- Edward Jones (Tempe, AZ)
- …presentation and communication skills + Exceptional organizational skills + Understanding of Financial Advisor and Branch Team Support Member(s) structure + ... help clients reach their goals. **What You Will Do:** Senior Wealth Strategists partner with home office and third-party...and developing tailored solutions. + Ability to support a financial advisor in evaluating solutions-based strategies for… more
- City National Bank (Phoenix, AZ)
- *BUSINESS CONTROLS ANALYST SENIOR * WHAT IS THE OPPORTUNITY? This position will work directly with the City National Bank's ("CNB") Business Control Officer ("BCO") ... and implementation of control-related assessments, programs, development of controls to aid in implementation of regulation, rules, and risk management requirements… more
- EDB (Phoenix, AZ)
- …and fast-growing PostgreSQL community, EDB supports major government organizations, financial services, media and information technology companies. EDB's data-driven ... Enterprise and National accounts and providing leadership/sales management support to a team of senior sales reps. **What your impact will be ** + Develop a sales… more
- Deloitte (Tempe, AZ)
- …help us position Deloitte as the clear legal technology leader. As a Legal Technology Senior , you will contribute to the growth and success of Deloitte Tax LLP in a ... to develop and leverage automation and innovative solutions to aid in the efficiency of tax and legal departments....planning, while also positioning tax as a strategic business advisor for the digital era. We specialize in tax… more
- HUB International (Phoenix, AZ)
- …HUB International's Retirement & Private Wealth (RPW) SEC registered investment advisor and limited purpose FINRA Broker-Dealer: The Chief Compliance Officer, will ... be a highly visible, senior leadership position, reporting directly into the Global/Executive Chief...Risk Officer in implementing, updating, and maintaining SEC investment advisor and/or FINRA compliance policies and procedures. This means… more
- CBRE (Phoenix, AZ)
- …act as a trusted advisor to the business leaders. Review the portfolio's financial life to help clients identify what future goals should be. + Create and manage ... of their assets. This job is part of the Financial Strategy and Operations job function. They are responsible...incurred. + Conduct special studies as assigned to support senior management. + Discuss budgets with management and council… more
- City National Bank (Phoenix, AZ)
- …including assessment of GRM use cases inclusive of RBC existing capabilities. * Aid in development and enhancement of CNB AI governance, policies and procedures ... oversight of AI strategy. * Act as a trusted advisor and an effective challenger to business leaders on...and guidance in accordance with the GRM program and financial industry regulations, ad-hoc and as requested by management.… more