- Intuit (High Point, NC)
- …Live - Seasonal Local Service Expert, you will serve as a trusted advisor , empowering customers to achieve positive financial outcomes while supporting Intuit's ... OverviewIntuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax… more
- Stony Brook University (Stony Brook, NY)
- Senior Financial Aid Advisor for RSOM **Required Qualifications (as evidenced by an attached resume):** Bachelor's degree (foreign equivalent or higher). Two (2) ... in working independently as well as part of a team with a collaborative approach to problem-solving. Administration of...the 3YMD track. ? Determine federal, state and private financial aid eligibility based on federal needs… more
- Fannie Mae (Washington, DC)
- …find a place to call home. Job Description As a MF Counterparty Risk Analysis advisor , you will play a critical role in evaluating and managing the operational and ... MF D elegation, Underwriting and Servicing (DUS) Lenders. The advisor role will combine risk management expertise and relationship.... * Please note this is an in-office position based out of the Fannie Mae Washington, DC office.… more
- Neuberger Berman (Philadelphia, PA)
- …This is accomplished through relationship building via individual and group financial advisor meetings, client events, and conferences. **Responsibilities** + ... The Advisor Consultant is responsible for creating new relationships...for creating new relationships and managing existing ones with Financial Advisors at Merrill Lynch, Morgan Stanley, UBS, and… more
- Fannie Mae (Reston, VA)
- …grow your career and help people find a place to call home. Job Description As an Advisor in the Analytics & Modeling team , you will play a critical role in ... trusted advisor to senior leadership, offering insights and recommendations based on data analysis and predictive modeling. * Drive continuous improvement… more
- Fannie Mae (Reston, VA)
- …people find a place to call home. Job Description As a valued contributor to our team , you will advise the team on methods, models, and analytical templates used ... risks that may threaten our reputation, safety, security, and/or financial success, as well as work with management and... success, as well as work with management and team members in communicating and collaborating with key stakeholders… more
- Fannie Mae (Washington, DC)
- …people find a place to call home. Job Description As a valued contributor to our team , you will advise the team on methods, models, and analytical templates used ... risks that may threaten our reputation, safety, security, and/or financial success, as well as work with management and... success, as well as work with management and team members in communicating and collaborating with key stakeholders… more
- Principal Financial Group (Des Moines, IA)
- **What You'll Do** We are looking for an Infrastructure Engineer I to join our Advisor Website Services team . You will work closely with business partners on ... issues related to our Advisor Website and other digital experiences. Working closely with...and/or data issues. + Begin gaining understanding of services team is accountable to maintain. Be eager to provide… more
- Fannie Mae (Reston, VA)
- …Job Description As a key contributor to the Sales Process and Performance team , you will lead efforts to evaluate, redesign, and optimize sales-related processes to ... outcomes and areas for further optimization. THE EXPERIENCE YOU BRING TO THE TEAM Minimum Required Experiences: * At least 6 years of experience in process… more
- Neuberger Berman (Tallahassee, FL)
- …This is accomplished through relationship building via individual and group financial advisor meetings, client events, and conferences. **Responsibilities** + ... The Advisor Consultant is responsible for creating new relationships...for creating new relationships and managing existing ones with Financial Advisors at Merrill Lynch, Morgan Stanley, UBS, Wells… more
- ExxonMobil (Spring, TX)
- …Will Play in Our Team ** Join ExxonMobil as a Regulatory & Compliance Advisor . Become part of a team responsible for monitoring and managing the compliance ... to these policies - Propose and implement new monitoring and surveillance techniques based on changes to the business's trading activity and/or the latest rules and… more
- NetApp (New York, NY)
- …NetApp Consulting Solutions Engineer works collaboratively as part of a virtual sales team to design solutions that meet and exceed customer requirements. You will ... Candidate must reside in or around New York City.** **Industries: Financial Services** **Job Overview** **The ideal candidate profile:** Customer Obsession +… more
- Neuberger Berman (New York, NY)
- …and client-centric strategy that will define the future of both client and advisor experiences. This leader will oversee all aspects of the end-to-end journey for ... roadmap to position NB's Private Wealth business as an innovator in client and advisor experience. + Own and optimize the entire client and advisor journey,… more
- Principal Financial Group (Raleigh, NC)
- …Do** We're looking for an Underwriting Consultant to join our Business Acceptance team . In this role, you'll collaborate closely with Sales and Service teams to ... help making informed decisions on whether to approving or declining proposals based on thorough analysis and established guidelines. + Leverage expertise to… more
- Neuberger Berman (Dallas, TX)
- …support and serve as a trusted resource for clients and an experienced Wealth Advisor Team . The Client Associate enhances the client experience by assisting with ... customized reporting and analysis to clients or the Wealth Advisor team on a regular or ad...of proven client service/support or related experience in the financial services industry + An undergraduate degree and Series… more
- Automation Anywhere, Inc. (San Jose, CA)
- …the technology evaluation stage of the sales process, working closely with the sales team to position solutions based on business outcomes rather than feature ... relationships across the sales cycle, acting as a trusted advisor to drive mutual success + **Enhancing Team...fields + Experience selling into and working with Banking, Financial Services, Insurance companies is highly preferred + Proven… more
- Bentley Systems (Exton, PA)
- **Location:** Home- based , United States **Position Summary:** We are looking for a?Strategic Revenue Execution Lead, reporting to the leader of our?Commercial Center ... is a critical link between the company's commercial strategy and tangible financial results, ensuring both back office and account facing colleague organizations… more
- Principal Financial Group (Des Moines, IA)
- …a role where expertise meets impact?** Are you passionate about complex tax and financial planning? Do you thrive in a role where your strategic thinking and deep ... we're not just helping people plan for their future-we're reshaping what financial security looks like for generations to come. We're a purpose-led organization… more
- Cupertino Electric (San Jose, CA)
- …bonus plan._** Final determination of a successful candidate's starting pay will vary based on a number of factors, including market location and may vary depending ... built a reputation for integrity. We're problem solvers and innovation seekers. We're team players and safety fanatics. And we always-always-do the right thing. Even… more
- Neuberger Berman (New York, NY)
- **Summary** The Client Reporting Associate will join a seasoned nine-person Wealth Advisor Team with over $4 billion in assets under management within Neuberger ... Client Services Team + Act as a liaison between Wealth Advisor , Neuberger Berman Portfolio Managers, Asset Management Business Control (AMBC), the Private Wealth… more
