- Tri-Force Consulting Services, Inc. (Philadelphia, PA)
- Job Description Job Title: Executive Search Services - Chief Digital Services Officer SO# 412 Client: City Of Philadelphia Location: Philadelphia Duration - Full ... level of public trust and engagement. Establish and report on Return on Investment (ROI) metrics. Measure ROI for digital projects. Fine- tune approaches as needed… more
- Charles Schwab Inc. (Los Angeles, CA)
- …Product and Marketing teams. We are looking to add a Business Development Officer , Schwab Wealth Advisory role to our talented client facing team. What you ... are good at: The Business Development Officer , Schwab Wealth Advisory role will help promote, retain...licenses 10 years of experience in business development and relationship management with a proven record of success 10… more
- Ferrovial (Charlotte, NC)
- …nearly 1,200 miles of managed highways globally, representing a total global investment in roadway improvements of over $24.8 billion. We provide the maximum ... to enhance your productivity and efficiency. Job Description: Summary: The Chief Financial Officer (CFO) reports to the CEO and is responsible for directing the… more
- Jewish Community Federation of San Francisco (San Francisco, CA)
- …Experience with oversight of endowment investment functions and external investment managers is highly preferred. Highly skilled relationship manager and ... to take meaningful action that echoes for generations. POSITION SUMMARY The Chief Financial Officer (CFO) is the chief fiscal officer of the Jewish Community… more
- Shuvel Digital (Washington, DC)
- POSITION OVERVIEW The Washington Area Community Investment Fund (Wacif) seeks a dynamic and experienced full-time Chief Financial Officer (CFO) to join our team. ... financial health and sustainability of the organization. REPORTS TO: Chief Executive Officer (CEO) SUPERVISES: Director of Finance and Financial Planning & Reporting… more
- US Bank (St. Louis, MO)
- …the administration, risk management and servicing of assigned fiduciary and investment management accounts. May include Relationship Management responsibilities ... as well as product specialty knowledge and expertise (such as IRAs, Charitable/Philanthropic Accounts, ILITs, Estates, etc.). Will likely work as part of a team of experts administering accounts where tasks are assigned based on complexity. Accountable for… more
- Citigroup, Inc. (New York, NY)
- SVP Cash Management Sales Officer - Global Solution Sales (Consumer, Healthcare, and Life Sciences) About Citi Citi, the leading global bank, has approximately 200 ... and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. Our… more
- Citigroup, Inc. (Plainview, NY)
- The Mortgage Lending Officer role is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing ... products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, and wealth management. Citi Bank Retail… more
- Morgan Stanley (Dallas, TX)
- …the candidate must be able to work independently, manage business relationship and manage global and complex program initiatives concurrently. Strong attention ... are not limited to: Provide global governance coverage for Wealth Management and Investment Management business units and firm functional areas to respond to and… more
- Cerity Partners (Fort Worth, TX)
- Position Summary: Cerity Partners is seeking a dynamic and relationship -driven Business Development Officer (BDO) to drive growth through the Charles Schwab and ... *5+ years of experience in financial services, business development, or relationship management. *Proven track record of generating leads and building partnerships… more
- Simpson University (Redding, CA)
- Description The Chief Operating Officer /Chief of Staff is responsible for oversight and management of day-to-day operations under the leadership of the president to ... is desirable. 4. Experience in managing corporate legal affairs 5. Strong relationship builder and communicator with experience leading diverse work teams and… more
- Huntington National Bank (Pittsburgh, PA)
- Description The Community Impact Capital (CIC) Business Development Officer for New Market Tax Credits (NMTC) lending and investments will originate and underwrite ... and other senior leaders within CIC in developing a direct investment platform including project management, underwriting, closing, and asset management Ensuring… more
- Quanta Search (New York, NY)
- Job Description Our client is a global investment firm, providing investment advisory services, financial planning, and proprietary research to institutional ... while at the same work closely with the Global Investment Teams to build an Industry-standard client data and...standards. The position will report to the Chief Operating Officer of the firm. Primary Responsibilities * Subject Matter… more
- Oxford Financial Group, Ltd. (Carmel, IN)
- …Duties & Responsibilities: Leads client engagements and delivers effective and appropriate investment advice. Serves as lead relationship manager to clients or ... with another Managing Director Serves as back-up MD to relationship manager when needed Communicates with client in a...training programs Works closely with the Chief Practice Development Officer on new opportunities Makes joint calls with OFG… more
- Franklin Templeton (Baltimore, MD)
- …by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm spans asset management, wealth management, ... Department or Team responsible for? The Office of the Chief Information Officer (OOCIO) manages the organization's technology strategy, ensuring IT aligns with… more
- Citigroup, Inc. (Paramus, NJ)
- …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 to Wealth's leading investment solutions platform, which allows us to deliver traditional...our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners,… more
- Citigroup, Inc. (Arlington Heights, IL)
- The Wealth Relationship Advisor SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques ... on client profiling and suitability assessments Make securities recommendations and provide investment advice to clients through a select number of solutions using… more
- First Horizon (Memphis, TN)
- …and alerting management to changes in portfolio conditions. Partners with relationship managers to finalize credit package terms, workout structures and ... Maintain portfolios, performing grade reviews and renewals while communicating with Relationship Managers and Portfolio Managers. This position will also contribute… more
- DTCC (Jersey City, NJ)
- …on innovative projects, collaborate with a dynamic and supportive team, and receive investment in your professional development? At DTCC, we are at the forefront of ... and Business Line Success. The CCO function includes Sales, Partners, Relationship Management, Integration, Marketing & Communications and Sales Analytics &… more
- Stanford University (Stanford, CA)
- …to the Chair of Department of Obstetrics and Gynecology, with a secondary reporting relationship to the Associate Dean/Chief Financial Officer for the School of ... and process excellence. The DFA partners with the Associate Dean/Chief Financial Officer , peers, and cross-functional teams to enhance the SoM's operations in… more
