- 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
- 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
- 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
- Geisinger (Danville, PA)
- …one, including vision, dental and domestic partners. Perhaps just as important, from senior management on down, we encourage an atmosphere of collaboration, ... Job Title: Vice President and Chief Financial Officer - Central/Northwest Location: Danville, Pennsylvania Job...design, set up, implementation and stabilization. Serves as an advisor to Market resources in Revenue Management … 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
- 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
- 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
- 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
- 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
- Ensign-Bickford Industries, (EBI) (Weatogue, CT)
- …You'll Do As the Senior Account Manager , you'll be the trusted advisor and primary point of contact for key customer accounts. You'll lead strategic selling ... and our customers. We are looking for a high-performing Senior Account Manager to join our Sales team and...management and solution selling Strong analytical skills and financial acumen Ability and willingness to travel up to… 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
- 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
- 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
- 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
- FirstService Residential Careers (San Francisco, CA)
- …as needed (will include occasional weekends). Responsible for association fiscal management including financial statement review and comprehension. Develop and ... Description Job Overview: A Senior Community Manager manages all aspects of community...all aspects of community association(s) clients. Acts as an advisor to boards of directors, homeowners and vendors. Responds… more
- Allego (Waltham, MA)
- …to Sell for in 2024. How you'll make a difference: Allego is seeking a Senior Sales Engineer who will work with our enterprise and mid-market accounts. In this role, ... to a technical close. By acting as a trusted advisor , you will provide consultation, expertise, thought leadership, and...gathering and RFI/RFP process Articulating our value proposition to senior executives in marketing, sales and IT Acting as… 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
