- JPMorgan Chase (New York, NY)
- The Investment Associate is an integral member of the Financial Advisor 's team. An Investment Associate works in close partnership with the Financial Advisor (s) ... asset allocation, tactical shifts and security selection and perform client portfolio reviews on a regular basis in conjunction...in conjunction with or by direction of the Financial Advisor + Market and implement complex investment solutions in… more
- Microsoft Corporation (Atlanta, GA)
- …Artificial Intelligence to address key business challenges and ensure solutions align with client goals. Serving as a trusted advisor , you'll guide design ... activities, typically within project teams, and occasionally while working on customer sites. Clients are primarily located in the Americas and EMEA, and international travel may be required. Microsoft's mission is to empower every person and every… more
- Dell Technologies (Round Rock, TX)
- …recommendations, and influencing key stakeholders. + **Serve as a thought leader and advisor ** to assigned internal client groups to enhance and nurture ... organizational compensation capabilities + **Build external alliances** with survey vendors and industry experts to gain and share information and industry trends. Act as a liaison with survey vendors and consultants on various matters such as market… more
- Truist (Winter Park, FL)
- … service initiatives. 5. Participate in the preparation for and delivery of client presentations and engagements. 6. Assist the Advisor in developing and ... clients and actively sourcing prospective clients. Provides leadership to the Financial Advisor team, contributing to the short and long-term strategic planning and… more
- JPMorgan Chase (Boston, MA)
- …prioritized AI capabilities, and major change initiatives + Develop deep, trust-based advisor relationships with key client stakeholders in management and the ... Lines of Business (LoBs) to drive delivery and achieve organizational alignment and buy-in + Build, lead, and mentor a high-performing team of program managers; ensure the team has the necessary resources, skills, and support to achieve their goals; promote… more
- Regions Bank (Birmingham, AL)
- …Responsibilities** + Develop and grow relationships with existing clients and identify new client opportunities + Serve as a strategic advisor creating and ... sustaining business with professional real estate developers and their management teams + Utilize internal business partners to expand relationships and identify cross sell opportunities This position is incentive eligible. This position is exempt from… more
- ABM Industries (Charlotte, NC)
- …responsible for reporting performance, identifying and communicating operational opportunities, addressing client concerns, and becoming a trusted advisor to our ... clients. **Essential Functions:** + Direct oversight of multiple P&Ls. + Direct interaction with internal and external executive leaders. + Ensure a safe and secure environment to meet customer needs and comply with regulatory requirements. + Recruit, manage,… more
- ManpowerGroup (Milwaukee, WI)
- …improvement. Measured by: Employee engagement, retention, and development of FP&A capabilities ** Client & Candidate** Serve as a trusted advisor to global ... functional leaders. Provide financial guidance and scenario modeling to support strategic decisions, pricing strategies, and investment prioritization. Collaborate with regional and brand FP&A teams to align global strategies with local execution. Measured by:… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and reporting of assigned analytical projects. Examples include measuring client profitability and attrition, evaluating financial advisor productivity, ... completing performance reports for key initiatives and departments. + Performs data gathering, organization and analysis using SQL-based queries + Develops statistical models and methodologies to quantify or forecast performance metrics. + Ensures high data… more
- Bank of America (Los Angeles, CA)
- …through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a ... Manager role is a key contributor to a Financial Advisor team in creating strategy and ensuring execution related...team assignments, projects and key initiatives, and overall team client service strategy. Requires a thorough knowledge of the… more