- Sallie Mae (Newark, DE)
- …Our benefits take care of the whole youa??from physical and mental to financial and professional. Youa??ll get opportunities to further your education and career, ... The role requires deep expertise in digital marketing, multi-touch attribution, financial analytics, and team leadership in a highly regulated environment. **What… more
- Sallie Mae (Newark, DE)
- …responsible for shaping long-term engineering direction and serve as a key technical advisor to engineering and product leadership. **What You'll Do** + Define and ... PTO, Floating Holidays and 12 Federal Holidays observed + Support for financial -well-being and retirement 401k with employer match + Comprehensive medical, dental,… more
- Edward Jones (Aberdeen, MD)
- …volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors ... retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice,… more
- Citizens (Bear, DE)
- …the role as a condition of employment. + A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. + Demonstrated ... a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough… more
- JPMorgan Chase (Middletown, DE)
- …want **Required qualifications, capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + ... to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive … more
- Edward Jones (Hockessin, DE)
- …Support Team Professional role, you are a critical member of that team along with the financial advisor . You are the first voice a client hears when they call on ... their problems - you see them coming a mile away. You and your financial advisor are essential in working together to help your clients achieve their most… more
- City National Bank (Newark, DE)
- …an interest in CNR investment services. Develops "partnering" relationships with Independent Financial Advisor , accounting firms, and estate planning firms with ... * Facilitate the new accounts and account transfer process. * Handle Independent Financial Advisor and client communication. * Prepare client presentations. *… more
- PNC (Forest Hill, MD)
- …Planning value proposition through a joint Banking and Investing partnership with a PNC Financial Advisor . + Ensures a strong client commitment and advocacy by ... identified, and ensuring an exceptional experience in every interaction.Delivers Financial Wellness by proactively suggesting tailored solutions aligned with client… more
- City National Bank (Newark, DE)
- …daily Outstanding Actions Report. * Maintain database that houses all client, Financial Advisor , and partner firm contact information including the processing ... escalates as appropriate WHAT WILL YOU DO? * Assist clients, partner Financial Advisors, Sr. Investment Consultant and Portfolio Manager Teams with client… more
- City National Bank (Newark, DE)
- …candidate should have experience with client discussions/presentations, proficiency in financial planning software (eMoney), and demonstrable knowledge in advanced ... Wealth Strategists and Wealth Strategists to analyze a client's current financial situation, identify appropriate planning strategies and techniques, and educate… more
- JPMorgan Chase (Newark, DE)
- …product management, and product execution related to wealth management prospect, client, advisor , and service experience. They have a passion and proven acumen and ... capture functional, design, and control/regulatory features across the prospect, client, advisor , and service experience. Build out a multi-year product roadmap and… more
- Citizens (Newark, DE)
- …Manager The Consumer Home Equity Finance organization serves as a trusted advisor for the Citizens Home Equity business, providing both strategic and tactical ... financial support. We are seeking a Finance Manager who...of the Home Equity Finance team, responsible for delivering financial guidance to leaders and partners, and enhancing the… more
- JPMorgan Chase (Newark, DE)
- …and regulations + Deliver training and awareness campaigns, acting as a trusted advisor for data ownership + Liaise for audit, regulatory, and client requests, ... a fast-paced, results-driven environment + Minimum four years of experience in financial services or financial technology, leading complex projects with multiple… more
- JPMorgan Chase (Newark, DE)
- …role will be crucial in maintaining our reputation as a leading global financial services firm. **Job Responsibilities** + Analyze trust documents for legal, tax, ... develop strategies for increasing business with current clients; professional advisor cultivation Required Qualifications, Skills and Capabilities + Bachelor's… more
- JPMorgan Chase (Newark, DE)
- …business performance by promoting key initiatives and acting as a trusted advisor to senior management. You will be responsible for implementing new business ... tax, regulatory, capacity issues, extraordinary transaction costs + Analyze financial performance, including expenses; identify productivity initiatives and drive… more
- City National Bank (Newark, DE)
- …business unit(s) organizational structure, personnel, activities and products, new product development, financial performance, and risk and problem areas * Act as an ... internal advisor to business and corporate units regarding the ORM...equivalent * Minimum 7 years of experience in the financial services industry * Minimum 5 years of experience… more
- City National Bank (Newark, DE)
- …business unit(s) organizational structure, personnel, activities and products, new product development, financial performance, and risk and problem areas * Act as an ... internal advisor to business and corporate units regarding the ORM...equivalent * Minimum 10 years of experience in the financial services industry * Minimum 7 years of experience… more
- City National Bank (Newark, DE)
- …blockers to strategy attainment. * Influence key stakeholders and act as a strategic advisor on key areas of focus to enable CNB's strategy. * Balance and influence ... in alignment with CNB's overall data strategy. * All City National products, financial solutions and services are to be provided ethically and with integrity in… more
- Northrop Grumman (Elkton, MD)
- …significant latitude and independence in their assignments. + Functions as an advisor regarding tasks, projects, and operations. Becomes actively involved in daily ... The ability to apply knowledge, insights and understanding of business and financial concepts, tools and processes to the benefit of developing market strategies… more
- IBM (Newark, DE)
- …with the broader SAP and IBM communities, establishing our firm as a trusted advisor in the SAP UX space. * Incentive Maximization: Stay updated on incentive ... programs and work diligently to qualify for and maximize financial rewards associated with successful SAP UX implementations and partnership milestones. * Market… more
