Act as the client relationship manager with C-level executives Understand the underlying business processes... developing new business, managing the client relationship at the executive levels with existing and new clients, and providing...
access goals. Serves as the Risk Manager for the organization and implements a risk management patient safety plan... of scale while preventing waste. Monitors in collaboration with Finance, Medical and Dental Directors the annual progress...
and Analysis (FP&A) Manager and other key business leaders with Firm-wide strategic financial planning & analysis activities...&A Manager and broader team to support the entire annual budgeting process ensuring alignment with organizational goals...
most convenient asset manager for them to partner with an exceptional advisor experience. To that end, the SMA Specialists are the... them on how to scale and personalize their practice using SMA solutions and becoming the advisor's essential partner and 2...