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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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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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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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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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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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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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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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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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Minimum of 6 years of related experience as a risk management professional or equivalent experience within risk management or financial services industry. Client safeguards the financial markets and helps them run efficiently, in times of prosperity and crisis.
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Experience in the financial services industry, either working for an investment manager, broker dealer, law firm, accounting firm, or regulator. Financial instruments product knowledge, accounting experience or Consumer Compliance experience (a Financial Engineering qualification, CFA, PRMIA/FRM qualifications or CPA, CRCM.
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Keywords: Dallas TX Jobs, Chief Executive Officer, CEO, Chief Technology Officer, CTO, Chief Operations Officer, COO, Chief Information Officer, CIO, Chief Financial Officer, CFO, President, Senior Vice President, P&L Statements, Profit and Loss Statements, Mergers and Acquisitions, M&A, Financial, Business Administration, International Business Experience, Technical Services, Texas Recruiters, IT Jobs, Texas Recruiting.
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Expertise in BSA/AML related risks with a solid understanding of financial services, including correspondent banking, corporate banking, treasury management, and capital markets. The right candidate will have an advanced degree (Such as CIA, CISA, or CPA), experience with Audit or risk control risk/controls background in financial services, and 4+ years of relevant Audit, Risk, and Data with 2+ years of AML. The department of this position is located in Charlotte, NC but candidates in Dallas, Texas, or Plano, Texas are also welcome to apply.
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client services financial jobs Title: director Company: Clifton Larson Allen in Dallas, KY, United Kingdom
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