Staff MFG and DVL Engineer

Technology Sales Director UK

Technology Sales Director Germany

Principal HANA Database Administrator

Salesforce And Sales Campaign Administrator

Staff Software Engineer

IAD / SAD / LAD GCP Data Engineer

Sr Manager - Finance and Accounting

Financial Advisor

Senior Financial Advisor

Role Description: <ul><li>Conduct new equipment introduction (automation) and set the equipment Maintenance plan and machine operation instruction, support Process ME (Cable and Cable Assembly) team for the new product pilot run with the objective of meeting production requirements and ensure the machine stability on production within Engineering policies, procedures and systems.</li></ul> Responsibilities: <ul><li>Equipment Development Project Subject matter expert and work with vendors to develop, set up/debug automation machine; Timely feedback and solve the problem to ensure the progress of the project.</li><li>Programming &amp; Digitalization Provide automatic control equipment programming according to the production needs and provide digital solution to implement site digital factory projects to improve process control real time.</li><li>Trouble Shooting Problem identification and trouble-shooting a wide range of complex electrical problems for automation line and be responsible for the effective communication across the company.</li><li>Technical Guidance Line maintenance/change over together with/guiding the engineers and technicians to make sure automation machine run smoothly.</li></ul> Requirements: <ul><li>Bachelor’s degree or above, majored in Automation or Electrical Engineering, familiar with electrical control theory and design.</li><li>At least 7+ years experience with automated machines maintenance and electrical design.</li><li>Familiar with Vision Inspection (Keyence/Cognex), Programmable Logic Controllers (PLC),Pneumatics, sensors, motors and other motion control devices.</li></ul>

Role Description: <ul><li>ICT has ambitious growth plans for our technology-based propositions and seeks a Technology Sales Director to drive the accomplishment of these plans. In this role, you will actively seek, develop, and close new business opportunities to achieve our technology sales goals in the P&amp;C and Life insurance markets.&nbsp;</li><li>The role holder will be a senior colleague responsible for driving revenue growth in the South-West European division through strategic technology sales pursuits, partnerships, and client engagement.&nbsp;</li></ul> Responsibilities: Your main areas of focus will be:&nbsp; <ul><li>Engage as a market-maker across SWE focussed on large and strategic technology opportunities in which you will work collaboratively with regional, divisional and local teams to help seek, develop, and close new sales pursuits.&nbsp;</li><li>Take accountability for client retention and actively collaborate with client relationship managers.&nbsp;</li><li>Develop and maintain c-suite relationships, especially CTO/CIOs within select technology clients.&nbsp;</li><li>Support and mentor fellow consultants, other technology sales colleagues, and regional proposition teams to help achieve ICT’s overall growth plans within the EMEA region.&nbsp;</li><li>Align technology capabilities with insurer requirements ensuring value and return on investment is maximized for success.&nbsp;</li></ul> Pipeline and Sales:&nbsp; <ul><li>Develop and manage a qualified pipeline through seeking out prospects, calling on potential clients and building upon existing client relationships.&nbsp;</li><li>Collaborate with the senior consultants to leverage existing relationships and technology footprint in the market.&nbsp;</li><li>Identify and conduct initial triage of client needs, and develop ideas for meeting those needs, presenting information on WTW’s capabilities, strategically cross-selling ICT and other WTW businesses solutions aligned with client needs and introducing subject matter experts, as required, to win the business.&nbsp;</li><li>Promote WTW as a leader in the market with superior industry knowledge, insights, and solutions.&nbsp;</li><li>Design and lead execution of go-to-market sales strategies and campaigns focused on new and existing clients.&nbsp;</li><li>Engage directly with prospects to showcase WTW’s capabilities and provide customized solutions that address their unique challenges.&nbsp;</li><li>Collaborate with marketing and proposition leadership to create sales messages, product collateral, and increase overall market awareness.&nbsp;</li><li>Obtain referral leads from existing clients.&nbsp;</li><li>Identify and pursue cross-selling opportunities.&nbsp;</li><li>Develop new relationships with individuals responsible for making or influencing decisions in areas relevant to our solutions.&nbsp;</li></ul> Client Management:&nbsp; <ul><li>Take accountability for client retention and the development of c-suite relationships with select technology clients&nbsp;</li><li>Maintain consistent/high quality touch points by phone and face to face with prospects and clients.&nbsp;</li><li>Participate in client relationship stewardship and planning meetings.&nbsp;</li><li>Support Client Management teams in identifying and closing opportunities.&nbsp;</li><li>Act as a client relationship manager to select technology clients.&nbsp;</li><li>Foster relationships with client c-suite and decision makers in areas relevant to our solutions.&nbsp;</li></ul> People:&nbsp; <ul><li>Collaborate with other technology sales colleagues with regards to technology sales activities.&nbsp;</li><li>Help to identify and develop/mentor future technology sales talent.&nbsp;</li></ul> Technology Product Development and Strategy:&nbsp; <ul><li>Work with consultants, other technology sales colleagues, and regional and global proposition teams to:&nbsp;</li><li>Identify current and emerging market trends and client needs.&nbsp;</li><li>Provide input into the development of new products or enhancements to current products.&nbsp;</li><li>Contribute to roadmap discussions.&nbsp;</li><li>Identify and suggest potential inorganic opportunities (acquisitions, partnerships).&nbsp;</li><li>Develop /improve or market collateral and sales messaging.&nbsp;</li></ul> Financial metrics:&nbsp; <ul><li>Meet technology annual new business revenue targets&nbsp;</li><li>Provide guidance and participate in sales and revenue forecasting.&nbsp;</li><li>Participate fully in the ICT practice and the achievement of the overall ICT business plan and budget.&nbsp;</li></ul>&nbsp;Requirements:&nbsp; <ul><li>Proven success in senior client management and/or sales roles with revenue targets.&nbsp;</li><li>Minimum of 10 years of industry experience.&nbsp;</li><li>In addition to English, at least one of Italian, Franch or Spanish is required.&nbsp;</li><li>Proven track record of successful pipeline development, delivery of effective sales strategies and reputation as a client-centric sales professional.&nbsp;</li><li>Extensive understanding of and experience in insurance underwriting, actuarial (product development, valuation, financial reporting, modelling, experience studies, assumption setting), risk (including economic capital) and finance functions and related technology&nbsp;</li><li>Ability to learn new technology solutions and demonstrate these solutions to clients at a high level.&nbsp;</li><li>Meticulous and analytical, confident in problem solving and decision making.&nbsp;</li><li>Good team player with ability to influence without authority in a matrix organisation.&nbsp;</li><li>Ambition to help insurers succeed.&nbsp;</li><li>Excellent communication (written, verbal and oral) skills and interpersonal skills and ability to forge relationships at senior levels of organisations.&nbsp;</li><li>Ability to work in a client-centric strategic and decisive manner according to tight deadlines.&nbsp;</li><li>Availability to travel on an as needed basis including client visits, conferences, internal meetings, etc.&nbsp;</li></ul>

Role Description: <ul><li>ICT has ambitious growth plans for our technology-based propositions and seeks a Technology Sales Director to drive the accomplishment of these plans. In this role, you will actively seek, develop, and close new business opportunities to achieve our technology sales goals in the P&amp;C and Life insurance markets.&nbsp;</li><li>The role holder will be a senior colleague responsible for driving revenue growth in the South-West European division through strategic technology sales pursuits, partnerships, and client engagement.&nbsp;</li></ul> Responsibilities: Your main areas of focus will be:&nbsp; <ul><li>Engage as a market-maker across SWE focussed on large and strategic technology opportunities in which you will work collaboratively with regional, divisional and local teams to help seek, develop, and close new sales pursuits.&nbsp;</li><li>Take accountability for client retention and actively collaborate with client relationship managers.&nbsp;</li><li>Develop and maintain c-suite relationships, especially CTO/CIOs within select technology clients.&nbsp;</li><li>Support and mentor fellow consultants, other technology sales colleagues, and regional proposition teams to help achieve ICT’s overall growth plans within the EMEA region.&nbsp;</li><li>Align technology capabilities with insurer requirements ensuring value and return on investment is maximized for success.&nbsp;</li></ul>&nbsp;Pipeline and Sales:&nbsp; <ul><li>Develop and manage a qualified pipeline through seeking out prospects, calling on potential clients and building upon existing client relationships.&nbsp;</li><li>Collaborate with the senior consultants to leverage existing relationships and technology footprint in the market.</li><li>Identify and conduct initial triage of client needs, and develop ideas for meeting those needs, presenting information on WTW’s capabilities, strategically cross-selling ICT and other WTW businesses solutions aligned with client needs and introducing subject matter experts, as required, to win the business.&nbsp;</li><li>Promote WTW as a leader in the market with superior industry knowledge, insights, and solutions.&nbsp;</li><li>Design and lead execution of go-to-market sales strategies and campaigns focused on new and existing clients.&nbsp;</li><li>Engage directly with prospects to showcase WTW’s capabilities and provide customized solutions that address their unique challenges.&nbsp;</li><li>Collaborate with marketing and proposition leadership to create sales messages, product collateral, and increase overall market awareness.&nbsp;</li><li>Obtain referral leads from existing clients.&nbsp;</li><li>Identify and pursue cross-selling opportunities.&nbsp;</li><li>Develop new relationships with individuals responsible for making or influencing decisions in areas relevant to our solutions.&nbsp;</li></ul>&nbsp;Client Management:&nbsp; <ul><li>Take accountability for client retention and the development of c-suite relationships with select technology clients.&nbsp;</li><li>Maintain consistent/high quality touch points by phone and face to face with prospects and clients.&nbsp;</li><li>Participate in client relationship stewardship and planning meetings.&nbsp;</li><li>Support Client Management teams in identifying and closing opportunities.&nbsp;</li><li>Act as a client relationship manager to select technology clients.&nbsp;</li><li>Foster relationships with client c-suite and decision makers in areas relevant to our solutions.&nbsp;</li></ul> People:&nbsp; <ul><li>Collaborate with other technology sales colleagues with regards to technology sales activities.&nbsp;</li><li>Help to identify and develop/mentor future technology sales talent&nbsp;</li></ul> Technology Product Development and Strategy:&nbsp; <ul><li>Work with consultants, other technology sales colleagues, and regional and global proposition teams to:&nbsp;</li><li>Identify current and emerging market trends and client needs&nbsp;</li><li>Provide input into the development of new products or enhancements to current products&nbsp;</li><li>Contribute to roadmap discussions&nbsp;</li><li>Identify and suggest potential inorganic opportunities (acquisitions, partnerships)&nbsp;</li><li>Develop /improve or market collateral and sales messaging&nbsp;</li></ul> Financial Metrics:&nbsp; <ul><li>Meet technology annual new business revenue targets&nbsp;</li><li>Provide guidance and participate in sales and revenue forecasting.&nbsp;</li><li>Participate fully in the ICT practice and the achievement of the overall ICT business plan and budget.&nbsp;</li></ul>&nbsp;Requirements:&nbsp; <ul><li>Proven success in senior client management and/or sales roles with revenue targets.&nbsp;</li><li>Minimum of 10 years of industry experience.&nbsp;</li><li>In addition to English, at least one of Italian, Franch or Spanish is required.&nbsp;</li><li>Proven track record of successful pipeline development, delivery of effective sales strategies and reputation as a client-centric sales professional.&nbsp;</li><li>Extensive understanding of and experience in insurance underwriting, actuarial (product development, valuation, financial reporting, modelling, experience studies, assumption setting), risk (including economic capital) and finance functions and related technology.&nbsp;</li><li>Ability to learn new technology solutions and demonstrate these solutions to clients at a high level.&nbsp;</li><li>Meticulous and analytical, confident in problem solving and decision making.&nbsp;</li><li>Good team player with ability to influence without authority in a matrix organisation.&nbsp;</li><li>Ambition to help insurers succeed.&nbsp;</li><li>Excellent communication (written, verbal and oral) skills and interpersonal skills and ability to forge relationships at senior levels of organisations.&nbsp;</li><li>Ability to work in a client-centric strategic and decisive manner according to tight deadlines.&nbsp;</li><li>Availability to travel on an as needed basis including client visits, conferences, internal meetings, etc.&nbsp;</li></ul>

Role Description: <ul><li>The Principal HANA Database Administrator will serve as the organization’s top technical authority for SAP HANA database environments.</li><li>This role is responsible for designing, implementing, and optimizing large-scale HANA systems to ensure high availability, security, and performance.</li><li>The individual will lead strategic initiatives, mentor team members, and collaborate with cross-functional teams to support mission-critical enterprise applications.</li></ul> Responsibilities: Architecture &amp; Strategy <ul><li>Define enterprise-level SAP HANA architecture and standards.</li><li>Develop strategies for scalability, high availability, disaster recovery, and security compliance.</li></ul> Database Administration <ul><li>Install, configure, and upgrade SAP HANA systems.</li><li>Perform advanced performance tuning, query optimization, and memory management.</li><li>Monitor system health and proactively resolve issues.</li></ul> Data Management <ul><li>Manage data provisioning, replication, and integration with SAP and non-SAP systems.</li><li>Ensure compliance with data governance and security standards.</li></ul> Leadership <ul><li>Act as a subject matter expert for SAP HANA across the organization.</li><li>Mentor junior DBAs and provide technical guidance to project teams.</li><li>Drive automation and best practices for database operations.</li></ul> Innovation <ul><li>Evaluate emerging technologies and recommend enhancements.</li><li>Lead initiatives to improve efficiency and reduce operational risk.</li></ul> Requirements: Education: <ul><li>Bachelor’s or Master’s degree in Computer Science, Information Systems, or related field.</li></ul> Experience: <ul><li>10+ years of database administration experience, with at least 5 years in SAP HANA.</li><li>Proven track record managing large-scale, mission-critical HANA environments.</li></ul> Technical Skills: <ul><li>Expertise in SAP HANA architecture, sizing, and performance tuning.</li><li>Strong knowledge of Linux OS, virtualization, and cloud platforms (AWS, Azure, GCP).</li><li>Familiarity with SAP Basis and integration with S/4HANA, BW/4HANA.</li></ul> Certifications: <ul><li>SAP Certified Technology Specialist – SAP HANA.</li><li>Additional certifications in cloud or database technologies preferred.</li></ul>

Role Description: <ul><li>The Salesforce &amp; Sales Campaign Administrator is responsible for optimizing Salesforce (SFDC) usage across the client Medical commercial organization.</li><li>The role ensures disciplined pipeline and campaign management, standardized confidence ratings, and delivery of advanced sales analytics that support global product reviews, revenue growth, and improved Operating Income (OI) aligned with clients Medical’s strategic objectives.</li></ul> Responsibilities: <ul><li>Drive consistent and effective Salesforce (SFDC) adoption across Sales Executives and Product Managers.</li><li>Own Salesforce opportunity and pipeline governance, ensuring data accuracy, consistency, and completeness.</li><li>Support the global product review process through reliable and standardized SFDC opportunity pipelines.</li><li>Design, implement, and enforce standardized confidence rating frameworks.</li><li>Lead Salesforce-based campaign management, including outbound and mass CRM campaigns.</li><li>Ensure integration and traceability between campaigns, leads, contacts, and opportunities.</li><li>Deliver advanced Salesforce dashboards, reports, and sales operations analytics.</li><li>Identify pipeline risks, growth opportunities, and performance gaps across regions and product portfolios.</li><li>Apply Salesforce automation and AI-enabled tools to improve campaign execution, pipeline quality, and forecasting.</li><li>Partner cross-functionally with Sales, Product Management, Marketing, Finance, and Sales Operations to drive continuous improvement.</li></ul> Requirements: <ul><li>Bachelor’s degree in Business, Analytics, Engineering, or related field.</li><li>Proven experience in Salesforce (SFDC) campaign management and pipeline management.</li><li>Strong experience in Sales Operations, Revenue Operations, or commercial analytics.</li><li>Expert analytical skills with demonstrated ability to translate data into actionable insights Preferred Qualifications.</li><li>Salesforce Administrator and/or advanced Salesforce certifications.</li><li>Experience in medical devices, healthcare, or regulated manufacturing environments</li><li>Experience with forecasting models, confidence scoring, and pipeline governance.</li><li>Familiarity with our client commercial processes and performance frameworks.</li></ul> Key Competencies <ul><li>Salesforce (SFDC) expertise</li><li>Sales campaign and pipeline management</li><li>Advanced sales analytics and performance measurement</li><li>CRM automation and AI enablement</li><li>Strong stakeholder engagement and communication skills</li><li>Data-driven and continuous improvement mindset</li><li>Hands-on experience managing outbound and mass CRM campaigns</li><li>Experience leveraging Salesforce automation and AI-enabled sales tools</li></ul>

Responsibilities:&nbsp; <ul><li>Lead the architecture and design efforts, aligning with future scalability and business objectives.</li><li>Provide mentorship, set technical direction, and drive excellence in the team.</li><li>Establish technical roadmap with cross-functional teams and stakeholders, ensuring alignment with business objectives.</li><li>Simplify and break down complex requirements into manageable deliverables and milestones through development of technical specifications.</li><li>Ensure deliverables meet the functional and non-functional criteria, and drive changes proactively where outcomes are misaligned.</li><li>Promote a culture of continuous improvement by guiding other engineers through design, code, and operational reviews.</li></ul> Requirements: <ul><li>Deep Expertise: 10+ years of software development experience, with at least 3 years in a formal technical leadership role.&nbsp;</li><li>The Java Stack: You are an expert in Java, Spring Boot, and SQL, with a proven track record of building distributed services that dont fail.&nbsp;</li><li>Cloud Native: Extensive experience with public cloud services (we prefer AWS) and a deep understanding of fault-tolerant, distributed systems.&nbsp;</li><li>Strategic Vision: You can zoom out to see the business objective and zoom in to solve a granular technical bottleneck.&nbsp;</li><li>Collaborative Leadership: Exceptional communication skills. You can explain architectural trade-offs to stakeholders and inspire engineers in the same hour.&nbsp;</li><li>Education: Bachelor’s or Master’s degree in Computer Science or a related technical field.&nbsp;</li></ul>

Responsibilities: Architecture &amp; Design:&nbsp; <ul><li>Design end-to-end data architectures that integrate real-time streaming (Kafka, GCP Pub/sub) and batch processing (Big Query OR Databricks).</li></ul> Pipeline Development:&nbsp; <ul><li>Build and maintain robust ETL/ELT pipelines flowing into BigQuery/Databricks, ensuring data is clean, modeled, and ready for consumption.</li></ul> Custom Integration:&nbsp; <ul><li>Develop custom APIs and microservices using Java/Python/C# to facilitate data movement between niche systems and the data lakehouse.</li></ul> Infrastructure Management:&nbsp; <ul><li>Deploy and manage data workloads on Google Kubernetes Engine (GKE), ensuring high availability and cost-efficiency.</li></ul> Technical Leadership:&nbsp; <ul><li>Mentor junior engineers, conduct code reviews, and establish DataOps best practices (CI/CD, automated testing, and monitoring).</li></ul> Data Reliability:&nbsp; <ul><li>Implement data quality frameworks to ensure accuracy and lineage across the hybrid environment.</li></ul> Requirements: <ul><li>Experience with Terraform &amp; Azure Dev Ops (ADO).</li><li>Knowledge of workflow orchestrators like Apache Airflow (Cloud Composer).</li><li>Experience implementing Data Governance (metadata management, data cataloging).</li><li>Data Processing &amp; Storage</li><li>BigQuery: Expert-level SQL and experience with partition/cluster optimization.</li><li>Databricks: Deep knowledge of the Lakehouse architecture, Delta Lake, and Spark (PySpark/Scala) Software Engineering &amp; APIs</li><li>Languages: Proficiency in Java/Python/C# for backend development and custom data connectors.</li><li>API Design: Proven ability to build and consume RESTful APIs for data ingestion Streaming &amp; Infrastructure</li><li>Kafka/GCP Pub-Sub: Experience building event-driven architectures and managing producers/consumers.</li><li>GKE: Proficiency in containerization (Docker) and orchestrating data workloads on Kubernetes.</li></ul>

Responsibilities: Financial Reporting &amp; Compliance: <ul><li>Prepare accurate monthly, quarterly, and annual financial statements.</li><li>Ensure compliance with applicable accounting standards (Ind AS, IFRS, or US GAAP).</li><li>Manage period-end close processes and general ledger reconciliations.</li><li>Support external and internal audits, ensuring timely resolution of audit points.</li></ul> Cost Accounting &amp; Inventory Management: <ul><li>Monitor and manage inventory valuation, batch costing, and cost of goods sold (COGS).</li><li>Conduct standard vs actual cost variance analysis.</li><li>Collaborate with manufacturing and supply chain teams for real-time cost tracking.</li></ul> Taxation &amp; Regulatory Compliance: <ul><li>Handle GST, TDS, and income tax compliances including returns, reconciliations, and assessments.</li><li>Assist in regulatory compliance relevant to the pharmaceutical industry (e.g., NPPA, CDSCO).</li><li>Maintain records for transfer pricing and other compliance reports (e.g., Form 3CD).</li></ul> Accounts Payable &amp; Receivable: <ul><li>Oversee vendor payments, import transactions, and ensure proper accounting treatment.</li><li>Monitor receivables, perform aging analysis, and coordinate with sales teams for collections.</li><li>Conduct periodic reconciliation of vendor and customer accounts. 5. Budgeting, MIS &amp; Financial Planning</li><li>Assist in annual budgeting and rolling forecasts.</li><li>Provide financial analysis and reports to management (sales trends, cost analysis, profitability reports).</li><li>Develop and automate MIS for enhanced decision-making.</li></ul> Requirements: <ul><li>Minimum 10 years of experience in accounting/finance roles; at least 3–5 years in a senior or lead role.</li><li>Experience in pharma or manufacturing industry is highly preferred. •	Strong knowledge of accounting principles, tax laws, and cost accounting.</li><li>Hands-on experience with ERP systems (SAP, Oracle, Tally, etc.)</li><li>Proficiency in MS Excel and financial reporting tools. •	Strong analytical thinking and problem-solving skills.</li><li>Excellent communication, leadership, and organizational abilities. Nice to Have:</li><li>Experience in handling audits for pharmaceutical R&amp;D or DSIR-registered entities.</li><li>Knowledge of pharma-specific compliance (NPPA reporting, drug pricing, etc.)</li><li>Exposure to internal controls, SOX compliance, or process improvement initiatives.</li></ul>

Role Description: <ul><li>As an advisor, you will have the opportunity to shape the future of financial advice and build lasting relationships with clients, leveraging our innovative, proven approach, proprietary research, and strong reputation—drivers of our significant growth in recent years.</li><li>Expanding our Advisory business is a strategic priority for our retail division, underscoring our commitment to broadening our reach and delivering even greater value to clients.</li></ul> Responsibilities: <ul><li>With general guidance, implements and may assist with developing standard advisory solutions to assigned clients and coordinates internal resources necessary to carry out solutions.</li><li>Prepares financial plans for clients within the following areas, including preretirement, retirement, insurance, tax planning, and estate planning.</li><li>Responsible for positioning discretionary management as a means for clients to implement their recommended plans and to realize the full value within the plan.</li><li>Serves as an enrollment specialist to assist qualified clients in their transition from a self-directed relationship to a managed account relationship.</li><li>Must be able to position the value of discretionary management, overcome objections, and redirect clients to other solutions when discretionary management isn’t appropriate.</li><li>Applies knowledge to ensure an up-to-date knowledge of and fluency in new capabilities related to investment advice, financial planning, and financial education.</li><li>May assist in identifying opportunities for improvement to present to managers for consideration.</li><li>Responsible for client satisfaction regarding a wide variety of basic solutions managed by advisory services for assigned clients and continues to develop and deepen client relationships using consultative skills and ongoing personalized support and recommendations.</li><li>Serves as a client-facing expert on financial planning, portfolio construction, tax-efficient investing, and other advisory matters.</li><li>Has a basic understanding of how to determine a clients appetite for risk and how that aligns with different advice solutions and how to ensure that the implemented solutions are compliant.</li><li>Escalates potential issues to more senior staff.</li></ul> Requirements: <ul><li>Bachelors degree or the equivalent combination of education and relevant experience AND&nbsp;</li><li>2+ years of total relevant work experience.&nbsp;</li><li>Previous success in building relationships, uncovering needs, and recommending solutions.&nbsp;</li><li>Demonstrated organizational skills.&nbsp;</li><li>Strong written and verbal communication skills.</li></ul>

Role Description: <ul><li>As an advisor, you will have the opportunity to shape the future of financial advice and build lasting relationships with clients, leveraging our innovative, proven approach, proprietary research, and strong reputation—drivers of our significant growth in recent years.</li><li>Expanding our Advisory business is a strategic priority for our retail division, underscoring our commitment to broadening our reach and delivering even greater value to clients.</li></ul> Responsibilities: <ul><li>Implements and develop advisory solutions for assigned clients and coordinate internal resources necessary to carry out solutions.</li><li>Prepares financial plans for pre-retirees and retirees, advising in multiple areas, including asset allocation, spending and savings plans, social security strategies, and much more.</li><li>Stays current on market events and is a Subject Matter Expert on various planning topics to advise and educate advisory clients and prospects.</li><li>Contributes suggestions for and may participate in the development of program upgrades as well as future program enhancements; may assist in rolling out new capabilities related to investment advice, financial planning, and financial education.</li><li>Identifies areas for improvement, evaluates existing policy, and partners with peers and management to offer suggestions for change.</li><li>May assist with development and implementation within the department.</li><li>Responsible for client satisfaction regarding complex solutions managed by Advisory Services for assigned clients and maintains and continues to develop and deepen client relationships using consultative skills and ongoing personalized support and recommendations.</li><li>Works directly with less experienced peers to determine the best approach in rectifying a clients dissatisfaction.</li><li>Works with clients to determine their appetite for risk and how that aligns with different advice solutions and how to ensure that the implemented solutions are compliant. May resolve standard risk or compliance issues with the assistance of more senior staff.</li><li>In some cases, they may have limited supervisory responsibilities for a small number of advisory staff, guiding their work, providing feedback, and evaluating. performance.</li></ul> Requirements:&nbsp; <ul><li>Bachelors degree or the equivalent combination of education and relevant experience.</li><li>5+ years of total relevant work experience.</li><li>Previous success in building relationships, uncovering needs, and recommending solutions.&nbsp;&nbsp;</li><li>Demonstrated organizational skills.&nbsp;</li><li>Strong written and verbal communication skills&nbsp;</li></ul>

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41 sox subject matter expert Jobs found

Staff MFG and DVL Engineer

Technology Sales Director UK

Technology Sales Director Germany

Principal HANA Database Administrator

Salesforce And Sales Campaign Administrator

Staff Software Engineer

IAD / SAD / LAD GCP Data Engineer

Sr Manager - Finance and Accounting

Financial Advisor

Senior Financial Advisor

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Skills

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41 sox subject matter expert Jobs found

Staff MFG and DVL Engineer

Technology Sales Director UK

Technology Sales Director Germany

Principal HANA Database Administrator

Salesforce And Sales Campaign Administrator

Staff Software Engineer

IAD / SAD / LAD GCP Data Engineer

Sr Manager - Finance and Accounting

Financial Advisor

Senior Financial Advisor

WhiteCrow WhiteCrow is on a mission to connect companies with the best talent across the globe.

EMPLOYER

TALENT

COMPANY

Contact Us

JOBS BY SKILLS

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WhiteCrow
WhiteCrow is on a mission to connect companies with the best talent across the globe.