- CIBC (New York, NY)
- …Asia, and Australia. The EIT Investment Banking team primarily acts as M&A advisor (sellside and buyside) to our clients. We partner closely with our colleagues ... is the #2 North American Renewables and Power M&A Advisor since 2020 by both gross deal value and...transactions and financings + Assist in the preparation of client presentations / pitches + Conduct research and collect… more
- Charles Schwab (Orlando, FL)
- …the United States on a full-time basis without employer sponsorship.** Schwab Advisor Services (AS) is the industry leader in providing custody, trading, technology, ... in assets under management in accounts at Schwab. In Advisor Services, Registered Investment Advisors (RIAs) and their clients...performance management as well as unique offerings for different client segments. This group and its work will have… more
- Quorum (Washington, DC)
- …integrations, and transformation workflows. You'll serve as a strategic advisor and implementation lead-ensuring successful onboarding, value realization, and ... data engineers, analysts, and IT teams. You will be the trusted advisor who orchestrates solutions, resolves complex technical issues, and helps customers extract… more
- T. Rowe Price (San Francisco, CA)
- …and a comprehensive suite of investment management solutions to our diverse client base which include Banks, Broker/Dealers, RIA, TAMP's, and Intermediary Platform ... to expand and deepen TRP's significant presence in the advisor sold market by expanding our relationship with financial...ideas for improvement to optimize team's time and improve client experience + Work with senior leadership across T.… more
- Bank of America (Plantation, FL)
- …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...projects and key initiatives, and ensures execution of teams client service strategy. Requires a thorough knowledge of the… more
- Charles Schwab (Sacramento, CA)
- **Your opportunity** Schwab Advisor Services (AS), a division of Charles Schwab & Co., Inc., is the leading provider of custody, trading, technology, and practice ... The Business Consulting and Education (BCE) team is part of Schwab Advisor Services and creates and delivers industry-leading consulting, benchmarking, and education… more
- IBM (Baton Rouge, LA)
- …Offering the Offering Senior Architect Oracle SaaS and Gen AI will be a lead advisor on our Oracle Managed Global offerings. The candidate will be the point of ... and Alliance Team) in a pre-sales capacity to capture client goals that drive business value for our clients....Oracle SaaS and Gen AI will be a lead advisor on our Oracle Managed Global offerings. The candidate… more
- Thrivent Financial (Montgomeryville, PA)
- …provide support to the clients of Lantern Financial Group including: + Client relationship building: develop long term, trust-based relationships by listening to ... client 's priorities and financial goals. + Financial planning: create...be doing support work for t he sponsoring financial advisor . Must be willing to complete appropriate state training… more
- Vanguard (Malvern, PA)
- Vanguard's Financial Advisor Services is transforming the way advisors interact with our products and expertise through digital channels. As the Senior ... advisors. You will work side by side with research, engagement strategy, client journey owners, next best action program management, digital product, FAS marketing… more
- T. Rowe Price (Owings Mills, MD)
- …determined in consultation with the successful candidate. Develop the assigned territory advisor and consultant relationships for the purpose of repeat business and ... RFPs and finals presentations. + Research and maintain an understanding of each client /prospect in order to draft strategic answers to RFP questions. + Work… more