guidance for broker-dealer and institutional and retail investment advisor operations. Plan, organize, and control day-to-day... advisor compliance, with retail investment advisor experience preferred. Deep knowledge of FINRA Rules, Securities Act of ‘33...
Job Description: The Client Service team is responsible for maintaining the Client Service vision, strategy and day... of clients, aligned with the Client Advisor & Client Investment Specialist Act as the central point of contact for clients...
by playing an important part in defining the North America strategy, execution of priorities, and provide thought-leadership..., becoming a trusted advisor for North America. Keeping up to date with the latest trends in the market and sharing guidance...
processes, improve financial reporting, and achieve their strategic objectives. Growing as a strategic advisor, you leverage... the migration strategy for historical financial data into Workday Financials, ensuring data integrity and minimal...
strategy, executing key priorities, and delivering thought leadership to both partners and clients. By showcasing how Quantexa... within different regions, becoming a trusted advisor for North America. Keeping up to date with the latest trends in the market...
’s marketing strategy to drive growth, enhance brand equity, and establish market leadership in the language services industry... Chief of Growth to develop and execute a forward-thinking marketing strategy that aligns with Acclaro’s growth objectives...
, and strategy. These individuals help businesses navigate complex tax regulations and optimise their tax positions. Those in tax... - Building, maintaining, and utilizing networks of client relationships - Success as tax technical business advisor...
Services to eliminate reliance on vendor banking capabilities and keep connected with our product strategy. Support Banking... a solution driven mindset A trusted advisor with the tenacity and business acumen to provide thought leadership to deliver...
and grow key senior client relationships by being a trusted advisor to senior client management and work as an objective... leaders Maintain a high level of trust and respect among department heads in Creative, Production, Strategy, Media, Data...
. Responsibilities: Your role and work environment: Manage a team of 3-4 people and be a trusted advisor to your colleagues in the KYC... members. Empower them to play a key role in the implementation of the strategy for KYC Americas while supporting...
into the customer’s partner and sales strategy and tools. Expand our footprint within customer organizations to identify new... relationships and would be described by customers as their trusted advisor. You’re excited about the day-to-day work of helping...
Governance & Controls Monitoring team. You will drive strategy, establish and implement key governance processes, and implement...'s Technology Assurance & Controls team. THE GAME PLAN Everyone on our team has a part to play General Program Strategy...
and strategy. These individuals analyse client needs, develop financial solutions, and offer guidance and support to help clients..., and other financial transactions. Growing as a strategic advisor, you leverage your influence, expertise, and network to deliver quality...
. Responsibilities: Your role and work environment: Manage a team of 3-4 people and be a trusted advisor to your colleagues in the KYC... members. Empower them to play a key role in the implementation of the strategy for KYC Americas while supporting...
Consulting experts have served as the trusted advisor to Fortune 500 companies and the world’s leading law and private equity... Software Solutions team is involved in engagements spanning corporate strategy, litigation, investigations, disputes...
to identify & leverage stakeholders, leaders, and champions to drive execution of the sales strategy appropriately Work... in the marketplace Establish customer relationships that enable OneTrust to be viewed as a trusted advisor Manage...
Consulting experts have served as the trusted advisor to Fortune 500 companies and the world’s leading law and private equity... Software Solutions team is involved in engagements spanning corporate strategy, litigation, investigations, disputes...
partner providing communication counsel and strategy to the HR Leadership Team and HR Center of Excellence leaders... development, benefits, employee experience, and more Collaborate with the VP of Communications to serve as a strategic advisor...
) while overseeing a specific portfolio with annual revenues greater than $2 billion. You'll serve as a trusted advisor and single point... capital allocation, RoRWA returns and pricing strategy and discussions with internal partners. Collaborating with key...
of our GTM strategy. Additional responsibilities include, but are not limited to, prospecting new relationships, crafting... compelling pitch decks, developing market analysis and strategy, engaging with potential clients through various channels...