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Client Acquisition Identifies and attracts new clients to the Bank's wealth offerings through direct prospecting efforts, client referrals, and by partnering with Bank associates. Builds and cultivates strategic partnerships with centers of influence to enhance acquisition efforts. Responsible for external networking and market development. Relationship Management Serves
Posted 20 days ago
Vaco
- Atlanta, GA
FINANCE MANAGER Now recruiting on behalf of a high growth, mid sized ($1 billion+ revenue) Atlanta based company in its search for a Finance Manager. The company offers a path for career growth (and track record of internal promotions), excellent exposure to leadership, a competitive compensation package, and the flexibility to work both remotely and in the office. They h
Posted 1 day ago
Elastic
- Mountain View, CA / Sacramento, CA / San Diego, CA / 21 more...
Elastic is a free and open search company that powers enterprise search, observability, and security solutions built on one technology stack that can be deployed anywhere. From finding documents to monitoring infrastructure to hunting for threats, Elastic makes data usable in real time and at scale. Thousands of organizations worldwide, including Barclays, Cisco, eBay, Fa
Posted 5 days ago
Crowe
- Chicago, IL / Louisville, KY / Miami, FL / 25 more...
Strong written and verbal communication and comprehension both formally and informally to our clients and our teams, in a variety of formats and settings, including in interviews, meetings, calls, e mails, reports, process narratives, presentations, etc. Willingness to travel 60% annually Internal operational and technology audit planning and execution, including risk ass
Posted 5 days ago
Fifth Third Bank
- Charlotte, NC / Cincinnati, OH / Louisville, KY / 12 more...
Prospect and Client Discovery Plays a major role in the sales process in acquiring significant (generally > $10 million investable) relationships by partnering with the WMA and collaborating with specialists in delivering Fifth Third's discovery experience to clients and prospects. Primary focus is understanding and memorializing the entirety of the client's/prospect's cu
Posted 12 days ago
Develop referral contacts (realtors, builders, professional and personal contacts). Maintain knowledge of Fifth Third Mortgage Company's policies and procedures. Maintain knowledge of available loan products, processing procedures, and underwriting and general departmental guidelines. Follow defined protocol for escalation exceptions. Take applicant applications by comple
Posted 17 days ago
Verizon
- Basking Ridge, NJ / Alpharetta, GA / Irving, TX
When you join Verizon Verizon is one of the world's leading providers of technology and communications services, transforming the way we connect around the world. We're a human network that reaches across the globe and works behind the scenes. We anticipate, lead, and believe that listening is where learning begins. In crisis and in celebration, we come together lifting u
Posted 4 days ago
To get the best candidate experience, please consider applying for a maximum of 3 roles within 12 months to ensure you are not duplicating efforts. Job Category Finance Job Details About Salesforce We're Salesforce, the Customer Company, inspiring the future of business with AI+ Data +CRM. Leading with our core values, we help companies across every industry blaze new tra
Posted 5 days ago
Develop a thorough understanding of the Company's operations. Assist in the risk assessment process for various functional areas. Perform and document control testing to support the Internal Audit plan and SOX 404 internal control assessment. Analyze, document and evaluate the adequacy of controls over IT processes supporting various financial applications, hardware platf
Posted 6 days ago
Zelis Healthcare, LLC
- Morristown, NJ / St. Petersburg, FL / Atlanta, GA / 1 more...
We are seeking a highly motivated and detail oriented Sr FP&A Analyst to join our Finance team and play a key role in Corporate Finance planning and reporting activities. The Sr FP&A Analyst will collaborate with cross functional teams to analyze financial data, provide insights, and contribute to strategic decision making processes. This role requires a strong analytical
Posted 19 days ago
Achieving sales goals while serving the clients' best interests. Plan and conduct individual and group coaching sessions with retail bank employees. Develop and conduct client meetings to review existing accounts and close sales individually and jointly with licensed bankers. Handle daily client needs and problems and prioritize and delegate tasks to resolve. Post appoint
Posted 20 days ago
Vaco
- Atlanta, GA
SENIOR FINANCIAL ANALYST Now recruiting on behalf of a growing, mid sized, PE backed healthcare company in its search for an experienced Financial Analyst or Senior Financial Analyst. This role has outstanding exposure to executive leadership and plays a critical role in analyzing and forecasting the company's largest and most critical expense line labor costs. Additional
Posted 1 day ago
The Client Partner is responsible for partnering with customers to demonstrate value and deliver business outcomes using Infor solutions. Ensuring on going high levels of satisfaction and retention of customers is vital. The Client Partner will proactively work with both existing and new customers on a regular basis to uncover opportunities for increased utilization and a
Posted 5 days ago
Cadence Bank
- Houston, TX / Birmingham, AL / Atlanta, GA
Portfolio Management Sourcing of prospective investments through active calling effort Monitors financial performance of individual funds Coverage of industry conferences (SBIA, ILPA) to stay abreast of trends and regulatory changes in the private investment industry Coverage of each fund's annual meeting to stay in tune with fund activities including changes in team, upc
Posted 13 days ago
Blue Cross and Blue Shield of North Carolina
- Chapel Hill, NC / Huntsville, AL / Phoenix, AZ / 25 more...
IT is different here. Our work as technology specialists pushes the boundaries of what's possible in health care. You will build solutions that make a real difference in people's lives. Driven by the importance of their work, our team members innovate to elevate. We're encouraged to be curious, collaborate, and turn ideas into solutions that can make health care better fo
Posted 13 days ago
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