First Tech offers robust careers for Financial Advisors First Tech aspires to be an organization that reflects the technology focused members that we serve. We are the credit union of choice for HP, Microsoft, and Intel employees just to name a few. As such, First Tech is recognized as an innovative and dynamic organization built to help our members reach their dreams. We have a new opening for an

Specific responsibilities include the following Build a world class marketing plan to land our portfolio of CommandCentral and software products as the modern public safety software suite. Be the expert on SaaS and hybrid cloud services as a business, deeply understanding the business model, business drivers, opportunities and challenges. Deliver multi audience value proposition, use cases and sce

Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements,

Process customs entries and all other related government agency interfaces that may apply Meet service level requirements in accordance to the client standard operating procedure (SOP) Meet entry preparation and submission requirements based on client SOP, product service level and/or country and government agency requirements Prioritize work based on estimated time of arrival (ETA), product servi

The Institutional Sales Specialist (ISS) will be responsible for driving appropriate access pull through in targeted hospital with the CRM brand portfolio. This is a remote opportunity. Your Key Responsibilities Responsibilities will include driving demand by developing, coordinating, and implementing a strategic business plan for identified top strategic hospitals within assigned CRM academic and

City Seattle Address 1918 8th Ave., Suite 3600 Work Hours/Week 40 Work Environment Office Employment Type Regular U.S. Career Level Experienced Hire/Professional Pay Type Salaried Required Travel (%) 51 75 Exempt/Non Exempt Exempt People Manager No Application Deadline 04/02/2021 Platform Wealth Management Req ID 321760 Ad Code(s)

Washington Trust brings more than 100 years of investment management, estate settlement and trust administrative expertise to individuals, families, companies and organizations throughout the Pacific Northwest. We have $5.6 billion in total assets under management ($4.9 billion under administration and $725 million in brokerage) with growth in managed assets of 8% year over year. We are sought out

Partner with regional leadership to drive sales and marketing efforts Leverage your sales experience and operational background to contribute to a growing business Cultivate referrals and opportunities through internal Ayco Personal Financial Management resources, firm wide connectivity, and an external network of contacts Required to collaborate across divisions and with multiple stakeholders Ana

Establish and maintain an effective sales and marketing process in the Valuation practice area including the following items. Specific growth goals will be established and incorporated in key goals Maintaining an established referral network, pipeline of potential private equity clients Networking with peers in other geographic markets and in other areas of assurance, tax and business consulting;

Show our amazing customers how to leverage the Socrata platform in their daily work and ensure they are extracting maximum value by tracking the usage, adoption, retention, program outcomes, and overall account health. Act as a trusted advisor to our customers, providing proactive, focused attention to continuously ensure they are deriving value and experience a measurable impact from their work w

Through interpersonal and presentation skills, effectively demonstrate the capabilities of D365 F&O Participate and lead client workshops uncovering requirements to efficiently implement D365 F&O Lead teams of internal functional consultants through full life cycle implementations Perform project management tasks and manage full life cycle implementations Work collaboratively with a team encompass

Provide qualified retirement plan and/or IRA technical helpdesk support to internal and external clients. Research, analyze and interpret legislative or regulatory guidance. Draft and conduct training to internal or external clients. Participate in special projects as assigned. Any of the following responsibilities may be assigned based on individual skill set Review, analyze or draft retirement d

Lead and Deliver on complex client cyber diligence engagements and analyze/assess vulnerabilities in infrastructure and applications (software/hardware/networks) Investigate available tools and counter measures to remedy detected vulnerabilities and recommend solutions and best practices to clients Ability to work as a team member servicing Private Equity (PE) and Corporate Strategic buyers and de

Support of CDW's Blueprint to Design program with effective consultations on the benefits of transforming learning spaces into modern, flexible environments Utilize best practices from internal and external methodologies to differentiate CDW from our competition Proactive planning to further develop relationships with state level influencers and connecting CDW in a way that further positions the

Support buy or sell side private equity or corporate clients and uncover EBITDA improvement opportunities within the transaction perimeter or stemming from contemplated downstream integration Lead teams of Associates, Senior Associates and Supervisors, with a focus on meeting team deliverables and developing the team Evaluate and validate EBITDA improvement opportunities by rapidly absorbing and a