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Prior project management and exceptional client service management experience preferred. CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services.
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The Principal Wealth Manager role at Savvy is a critical role that will shape how the future of the wealth management industry looks (from a fintech lens). The Role: Savvy is a technology driven wealth management firm & RIA building software to drive automation and efficiency for wealth managers to let them focus on what truly matters: quality time with their clients.
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Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Due Diligence, Practice Management Strategy, Prioritizes Effectively, Quantitative Analysis, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Management.
$92,000 - $110,000 a yearFull-timeExpandApply NowActive JobUpdated 9 days ago - UpvoteDownvoteShare Job
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Lead coordination with other USAID bureaus/offices and other USG, United Nations (UN), and/or multilateral agencies/donors, particularly in relation to Agency Construction Policies and Construction Risk Management.
$100,000 - $130,000 a yearExpandApply NowActive JobUpdated 12 days ago - UpvoteDownvoteShare Job
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The Private Wealth High New Worth Advisor has access to client support staff and subject matter experts when delivering financial planning, investment management, insurance, tax, estate planning, and family office services to clients.
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Primary duties of the Trash Collector include: - Operating garbage trucks - Collecting and dumping trash receptacles - Following route assignments as directed Waste Management offers an excellent benefits package that includes medical, dental, vision, life, 401(k) savings and more.
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Cambridge is the home of two of America's most prestigious and famous universities, Harvard and MIT. While residents find themselves in prime position to take advantage of all the cultural and entertainment options in Boston, Cambridge proper offers a wealth of leisure activities, sights and sounds.
Full-timeExpandApply NowActive JobUpdated 7 days ago - UpvoteDownvoteShare Job
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Identifies business trends based on economic and portfolio conditions and communicates findings to senior management. Working with independent model risk management, legal and compliance teams to ensure models are fully validated and approved for usage.
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The Senior Principal Engineer- Site Reliability Engineering supporting Artificial Intelligence/Machine Learning/High Performance Compute Solutions, Service Delivery will be responsible for providing the primary management, administration, support, and ongoing maintenance of customer Platforms within a 24x7x365 datacenter environment.
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Case Manager RN Contract Details: - $2,380 - $2,669 per week - 12-week contract with possibility to extend - Hospital Setting - Weekly pay - Travel pay packages including housing and meals allowance are available If you'd like more detail on this Case Management RN assignment or are ready to get started with the placement process, please apply online now.
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Direct more junior engineers on your team, helping the team to specialize and scale The Team Asset Management Technology (AMT) provides worldwide technology and support to all the Investment Management, Research, Trading, and Investment Operations functions.
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Ability to analyze complex problems, derive solutions and present options and solutions to stakeholders and senior management. Individual must be able to work under minimal direction while keeping senior management apprised of issues relating to analysis work related deliverables.
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As a leader of the Nursing Care Continuum Management (CCM) division, the Senior Nursing Director (SND) reports to the Deputy Chief Nursing Officer for operations and the Senior Vice President and Chief Nursing Officer for practice professional standards, quality, and safety and will work in partnership with the executive director of post-acute strategy and complex care, senior medical director of clinical operations and executive administrator of care continuum management.
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Deskside SupportDesktop hardware, OS, application management, Windows Defender ATP.Network troubleshooting, MDF/IDF Patch cabling, Cisco Meraki, coordinating with ISP for diagnosis and resolution.
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Implement row-level security on data and understand application security layer models in Power BI.Hands-on experience in creating and deploying Power BI reports, analytics, and dashboard solutions, including design, development, deployment, data engineering, and data management projects and practices.
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wealth management jobs Title: senior client strategist Company: Aetna in Boston, MA
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