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The Managing Director of Client Services oversees the entire project cycle, from engagement to deliverable, and ensures that compliance with applicable standards, technical quality of reports, and client scope of work are met or exceeded.
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The Business Development Director, APS executes sales processes in alignment with the IGs ensuring that clients outcomes are achieved, client/occupant/employee/passenger/student experience is positive, ABM financial objectives are met, and sales opportunities are supported.
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As a Client Advisor, you will primarily focus on driving conversations with technology C-levelsin digital transformation/agility and cybersecurity, leading these conversations with our professional services and solutions.
$100,000 - $400,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Our client is a leading Investment Bank specializing in providing strategic financial advisory services regarding mergers, acquisitions, and divestitures to clients across the upstream oil and gas sector.
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Certifications:Chartered Financial Advisor (CFA)Certified Financial Planner (CFP) The ideal candidate will monitor current and proposed tax legislation and regulations related to renewable energy and sustainability, as well as implement client outreach strategies.
$63,420 - $144,300 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Expert understanding and experience integrating all elements of the digital landscape into comprehensive strategies, including basic analytics, social listening, content creation, community engagement, influencer marketing, and paid social tactics.
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Under the general supervision of the Digital Sales Manager, The Client Success Manager will be responsible for directing the needs of the digital department, along with providing project support to the digital team.
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Inform and help create all prospective client deliverables including financial planning, investments, estate, and tax advice to achieve optimal outcomes. Build rapport and establish trust with external referral partners Consistently and effectively communicate Allworth's value proposition and ideal client persona to the fieldCreate a robust pipeline of new business opportunities through qualified external channelsRegularly present to prospective clients and referring partners at various regional events and meetingsServe as the ultimate ambassador for Allworth's services and value provide.
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Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), or Financial Planning & Analysis (FP&A) certifications, or an MBA. Lead Finance Transformation projects in areas such as the following: Finance function assessment, operating model design, service delivery model and design (shared service center, outsourcing, global business service), cost reduction, process optimization/ automation, and financial/management reporting rationalization.
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Assist department personnel with other Student Engagement activities that support student success, holistic wellness, and a sense of belonging, as needed. The Sr. Manager, Family Care for the Basic Needs & Community Connections department is responsible for providing strategic direction in designing programs and interventions to improve the student support, wrap around services, and academic success of parenting students.
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The role of School Counselor leads the campus family engagement vision, social emotional learning program, and coordination of mental health and counseling supports forall scholars on the campus.
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Since our humble beginnings in Tulsa, Oklahoma, we’ve grown into a diversified financial services company that serves consumers, small businesses and international corporations—and everything in between.
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Sustain and grow resettlement services through grant writing, coordination and integration of internal and external services, community and volunteer engagement, and other resource development efforts;Attend local, regional, and national resettlement conferences and/or training offered by CWS or other partner agencies.
$75,200 - $94,000 a yearExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Cash Manager - Legence Dallas, TX, USA ● Houston, TX, USA Req #1559 Friday, June 21, 2024 , a Blackstone portfolio company, is an Energy Transition Accelerator that provides advisory services and implementation focused on financing, designing, building, and servicing complex systems in mission-critical and high performance facilities.
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Experience working with multiple financial services data sources/data source systems and awareness of data management and data integration principles. Assisting with large AML advisory/consulting engagements at large and mid-sized financial services companies.
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client services financial engagement jobs Title: director in Dallas, KY, United Kingdom
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