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Keywords: Client Development Executive - Investment Firms, Location: USA

Page: 4

Mergers and Acquisitions (M&A) Tax Director

alongside private equity firms, strategic clients and investment banks to perform buy-side and sell-side due diligence as well... success skills – Collaboration, Critical Thinking, Emotional Intelligence, Executive Presence, Growth Mindset, Intellectual...

Company: Moss Adams
Location: Denver, CO
Posted Date: 04 Feb 2025

Director, Consult Partner - SAP, Discrete Manufacturing

development; Secure client references Operational Excellence: Achieve individual and team utilization targets Lead the..., optimization, and modernization Track record of developing and expanding client relationships with executive focus Proven...

Company: Kyndryl
Location: Chicago, IL
Posted Date: 04 Feb 2025

Senior Project Manager - Workplace Technology

leading technologies, make an impact within the industry and acquire valuable new skills whether on client sites... must also be technically savvy and sales-minded, as this person is expected to contribute to the pre-sales, solutions development and proposal...

Posted Date: 03 Feb 2025
Salary: $115000 - 150000 per year

Foundation Director

of the Best Recruitment Firms and the Best Executive Search Firms in America. Additionally, Scion has been recognized... and 2-3 days remote. RESPONSIBILITIES Strategic Planning & Performance Tracking: Lead the development and execution...

Company: Scion Staffing
Location: Seattle, WA
Posted Date: 03 Feb 2025
Salary: $110000 per year

Senior Account Manager, Employee Benefits

, underwriting and renewal development, and negotiating on behalf of client and providing program recommendations. Educate clients... and deadlines. Ability to participate in leading client decision makers through the development of a multi-year strategic plan...

Posted Date: 02 Feb 2025

Financial Services Associate Director | Risk & Compliance

-to-market strategies for Risk and Compliance including new client development and existing client expansion with personal... pursuit. Lead efforts in identifying and retaining new client relationships through business development and existing or new...

Posted Date: 02 Feb 2025

Director, Tax/Estate Strategy

is responsible for providing thought leadership and strategic development within Edward Jones' private client service. This includes... strategies, as well as business development efforts that support the enhancement and growth of the firm's private client offering...

Company: Edward Jones
Location: Saint Louis, MO
Posted Date: 02 Feb 2025

Chief Financial Officer

development around client pricing and new business initiatives/start-ups within LeapPoint to ensure client profitability targets... in conjunction with LeapPoint’s Chief Executive Officer; works in collaboration with the leadership team to meet growth and profit...

Company: LeapPoint
Location: Reston, VA
Posted Date: 02 Feb 2025

Retirement Benefits Manager

The position is responsible for leading initiatives, managing projects, ensuring compliance, responding to client... development and execution of programs and processes. In partnership with legal counsel, Corporate Communications, and HR team...

Company: FINRA
Location: Rockville, MD
Posted Date: 01 Feb 2025

Principal Technical Consultant, Mergers & Acquisition – Infrastructure & Technical Due Diligence (Principal Level)

with infrastructure funds, private equity firms, investments banks and energy companies to deliver technical due diligence services on buy...+ consultants delivering technical, ESG and EHS due diligence services. Due to increasing client demand for us to work...

Posted Date: 31 Jan 2025

Principal Technical Consultant, Mergers & Acquisition – Infrastructure & Technical Due Diligence (Principal Level)

with infrastructure funds, private equity firms, investments banks and energy companies to deliver technical due diligence services on buy...+ consultants delivering technical, ESG and EHS due diligence services. Due to increasing client demand for us to work...

Posted Date: 31 Jan 2025

Senior Offering Manager Data Security, Responsible AI and Privacy

inquiries on offering strategy or roadmap Determine resource and capacity requirements for development, design, marketing... and work to address any gaps in the offering portfolio versus client needs or competitive positioning via organic or inorganic...

Company: Kyndryl
Location: Atlanta, GA
Posted Date: 31 Jan 2025

Mergers & Acquisitions (M&A) Tax Managing Director

alongside private equity firms, strategic clients and investment banks to perform buy-side and sell-side due diligence as well... success skills – Collaboration, Critical Thinking, Emotional Intelligence, Executive Presence, Growth Mindset, Intellectual...

Company: Moss Adams
Location: New York City, NY
Posted Date: 31 Jan 2025

Oliver Wyman Actuarial – M&A Actuarial Analyst – US Life

tier insurance and reinsurance companies, alternative asset managers, private equity firms, investment banks, law firms... narratives and recommendations Develop executive level management reports, including development of data visualizations Present...

Company: Marsh McLennan
Location: Chicago, IL
Posted Date: 31 Jan 2025
Salary: $90000 - 150000 per year

Oliver Wyman Actuarial – M&A Consulting Actuary – US Life

, which include top tier insurance and reinsurance companies, alternative asset managers, private equity firms, investment banks, law... Ability to lead and manage projects, including effective delegation and client solution development Exposure to various accounting...

Company: Marsh McLennan
Location: New York City, NY
Posted Date: 31 Jan 2025
Salary: $100000 - 195000 per year

Senior Vice President, W2 Business Line Owner

1,000 institutions and at approximately 580 registered investment advisor ("RIA") firms nationwide. We are steadfast in our commitment... to enhance the overall client experience for advisors, large enterprises, and institutions. BSI plays a critical role...

Company: LPL Financial
Location: San Diego, CA
Posted Date: 31 Jan 2025

Strategic Relationship Management Principal Director

and respective marketing initiatives and associates. Clearly communicate Envestnet's corporate vision to client firms... sales targets. This includes cultivating deep partnerships with the RIA Sales Team, Business Development Directors...

Company: Yodlee
Posted Date: 31 Jan 2025

Principal Technical Consultant, Mergers & Acquisition – Infrastructure & Technical Due Diligence (Principal Level)

with infrastructure funds, private equity firms, investments banks and energy companies to deliver technical due diligence services on buy...+ consultants delivering technical, ESG and EHS due diligence services. Due to increasing client demand for us to work...

Posted Date: 30 Jan 2025

Principal Technical Consultant, Mergers & Acquisition – Infrastructure & Technical Due Diligence (Principal Level)

with infrastructure funds, private equity firms, investments banks and energy companies to deliver technical due diligence services on buy...+ consultants delivering technical, ESG and EHS due diligence services. Due to increasing client demand for us to work...

Posted Date: 30 Jan 2025

Merrill Market Supervision Manager

the Market Executive should be directly involved Monitor advisor and client activity including financial transactions... Building Business Operations Management Client Solutions Advisory Planning Talent Development Written Communications...

Posted Date: 30 Jan 2025