97 advisor planning jobs found

Job Overview Location: Yarmouth, ME (Hybrid – must live within commuting distance and be able to work in-office as needed, with flexibility for work from home/remote options partial time) Engagement Type: Independent Contractor (1099) for Tax Planning & Preparation Level of Effort: Full-Time Client Source: Shepard FINANCIAL provides clients; opportunity to grow additional business Future Opportunity: Expanded Financial Planning Role with Separate Compensation Structure Shepard FINANCIAL is seeking an experienced Accountant / Tax Advisor to deliver tax planning and tax preparation services to clients of our financial planning firm. This is a client-facing, advisory-focused role for a tax professional who wants a strong base of firm-provided clients while also having the opportunity to grow additional business over time. Important Role Details (Please Read) Tax planning and tax preparation work is structured as a 1099 independent contractor...

Location: 32 Market Square - Houlton, Maine 04730 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...

Location: 32 Market Square - Houlton, Maine 04730 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 journey....

Job Description Oracle's Customer Success Management, as part of the Customer Success Services organization, is dedicated to ensuring the satisfaction, retention, and growth of Oracle's Fusion SaaS customer base. Our primary objective is to build strong relationships with customers by understanding their needs, goals, and challenges, and then proactively providing support, guidance, and solutions to help them derive maximum value from the product or service. By acting as trusted advisors, Principal Customer Success Managers (CSMs) aim to drive customer success, promote product adoption and usage, reduce churn, and ultimately contribute to the company's revenue growth and long-term sustainability. Principal CSMs drive maximum adoption of Oracle solutions and identify/drive product renewal and expansion opportunities via high value relationships with customers. They align at executive and key business stakeholder levels, building and fostering strong relationships to help...

Job Description It is an exciting time to be a part of the Oracle Cloud Development organization. As we continue to rapidly introduce new products and enhancements, we are focused on delivering AI capabilities that will help customers automate and transform their business processes. To support that goal, we are seeking a highly skilled consulting professional to join Oracle's Fusion Applications AI COE Team as part of our AI Agents initiative. This is a unique opportunity to drive customer facing consulting/advisory services related to the adoption of practical, scalable AI agent solutions that empower customers and partners to leverage AI technology effectively. This role will focus on educating and coaching customers and SI partners in the configuration and end-to-end implementation of deployable AI agent templates within our Fusion Cloud Application (HCM, SCM, CX, and ERP). These solutions will showcase the power of Oracle's AI Agent platform and enable...

About the Role & Team Every day at Disney Cruise Line we take pride in bringing the magic of Disney to life. We find joy in creating cherished memories and form genuine connections with our guests. We hold each other to the highest degree and always act responsibly while ensuring the safety of fellow crew and guests. United by our Disney values, we work toward excellence in all we do. As a part of our team, you can live and work in a diverse and inclusive environment amidst a professional and supportive community. If you are ready to create unforgettable experiences and grow as a person and as a professional, apply today! As Shipboard Human Resources Manager, you will perform multiple responsibilities to support our HR service delivery model. You will be the primary contact for Crew employee relations, performance management, and Human Resources initiatives while collaborating with leaders, building positive relationships and being a trusted advisor. You will report...

Job Description It is an exciting time to be a part of the Oracle Cloud Development organization. As we continue to rapidly introduce new products and enhancements, we are focused on delivering AI capabilities that will help customers automate and transform their business processes. To support that goal, we are seeking a highly skilled consulting professional to join Oracle's Fusion Applications AI COE Team as part of our AI Agents initiative. This is a unique opportunity to drive customer facing consulting/advisory services related to the adoption of practical, scalable AI agent solutions that empower customers and partners to leverage AI technology effectively. This role will focus on educating and coaching customers and SI partners in the configuration and end-to-end implementation of deployable AI agent templates within our Fusion Cloud Application (HCM, SCM, CX, and ERP). These solutions will showcase the power of Oracle's AI Agent platform and enable...

Your Future Evolves Here Evolent partners with health plans and providers to achieve better outcomes for people with most complex and costly health conditions. Working across specialties and primary care, we seek to connect the pieces of fragmented health care system and ensure people get the same level of care and compassion we would want for our loved ones. Evolent employees enjoy work/life balance, the flexibility to suit their work to their lives, and autonomy they need to get things done. We believe that people do their best work when they're supported to live their best lives, and when they feel welcome to bring their whole selves to work. That's one reason why diversity and inclusion are core to our business. Join Evolent for the mission. Stay for the culture. What You'll Be Doing: What you'll be doing: The Managing Director, Strategic Accounts role is a dynamic, fast paced position, serving as the single executive accountable for client health, strategy,...

Job Description Oracle's mission is to help people see data in new ways, discover insights, and unlock endless possibilities. At Oracle North America Consulting, we're building the bridge between Oracle's innovative technology and the people who use it to achieve incredible things. Our team focuses on North American based clients using our back-office cloud applications. Our resources are primarily located in North America and India. We're growing fast, and we need consultants ready to bring their unique skills, energy, and creativity to help us continuously innovate how we deliver world-class client experiences on cloud applications projects. The role of a Cloud Consulting Senior Project Manager requires an experienced project management professional with strong business acumen, technical competency in SaaS-based software and leadership skills for successful delivery of Oracle ERP solutions (software + services). The Cloud Consulting Senior Project Manager works...

Job Overview The Technical Success Manager (TSM) plays a critical role in ensuring customers achieve measurable success with the iCIMS Talent Cloud and related integrations. Acting as both a trusted technical advisor and customer advocate, the TSM drives platform adoption, optimizes configuration, and enables ongoing success through proactive engagement, education, and cross-functional collaboration. The TSM partners closely with Account Managers, Support, Product, and Community teams to deliver an exceptional customer experience and help customers realize the full value of their iCIMS investment. 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 smile.?As the Talent Cloud company, we empower these organizations to attract, engage, hire, and advance the right talent....

Job Description Data Platform Sales Representative (Strategic Telco Account) Oracle is accelerating the digital revolution in the telecommunications sector, empowering leading global telco enterprises to unlock untapped data potential and deliver business value. In this highly strategic role, you will work directly with one of our most important telco customers, enabling their digital transformation and helping them compete in the digital economy of tomorrow. Description Join Oracle's elite sales team focused on our key telco partners. As the Data Platform Sales Representative dedicated to a single strategic telco account, you'll have the opportunity to build and deliver creative, data-driven solutions that address complex industry challenges. Oracle's fast-paced, collaborative environment is passionately committed to customer success. As the trusted advisor for your account, you'll leverage Oracle's comprehensive, cloud-based technology with a specific focus on...

Program Director- Mainframe Optimization & DeliveryRemote - United StatesJR012685 At Ensono, our Purpose is to be a relentless ally, disrupting the status quo and unleashing our clients to Do Great Things _!_ We enable our clients to achieve key business outcomes that reshape how our world runs. As an expert technology adviser and managed service provider with cross-platform certifications, Ensono empowers our clients to keep up with continuous change and embrace innovation. We can Do Great Things because we have great Associates. The Ensono Core Values unify our diverse talents and are woven into how we do business. These five traits are the key to achieving our purpose:Honesty,Reliability,Curiosity,Collaboration, andPassion About the role and what you'll be doing: We are seeking a detail-oriented and strategic Technical Program Director to lead cross-functional teams in delivering complex technology projects. This role bridges the gap between business needs...

Maine DA Technical Services Augusta, Maine Infrastructure Security Manager Status: Full-Time FLSA: Exempt (40 hrs. week) Salary: $60,000 - $90,000 Annual Union: Non-Union Reports to: MEDATS Director JOB SUMMARY Class specifications are intended to present a descriptive list of the range of duties performed by employees in the class. Specifications are not intended to reflect all duties performed within the job. The ideal candidate will be able to assess infrastructure vulnerabilities, and ensure systems are Criminal Justice Information Systems (CJIS)/NIST compliant. They will have experience with automated monitoring of a distributed network and the hardware and software attached to the network. They will support IT infrastructure including servers, firewalls, and VPN connections. They will be able to answer the occasional end user support call and assist with configuration issues on end user computers and peripherals. SUPERVISION RECEIVED...

Work Location: Mount Laurel, New Jersey, United States of America Hours: 40 Pay Details: $91,000 - $145,600 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Line of Business: Marketing Job Description: Department Overview: As part of the Consumer marketing department, you will serve as a...

Location: 1 Post Office Square - Kennebunk, Maine 04043 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and refer appropriate financial solutions to KeyBank's client base with up to $2M in investable assets. The PCB helps new and existing clients achieve confidence in their financial wellness by assessing their financial needs, gathering and documenting client data, and offering appropriate products and services. PCBs identify products and services to meet client needs and refer to appropriate sales professionals in Retail, Key Investment Services, Private Bank, Mortgage or Business Banking. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial...

Global Client Partner (Strategic Accounts) Pearson, the global learning leader, is seeking a senior Client Partner role to serve as the managing director for key strategic client partnerships. Client Partners are growth leaders who own Pearson’s most influential enterprise relationships end-to-end. In this role, you’ll set a multi-year account strategy, deepen executive trust, and expand 360° partnerships by activating Pearson’s complete portfolio —from AI-powered learning to enterprise talent solutions like certifications, assessments, learning content and professional training. You’ll operate as a senior adviser to our client’s global C-suite, leading cross-functional, cross-geography teams to deliver measurable business outcomes while accelerating revenue, impact, and long-term value. Pearson embraces a geographically distributed working model. This role will be based in the US to facilitate frequent in-person engagement with Global Accounts. Key Responsibilities...

Job Description Leading contributor individually and as a team member Work is non-routine and very complex, involving the application of advanced technical/business skills in area of specialization. Min 5 years relevant work experience. This position is responsible for new account development and/or expanding existing accounts within an established geographic territory. Works as part of an account team to identify, qualify and deliver Hardware products/ solutions. Responsible for the account plan to drive goal attainment in assigned territory. Coordinates with the other members of the sales team (employees and partners) to support account sales and business development strategies. Helps identify and engage the appropriate partner to meet customer specifications. Becomes trusted advisor to key customer influencers and decision makers. Drives company's strategy into assigned accounts. Follows all companies' methodologies...

Why UKG : At UKG, the work you do matters. The code you ship, the decisions you make, and the care you show a customer all add up to real impact. Today, tens of millions of workers start and end their days with our workforce operating platform. Helping people get paid, grow in their careers, and shape the future of their industries. That's what we do. We never stop learning. We never stop challenging the norm. We push for better, and we celebrate the wins along the way. Here, you'll get flexibility that's real, benefits you can count on, and a team that succeeds together. Because at UKG, your work matters-and so do you. About the Team? The Enterprise Solutions & Experience (ESE) organization, led by our CIO, drives UKG's enterprise transformation. The Value Management Office (VMO), under the VP of IT Strategy & Transformation, is dedicated to ensuring every initiative delivers measurable business outcomes. Value Realization Leaders (VRLs) are embedded within...

Company Description At Western Digital, our vision is to power global innovation and push the boundaries of technology to make what you thought was once impossible, possible. At our core, Western Digital is a company of problem solvers. People achieve extraordinary things given the right technology. For decades, we've been doing just that-our technology helped people put a man on the moon and capture the first-ever picture of a black hole. We offer an expansive portfolio of technologies, HDDs, and platforms for business, creative professionals, and consumers alike under our Western Digital®, WD®, WD_BLACK Brands. We are a key partner to some of the largest and highest-growth organizations in the world. From enabling systems to make cities safer and more connected, to powering the data centers behind many of the world's biggest companies and hyperscale cloud providers, to meeting the massive and ever-growing data storage needs of the AI era, Western Digital is fueling a...

Job Description Are you a results-oriented sales specialist with a strong background in supply chain transformation? Do you have a track record of driving SaaS growth across complex sectors like healthcare, distribution, and life sciences? If so, this is your opportunity to lead strategic engagements across North America and shape the future of digital supply chains. At Oracle, we are redefining healthcare and life sciences operations through intelligent, cloud-based supply chain solutions. Oracle Supply Chain Management (SCM) Cloud connects procurement, planning, logistics, and inventory with financial and operational systems - driving efficiency, resilience, and performance. We are looking for a high-performing Supply Chain Solution Sales Specialist (SSE) to lead Oracle SCM solution sales across life sciences and pharmaceutical organizations in NA. Join us and play a key role in enabling our customers' digital future. Responsibilities Develop and execute regional...

Job Description Are you a results-oriented sales specialist with a strong background in enterprise business transformation? Do you have a track record of driving SaaS growth across complex sectors like healthcare, distribution, and life sciences? If so, this is your opportunity to lead strategic engagements across North America and shape the future of digital business transformation. At Oracle, we are redefining healthcare and life sciences operations through intelligent, cloud-based enterprise transformation solutions. Oracle Enterprise Performance Management (EPM) Cloud connects planning and budgeting, financial consolidation and close, profitability and cost management with financial and operational systems - driving efficiency, resilience, and performance. We are looking for a high-performing EPM Sales Specialist (SSE) to lead Oracle EPM solution sales across life sciences and pharmaceutical organizations in NA. Join us and play a key role in enabling our customers'...

Job Description As an Optimization Consultant, you'll collaborate with healthcare clients to design, build, and configure Oracle Health (Cerner) Revenue Cycle Patient Access, Scheduling and/or Registration solutions and related integrations. You'll serve as a trusted advisor guiding clients through workflow design decisions, interdependencies, and configuration strategies that align with operational and revenue goals. What you'll do: Consult with clients on end-to-end workflow design across Scheduling and/or Registration service lines. Lead build and configuration of Oracle Health Scheduling and/or Registration solutions to meet client-specific operational and workflow requirements. Provide solution oversight and direction to ensure alignment with downstream Revenue Cycle and clinical systems. Guide clients through key design decisions, highlighting system interdependencies and recommending best practices. Identify, assess, and mitigate...

Job Description An experienced professional who has an extensive understanding of solutions, industry best practices, multiple business processes, technology and architecture designs, and interfacing within insurance. Performs varied and complex duties and tasks that need independent judgment, in order to implement and maintain architecture and integrations with Oracle Insurance Policy Administration (OIPA) to meet customer needs. Applies Oracle methodology, company procedures, and leading practices. Responsibilities What You'll Do Lead the charge on OIPA solution architecture, design and configuration for medium to large-scale implementations across insurance and financial services clients. Collaborate cross-functionally with business and technical teams to translate complex requirements into elegant, scalable OIPA solutions. Be the trusted advisor to client stakeholders-guiding decision-making, driving adoption, and ensuring every project delivers...

Job Description The Chief of Staff (CoS) to the Vice President of Data Center Delivery at Oracle Cloud Infrastructure (OCI) is a senior strategic and operational partner responsible for enabling execution excellence across OCI's global data center delivery portfolio. This role acts as a force multiplier for the VP, ensuring alignment across regions, functions, and programs while driving rigor, transparency, and scale in support of OCI's rapid global expansion. We are seeking candidates with strong backgrounds in data centers, construction management, proven ability to manage highly complex and every changing priorities, exception written and verbal communication and organizational skills. Remote, work from home. Some travel may be required from time to time. Responsibilities Key Responsibilities Strategic Leadership & Alignment Serve as a trusted advisor to the VP of Data Center Delivery, supporting strategic decision-making across global programs and...