested within the larger Global Technical Sales organization.
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Three to five years of experience in B2B Account Management or Client Success experience (SaaS industry strongly preferred)Preferred experience and/or exposure to the following: Proven client success professional with strong ability to articulate vision, strategy, and plans.
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My client is a reputable Financial Services organisation and they are looking for a Senior Identity and Access Management Security Analyst to join their innovative Security team and support the implementation of their Identity and Access Management delivery.
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Our client is a dynamic leader in the eCommerce and ergonomic office solutions industry, seeking a Creative Services Manager to lead and elevate their creative department. As the Creative Services Manager , you will oversee the creative department and manage a team of designers, copywriters, video producers, and photographers to deliver high-impact marketing initiatives.
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Certified Financial Planner (CFP), Certified Trust & Financial Advisor (CTFA), Certified Public Accountant (CPA) and/or Chartered Financial Analyst (CFA) certification. Work closely with management to ensure Client Service and Wealth Advisor staff have an effective client service and sales enablement partnership and deliver an excellent client experience.
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Through its relationship with CUSO Financial Services, L. P. (CFS) Spokane Teachers Credit Union is seeking a Financial Advisor to provide retirement and investment services to its member base in and around the Pasco, WA area.
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Location: Chicago, Illinois Firm: Restructuring and Turnaround Advisory Firm Industry: Turnaround and Restructuring Advisory, Financial Services Job Summary: The Restructuring Associate at our client will assist in managing the financial and operational turnaround of distressed middle-market companies.
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We deliver the market-leading enterprise SaaS solution for managing third-party risk and compliance, helping Global 2000 companies protect their brand, build customer trust, and drive principled performance.
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Tactical support to the Investment Services data and reporting function:Maintain primary responsibility for downloading, naming and filing of all private fund information from manager portals for client and proprietary accounts.
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As a client-facing Client Success Manager , working hybrid at home and from our Bethesda, MD office, you will manage the approach to providing services and achieving program outcomes meeting the needs of a group of SGS' valuable clients.
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Analysts have extensive client interaction and prepare various reports for clients in the areas of cash flow planning, income tax projections, investment allocation, investment performance, Family Office provides sophisticated solutions to streamline the intricate financial lives of ultra-high net worth families, through comprehensive coordination, advanced risk management, investment services and legacy preservation strategies.
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NEW Health is an affiliate of Massachusetts General Hospital, MGH and Boston Medical Center, BMC.The health center is a 30 million organization that provides comprehensive healthcare services and programs in three locations, the North End, the Charlestown Bunker Hill Housing Development, and at Charlestown High School.
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saas financial services client jobs Title: account manager
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