- M&T Bank (Bear, DE)
- **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
- JPMorgan Chase (West Chester, PA)
- **Summary** Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home ... to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a...making a significant impact on our business. As a Senior Home Lending Advisor in Chase Home… more
- JPMorgan Chase (Wilmington, DE)
- Description Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home ... to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a...making a significant impact on our business. As a Senior Home Lending Advisor in Chase Home… more
- M&T Bank (Wilmington, DE)
- …relevant experience Certified Financial Planner (CFP(R)), Certified Trust & Financial Advisor (CTFA), Certified Public Accountant (CPA) and/or Chartered ... credit, planning, fiduciary, family office services, etc. + Participate in Wealth Advisor -led new client prospecting activities to support further growth of the… more
- JPMorgan Chase (Wilmington, DE)
- Join our team as an HR Business Advisor (HRBA), where you will play a crucial role in executing strategic HR priorities and supporting a portfolio of clients within ... a Center of Excellence/Shared Service construct, providing support to senior HR Business Advisors and business leaders on core...leaders on core HR activities. As an HR Business Advisor in the Consumer and Community Banking Card &… more
- Elevance Health (Wilmington, DE)
- **National Account Advisor ** **Location: This role requires associates to be in-office 1-2 days per week, fostering collaboration and connectivity, while providing ... considered.** **Compensation: Base Salary + Sales Incentive Plan** The **National Account Advisor ** is responsible for assisting the Account Executive or Senior … more
- Citigroup (Wilmington, DE)
- The Legal Senior Group Manager is a senior management-level position responsible for accomplishing results through the management of a team within the Legal ... networks/connections, colleagues, and peers + Serves as business partner and advisor to business stakeholders and functional partners (eg, Risk, Compliance) by… more
- M&T Bank (Wilmington, DE)
- …including technical trust and planning experience CTFA (Certified Trust and Financial Advisor ) certification Strong interpersonal skills **\#LI-LA1** M&T Bank ... administering fiduciary accounts or related legal/business experience in the financial services industry including technical trust and planning experience, or… more
- JPMorgan Chase (Wilmington, DE)
- …grow the Individual Retirement Account (IRA) business, with a focus on advisor engagement and regulatory change management. They collaborate extensively with various ... project teams and senior stakeholders to support regulatory initiatives, manage complex IRA...You will lead and assist in initiatives focused on advisor engagement and regulatory changes, collaborating with key stakeholders… more
- Citigroup (New Castle, DE)
- **POSITION OBJECTIVE** Reporting to the 2nd Line Operational Risk Senior Group Manager, who has responsibility for oversight of US Personal Banking (USPB) ... other control functions in fulfilling job responsibilities. The Operational Risk Senior Officer is responsible for leading effective oversight and independent… more
- Black & Veatch (Wilmington, DE)
- …collaboration with Client Account Managers (CAMs) + Support strategic engagements as a senior advisor to assure the highest quality outcomes and enablement, ... and Ecosystem Alliance Partners + Operate as the trusted advisor and thought partner to Client Account Managers (CAMs)...company's long-term achievements - and they share in the financial rewards of the success through stock ownership. By… more
- TD Bank (Wilmington, DE)
- …protected and delivered in the customer experience. **Depth & Scope:** + Marketing advisor for a sub-set of a business, typically leading or contributing on projects ... and results of analysis to inform decision making at senior levels + Builds stakeholder alignment in leading projects...+ Tracks and manages budget against plan, meeting all financial reporting requirements + Focuses and defines the problem… more
- TD Bank (Wilmington, DE)
- …specific details for this role. **Line of Business:** Audit **Job Description:** The Senior Audit Group Manager leads and develops a team of audit professionals and ... a team greater than 5 Audit professionals/specialists + Strategic advisor to leadership team on the management of the...Experience + CIA, CRCM certification or a CPA + Financial Services Experience + Consumer Compliance Experience + Direct… more
- City National Bank (Wilmington, DE)
- …free filesProvide a smooth file handoff with Trust AdministrationManage ongoing advisor relationships and maintain exemplary service levels Ensure new files are ... YOU NEED TO SUCCEED? *Required Qualifications** * 7+ years financial industry experience * 3 + years of experience...personality types * Willingness to seek out advice from Senior staff promptly as appropriate *WHAT'S IN IT FOR… more
- Corteva Agriscience (Wilmington, DE)
- …Data Protection, Insider Threat Management, and Cybersecurity Incident Response. Trusted advisor to the Chief Information Security Officer (CISO). Serves as Acting ... Manage the center's budget, allocate resources effectively, and oversee financial planning to support cybersecurity initiatives. **Additional Responsibilities** +… more