- M&T Bank (Wilmington, DE)
- …solutions of the firm.Work closely with Client Managers, Private Banking, Investment Advisors and Fiduciary Advisors to assess client's current financial situation, ... manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating activities of...growth and retention of that client base. The Wealth Advisor is focused on the profitable expansion of our… more
- Charles Schwab (Wilmington, DE)
- …book of business consisting of large family relationships and key investment advisor relationships. In addition, the Senior Team Manager is responsible for ... **Your opportunity** The Senior Team Manager is responsible for developing and...is responsible for developing and maintaining relationships with registered investment advisors, trust beneficiaries, and other interested parties for… more
- EDB (Dover, DE)
- …with customer's senior technical leadership team and become their trusted advisor + Help customers maximize the value of their Postgres investment ... and observability. For more information, visit www.enterprisedb.com **Job Summary** The ** Senior Technical Account Manager** (Sr. TAM) plays a pivotal role and… more
- Bank of America (Wilmington, DE)
- …and controls within Investment Products, Portfolio Construction, the Chief Investment Office, Financial Advisor Activities, Banking Product Sales, Licensed ... Senior Auditor Charlotte, North Carolina;Stamford, Connecticut; East Hartford,...impact and recommending severity ratings under the supervision of senior team members. **Responsibilities:** Responsible for evaluating the design… more
- Trellix (Dover, DE)
- **_Job Title:_** Senior Customer Success Manager **_Role Overview:_** Job Description Summary The Senior Customer Success Manager (CSM) is responsible for ... lead customer liaison for strategic accounts, you will develop a trusted advisor relationship with customer key stakeholders and executive sponsors to fully… more
- Sallie Mae (Newark, DE)
- …making for these business areas. He/ She/ They will serve as a trusted advisor to leadership, collaborating closely with key leaders and their teams in order to ... strong relationships with business leaders and stakeholders, serving as a proactive advisor on financial matters and business performance. + Provide timely and… more
- M&T Bank (Wilmington, DE)
- …and externally with clients, their representatives, accounting firms, other investment managers, attorneys, CPAs (Certified Public Accountants), and tax accountants, ... 3 years' estates and trust experience CTFA (Certified Trust and Financial Advisor ) certification Ability to read and interpret governing instruments related to… more
- Black & Veatch (Wilmington, DE)
- …technical industry expertise and experience in Gas and Electric Utility Asset Investment Planning and Asset Performance Management solutions (ALRM). As the Principal ... expertise and manage the client engagement while developing and improving Asset Investment Plans and documenting and improving business processes focused on Asset… more
- JPMorgan Chase (Wilmington, DE)
- …Financial Analysis, you will act as the Chief Financial Officer (CFO) and trusted advisor to the Co-brand Partner General Manager (GM) team. In addition, you will be ... performance of the card portfolios + Act as trusted advisor to GM teams on product development, special offers,...to GM teams on product development, special offers, and investment analytics + Work with Partner GMs and their… more
- BlackRock (Wilmington, DE)
- …the post-trade ecosystem. Primary responsibilities include: . Act as a trusted advisor to our Aladdin Provider clients, helping them navigate the Aladdin community ... to work in a cross functional team: . Provide impactful solutions, combining investment lifecycle expertise with your knowledge of financial markets and the asset… more
- JPMorgan Chase (Newark, DE)
- …insight to meet key objectives. **Job Responsibilities** + Act as a trusted advisor to the management team across strategic and operational initiatives + Partner ... levels + Perform ad hoc analysis as requested from senior management + Coordinate monthly metrics submission of key...200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,… more
- EDB (Dover, DE)
- …and Alliance Partners) to drive customer business outcomes + Develop trusted advisor status and relationships with key global accounts, customer stakeholders, and ... globally + Resolve client issues and inquiries at a senior level across a global book of business +...across all global accounts and subsidiaries + Model complex Investment and ROI business analysis and present and implement… more