- Creative Financial Staffing (Minneapolis, MN)
- Senior Tax Advisor - Currently 100%...of income tax returns, and management of tax fixed asset ledger. Additionally, the position will assist in research ... will remain 100% remote - Corporate in MinnesotaWhy This Senior Tax Advisor opportunity?This organization has been...allowance analysis of deferred tax assets Manage tax fixed asset ledger, partnering with Corporate Accounting and IT to… more
- Fidelity TalentSource LLC (Chicago, IL)
- …Protection, Asset Protection, and Family AssistanceRapport as a poised senior associate with significant experience, keen communicating skills and depth of ... Job Description:The Wealth Management Advisor focuses on driving deeper relationships with clients...on driving deeper relationships with clients by developing comprehensive financial plans and wealth strategies intended to plan for… more
- Fidelity TalentSource LLC (Boston, MA)
- …associated with the engagement of external advisers within Fidelity investment products. The Advisor Oversight Program covers a breadth of asset classes and ... with the engagement of external advisers within Fidelity investment products.\u00A0 The Advisor Oversight Program covers a breadth of asset classes and… more
- Fidelity TalentSource LLC (Boston, MA)
- Job Description: Senior Quantitative Portfolio AnalystQuantitative Model Management Team, Strategic Advisers, LLC At Fidelity, we are focused on making our ... financial expertise broadly accessible and effective in helping people...The Department Strategic Advisers, LLC is a registered investment advisor and wholly owned subsidiary of FMR LLC that… more
- Fidelity TalentSource LLC (Los Angeles, CA)
- …are requiredFive or more years of customer service experience in the Financial Services industryBachelor s Degree preferred The Purpose\u00A0of Your RoleYou are ... key player on the Wealth Management team as you directly support the Advisor s efforts to increase and develop their business. The Skills\u00A0You BringExceptional… more
- Fidelity TalentSource LLC (Boston, MA)
- Job Description:The Department Strategic Advisers, LLC (SAI) is a registered investment advisor and wholly owned subsidiary of FMR LLC that provides investment ... has specialized in the design, construction and management of asset allocation solutions, as well as the methodologies for...s investment planning tools, to help investors reach their financial goals. With over $750 billion in assets under… more
- Fidelity TalentSource LLC (Greenwood Village, CO)
- Job Description:The Senior Manager Data Strategy (Quant Services) position is responsible for providing guidance and performing business, systems & data analysis ... Global Data Services and Portfolio Engineering teams to insure timely remediation. The Senior Manager Data Strategy will play an important role in the coordination… more
- Fidelity TalentSource LLC (Boston, MA)
- …is preferredMinimum of 10 years of proven professional experience working in financial services ( Asset Management or Global Capital Markets experienced ... for liquid alternatives for Quantitative Research and Investments (QRI) advisor .This individual will partner with the Systematic Liquid Alternatives team… more
- Creative Financial Staffing (Westport, CT)
- …schedule down the line. Responsibilities of Director of Finance and Administration: Financial Management Develop and manage the annual budget in collaboration with ... Executive Director, Senior Leadership Team, and Board of Trustees Finance committee....Team, and Board of Trustees Finance committee. Conduct regular financial analysis to track performance against budget, monthly and… more
- Principal Financial Group (Charlotte, NC)
- **What You'll Do** We're looking for a Senior Client Advisor to join our Institutional Sales team at Principal Asset Management where you will play a pivotal ... Amanda Wilson, Managing Director - Institutional Sales and Relationship Management, the Senior Client Advisor will: + **Engage Proactively:** Forge meaningful… more
- Southern California Edison (Pomona, CA)
- …difference in the world. Become an ERP Modernization - IT Solution Architect, Senior Advisor to help drive Digital Transformation, by translating complex ... SCE. As an ERP Modernization - IT Solution Architect, Senior Advisor your work will help power...landscape solution design for complex business process domain of Asset Management, Work Management, Material Management, or Plant Management.… more
- City National Bank (Los Angeles, CA)
- **RELATIONSHIP ADVISOR SENIOR ASSET BASED LENDING** **WHAT IS THE OPPORTUNITY?** Serves as a Subject Matter Expert ("SME") for Asset Based Lending ... Minimum 5 years work experience in a bank or financial institution **Skills and Knowledge** + Deep understanding of...achievement of individual and team goals. + A trusted advisor by RMs, Credit Manager, Credit Administrator and clients.… more
- PNC (Phoenix, AZ)
- …to contribute to the company's success. As a Senior Investment Advisor within PNC's Institutional Asset Management organization, you will be based ... be performed remotely, at the manager's discretion. Reporting to the Institutional Asset Management Market Leader, you will deliver OCIO (Outsourced Chief Investment… more
- Vanguard (Dallas, TX)
- …a world of opportunity At Vanguard, clients are our most important asset . As a Senior Financial Advisor , you will be tasked with looking out for our ... given a chance to succeed - and that starts with you. As a Senior CFP Financial Advisor , you'll develop tailored strategies that will help our clients… more
- CIBC (Dundas, MN)
- …creating comprehensive financial plans and providing exceptional client service. As a Senior Financial Advisor in the Imperial Service Team, you'll ... have, or are willing to obtain before your start date, the Designated Financial Services Advisor Designation (DFSA) through the Canadian Securities Institute… more
- Capital One (Mclean, VA)
- …States of America, McLean, Virginia Commercial Broker Dealer Compliance Advisor - Senior Manager The Compliance Advisor Senior Manager will report ... & Co., TripleTree, LLC. (collectively "Commercial Broker Dealers" or "CBDs"). The Compliance Advisor Senior Manager will work independently from the CBD Chief… more
- The Croghan Colonial Bank (Maumee, OH)
- Senior Wealth Management Advisor & Financial Planner, Full-time (Maumee/Toledo, OH) - Job Summary - Responsible for the complete administration and ... financial planning of relationships that include personal trust accounts,...wealth plan. + Establish new advisory accounts and facilitate asset transfers. + Provide estate planning, tax planning and… more
- City of New York (New York, NY)
- …management systems. Position Description The A&CM Division is seeking to hire a Senior Advisor to the Vice President of Strategic Services. Strategic Services ... services across A&CM, partnering closely with relevant NYCHA central functions. The Senior Advisor will provide strategic support to the Vice President… more
- M&T Bank (Williamsport, PA)
- **Overview:** Provides advice-based approach to financial solutions for an assigned book of business. Actively solicits new and existing investments and insurance ... + Based on individualized needs analysis, prepare recommendations for customized financial solutions to current and potential Bank customers and their portfolios,… more
- Southern California Edison (Rosemead, CA)
- Job Description Join the Clean Energy Revolution Become a Resource Optimization Senior Advisor at Southern California Edison (SCE) and build a better tomorrow. ... to help get the most value out of those resources. The Resource Optimization Senior Advisor will leverage their deep understanding of the California Independent… more
