- Citigroup, Inc. (Forest Hills, 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
- Fiserv, Inc. (Berkeley Heights, NJ)
- …on a global scale, come make a difference at Fiserv. Job Title Risk Assurance - Senior Advisor I What does a successful Line of Business Risk Officer do? The ... and serve as a central point of contact to senior business leaders. What you will do: Collaborate with...need to have: 8+ years of experience in risk management . Experience leading strategic risk or financial … 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
- Capital One (Plano, TX)
- Principal Associate, Compliance Advisor The Financial Services (FS) and Compliance Governance (CGOV) Compliance Command Center is seeking a highly motivated and ... School Diploma or GED At least 2 years of experience in compliance, risk management , legal, audit, project management , program management , product … more
- Northern Trust (Houston, TX)
- …and negotiating complex loan and/or lease agreements according to guidelines established by senior bank and business unit management *Analyzes and negotiates the ... Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust… more
- MUFG Bank, Ltd. (New York, NY)
- …regulatory developments. Assist in the preparation of Compliance reports for Compliance Management , Senior Management , Executive Committees, and Risk ... voice heard and your actions to count? Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's leading financial groups. Across… more
- Houlihan Lokey, Inc. (New York, NY)
- …and deal savvy in various advisory functions, including: Advising on complex financial restructurings and liability management issues; Arranging debt and equity ... for the past two years, the No. 1 M&A advisor for the past 10 years in the US,...solvency opinions for boards of directors. Responsibilities As a Senior Director in the Financial Sponsors Group,… more
- Ronald Blue Trust (Atlanta, GA)
- …as tax loss harvesting, account rebalancing, and account reviews. 3. Supports (Sr.) Financial Advisor or Managing Director with client meetings and other ... Proven technical, analytical, and problem-solving skills. Strong general knowledge of financial planning and investment management . Strong business mathematical… more
- Bank of Montreal (Indianapolis, IN)
- …and delivery of solutions that meet the client's complex balance sheet management needs while providing expert service and highly personalized interaction. Develops ... worth clients with an objective of becoming their trusted advisor . Leads a deal team to meet client needs...ongoing review the client's banking needs. Makes recommendations to senior leaders on strategy and new initiatives, based on… more
- King County, WA (Seattle, WA)
- …with program budgeting and financial staff. Act as the key financial advisor to the HBPO Senior Management and Executive Leadership teams. Develop ... Harborview Bond Program Senior Finance Officer is the department's strategic financial advisor and standard-bearer for exemplary budgeting, compliance and … more
- PricewaterhouseCoopers (Charlotte, NC)
- Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Senior Manager Job Description & Summary A career in our ... Financial Services Tax practice, within Corporate Tax services, will...and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of… more
- Raymond James Financial, Inc. (Dallas, TX)
- …including setup and maintenance. May participate in live meetings with the Financial Advisor and their respective client(s). Manages budgeting and tracking ... of Financial Advisor expenses. Creates reports to build...and industry regulations. Trading terminology. Skill in: Client Relationship Management (CRM) software, or similar contact management … more
- City National Bank (Los Angeles, CA)
- …Risk Program Manager, Credit Administration in creating and delivering presentations for senior management that include portfolio activities, analytics of risk, ... regulatory standards. This position also serves as an internal advisor to 2LODs to identify, recommend and effect process...actions and providing status updates of open/closed issues to senior management and second line of defense… more
- Silicon Valley Clean Energy (Sunnyvale, CA)
- …in a highly cross- functional organization, acting as both a customer advocate and advisor . To be effective, the Senior Energy Services Specialist will also need ... electrification, electric vehicles and charging infrastructure, battery storage and demand management programs. Since the organization's service launch in 2017, SVCE… more
- Ecolab (Naperville, IL)
- …Audit control and process implementation, coordination of quarterly SOX procedures. Acts as financial advisor and key liaison for the Water Group Sector, ... of the Supply Chain Finance team, working closely with Senior Supply Chain management and Water Group...of accounting concepts and practices Demonstrated ability to drive financial performance, influence management , and lead change… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …requirements to technical specifications. Partner with stakeholders such as PCG Management , Divisional Directors, financial advisors, operations, and legal and ... reporting experience, ideally working with enterprise teams navigating complex systems. Financial services / wealth management experience preferred. Strong… more
- PJT Partners, Inc. (New York, NY)
- …of, the PJT Partners business groups, as well as our Corporate functions and the senior management of PJT Partners. This role requires an individual who is ... multi-jurisdictional legal and regulatory environments, providing actionable guidance to senior stakeholders across regions Trusted advisor to executive… more
- M&T Bank (Boston, MA)
- …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
- McKesson Corporation (Richmond, VA)
- …tomorrow's health today, we want to hear from you. This role serves as a financial partner to senior business leaders and their teams by supporting the ... Marketing, and Finance, among others. A successful candidate offers financial expertise through analytics, displays intellectual curiosity, and continuously improves… more
- Avior Executive Search (Miami, FL)
- …accountants, and business advisors Experience advising and being regarded as a trusted advisor , not only with financial decisions but for meaningful life and ... Senior Relationship Manager Nationwide opportunities New York, Philadelphia,...Seattle Our client is a boutique culture driven investment management firm with over $600 billion in AUM. The… more
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