430 advisor and management jobs found

Location: 7425 W Alameda Avenue - Lakewood, Colorado 80226 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. FWA's split their time between client servicing and transaction support (70% of time), and engaging clients in deeper conversation to uncover needs and provide guidance and solutions to assist in client's financial wellness, both in person and through proactive calling efforts (30% of time). As part of the branch team in a hybrid platform role, the FWA works closely with branch leadership and teammates to prioritize high-impact activities, ensuring their time is used strategically to support branch performance. Success in this role depends on effective branch choreography-clear coordination among team members to ensure time is spent in alignment with business priorities and client needs. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their...

Associate Dean of Finance and Business Services Associate Dean of Finance and Business Services - 38733 University Staff Description University of Colorado Anschutz Medical Campus Associate Dean of Finance and Business Services 00691384 - Requisition #:38733 Job Summary: This leadership position is responsible for the College of Nursing's strategic financial direction. The Associate Dean of Finance and Business Services acts as the senior advisor to the Dean on financial matters and represents the Dean on such matters to the campus and the University. This position is responsible for ensuring that the budgetary and fiscal operations of the school are conducted in an effective, efficient, and responsible manner consistent with the rules and regulations of the University of Colorado and effectively plans and allocates financial resources to achieve the College's stated education, research, and clinical objectives. This position plans, directs, and assesses...

Summary Brief Description The U.S. Center for SafeSport is a non-profit organization focused on ending all forms of abuse in sport. We endeavor to make athlete well-being the centerpiece of the nation’s sports culture through abuse prevention, education, and accountability. Position Summary The Chief Financial & Administrative Officer (CFAO) oversees all financial and administrative strategy and activities for the Center, including finance, human resources, technology, and revenue generation. Partnering with executive leadership and the Board of Directors, the CFAO plays a key role in strategy, fiscal management, revenue generation, and technology advancement, and leads and enhances administrative policies, goals, and operations. Requirements Essential Job Functions Serve as a key trusted advisor and collaborative thought partner to help advance the organization’s mission and vision. Routinely collaborate with the CEO, ELT, and the Board of Directors...

About Team & About Role: Rubrik's sales organization is a united group of elite cross-functional sales professionals that help companies & government entities achieve resilience against cyberattacks, malicious insiders, and operational disruptions. We offer continuous professional development through our world class sales enablement program and our One Rubrik selling approach provides all the resources you need to exceed your goals, maximize your earnings potential and take your career to the next level. All this while doing something that truly matters, protecting the world's data. Rubrik is looking for a Director of Mid-Market Sales Engineering. This is a 2nd line management position leading SE Managers covering accounts across North America. Our Sales Engineering team provides technical direction and business guidance to the regional sales teams. As a Director of Sales Engineering, you will be accountable for regional revenue goals, recruiting and hiring top...

Engineering a world of possibilities Reporting to the Chief Information Officer (CIO), the Director of AI (Artificial Intelligence) Acceleration is a key member of the Information Technology (IT) Department and Leadership Team. The Director is a proactive, self‑driven leader responsible for developing and executing a transformative AI vision that moves the university into a new era of operational efficiency, innovation, and productivity. This role anticipates needs, initiates action, and shapes the institution’s future by imagining, designing, and deploying cutting‑edge AI solutions that drive measurable value and lasting business impact. As a strategic leader and champion for change, the Director sparks momentum, fosters cross‑functional collaboration, and sets the standard for responsible and ethical AI adoption. Leading and managing an agile team with purpose and clarity, the Director of AI Acceleration partners with executive, academic, and administrative leaders,...

Primary Responsibilities  Serve as a key relationship manager for clients, meeting all service needs and achieving high levels of retention. Develop and communicate customized wealth planning strategies based on clients’ financial goals, risk tolerance, and investment preferences. Serve as a secondary advisor for selected clients as needed. Onboard new client relationships through organic pipelines, Custodian Referral Programs, and Workplace Solution Programs. Lead and/or actively participate in prospect presentations and guide new clients through the onboarding process. Lead client meetings through all phases of our wealth planning process. Coordinate with internal departments (tax, legal, investment teams etc.) to ensure a holistic approach to each client’s financial plan. Identify cross-department solutions for client needs and able to speak generally of other service offerings. Mentor and train colleagues on best practices in wealth planning, client...

Job Description Master Principal Architect. Field CISO Position Overview The Master Cloud Architect, Field Ciso will work with customer-facing security executives within the Field Engineering Specialists organization . This role is scoped to North American enterprise customers , You will be responsible for executive-level engagement, trusted security advisory, and architecture-level guidance to help large enterprises securely adopt and expand their use of our cloud services. This includes guiding customers to modernize their architecture and operations for securing AI services, tenancies, workloads, and sensitive data Qualifications 10+ years in cybersecurity, with at least 5+ years in a CISO role. Experience with security programs in cloud and AI environments at enterprise scale Expertise in cloud-native and AI-native security architecture : IAM, zero trust, workload/container security, AI model governance, secure MLOps, data...

We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You’ll find an environment that inspires and empowers you to thrive both personally and professionally. There’s no one like you and that’s why there’s nowhere like RSM. In order to address the most critical needs of our clients, RSM US LLP established the Integrated Cloud Consulting (IC) practice, comprised of more than 300 professionals dedicated to serving the cloud and infrastructure platform needs of our clients. This group includes experienced consultants located throughout the globe. We serve a diverse client base within a variety of industries and are focused on meeting our clients where they need us most across a variety of domains...

We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You’ll find an environment that inspires and empowers you to thrive both personally and professionally. There’s no one like you and that’s why there’s nowhere like RSM. In order to address the most critical needs of our clients, RSM US LLP established the Integrated Cloud Consulting (IC) practice, comprised of more than 300 professionals dedicated to serving the cloud and infrastructure platform needs of our clients. This group includes experienced consultants located throughout the globe. We serve a diverse client base within a variety of industries and are focused on meeting our clients where they need us most across a variety of domains...

Location: 7425 W Alameda Avenue - Lakewood, Colorado 80226 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. FWA's split their time between client servicing and transaction support (70% of time), and engaging clients in deeper conversation to uncover needs and provide guidance and solutions to assist in client's financial wellness, both in person and through proactive calling efforts (30% of time). As part of the branch team in a hybrid platform role, the FWA works closely with branch leadership and teammates to prioritize high-impact activities, ensuring their time is used strategically to support branch performance. Success in this role depends on effective branch choreography—clear coordination among team members to ensure time is spent in alignment with business priorities and client needs. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial...

We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You’ll find an environment that inspires and empowers you to thrive both personally and professionally. There’s no one like you and that’s why there’s nowhere like RSM. In order to address the most critical needs of our clients, RSM US LLP established the Integrated Cloud Consulting (IC) practice, comprised of more than 300 professionals dedicated to serving the cloud and infrastructure platform needs of our clients. This group includes experienced consultants located throughout the globe. We serve a diverse client base within a variety of industries and are focused on meeting our clients where they need us most across a variety of domains...

Location: Anywhere in country. At EY, we’re all in to shape your future with confidence. We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry – the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, Real Estate, Hospitality and Construction. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is...

Lensa is a career site that helps job seekers find great jobs in the US. We are not a staffing firm or agency. Lensa does not hire directly for these jobs, but promotes jobs on LinkedIn on behalf of its direct clients, recruitment ad agencies, and marketing partners. Lensa partners with DirectEmployers to promote this job for Cengage Group. Clicking "Apply Now" or "Read more" on Lensa redirects you to the job board/employer site. Any information collected there is subject to their terms and privacy notice. We believe in the power and joy of learning At Cengage Group, our employees have a direct impact in helping students around the world discover the power and joy of learning. We are bonded by our shared purpose - driving innovation that helps millions of learners improve their lives and achieve their dreams through education. Cengage Work helps learners gain the skills they need to succeed in today's job market. Through flexible, affordable online courses and career-focused...

First Western is seeking a Credit Officer to join our team! Are you looking for a challenging and rewarding opportunity? First Western is seeking a passionate and experienced professional to join our team. As a Credit Officer at First Western, you will play a vital role in helping high-net-worth clients achieve their financial goals. You will work closely with our Credit Risk team to deliver comprehensive solutions that exceed client expectations. If you are passionate about providing exceptional service to clients and are looking for a challenging and rewarding opportunity, we encourage you to apply for this position today. What You Will Do: Support Bank Growth and Strategic Objectives Support First Western's overall strategic direction and growth plans with informed credit structuring and consultation with bankers, balancing growth with risk. Loan Approval and Portfolio Oversight Approve and assist the offices with management of larger, more...

About The Role: Grade Level (for internal use): 11 About The Role: The Account Manager serves as a trusted advisor to clients within the Energy & Materials sector, including oil & gas, utilities, mining, chemicals, and related industries. This role is responsible for managing and expanding relationships with existing clients, identifying new business opportunities, and delivering tailored solutions leveraging S&P data, analytics, and workflow tools. The Team: The Account Management team is dedicated to building, growing, and managing strategic relationships with clients across the Energy & Materials sectors. Our Account Managers leverage internal and external relationships, industry expertise, and a client-centric approach to drive engagement, maximize value, and support their evolving needs. Responsibilities And Impact: Develop and maintain strong relationships with key decision-makers at client organizations. Understand client...

Overview How You'll Make an Impact This role is for a Senior Advisor, Client Engagement professional who will serve as the primary liaison between clients and Epsilon's teams, ensuring successful product and service delivery! This person will lead a matrixed, cross-functional team, orchestrating efforts to achieve client business outcomes while leading expectations and financial goals. This position offers an outstanding opportunity to be at the forefront of Epsilon's transformation to a unified delivery model. You'll play a vital role in crafting this new function, directly contributing to business growth and streamlining how Epsilon delivers value to its customers. The role provides a high level of autonomy and leadership, allowing you to lead sophisticated projects, drive collaboration across a multicultural and geographically dispersed organization, and directly influence client satisfaction and success. By leading client engagements from end to end and ensuring...

University Staff Description University of Colorado Anschutz Medical Campus Department: College of Nursing Job Title: Associate Dean of Finance and Business Services Position #: 00691384 – Requisition #:38733 Job Summary: This leadership position is responsible for the College of Nursing's strategic financial direction. The Associate Dean of Finance and Business Services acts as the senior advisor to the Dean on financial matters and represents the Dean on such matters to the campus and the University. This position is responsible for ensuring that the budgetary and fiscal operations of the school are conducted in an effective, efficient, and responsible manner consistent with the rules and regulations of the University of Colorado and effectively plans and allocates financial resources to achieve the College’s stated education, research, and clinical objectives. This position plans, directs, and assesses the financial operations of...

Lensa is a career site that helps job seekers find great jobs in the US. We are not a staffing firm or agency. Lensa does not hire directly for these jobs, but promotes jobs on LinkedIn on behalf of its direct clients, recruitment ad agencies, and marketing partners. Lensa partners with DirectEmployers to promote this job for Coinbase. Clicking "Apply Now" or "Read more" on Lensa redirects you to the job board/employer site. Any information collected there is subject to their terms and privacy notice. Ready to be pushed beyond what you think you're capable of? At Coinbase, our mission is to increase economic freedom in the world. It's a massive, ambitious opportunity that demands the best of us, every day, as we build the emerging onchain platform - and with it, the future global financial system. To achieve our mission, we're seeking a very specific candidate. We want someone who is passionate about our mission and who believes in the power of crypto and blockchain technology...

Lensa is a career site that helps job seekers find great jobs in the US. We are not a staffing firm or agency. Lensa does not hire directly for these jobs, but promotes jobs on LinkedIn on behalf of its direct clients, recruitment ad agencies, and marketing partners. Lensa partners with DirectEmployers to promote this job for Bank of America. Clicking "Apply Now" or "Read more" on Lensa redirects you to the job board/employer site. Any information collected there is subject to their terms and privacy notice. Private Wealth Client Associate Denver, Colorado To proceed with your application, you must be at least 18 years of age. Acknowledge Refer a friend To proceed with your application, you must be at least 18 years of age. Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Denver/Private-Wealth-Client-Associate_25045326) Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and...

Lensa is a career site that helps job seekers find great jobs in the US. We are not a staffing firm or agency. Lensa does not hire directly for these jobs, but promotes jobs on LinkedIn on behalf of its direct clients, recruitment ad agencies, and marketing partners. Lensa partners with DirectEmployers to promote this job for Oracle. Clicking "Apply Now" or "Read more" on Lensa redirects you to the job board/employer site. Any information collected there is subject to their terms and privacy notice. Job Description Join a high-impact team working with the largest enterprises in their industries. You will lead with credibility at the executive level, translate strategy into executable roadmaps, and help customers navigate the full lifecycle of cloud-enabled transformation. Oracle is a fast-paced, collaborative environment focused on customer success and continuous learning. Be an integral part of our cloud transformation by identifying, progressing, and closing strategic...

Coach is a global fashion house founded in New York in 1941. Inspired by the vision of Creative Director Stuart Vevers and the inclusive and courageous spirit of our hometown, we make beautiful things, crafted to last—for you to be yourself in. Coach is part of the Tapestry portfolio – a global house of brands committed to stretching what’s possible. A member of the Tapestry family, we are part of a global house of brands that has unwavering optimism and is committed to being innovative and wholly inclusive. The Lead Supervisor role is an integral part of the store’s overall success; modeling the behaviors needed to directly impact all aspects of our Company’s business: Sales and Operational Processes. This individual shows exemplary performance behaviors, not only with work performed, but by representing Coach at its highest standards. They serve as a true utilitarian player, possessing the ability to adapt to all roles within the store environment. Sales Sample of...

Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations. As a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab's approach to investing. You will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. SWA's advice philosophy will empower you to use a vast array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts,...

Job Overview As a Customer Success Manager on the Commercial team, you will be responsible for leading consultative conversations, participating in business reviews, analyzing key performance metrics, and ensuring our clients' ongoing success. You will become an industry expert with a focus on the Talent Acquisition (TA) space and work to establish yourself as a trusted advisor. Equipped with leading industry tools including Gainsight, you'll guide customers on product and industry best practices, and help to continually update mutual success plans. You'll also provide forecast reporting. With the support of internal cross-functional teams, you'll provide superior experiences resulting in a high rate of renewals. About Us When you join iCIMS, you join the team helping global companies transform business and the world through the power of talent.?Our customers do amazing things: design rocket ships, create vaccines, deliver consumer goods globally, overnight, with a...

Lensa is a career site that helps job seekers find great jobs in the US. We are not a staffing firm or agency. Lensa does not hire directly for these jobs, but promotes jobs on LinkedIn on behalf of its direct clients, recruitment ad agencies, and marketing partners. Lensa partners with DirectEmployers to promote this job for ITW. Clicking "Apply Now" or "Read more" on Lensa redirects you to the job board/employer site. Any information collected there is subject to their terms and privacy notice. Job Description: Key Account Manager Job Description: Alpine, an ITW company, is a leading provider of building component software, equipment, and the industry's best service to component manufacturers.? Partnering with our customers, we help to improve their businesses and make them more productive.? We are a leader in delivering software solutions and equipment to the construction industry to increase profitability.? ITW offers its employees a path for advancement, a...