- Novo Nordisk Inc. (Plainsboro, NJ)
- …solve complex problems Ability to effectively integrate and communicate insights to Senior Management teams, synthesize complex information, making it relevant, ... and align efforts with the overall planning process; acts as strategic advisor in organization DATA ANALYSIS and INTERORETATION : Employ critical thinking skills… more
- Citigroup, Inc. (Hewlett, NY)
- …the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) and ... at the center of everything we do. As a Senior Wealth Advisor , you will partner closely...Management and Retail bank through the use of financial planning and excellent discovery and profiling skills Respond… more
- Oliver James (New York, NY)
- We are partnering with a fast-growing, advisor -first RIA that offers equity, high-end support, and career development for ambitious advisors who are ready to break ... infrastructure, or client experience. Our client is a respected independent wealth management firm built to serve the evolving needs of high-net-worth and… more
- eTeam, Inc. (St. Petersburg, FL)
- Job Title: Fixed Income Operations Senior Advisor Job Duration: 12 months contract Hybrid role for candidates local to either St. Petersburg, FL (preferred) or ... Assists in special projects as needed by FICM Sales Management . The work will entail a variety of tasks...the securities industry. Principles of banking and finance operations. Financial markets and products. Skill in Organization Attention to… more
- First Horizon (Miami, FL)
- …culture, then you have found your home with First Horizon Advisors. As a Financial Advisor , you will be responsible for developing client relationships and ... valuable advice to clients and helping them achieve their financial goals and estate planning needs. Successful Financial...the tools and proven methods that will lead to Advisor and Client success. If you are ready to… more
- Third Way (Washington, DC)
- …for developing compelling proposals, as well as overseeing timely reporting and relationship management . The Senior Advisor will work cross-functionally with ... health care, national security, politics, and social policy. The Senior Advisor of Foundation Grants plays a...Begin to take over internal processes related to grant management including reporting and financial tracking WITHIN… more
- Bank of Montreal (Portland, OR)
- …products and services. Provides strategic input into business decisions as a trusted advisor . Makes recommendations to senior leaders on strategy and new ... Address: 810 SW Broadway Job Family Group: Wealth Sales & Service Provides financial and investment planning and advice in collaboration with other team members to… more
- Dynamis, Inc. (Arlington, VA)
- …in relevant field, plus 10 years' experience in DOD budgeting, PPBS, and financial management . Familiarity with Headquarters, US Air Force operations and ... is seeking a Senior Budget Analyst to provide acquisition and program management support for Headquarters, United States Air Force, Deputy Chief of Staff for… more
- Mowery & Schoenfeld Llc (Lake Forest, IL)
- …interpersonal skills in tandem with strong analytical skills. The primary focus of our Senior Wealth Management Advisor is continuous support of our clients ... Are you an experienced client advisor experienced in an RIA environment in search...a passion for investments and helping others reach their financial goals through strategic wealth management ? Our… more
- CNA (New York, NY)
- …nature for CNA's Financial Lines business unit to be used by senior management for making business decisions and formulating business strategy. This role ... actionable analytics and insights. CNA is seeking an Actuarial Senior Consultant that develops and recommends actuarial reserve strategies...oversees and advances reserving techniques for the Financial Lines product suite (D&O, Cyber, E&O and EPL)… more
- AssetMark, Inc. (Charlotte, NC)
- …Description: The Job/What You'll Do: The Advanced Planning Team is a centralized group of financial planners. As a Senior Financial Planner, you will provide ... funding, stock options, estate planning, estate planning, asset protection, and risk management needs Highly skilled with financial planning tools (eMoney,… more
- USAA (Colorado Springs, CO)
- …strong track record of communicating results, insights, and technical solutions to Senior Executive Management (or equivalent). Deep technical skills, consulting ... USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We… more
- SWBC (Austin, TX)
- …new prospects. Develops targeted markets, follow up with prospects, and report to senior management on a regular basis with business development progress. ... love this role: You will love being an Investment Advisor with SWBC Retirement Plan Services because you have...their thorough understanding of the fiduciary process and risk management services SWBC provides. Assists in the completion of… more
- LPL Financial Holdings, Inc. (Fort Mill, SC)
- Senior Analyst - Fraud Operations Strategy and Program Management At LPL, we are dedicated to safeguarding our clients and advisors through proactive fraud risk ... management . As Senior Analyst, Fraud Operations Strategy...years of experience in fraud prevention, detection, or program management within financial services (broker-dealer) or technology… more
- Wilmington Trust (New York, NY)
- …Preferred: CFP (Certified Financial Planner) and/or CTFA (Certified Trust & Financial Advisor ) certification Exposure to and knowledge of the Bank's retail ... assigned. Scope of Responsibilities: The position assists the Wealth Advisor , Wealth Management team, and internal business...Required: Bachelor's degree and a minimum of 2 years' financial service client service experience, or in lieu of… more
- Contentful (Stamford, CT)
- …This is a hybrid role. Two days a week in office requirement. As a Senior Customer Success Manager, you will work directly with Contentful customers in your region ... and deliver a stellar customer experience as their trusted advisor . You will help our customers achieve both their...in a customer-facing role with renewals experience; Customer Success Management or Key Account Management experience Content… more
- City National Bank (New York, NY)
- …both business & personal clients. They will act as a trusted strategic advisor , providing financial advice & consistently connecting client needs with CNB's ... RELATIONSHIP MANAGER SENIOR 6th Avenue, New York, NY WHAT IS...but is not limited to CRA-eligible fundings, excellent risk management mitigation, as well as the qualitative sales, networking,… more
- Alloy (New York, NY)
- …belong! Alloy helps solve the identity risk problem for companies that offer financial products by enabling them to outpace fraud and confidently serve more people ... around the world. Over 600 of the world's largest financial institutions and fintechs turn to Alloy to take...and proactively advise our clients on fraud and risk management as an Alloy expert. As a CSM, you… more
- Liberty Information Technology Limited (White Plains, NY)
- …programs and tools designed to support the Independent Agent channel and Senior Territory Manager agency management including all Marketing and Development ... to "helping people live safer, more secure lives" every day. As a Senior Territory Manager, you will drive profitable premium growth within your assigned territory… more
- Ares Management Corporation (Denver, CO)
- …wellbeing app, financial wellness benefit that includes access to a financial advisor , new parent leave, reproductive and adoption assistance, emergency ... can build careers within this exciting and growing industry. Job Description The Senior Accountant, Property will be an integral part of our Property Accounting Team… more
