Programmatic Consultant - Biomedical Engineering Technology HCI CollegeProgrammatic Consultant - Biomedical Engineering TechnologyWest Palm Beach, FLRemoteEquipment Strategy: Provide a comprehensive ''Master Equipment List'' for a modest yet high-quality lab, including diagnostic tools (Safety Analyzers, Patient Simulators) and medical assets (IV Pumps, Defibrillators, Patient Monitors). Industry Certification Mapping: Integrate content specifically designed to prepare students for the CABT (Certified Associate in Biomedical Technology) and CBET (Certified Biomedical Equipment Technician) exams.
Senior Financial Analyst – Digital Technology (DT) ConsultNetSenior Financial Analyst – Digital Technology (DT)Palm Beach Gardens, FLRemote$70–$90 / hourFor over 25 years, we have connected thousands of consultants with meaningful roles through a personal, communication-driven approach, partnering with a diverse client base to build high-performing teams and create lasting impact. This role partners closely with Technology leadership, Finance, HR, and Procurement to promote financial transparency, accountability, and data-driven decision-making across operational, growth, and transformation efforts.
Development Manager / Technical Lead for Engineering Consultant Moffatt & NicholDevelopment Manager / Technical Lead for Engineering ConsultantWest Palm Beach, FLThe firm provides clients worldwide with customized service and a level of excellence that have become the firm's hallmark in several primary practice areas - ports and harbors; coastal, environmental and water resources; urban waterfronts and marinas; transportation, bridges and rail; inspection and rehabilitation; and energy. As part of the IT Group, the Development Manager / Technical Lead is a highly experienced technical leader and working manager responsible for leading and empowering the development team to deliver high-quality software solutions that align with the firm's objectives.
Citrix NetScaler Consultant INSPYR SolutionsCitrix NetScaler ConsultantDeerfield Beach, FLRemote$65–$73 / hourIND-TELECOMInformation collected and processed through your application with INSPYR Solutions (including any job applications you choose to submit) is subject to INSPYR Solutions’ Privacy Policy and INSPYR Solutions’ AI and Automated Employment Decision Tool Policy: https://www.inspyrsolutions.com/policies/. By always striving for excellence and focusing on the human aspect of our business, we work seamlessly with our talent and clients to match the right solutions to the right opportunities.
NewIT - Consultant | Reactive Programming | react JS Cloudspace LLCIT - Consultant | Reactive Programming | react JSBoca Raton, FLWrite unit and integration tests using xUnit, Jest, Vitest, or equivalent frameworks to improve reliability, maintainability, and release confidence. The candidate should be comfortable working across backend APIs, database design, frontend integration, automated testing, cloud deployment, and Agile delivery practices.
SAP Finance Consultant- Product Costing Manager PricewaterhouseCoopers LLPSAP Finance Consultant- Product Costing ManagerFL$99,000–$232,000 / yearAs a SAP Finance Consultant- Product Costing Manager, you will specialize in providing consulting services for SAP finance applications, analyzing client requirements, implementing software solutions, and offering training and support for seamless integration and utilization of SAP finance applications. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy.
Sales Consultant ABC Phones of North Carolina IncSales ConsultantBoynton Beach, FL$40,000–$64,000 / yearwork alongside peers and store leaders, learning and sharing ideas while serving customers and providing resolutions to issues. Training Requirements All Sales Consultants must attend and complete a four-day New Hire University (NHU) training program within 30 days of their official start date.
700 - Designers - RE-Design Consultant - Exempt Ethan Allen Interiors Inc700 - Designers - RE-Design Consultant - ExemptBoca Raton, FL$70,000–$115,000 / yearDesign Consultants will be measured based on performance categories (teamwork, customer service, communication skills, decision making, project development, presentation, and technical skills) and benchmarks (Minimum Monthly Sales, Home Calls, Accent Sales, Softgood Sales, Be-Backs, PI, Close Ratio and Ethan Allen Trade Program) that contribute to the success of the Design Center as well as their own individual success. Must be skilled in the use of social media such as blogs, micro-blogs, on-line forum, content sharing web sites and other digital channels established for on-line interaction and connection to promote Ethan Allen's brand as outlined in Ethan Allen's Social Media Policy.
ServiceNow Technical Consultant/Developer for Finance & Supply Chain Solution Implementations ServiceNow IncServiceNow Technical Consultant/Developer for Finance & Supply Chain Solution ImplementationsWest Palm Beach, FLThe Role A Technical Consultant (TC) for ServiceNow is a functional and technical expert in the ServiceNow Expert Services Team focused on customer engagement teams - consulting with customers and configuring a selection of the growing ServiceNow Finance & Supply Chain (Source-to-Pay) and Legal Contract Operations Product Lines - which currently includes the Sourcing and Procurement Operations (SPO), Supplier Lifecycle Operations (SLO), Accounts Payable Operations (APO), Finance Case Management, Legal Service Delivery (LSD), and Contract Management Solutions - all with the goal of accelerating and driving customer business outcomes. · ServiceNow certifications such as a current ServiceNow Certified System Administrator (CSA) certification and ServiceNow Certified Application Developer (CAD) required - ServiceNow Supplier Lifecycle Operaations (SLP) Accreditation, Sourcing & Procurement Operations (SPO) Accreditation, Accounts Payable Operations (APO) Accreditation, and/or Legal Service Delivery Accreditation, preferred.
Workday Senior Integrations Consultant Armanino McKenna LLPWorkday Senior Integrations ConsultantFL$102,500–$139,700 / yearDemonstrate advanced knowledge of all available Workday Integration Tools, including EIB, Core Connectors, Cloud Connect, Document Transforms, and Workday Studio, to architect and develop robust integrations. Expertise in Workday Master Data design and configuration to meet evolving business needs, coupled with strong proficiency in building and maintaining EIBs, Connectors, XSLT, Workday Studio, and BIRT.
NewRillet Consultant Armanino McKenna LLPRillet ConsultantBoca Raton, FL$74,500–$101,500 / yearArmanino LLP is a licensed independent CPA firm that provides attest services, and Armanino Advisory LLC and its subsidiary entities provide tax, advisory, and business consulting services. The Consultant - Rillet will support the delivery of Rillet ERP implementations for fast-growing and mid-market clients while building technical, functional, and client-facing consulting skills.
NewRillet Senior Consultant Armanino McKenna LLPRillet Senior ConsultantBoca Raton, FL$102,500–$139,700 / yearArmanino LLP is a licensed independent CPA firm that provides attest services, and Armanino Advisory LLC and its subsidiary entities provide tax, advisory, and business consulting services. The Senior Consultant - Rillet will play a key role in delivering Rillet implementations to high-growth and mid-market clients while helping scale Armanino's Rillet service offering.
Residential Sales Consultant I Service Experts Air EngineersResidential Sales Consultant IWest Palm Beach, FloridaYou will maximize your success by leveraging internal warm leads, company-provided lead pipelines, and traditional self-generation techniques to close residential HVAC and water heater opportunities. . Physical Demands: Ability to navigate residential environments, including climbing ladders and maneuvering in attics, basements, and crawl spaces to accurately assess customer needs.
Design Studio Consultant - Relocation Assistance to Panama City Beach Provided! Toll Brothers, Inc.Design Studio Consultant - Relocation Assistance to Panama City Beach Provided!Boca Raton, FLToll Brothers, America's Leading Builder of Luxury Homes, seeks a Design Studio Consultant to assist homebuyers with color and options selections, as well as the sale of upgrades, at the Toll Brothers Design Studio in Panama City Beach, Florida. Assist Prospective Buyers/Home Buyers with Tours/Options Selections Meet with prospective buyers to share knowledge and excitement about Design Studio environment, procedures, and available products.
Design Studio Consultant Relocation Assistance to Panama City Beach Provided! Toll Brothers IncDesign Studio Consultant Relocation Assistance to Panama City Beach Provided!FLToll Brothers, Americas Leading Builder of Luxury Homes, seeks a Design Studio Consultant to assist homebuyers with color and options selections, as well as the sale of upgrades, at the Toll Brothers Design Studio in Panama City Beach, Florida. The Design Studio Consultant position is responsible for guiding the buyer through the selection of Included Features and Available Personal Choices (options/upgrades), thoroughly and on-time, while adhering to company policies and procedures and representing the company by keeping in line with the builder's code of ethics, values, and mission statement.
NewIT - Consultant | Project and Portfolio Management | Portfolio Selection, Planning and Tracking Cloudspace LLCIT - Consultant | Project and Portfolio Management | Portfolio Selection, Planning and TrackingNorth Palm Beach, FLThe Scrum Master is responsible for facilitating Agile practices within the team, ensuring smooth execution of Scrum processes, removing impediments, and helping teams deliver highquality products efficiently. Facilitate Scrum ceremonies includingDaily StandupsSprint PlanningSprint ReviewsSprint RetrospectivesEnsure adherence to Scrum principles and Agile best practicesStrong understanding.
NewIT - Senior Consultant | Magento Rest Webservices | REST, Soap, Webservices Cloudspace LLCIT - Senior Consultant | Magento Rest Webservices | REST, Soap, WebservicesPalm Beach Gardens, FLRemoteWork location - 4300, Kyoto Gardens, Palm Beach Gardens, Florida - 33410. Experience integrating AWS Connect with backend systems and workflows.
NewIT - Consultant | Cloud Platform | Amazon Webservices Architecture Cloudspace LLCIT - Consultant | Cloud Platform | Amazon Webservices ArchitectureNorth Palm Beach, FLScrum, Kanban, SAFe, or LeanFacilitate Agile ceremonies Sprint planning, Daily Standups, Retrospectives, ReviewsHelp teams adopt Agile mindset and improve collaborationIdentify and. Detailed Job Description: We are seeking an experienced Agile Coach to guide teams and the organization in adopting Agile.
Verizon Sales Consultant Cellular Sales Verizon Authorized RetailerVerizon Sales ConsultantDelray Beach, Florida$54,000–$96,000 / yearIf you’re eager to learn and implement our proven techniques to grow your career, have previous experience in customer-facing roles, and have reliable transportation, let’s talk. We partner with our customers to find the best Verizon plans and services for their needs while expanding their ability to stay connected.
Structural Engineering Senior Consultant Nuclear Sargent & Lundy LLCStructural Engineering Senior Consultant NuclearPalm Beach Gardens, FL$164,580–$253,020 / yearSince 1954, we've been a trusted leader in nuclear engineering, design, and licensing, with expertise spanning small modular reactors (SMRs), advanced reactor technology (ART), and first-of-a-kind commercial reactor restart projects. Our work supports life extensions and digital modernization of existing nuclear plants, coal-to-nuclear conversion initiatives with the Department of State, and international nuclear new-build projects.
NewWealth Consultant with Military Background The McKernan GroupWealth Consultant with Military BackgroundWest Palm Beach, FloridaClick the link below to hear Robert Novanty's inspiring journey from serving with the US Marines to a successful career in civilian life at Northwestern Mutual: https://careers.northwesternmutual.com/field-careers/military/. A Glance at Northwestern Mutual (NM):Northwestern Mutual is a FORTUNE 500® company that provides a wide range of financial services to more than 5 million people.
Structural Engineering Senior Consultant - Nuclear Sargent & LundyStructural Engineering Senior Consultant - NuclearPalm Beach Gardens, Florida$165,610–$253,015 / yearFull timeSince 1954, we’ve been a trusted leader in nuclear engineering, design, and licensing, with expertise spanning small modular reactors (SMRs), advanced reactor technology (ART), and first-of-a-kind commercial reactor restart projects. Our work supports life extensions and digital modernization of existing nuclear plants, coal-to-nuclear conversion initiatives with the Department of State, and international nuclear new-build projects.
Rippling Implementation Consultant - Contract Position HCM UnlockedRippling Implementation Consultant - Contract PositionBoca Raton, FLWe are looking for a candidate who genuinely enjoys delivering an exceptional customer experience, has a passion for implementation, and brings energy and excitement to their team and to their customers. You are capable of working independently, managing your time effectively with multiple clients, and delivering high-quality results even in the face of challenges.
Advanced Surgical Consultant - Fort Lauderdale Johnson and JohnsonAdvanced Surgical Consultant - Fort LauderdalePalm Beach Gardens, FLFull timeDirect patient management experience in one of the following scenarios: a cardiothoracic ICU caring for post-op tMCS (excluding IABP) or durable MCS (does not include experience as an Abiomed field clinical), or direct experience assisting in the CVOR required. Train, educate and, provide support in conjunction with the Medical Office and Engineering team to support EFS/PMA efforts and full commercialization of the BTR pump and future Surgical and Heart Failure focused technologies.
Solution Consultant - Talent Community ServiceNow IncSolution Consultant - Talent CommunityWest Palm Beach, FLFor positions requiring access to controlled technology subject to export control regulations, including the U.S. Export Administration Regulations (EAR), ServiceNow may be required to obtain export control approval from government authorities for certain individuals. What you get to do in this role: The Solution Consultant is a technical consultant with the advanced ability to develop, position and provide product-specific solutions during sales cycles while achieving quarterly and annual sales goals for an assigned territory.
Associate Solution Consultant - Talent Community ServiceNow IncAssociate Solution Consultant - Talent CommunityWest Palm Beach, FLFor positions requiring access to controlled technology subject to export control regulations, including the U.S. Export Administration Regulations (EAR), ServiceNow may be required to obtain export control approval from government authorities for certain individuals. Fast forward to today - ServiceNow stands as a global market leader, bringing innovative AI-enhanced technology to over 8,100 customers, including 85% of the Fortune 500.
NewPrincipal Waste to Energy Consultant Arcadis NVPrincipal Waste to Energy ConsultantBoca Raton, FL$160,000–$198,000 / yearThis is an excellent opportunity for a self-motivated individual to actively participate as a key member of our regional and national team to help shape Arcadis impact across this segment of the market sector and enable our clients to develop sustainable and resilient solutions to the challenges faced by the solid waste industry and lead the delivery of several high profile significant capital projects within the South Florida region. In this client facing role, the successful candidate will utilize their specialized expertise and knowledge of solid waste management systems in support of program planning, capital project delivery, operations and maintenance of related collection, transfer, processing and disposal of solid waste materials via a range of technologies, with particular focus on waste-to-energy facilities.
Consultant | Reactive Programming | react JS IMCS Group IncConsultant | Reactive Programming | react JSBoca Raton, FLCompany Description: IMCS Group is one of the fastest growing MWBE (Minority Woman Owned Enterprise) staffing firms in the U.S. We focus on bringing a Diversity Recruitment approach to Fortune 500 companies within North America and EMEA region contingent labor programs. IMCS Group is committed to maintaining an inclusive workforce, where employees are hired, retained, compensated, and promoted based on their contributions to our Company.
Lactation Consultant - Mother Baby West Boca Medical CenterLactation Consultant - Mother BabyBoca Raton, FLWBMC offers general medical and surgical care, orthopedics, a robotic surgery program, a state-of-the art breast imaging center, womens and childrens services and the only level III NICU in southern Palm Beach County. The LC must have the ability to lead and motivate professional and ancillary staff to develop their breastfeeding practice, knowledge and skill base, while coordinating with other members of the health care team to ensure quality patient care.
Retirement Plan Consultant - Palm Beach, FL Corebridge Financial IncRetirement Plan Consultant - Palm Beach, FLBoca Raton, FLCandidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial. Presentations include enrollment meetings, age-based financial education meetings, and sophisticated financial literacy meetings as requested by the plan sponsor or determined by the applicable communication and education plan.
Retirement Plan Consultant - Indian River County, FL Corebridge Financial IncRetirement Plan Consultant - Indian River County, FLBoca Raton, FLCandidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial. Presentations include enrollment meetings, age-based financial education meetings, and sophisticated financial literacy meetings as requested by the plan sponsor or determined by the applicable communication and education plan.
NewBusiness Development Consultant | Talent Solutions CBIZ IncBusiness Development Consultant | Talent SolutionsBoca Raton, FLRemoteClients are broad-based across various industries including: accounting & finance, real estate, construction, manufacturing and distribution, financial services, healthcare, government, higher education, legal, technology, and professional services. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth.
NewConsultant | Reactive Programming | react JS Ipolarity LLCConsultant | Reactive Programming | react JSBoca Raton, FLWrite unit and integration tests using xUnit, Jest, Vitest, or equivalent frameworks to improve reliability, maintainability, and release confidence. The candidate should be comfortable working across backend APIs, database design, frontend integration, automated testing, cloud deployment, and Agile delivery practices.
D365 FSC Finance, Senior Consultant Armanino McKenna LLPD365 FSC Finance, Senior ConsultantBoca Raton, FL$102,500–$139,700 / yearArmanino LLP is a licensed independent CPA firm that provides attest services, and Armanino Advisory LLC and its subsidiary entities provide tax, advisory, and business consulting services. Lead finance-focused D365 client projects, including requirements gathering, solution design, configuration, testing, training, and go-live support.
Sales Consultant (West Palm Beach, FL, USA) HavertysSales Consultant (West Palm Beach, FL, USA)West Palm Beach, FL$55,000–$100,000 / yearWhile performing the duties of this job, the employee is frequently required to stand; walk; sit; use hands to handle or feel; reach with hands and arms; climb or balance; and stoop, kneel, crouch, or crawl. As a Retail Furniture Sales Consultant, you will assist customers in selecting furniture by understanding their needs and helping them create a warm and inviting home.
Sales Consultant (Boca Raton, FL, USA) HavertysSales Consultant (Boca Raton, FL, USA)Boca Raton, FL$55,000–$100,000 / yearWhile performing the duties of this job, the employee is frequently required to stand; walk; sit; use hands to handle or feel; reach with hands and arms; climb or balance; and stoop, kneel, crouch, or crawl. As a Retail Furniture Sales Consultant, you will assist customers in selecting furniture by understanding their needs and helping them create a warm and inviting home.
On-site Health Plan Consultant (Boynton Beach, FL) GuideWell Mutual Holding CorpOn-site Health Plan Consultant (Boynton Beach, FL)Boynton Beach, FL$20–$25 / hourProvide a customer friendly solution oriented service experience for customers with questions or issues related to health care, health insurance (benefits, claims, premium payments, membership, billing and enrollment) or other related topics through coordination with other supporting areas as needed. This involves consulting with prospects and existing customers to meet sales targets, managing leads to drive close rates and retention, maintaining expert product knowledge and utilizing multiple systems and technologies.
IT Operations Consultant Kforce IncIT Operations ConsultantPalm Beach Gardens, FLThe IT Operations Consultant is responsible for the direction, analysis, and continuous improvement of the following disciplines: • Timely and effective PC hardware and software asset management processes and delivery. • Works with monitoring engineers to continuously improve issue prediction and detection as well as incident avoidance and automated response.
Sales Consultant Haverty Furniture Companies IncSales ConsultantBoca Raton, FL$55,000–$100,000 / yearPhysical Demands: While performing the duties of this job, the employee is frequently required to stand; walk; sit; use hands to handle or feel; reach with hands and arms; climb or balance; and stoop, kneel, crouch, or crawl. As a Retail Furniture Sales Consultant, you will assist customers in selecting furniture by understanding their needs and helping them create a warm and inviting home.
NewRetail Sales Consultant - Full Time - Boca Town Center - Boca Raton, FL Swarovski AGRetail Sales Consultant - Full Time - Boca Town Center - Boca Raton, FLBoca Raton, FLAs a Sales Consultant, you'll deliver exceptional service, create memorable brand experiences, and inspire customers with your passion for our products, all while achieving sales goals and contributing to a vibrant team. Founded in Austria in 1895, we design, manufacture, and sell the world's finest crystals, gemstones, Swarovski Created Diamonds, zirconia, jewelry, accessories, and home décor.
Event Consultant Panache EventsEvent ConsultantWest Palm Beach, FLExcellent service begins with identifying client needs and offering appropriate rental products based on the event type. Ability to create Mood Boards using PowerPoint and utilize Social Tables for event diagrams.
SIS Implemenation Project Consultant HCI CollegeSIS Implemenation Project ConsultantWest Palm Beach, FLFor SIS implementations, the project typically includes approximately 200 structured tasks across 17 milestones, spanning discovery, configuration, data validation, training, and launch readiness. · Ability to collaborate with academic and administrative teams (registrar, student services, finance/financial aid) to align workflows, testing, and training.
Verizon Sales Consultant Cellular SalesVerizon Sales ConsultantJupiter, FL$54,000–$96,000 / yearIf you're eager to learn and implement our proven techniques to grow your career, have previous experience in customer-facing roles, and have reliable transportation, let's talk. We partner with our customers to find the best Verizon plans and services for their needs while expanding their ability to stay connected.
Substation Engineer Consultant 2 - Grid Sargent & LundySubstation Engineer Consultant 2 - GridPalm Beach Gardens, Florida$145,310–$222,001 / yearFull timeDescription: This position will offer you the opportunity to manage project team(s) consisting of engineers, designers, estimators, controls and scheduling professionals involved in the design, modification, and analysis of new and existing high voltage substations. Support challenging assignments from individual projects, large projects, major programs, to large scale engineering only, Engineer Procure and EPC projects. .
Branch Banking Client Consultant II - Boynton Beach FL Flagstar Bank, N.A.Branch Banking Client Consultant II - Boynton Beach FLBoynton Beach, FLFull timeProblem Solving - Uses rigorous logic and methods to solve difficult problems with effective solutions; probes all fruitful sources for answers; can see hidden problems; is excellent at honest analysis; looks beyond the obvious and doesn't stop at the first answers. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals.
Branch Banking Client Consultant II - Float - Mission Bay FL Flagstar Bank, N.A.Branch Banking Client Consultant II - Float - Mission Bay FLBoca Raton, FLFull timeProblem Solving - Uses rigorous logic and methods to solve difficult problems with effective solutions; probes all fruitful sources for answers; can see hidden problems; is excellent at honest analysis; looks beyond the obvious and doesn't stop at the first answers. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals.
Branch Banking Client Consultant II - Licensed Flagstar Bank NABranch Banking Client Consultant II - LicensedDeerfield Beach, FL$18.34–$27.68 / hourProblem Solving - Uses rigorous logic and methods to solve difficult problems with effective solutions; probes all fruitful sources for answers; can see hidden problems; is excellent at honest analysis; looks beyond the obvious and doesn't stop at the first answers. Branch Banking Client Consultant II - Licensed provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients.
Branch Banking Client Consultant III - Licensed Flagstar Bank NABranch Banking Client Consultant III - LicensedBoca Raton, FL$19.87–$31.30 / hourProblem Solving - Uses rigorous logic and methods to solve difficult problems with effective solutions; probes all fruitful sources for answers; can see hidden problems; is excellent at honest analysis; looks beyond the obvious and doesn't stop at the first answers. Meet behavioral activity goals as defined by retail leadership including, but not limited to, NextGen and marketing campaign lead calling, weekly appointments set, weekly appointments completed and needs met.
Branch Banking Client Consultant II Flagstar Bank NABranch Banking Client Consultant IIBoynton Beach, FL$17.12–$26.97 / hourProblem Solving - Uses rigorous logic and methods to solve difficult problems with effective solutions; probes all fruitful sources for answers; can see hidden problems; is excellent at honest analysis; looks beyond the obvious and doesn't stop at the first answers. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals.
Branch Banking Client Consultant II - FLOAT/TRAVEL - Delray Beach FL Flagstar Bank NABranch Banking Client Consultant II - FLOAT/TRAVEL - Delray Beach FLDelray Beach, FL$17.12–$26.97 / hourProblem Solving - Uses rigorous logic and methods to solve difficult problems with effective solutions; probes all fruitful sources for answers; can see hidden problems; is excellent at honest analysis; looks beyond the obvious and doesn't stop at the first answers. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals.