- Fifth Third Bank, NA (Xenia, OH)
- …the prospective and existing client base, and engage partners to fulfill client financial needs. Utilize and promote the Retail Consultative Sales process, using the ... prescribed tools and partnering with the financial center team for referral activity. Work closely with...customers to retain and grow current and next generation wealth . This includes our retail banking products and services,… more
- JPMorgan Chase (Columbus, OH)
- … financial needs, including retail, credit card, home, auto lending, and wealth management . **Job Responsibilities:** + Lead a modeling or data science ... + Act as a subject matter expert and trusted advisor to your business partners and help them understand...advanced forecasting, AI, or ML models in consumer finance, financial services, tech, or a major retailer + AWS… more
- Robert Half Finance & Accounting (Cincinnati, OH)
- …Engaging with clients and prospects to help them understand and articulate their financial goals with respect to retirement, education, wealth preservation, and ... play a crucial role in engaging with clients, developing financial plans, and collaborating with team members. This is... goals to clarify and illuminate decision points for advisor use and presentation to clients. * Collect and… more
- KeyBank (Brooklyn, OH)
- …related field or equivalent experience + Advanced degree or Certified Trust and Financial Advisor preferred + Ability to advance business success of his/her ... as on-site business lead for urgent matters in cases where functional management is remote + Supports business objectives through active advocacy and behavioral… more
- Anywhere Real Estate (Cleveland, OH)
- …and experienced strategist who will help to own both external partnerships and financial modeling for our suite of companies. Successful individuals in this role can ... base salary and variable compensation. **Key Responsibilities:** * Partner Management - Support ownerships of broker-owner relationships, input, and questions… more
- Coinbase (Columbus, OH)
- …High level of proficiency in cryptocurrency and Coinbase products * Experience in Banking, Wealth Management , Corporate Fiance, Asset Management or FinTech * ... onchain platform - and with it, the future global financial system. To achieve our mission, we're seeking a...in the most efficient manner. * Be a trusted advisor , listen and empathize so the customer knows they… more
- Cherry Bekaert (Columbus, OH)
- …and accounting advisory, digital solutions, cybersecurity, tax, benefits consulting, and wealth management . For more details, visit cbh.com/disclosure. Cherry ... resolutions on complex audit and accounting issues + Review financial reporting and ensure client deliverables are provided in...consultant, both internally and externally + Be a trusted advisor to a client and begins to identify opportunities… more
- CH Robinson (Columbus, OH)
- …policies and procedures to maintain compliance. + Serve as a strategic advisor on sanctions risk, transaction-level red flags, and compliance issues related to ... of experience in US and global trade compliance, OFAC regulations, and program management + Strong knowledge of US and international trade laws, export regulations… more