- Novo Nordisk Inc. (Plainsboro, NJ)
- …insights and intelligence to inform decision making & drives digitalization and business solutions to attain NNI goals. Finance & Operations works closely across the ... with the implementation of IT security strategy and serving as a security advisor to ensure IT systems are implemented and maintained to the highest security… more
- Citigroup, Inc. (Forest Hills, NY)
- …wealth management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to ... our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have access...at the center of everything we do. As a Senior Wealth Advisor , you will partner closely… more
- Apex Group Ltd (New York, NY)
- …into bold, industry-changing realities. For our business, for clients, and for you Senior Sustainability Advisor , Holtara New York, NY | Full-time (In Office) ... of the world's largest fund administration and middle office solutions providers. Our business is unique in its ability...and form part of our growing Americas practice. As Senior Sustainability Advisor you will leverage deep… more
- JPMorgan Chase & Co. (New York, NY)
- Job Description If you excel at crafting tailored financial solutions and are eager to build strong client relationships, we have an exciting opportunity for ... part of a team dedicated to delivering wealth management solutions and fostering client relationships across Mexico,...Mexico, Central America, South America, and Brazil. As an Advisor Trainee in Global Private Bank, you will gain… more
- Farther (Tampa, FL)
- …to build the future of wealth management with you. The Role As a Financial Advisor on the Darwin team, you'll be central to our mission of delivering adaptive, ... Create personalized wealth strategies blending traditional investments with Darwin Private Solutions to meet clients' unique financial goals Use Farther's innovative… more
- TalenTrust (Pittsburgh, PA)
- Title: Senior Wealth Advisor Client : Grant Street Asset Management Location: Pittsburgh, PA, Charlotte, NC About Us: Grant Street Asset Management (GSAM) is ... to promote work-life balance and flexibility. Job Summary: The Senior Wealth Advisor role at GSAM is...and effective delegation. To support ongoing business development, the advisor will attend most client meetings but… more
- AllianceBernstein Holding LP (Minneapolis, MN)
- …well beyond managing wealth. As part of clients' inner circle, the Wealth Advisor intimately understands each client 's values, lifestyle and philanthropic goals. ... flexible process, innovative research, sophisticated modeling, and cutting-edge investment solutions . Our people are our advantage. Our collaborative culture means… more
- BLUEFORCE INC (Washington, DC)
- …as functional and technical expertise to lead complex, large projects to deliver client solutions and/or manage operations of multiple projects. High level ... Negligible Job Category Legal Description BlueForce, Inc. is seeking Justice Advisor to provide professional services and subject matter expertise CONUS and… more
- Cerity Partners (Midland, TX)
- The Senior Client Service Associate role focuses on supporting clients and advisors by executing routine administrative tasks and handling advisor requests. ... to achieve them. The role also involves improving internal processes under supervision. The Senior Client Service Associate assists in supervising a client … more
- Raymond James Financial, Inc. (Raleigh, NC)
- …including setup and maintenance. May participate in live meetings with the Financial Advisor and their respective client (s). Manages budgeting and tracking of ... Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented...order from clients at the direction of the Financial Advisor . Receives unsolicited orders from the clients; may enter… more
- Synectics Inc (Metairie, LA)
- Key Responsibilities We are seeking an experienced Senior Financial Advisor to join our team. The successful candidate will provide experienced financial ... individuals, families, and businesses, helping them achieve their financial goals. The Senior Financial Advisor will be responsible for developing and… more
- Moneta (St. Louis, MO)
- …range of solutions to meet their unique needs. Job Description As a Senior Financial Advisor , you'll collaborate closely with Partner Teams and fellow ... Company Description Are you a financial advisor looking to redefine what it means to...join our dynamic community. Here, you can amplify your client service without sacrificing ownership or control. At Moneta,… more
- Strategies for Wealth (New York, NY)
- …Performance Goals: Meet and exceed performance targets by consistently growing your client base and offering valuable financial solutions . *Make strategic ... training and mentorship. * Problem-Solving Ability: Strong analytical thinking to assess client needs and recommend suitable financial solutions . * Client… more
- Publicis Groupe Holdings BV (Irving, TX)
- …highlight your commitment to professional growth. A proactive approach to identifying client needs and creating innovative solutions that drive value. Experience ... passion for impact and patient outcomes. Overview As a Senior Account Director, you will play a pivotal role...will play a pivotal role in nurturing and expanding client relationships, ensuring the successful delivery of digital transformation… more
- Konica Minolta Business Solutions, USA, Inc. (Victor, NY)
- …by tailoring our solutions to enhance our customer's success. As a Senior Technology Sales Representative, you will have the opportunity to assess your clients ... needs and develop state of the art solutions by building relationships as a trusted advisor...and develops the customer relationship, providing accountability to the client and throughout the organization Stay informed about industry… more
- Flagstar Bank (Hicksville, NY)
- …The Senior CRE Credit Products Specialist is a strategic advisor responsible for structuring, negotiating, and managing highly complex commercial credit ... Position Title Senior CRE Credit Products Specialist Location Hicksville, NY...market insights, proactive risk identification, and innovative deal structuring solutions . With extensive experience in credit analysis and portfolio… more
- Bank of America (Houston, TX)
- …MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. Additionally, ... the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support...leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service… more
- NFP (Santa Ana, CA)
- …Manager. The Senior Account Manager is responsible for working with Advisors/ Client Executives and Account Executives to service client accounts. The ... presentations and communications and assists team members with day-to-day client servicing. At this level, the Senior ...and carriers, in collaboration with the Account Executive or Advisor / Client Executive. *Creates and maintains client… more
- Milliman (Seattle, WA)
- …technology solutions . Position Summary: We are seeking a high-performing and client -focused Senior Enterprise Account Manager to join our growing team. This ... satisfaction, and revenue growth. You'll act as a trusted advisor and strategic partner to key stakeholders within each...offerings to communicate value effectively and identify the right-fit solutions for each client . Client … more
- JPMorgan Chase & Co. (Fort Worth, TX)
- …Manager (BRM) Senior Not-for-Profit in Business Banking, you'll manage existing client relationships and develop new business strategies focused on client ... has multiple products and services Serve as a trusted advisor to the client in delivering comprehensive...Proposal process and due diligence Able to identify innovative solutions to best serve client and/or manage… more
