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Served in VP Finance or Controller role at mid-market Private Equity sponsored organization. Ideal candidates will have 10+ years of experience, hands on finance operating experience as a Controller or VP of Finance in a private equity portfolio company or small public company and the desire to serve as a trusted advisor to a variety of clients.
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In the State Farm Investment Department, we manage a multi-billion-dollar investment portfolio across various asset classes - Corporate Bonds (Public and Private), Municipal Bonds, Structured Products (ABS, RMBS, CMBS), Sovereign Debt, Private Equity, Public Equity, Commercial Mortgage Loans, and Real Estate.
InternExpandApply NowActive JobUpdated 11 days ago - UpvoteDownvoteShare Job
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The Relationship Banker is responsible for contributing to the overall success of a Retail Banking Center(s) by committing to banker-readiness to be viewed as a trusted resource for our customers.
Full-timeExpandApply NowActive JobUpdated 6 days ago - UpvoteDownvoteShare Job
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The Client Onboarding Officer will be part of the global Middle Office Operations team supporting all aspects of client Onboarding to include the fulfilment of Anti Money Laundering (AML), Know Your Client (KYC), and Account Opening requirements.
Full-timeExpandApply NowActive JobUpdated 13 days ago - UpvoteDownvoteShare Job
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The Private Client Tax Manager serves as a trusted advisor and member of various client service teams and must possess significant knowledge of taxation compliance and consulting related to personal, partnership, trust, estate, gift, and wealth retention strategies as well as charitable entities managed by ultra-high net worth clients.
Full-timeExpandApply NowActive JobUpdated 16 days ago - UpvoteDownvoteShare Job
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As the Client Reporting Program Manager, you will be provided the opportunity to shape how Client Reporting is conducted at Fisher Investments. Working within the Investment Operations Department, you will utilize your SS&C Global Wealth platform experience to execute a technology platform migration as well as drive efficiencies in our client reporting processes.
Full-timeExpandApply NowActive JobUpdated 5 days ago - UpvoteDownvoteShare Job
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Lead client communication and follow ups with abortion-minded clients, via phone, text, email, and chat. Teach, train, and mentor client advocate volunteers. Provide information, feedback, and suggestions to enhance client experience.
Full-timeExpandApply NowActive JobUpdated 18 days ago - UpvoteDownvoteShare Job
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Chatter Academy at Chatterbox Therapy Center is a speech therapy- based communication program that provides services to children with special needs, non-verbal, and medically fragile.
Full-timeExpandApply NowActive JobUpdated 19 days ago - UpvoteDownvoteShare Job
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As an AT&T Client Account Manager, our direct approach and personal touch to customers is expected to be nothing less than outstanding. Currently, our human resources director and administrator have been instructed to seek top talent as we have recently taken advantage of an incredible nationwide expansion of a top-tier client.
Full-timeExpandApply NowActive JobUpdated 8 days ago - UpvoteDownvoteShare Job
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Join our team as a Client Rep ! Through our collaborations with non-profit organizations and community based causes, we accelerate their objectives while making a meaningful impact on our own community.
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At HCSC, our employees are the cornerstone of our business and the foundation to our success.
Full-timeExpandApply NowActive JobUpdated 15 days ago - UpvoteDownvoteShare Job
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The VP of Customer Lifecycle Management and Data Solutions is the end-to-end owner of Alkami’s external and internal data strategy, as well as data-driven client lifecycle solutions. Experience managing client facing engagements and assisting with business development and sales.
Full-timeExpandApply NowActive JobUpdated 16 days ago - UpvoteDownvoteShare Job
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Join Injury Management Organization, Inc. as a Full-Time MBR Client Support Specialist in Plano, TX, where your friendly communication skills will shine. To excel as an MBR Client Support Specialist at Injury Management Organization, Inc., a unique blend of skills is essential.
Full-timeExpandApply NowActive JobUpdated 9 days ago - UpvoteDownvoteShare Job
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As a Member Financial Specialist, you’ll help UNIFY’s credit union members safeguard their assets!
Full-timeExpandApply NowActive JobUpdated 10 days ago
Title: private client banker in Richardson, TX
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