div>Summary
As the Vice President, Advisor Consultant, you will represent Manning & Napier and Callodine Group of Company’s investment portfolios and prospect and service assets attributable to our third-party professionals (i.e. regional broker/dealer, wirehouse, professional financial planner/retirement planner and registered investment advisor representatives) in the assigned territory.
p>Position Overview: As an ALM Principal Solution Consultant, you will act as lead technical presales expert in North America for ALM and related topics in PTC's ALM HUB, supporting our Application Lifecycle Management (ALM) & Product line Engineering (PLE) solutions: Codebeamer, Pure Variants and Modeler. This role is responsible for supporting Codebeamer/ Pure Variants, patterns/architectures, customer onboarding, and long-term customer success initiatives across enterprise clients mainly in regulated industries such as automotive, aerospace, and medical devices.
This position is responsible for creating reports, insights and analytics in support of the division creating specifications for reports and analysis based on business needs possibly providing consultation to users and leading cross functional teams to address the divisions issues producing datasets and reports for analysis using system reporting tools possibly performing research and assisting in analyzing data related to the divisions strategic initiatives and broader research needs interfacing between the business and divisional data teams to generate tools to be leveraged in building analysis and reports which are actionable within the business environment working closely with customers to build relationships continuously gaining a deeper understanding of the division’s data in order to meet business needs analyzing complex business problems and issues using data from internal and external sources to provide insight to decision makers identifying and interpreting trends and patterns in datasets to locate influences. Role Requirements:- Bachelor Degree and 4 years experience in data analysis and information reporting data OR 6 year experience in data analysis and information reporting data.
Lisle, Il, IL30+ days ago
Responsible for projects, enhancements, and issue resolution, working closely with business stakeholders. Strong hands-on in OTC (Order-to-Cash) – Order, Delivery, Billing, Pricing.
Springfield, Illinois15 days ago
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
You will be responsible for all aspects of the technical sales process by working directly with customers and collaborating with sales, domain specialists, business value consultants, product managers, customer success, and partners. At Anaplan, we are a team of innovators focused on optimizing business decision-making through our leading AI-infused scenario planning and analysis platform so our customers can outpace their competition and the market.
The candidates will be critical for the growth of the Alternative Investment Solutions business as subject matter experts and will directly work with financial advisors as well as work closely with our generalist business consultants to deliver solutions to financial advisors and their clients. Our solutions are comprised of traditional illiquid and select semi liquid solutions across private credit, structured credit, real asset and private equity funds managed by our private markets team as well as select third party managers.
You will be responsible for all aspects of the technical sales process by working directly with customers and collaborating with sales, domain specialists, business value consultants, product managers, customer success, and partners. At Anaplan, we are a team of innovators focused on optimizing business decision-making through our leading AI-infused scenario planning and analysis platform so our customers can outpace their competition and the market.
li>Practical experience leveraging AI tools (e.g., prompt engineering, AI-driven workflow automation) and CI/CD technologies (continuous integration/continuous deployment) to optimize build cycles, ensure environment stability, and accelerate time-to-market for demo assets. You will architect, engineer, and automate the highly complex, data-forward master demo environments (such as our flagship Avikro footprint) that empower our field Solution Consultants to seamlessly tell Workiva’s multi-solution story.
Illinois, Illinois30+ days ago
TITLE:Consultant – Central RegionLOCATION:Arkansas, Iowa, Illinois, Indiana, Kansas, Michigan, Minnesota, Missouri, North Dakota, Nebraska, Ohio, Oklahoma, South Dakota, Tennessee, Texas, Wisconsin. The ideal candidate is a highly self-motivated and passionate individual who possesses fundraising experience or transferable skills in consulting, communications, marketing, and strategic planning.
You can notify us using our contact page at Contact Levi, Ray & Shoup, Inc. IMPORTANT NOTES:
- All legitimate correspondence from our recruiting team will only come from an email address ending in @lrs.com.
- Conduct ongoing risk assessments across project management, technology, scope, budget, schedule, user involvement, organizational readiness, and business impact.