- Neuberger Berman (New York, NY)
- …continuous improvement across Aladdin-enabled workflows. + Serve as a trusted advisor , ensuring investment teams receive timely, high-quality Aladdin support. ... We are seeking a seasoned and proactive individual to join Investment Team Support to lead a high-performing function within the Public & Private Markets, with a… more
- Principal Financial Group (Des Moines, IA)
- …and customer experience? At Principal, we're looking for a Digital Marketing Senior Strategist to own and evolve our flagship digital experience at ... + Experience in asset management or financial services, particularly with financial advisor or institutional investor audiences, is a plus. Why Principal Operating… more
- Valvoline Global (Lexington, KY)
- …high-impact customer collaboration. The Sr. Brand Manager partners closely with Sales , Category Management, Product Strategy, R&D, Finance, external agency partners, ... financial planning process for the Motor Oils portfolio in partnership with Sales , Finance, and Supply Chain, develop annual volume and revenue forecasts,… more
- Neuberger Berman (New York, NY)
- …in conjunction with the firm's wealth advisors and portfolio managers, the Senior Wealth Planner will be charged with building strong relationships with internal ... a clear and comprehensive analysis of our client's financial situation. The senior wealth planner will also be responsible for reviewing financial plans created… more
- Principal Financial Group (Des Moines, IA)
- …efficiency. + **Executive Insights, Analytics & Strategic Decision Support** + Serve as the senior advisor to the VP and ELT on expense optimization strategy, ... enterprise-level aspiration setting, ensuring savings targets, capability goals, and investment requirements reflect strategic priorities. + Establish and govern the… more
- Principal Financial Group (Des Moines, IA)
- …and retirement and income solutions. You will serve as a trusted risk advisor , leading second-line risk initiatives by aligning with business strategies and applying ... exposure to key business areas and corporate functions while partnering closely with senior leaders to influence decisions that matter. If you enjoy solving complex… more
- Zscaler (San Jose, CA)
- …product adoption and providing ongoing assistance. They act as a trusted advisor , helping customers achieve their cybersecurity goals and maximize the value of ... their investment . You will develop great relationships, and help customers...to join our Customer Success team. Reporting to the Senior Manager, Customer Success, you'll be responsible for: +… more
- Bentley Systems (Exton, PA)
- …consistent standards, measurement, and operating models. + Serve as Bentley's senior expert on event portfolio strategy-hosted, owned, third-party, partner, and ... Leadership** + Partner deeply with Product Marketing, Brand, Field, Sales Engineering, and Executive Leadership to ensure the events...leadership, and pipeline goals. + Act as a trusted advisor to C-level leaders on event strategy, ROI, customer… more
- Sands Investment Group (Charlotte, NC)
- …fastest growing real estate firms as named by RE Forum, is seeking a highly motivated Senior Investment Sales Advisor to join our dynamic and ... Successful candidates will: At least three years of experience in Investment Sales with a proven track record Be forward-thinking and entrepreneurial-minded… more
- Sands Investment Group (Chicago, IL)
- …fastest growing real estate firms as named by RE Forum, is seeking a highly motivated Senior Investment Sales Advisor to join our dynamic and ... their production, we build a business around them to foster continued success. Investment possibilities: Most brokers get into the business to invest in real estate;… more
- PNC (Louisville, KY)
- …valued and have an opportunity to contribute to the company's success. As a Senior Investment Advisor within the PNC Private Bank organization, you ... OPT for this position. **Job Description** + Manages accounts in accordance with investment objectives that have been developed with the client. Depending on line of… more
- S&P Global (Southfield, MI)
- **About the Role:** **Grade Level (for internal use):** 10 **The** **Role:** Senior Automotive Client Advisor , Sales & Marketing Consulting **The Team:** Our ... insights through data analysis and client collaboration, transforming vehicle registration, sales , VIO, and loyalty data into actionable market intelligence that… more
- Wright-Patt Credit Union Inc. (Hilliard, OH)
- The Senior Financial Advisor (SFA) is responsible for helping member-owners meet their financial goals, primarily through the sale of non-depository ... investment and insurance products. This includes retirement planning, ...member impact and risk is mitigated. Required Skills The Senior Financial Advisor possesses the following knowledge… more
- City National Bank (West Hollywood, CA)
- *FINANCIAL ADVISOR SENIOR * WHAT IS THE OPPORTUNITY? The... related experience * Minimum 3 years experience in investment sales * FINRA Series 7 and 63 ... Senior Financial Advisor (SFA) serves as Wealth Management's primary point of...Qualifications* * The SFA shows demonstrated success in an investment product sales role over a multi-year… more
- Comerica (Charlotte, NC)
- Job Description Senior Wealth Advisor As a ...degree from an accredited university + 10 years of sales experience in personal trust, investment or ... innovative management, are customer focused, and drive for results.Position Responsibilities: Sales Management Achieve annual new business fee goals by formulating… more
- Comerica (Dallas, TX)
- Job Description Vice President, Senior Wealth AdvisorThe Vice President, Senior Wealth Advisor role will be responsible for contributing to the overall ... enhance the business development function. Be viewed as an advisor by serving as a resource speaker for related...degree from an accredited university + 10 years of sales experience in personal trust, investment or… more
- BP Americas, Inc. (Louisville, KY)
- **Entity:** Finance **Job Family Group:** Finance Group **Job Description:** The Senior Finance Advisor , Marketing/Digital Enablement is a key partner to the ... strong work ethic and are eager to learn. The Senior Finance Advisor should be meticulous, collaborative,...for new consumer programs. + Act as a trusted advisor to marketing and sales leadership, translating… more
- Citigroup (New York, NY)
- …the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) and ... Senior Wealth Advisors have access to Wealth's leading investment solutions platform, which allows us to deliver traditional...at the center of everything we do. As a Senior Wealth Advisor , you will partner closely… more
- Citigroup (Boca Raton, FL)
- The Senior Wealth Advisor SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques ... opportunities to segment partners where appropriate (including, but not limited to Senior Wealth Advisor , Small Business Partners, Home Lending Officer, etc.)… more
- JPMorgan Chase (Charleston, WV)
- **Job Profile:** Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of ... making a significant impact on our business. As a Senior Home Lending Advisor in Chase Home...skills** + Bachelor's degree or equivalent work experience in sales and/or real estate + 3+ years of mortgage… more
