- 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 (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
- M&T Bank (Wilmington, DE)
- …industry standards, and management expectations. The position is responsible for advising senior and executive leadership as it relates to operational risk of the ... Given its responsibilities, the position requires the establishment of relationships with senior level personnel to remain apprised of changes in the business, and… more
- University of Delaware (Newark, DE)
- …Dean and college leadership team to respond to a range of requests. + Serves as senior advisor to the Dean, follows up on pending issues needing response or ... Senior Business Officer, College of Education and Human...Senior Business Officer (SBO) serves as the Chief Financial & Administrative Officer of the College of Education… more
- Sallie Mae (Newark, DE)
- …to learn more about us. **What You'll Contribute** We are seeking a Senior Data Engineer (Sr. DE) with a proven track record of designing and ... scalable technical solutions. Serve as a strategic partner and trusted advisor on data architecture, tooling, and infrastructure capabilities. + **Data Governance,… 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
- JPMorgan Chase (Wilmington, DE)
- …(LOBs). The team manages several key priorities and serves as a trusted advisor on topics such as firmwide sustainability and climate-related strategy and targets; ... for internal implementation teams. + Provide insights and updates to senior leadership on key developments in sustainability reporting and disclosure approaches… 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)
- …file handoff with Trust Administration and provides ongoing relationship management with advisor and maintain exemplary service levels. Ensure new files are set up ... Qualifications** * Bachelor's Degree or equivalent * 5+ years financial industry experience * 2 years of experience working...personality types * Willingness to seek out advice from Senior staff promptly as appropriate *WHAT'S IN IT FOR… more
- AAA Mid Atlantic (Wilmington, DE)
- …operations. + Intelligent, articulate, and persuasive leader who can serve as an effective advisor to the senior management team, and who is able to communicate ... clients, key vendors to ensure that projects are on track. Manage needed financial and budget tracking related to projects + Oversees the Mail Operations Department… more