- M&T Bank (Burlington, VT)
- **Overview:** Provides comprehensive investment management services to Wealth Advisory Services clients. Operates within a professional team environment supporting ... offering consistent with the individual financial goals of clients. Recommends investment solutions via a needs-based, consultative approach, and proactively manages… more
- NBT Bank (Burlington, VT)
- …Requirements: FINRA Series 7, Series 63 and life insurance license or a Registered Investment Advisor (RIA) Tasks Performed: + 40% Conducts regular client review ... $60,450 - $520,000. Interviews and profiles customers/prospects to determine investment and insurance needs, recommends appropriate products/solutions with a focus… more
- Atria Wealth Solutions (Williston, VT)
- CUSO Financial Services, LP. (CFS) is seeking an Investment Sales Assistant to support one of our Financial Advisors at New England Federal Credit Union in the ... us to consistently exceed NEFCU members' expectations. As an Investment Sales Assistant , you become part of the...the credit union environment providing support to the Financial Advisor and helping to build member relationships. This position… more
- Guardian Life (Montpelier, VT)
- …laws (inclusive of NAIC). + 3-5 years of broker-dealer and registered investment advisor compliance experience, with experience at an insurance-affiliated ... Law Department's Mission to be a trusted advocate and advisor to drive strategic solutions that advance Guardian's purpose,...part of a collaborative Compliance Legal Team? As a Senior Compliance Analyst, Park Avenue Securities, and Park Avenue… more
- PagerDuty (Montpelier, VT)
- …win in the enterprise. The Customer Success Management team acts as a Trusted Advisor to our customers, ultimately responsible for ensuring their success. As a key ... for helping customers achieve business value and ROI from their investment in PagerDuty. **Key Responsibilities** Advocate for the Customer: + Proactively… more
- Cardinal Health (Montpelier, VT)
- …vision and valuation objectives, in close collaboration with business leaders. The Senior Strategy Consultant is a pivotal role in Technology Strategy and Execution ... contributor within Technology Strategy and Execution, you will work closely with senior GTBS leadership, business units, and GTBS teams to ensure alignment of… more
- CBRE (Montpelier, VT)
- Senior Consulting Manager - Supply Chain Advisory Job ID 219455 Posted 27-Oct-2025 Service line Advisory Segment Role type Full-time Areas of Interest Sales Support ... States of America **About The Role:** As a CBRE Senior Consulting Manager, you will focus on Strategy &...(eg, manufacturing, cold storage, fulfillment). + Be an informed advisor on trends in transportation, logistics, warehouse automation, and… more
- Highmark Health (Montpelier, VT)
- …roadmaps and/or identifying patterns that could lead to a higher return on investment . + Proof of Concept Design:Work across teams to facilitate the design of ... and people related change impacts in support of the business case.Serve as an advisor and partner for change execution. This includes, but is not limited to, working… more
- CBRE (Montpelier, VT)
- …specific to CBRE GDS. This role will serve as the primary advisor on government accounting compliance matters specific to the Federal Acquisition Regulations ... Executive Advisory - Advise the CFO, Audit Committee, and senior leadership on financial compliance risks, trends, and strategies...the global leader in commercial real estate services and investment that helps businesses and people thrive. We are… more
- Ford Motor Company (Montpelier, VT)
- …for driving large-scale, strategic finance transformation initiatives across Ford. The Senior Finance Transformation Leader will be responsible for developing and ... Engagement & Collaboration (Team Up):** + Cultivate strong, collaborative relationships with senior leaders, finance teams, IT, and other business units to ensure… more
- Otsuka America Pharmaceutical Inc. (Montpelier, VT)
- …and oversight **Cross-TA Integration and Portfolio Management** + Serve as a strategic advisor to senior leadership on medical affairs priorities, risks, and ... workflow improvement + Serve as a key point of contact for senior leadership, providing updates, insights, and recommendations on strategic planning activities.… more
- CBRE (Montpelier, VT)
- …CBRE is the world's largest commercial real estate services and investment firm.The CBRE Energy and Renewables groupoperateslike an agilestartup-fast, focused, and ... and Renewables. **Client Relationship Management** + Serve as a trusted advisor tohigh valuecorporate buyersthroughout the transaction lifecycle. + Maintain frequent… more