Complete FCMA roadmap as intended and all onboarding activities from day one to program completion, including the successful completion of a Consultative Selling Skills Certification Become proficient at deepening Consumer and Small Business customer relationships by providing a memorable customer experience Gain knowledge, demonstrate and maintain a working knowledge of

Assess and determine client's investment goals, presents proposals, and closes managed investment solutions. Follow a fiduciary standard with all clients, always doing what is in the client's best interest. Develop Affluent and HNW client relationships through targeted prospecting, external networking and internal referrals. Build a book of business achieving growth targe

The Credit Manager reports to the Senior National Director, Credit & Collections Located in Duluth, GA Full Time Hybrid The Credit Manager holds a position of accountability, overseeing the entire credit management and contract management functions within the organization. With a focus on maintaining compliance with state and federal procedures, this role involves strateg

Client Partner Banking & Financial Services Overview Client Partners plays a key role in our growth and are tasked with rapid business expansion within their assigned accounts, responsible for growth, health, and prospects of account relationships. The Client Partner is the end to end account owner responsible for overall account P&L and senior client relationships. We ne

Location Atlanta, GA or Remote East Coast USA About Secureworks Secureworks (NASDAQ SCWX) is a global cybersecurity leader that secures human progress with Secureworks Taegis, a SaaS based, open XDR platform built on 20+ years of real world threat intelligence and research, improving customers ability to detect advanced threats, streamline and collaborate on investigation

What You'll Do This position is responsible for conducting enthusiastic interactions to uncover needs, inspire possibilities, provide financial education, and deliver solutions to advance our members' financial success. Guided by a strong commitment to provide a better financial future for our members, the Financial Solutions Specialist (FSS) will suggest relevant product

Ensure optimum customer service capability through effective development of web registration and attendee management. Web page development using HTML, Javascript, and Active Server Pages via Cvent Work directly with meeting owners to understand requirements, process flow, system capabilities and design Provide overall consultation prior, during and post the development le

Develop and maintain compliance policies that articulate our legal and contractual requirements and effectively address identified risks. Provide compliance subject matter support to cross functional stakeholders as they design and implement products, features, workflows, tools, etc. Establish a framework to handle the intake and response for external requests from our fi

Develop and oversee a framework for KYC and customer due diligence, including customer risk rating measures to ensure compliance with financial partner expectations and industry practices. Maintain and manage policies, procedures, and requirements, including annual independent assessment. Own the development and execution of risk assessments across products and customers.

As a Financial Services Industry Advisor, Sr. Director, you will serve as the authoritative voice and expert collaborator for Presidio Sales teams working with prominent FSI organizations, including global banking, capital investments, mortgages and payment services companies. This role involves bringing together industry solutions, partner solutions, and technology aware

The Denial Management Specialist is responsible for efficiently working accounts receivable for the organization. This is a full time position working remotely M F from 8 00 am 4 30 pm. At least two years of previous billing or revenue cycle experience required. Revo Health is a professional services company that partners with multiple healthcare groups to deliver excepti

General Summary of the Position A Project Controls Analyst supports KEMRON’s Corporate/Regional Operations/Individual Project Management staff in implementing BMPs for project financial and schedule analysis, progress reporting and risk evaluation and management. A Project Controls analyst works as part of a team within the Accounting Department and is a hybrid in o

MidFirst Business Credit provides customized and flexible financing solutions to growing businesses throughout the United States. With more than 40 years of experience, we know how to help businesses grow and prosper, and we've played an important part in countless business success stories over the years. MidFirst Business Credit has successfully navigated through the ups

Riveron collaborates with companies to navigate the constantly shifting tax regulatory landscape, offering comprehensive solutions to mitigate, defend, or optimize tax positions. As a strategic partner, we provide hands on support, enabling our clients to streamline decision making processes and achieve favorable tax outcomes. In an environment of rapid tax regulatory cha

Lead and coach the organization in its Scrum adoption Plan Scrum implementations within the organization Help employees and stakeholders understand and enact Scrum and empirical product development Recommend change that increases the productivity of the Scrum Team Ensure the Product Owner knows how to arrange the Product Backlog to maximize value Facilitate Scrum events a