• JPMorgan Chase & Co. (New York, NY)
    …on a high-profile, time-pressured role that is pivotal in shaping the future of investment banking in Latin America? As the Executive Director of Business ... Investment Banking Coverage, you will be the trusted advisor and strategic partner to senior leaders, driving business...our franchise to new heights. As a Latin America Investment Banking Coverage Business Manager - Executive more
    Upward (07/13/25)
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  • World Insurance Associates LLC (Seattle, WA)
    …in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll ... World Insurance Associates ("World") is a unique financial services organization with a global network of brokers and specialists who empower people to make informed… more
    Upward (07/28/25)
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  • Williams-Sonoma (San Francisco, CA)
    Job Description About the Role We are seeking a positive, dynamic Executive Assistant to provide administrative support various Presidents and Executives in our ... Provide agendas, detailed data, information and resources to the executive in preparation for meetings. Plan all aspects of...on all WSI brands A 401(k) plan and other investment opportunities Paid vacations, holidays, and time off to… more
    Upward (07/28/25)
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  • World Insurance Associates LLC (Dover, NH)
    …in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll ... World Insurance Associates ("World") is a unique financial services organization with a global network of...HR solutions. Insurance Sales Producer - Commercial Lines Client Advisor Position Overview World's Client Advisors bring risk management… more
    Upward (07/14/25)
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  • Geisinger (Danville, PA)
    …plans. Supports Market operational leadership with capital requests and prepares return on investment financial models to support these investments. Serves as a ... leadership for all material variances to plan. Provides regular presentations of financial performance to internal ( executive and operational leadership) and… more
    Upward (07/28/25)
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  • PIMCO (Newport Beach, CA)
    …7-10 years of experience in product marketing, within asset management or financial services. Strong understanding of investment products (eg, mutual funds, ... to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients. Position Description We are seeking a dynamic and experienced… more
    Upward (07/25/25)
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  • Anchor Health Properties (Charlottesville, VA)
    …Professional Development Program to help you reach your professional goals! Access to Financial Advisor Services , an Employee Assistance Program , and exclusive ... for you. The Opportunity We are seeking a strategicFinance Manager to assist the executive team-principally the senior financial executive and CEO-on matters… more
    Upward (07/01/25)
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  • Blue Cross Blue Shield of Massachusetts (Boston, MA)
    …of the executive leadership team on budgetary planning and enterprise investment priorities. Key accountabilities for the role include : Define and drive the ... teams, while also serving as a trusted advisor to the CEO and other members...to ensure compliance with regulations and organizational goals. Elevate financial reporting and communications to support transparency, executive more
    Upward (07/28/25)
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  • JPMorgan Chase & Co. (Chicago, IL)
    …in fostering relationships between various client segments of the Commercial & Investment Bank, utilizing JP Morgan's vast network and resources to establish the ... firm as a strategic advisor . Your role will involve interfacing across the Global...Banking franchise, including Commercial Banking, Global Corporate Banking, and Investment Banking, with a focus on US-based small and… more
    Upward (07/23/25)
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  • PJT Partners, Inc. (New York, NY)
    …regulatory environments, providing actionable guidance to senior stakeholders across regions Trusted advisor to executive leadership with a track record of ... PJT Partners is a global advisory-focused investment bank. Our team of senior professionals delivers...and private fund advisory and placement services to corporations, financial sponsors, institutional investors and governments around the world.… more
    Upward (07/18/25)
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  • Welch Packaging Group Inc. (Elkhart, IN)
    …information to support decision-making. *Strategic Financial Leadership: Serve as a key advisor to the CEO and Executive Team on capital structure, ... SUMMARY The CFO will act as a trusted advisor and strategic partner to the CEO, playing...playing a critical role in shaping the company's long-term financial and operational strategy. This individual will provide the… more
    Upward (06/30/25)
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  • Meta (Menlo Park, CA)
    …You'll engage daily with executive business leaders, and act as both a financial business partner and strategic advisor to the leadership team. This role ... prioritize, and execute as effectively as possible. We are financial advisers to our business partners, helping them solve...of Product and Business leads Drive nuanced return on investment and impact frameworks across investment areas… more
    Upward (07/18/25)
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  • Honeywell (Morris Plains, NJ)
    …portfolio, including revenue growth, profitability, market share, and return on investment (ROI). Conduct financial analysis, forecasting, and budget management ... ROI criteria with appropriate financing. Stakeholder Management: Act as a strategic advisor to executive leadership and senior management on portfolio strategy,… more
    Upward (07/10/25)
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  • Fora Travel (New York, NY)
    …the modern travel agency, redefining what it means to be a travel advisor in today's world. We're a next-generation platform that provides a comprehensive, ... City . Earlier this year, we announced our $60 million Series B and C investment rounds , led by Thrive Capital and Insight Partners , with participation by previous… more
    Upward (07/23/25)
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  • Santander Bank (Bristol, CT)
    …Your Journey Starts Here: Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our ... You Make: As a Relationship Banker you serve as a trusted advisor to customers, focusing on building strong, long-lasting relationships by understanding their… more
    Upward (07/24/25)
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  • Michels Corporation (Brownsville, WI)
    …with both business goals and family ownership priorities. Serve as a strategic advisor to executive management and family stakeholders on tax matters including ... global operations, and private wealth management. Engage directly with both executive leadership and family stakeholders on high-impact financial decisions.… more
    Upward (06/30/25)
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  • Santander (Whitinsville, MA)
    …Your Journey Starts Here: Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our ... You Make: As a Relationship Banker you serve as a trusted advisor to customers, focusing on building strong, long-lasting relationships by understanding their… more
    Upward (07/14/25)
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  • CVS Health (Columbus, GA)
    …primary care is practiced, serving as a formal mentor, coach, and advisor to providers in Oak Street clinics, and participating in critical organizational-wide ... in Geriatrics, other professional degrees (eg, MBA, JD, MPH), and prior executive roles welcomed but not required. US work authorization Someone who embodies… more
    Upward (07/23/25)
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  • MarketAxess (New York, NY)
    …is on a journey to digitally transform one of the world's largest financial markets, enabling the shift from analog, phone-based trading to a fully electronic ... You'll Help Take Us There Act as a senior advisor internally and externally and provide primary coverage to...customers grow their business and drive new revenue Present executive level presentations and metrics to communicate team strategy,… more
    Upward (07/06/25)
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  • Investment Executive

    Fifth Third Bank, NA (Chicago, IL)
    …business and/or individual performance. More information can be obtained upon request. #LI-ML1 Investment Executive ( Financial Advisor ) Downtown Chicago ... external client relationships. + Highly developed knowledge of the securities business, investment products and financial solutions. + Highly developed sales and… more
    Fifth Third Bank, NA (07/03/25)
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