• Deal Advisory Director

    Cherry Bekaert (Vienna, VA)
    …Place to Work (https://www.cbh.com/about/awards-and-recognition/) , **Cherry Bekaert** delivers innovative advisory , assurance and tax services to our clients. ... professional journey. To support the continued growth of our Deal Advisory (https://www.cbh.com/ services / advisory /transaction- advisory - services /deal-… more
    Cherry Bekaert (05/13/25)
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  • Manager - Tax Credits & Incentives Advisory

    Cherry Bekaert (Washington, DC)
    …of this role, you will work closely with other members of our TCIA and Strategic Financial Services (SFS) as we continue to grow our practice in the following ... **Description** **Tax Credits & Incentive Advisory ("TCIA")** , within Cherry Bekaert's Strategic Tax...annual revenue for the firm. TCIA provides the following services to its clients: 1. Cost Segregation Services more
    Cherry Bekaert (04/04/25)
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  • Transaction Advisory Director - 1898 & Co.

    Burns & McDonnell (Chicago, IL)
    …Business Line Directors to set financial targets for all transaction advisory -related services , such as sales, revenue, and profitability. You'll work with ... the Transaction Advisory Director, you will manage all transaction advisory service offerings, including business planning, business development, project… more
    Burns & McDonnell (04/23/25)
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  • Operations Manager - Wealth Management

    Robert Half Finance & Accounting (San Carlos, CA)
    … solutions. This high-performing firm offers a broad suite of investment and advisory services , including financial planning, retirement accounts, insurance ... Manager to oversee the daily operations of a fast-paced financial advisory office. This individual will ensure...experience Requirements + Minimum of 6 years in the financial services industry, preferably within a Registered… more
    Robert Half Finance & Accounting (05/20/25)
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  • Advisory Compliance Officer - Fixed Income…

    Santander US (New York, NY)
    …**Your Journey Starts Here:** Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest ... typical for a global investment bank. Essential Functions/Responsibility Statements: Provide real-time advisory services to the fixed income sales and trading… more
    Santander US (05/03/25)
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  • Senior Consulting Director, SOC Advisory

    Palo Alto Networks (CA)
    …account with over 1,000 eligible items selected by employees, our mental and financial health resources, and our personalized learning opportunities - just to name a ... Assessment offering and own the delivery success of the service line in North America. This includes overseeing a...across Unit 42 and Palo Alto Networks to refine services , contribute to thought leadership, and elevate SOC capabilities… more
    Palo Alto Networks (05/23/25)
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  • Merchant Payment Services Risk…

    US Bank (Atlanta, GA)
    …work experience PREFERRED - Considerable knowledge of applicable laws, regulations, financial services , and regulatory trends that impact their assigned ... and businesses we serve to make better and smarter financial decisions, enabling the communities we support to grow...and each other. **Job Description** SUMMARY The Merchant Payment Services (MPS) Risk Advisory role is tasked… more
    US Bank (05/31/25)
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  • Client Services Associate - Waterworth…

    Kestra Financial (Grapevine, TX)
    …(CSA) Requirements Summary: Waterworth Wealth Advisors, LLC helps our clients achieve their financial goals through a financial advisory partnership built on ... Bachelor's Degree along with a minimum of 3 years executive administrative experience; financial services industry experience a plus + Strong written and verbal… more
    Kestra Financial (03/11/25)
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  • Structured Finance Acquisition & Advisory

    SMBC (New York, NY)
    …and with a 400-year history, SMBC Group offers a diverse range of financial services , including banking, leasing, securities, credit cards, and consumer finance. ... than 130 offices and 80,000 employees worldwide in nearly 40 countries. Sumitomo Mitsui Financial Group, Inc. (SMFG) is the holding company of SMBC Group, which is… more
    SMBC (04/01/25)
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  • Payments Regulatory Change and Advisory

    JPMorgan Chase (Jersey City, NJ)
    …emerging payment regulations and trends + Significant experience in providing regulatory advisory services + Regulatory Change Management skills with the ability ... directives **Preferred qualifications, capabilities, and skills** + Extensive experience in the financial services sector, in a leadership position within a… more
    JPMorgan Chase (05/03/25)
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