- WSP USA (Denver, CO)
- **This Opportunity** WSP is currently initiating a search for a **Senior Financial Analyst** for our **Funding and Financing Strategy Service group** in our ... a part of a growing organization that meets our client 's objectives and solves their challenges. WSP USA's Advisory...join us and help shape the future! The Senior Financial Analyst role is a senior position within the… more
- Matter Family Office (Dallas, TX)
- …strategies + Managing accounts and cash positions + Researching and responding to client requests or questions + Managing and coaching junior team members + ... 34 years and recently brought on a long-term capital partner (BW Forsyth Partners) to accelerate growth. Matter associates...You have a minimum of four years in the financial services industry, including significant client -facing experience.… more
- RGP (Miami, FL)
- …draft accounting policies and prepare technical accounting memos. + Proven experience managing financial audits and collaborating with external auditors. + ... SEC Reporting Consultant to step in and lead a client 's financial reporting, accounting policy, and SEC...support the adoption of new accounting standards. You will partner closely with accounting and finance leadership to ensure… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …in partnership with the leadership team for the group. + Manage client and prospect relationships specific to business-driven objectives. + Preparation, development, ... of pitch and marketing materials for all constituents listed above. + Assistance in managing the team's CRM system to ensure timely and effective follow ups related… more
- WTW (Houston, TX)
- …projects and deliverables with little oversight. The candidate will be expected to partner within WTW's Financial , Actuarial, and Analytics (FAA) function to ... + Evaluate data warehouse vendors in consideration of individual client objectives. + Partner with Client...data warehouse solutions. + Track record of success in managing and growing large client relationships +… more
- IBM (Reston, VA)
- …analytics at the field/discussion level * Traveling as needed to attend client meetings, industry events, and technology partner activities **Required technical ... **Introduction** A career in IBM Consulting is built on long-term client relationships and close collaboration worldwide. You'll work with leading companies across… more
- Wellington (Boston, MA)
- …to partner effectively across portfolio management, research, trading, and client -facing teams to achieve shared outcomes. * Growth mindset and actively seeks ... billion in fixed income assets on behalf of our clients worldwide. The Financial Reserves Management (FRM) team manages approximately $210 billion in assets. Within… more
- Bank of America (Nashville, TN)
- …and portable practice with a minimum of $1MM in production + Experience managing client portfolios and driving growth + Proven relationship building and ... legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue… more
- Vanguard (Malvern, PA)
- …Thinking: Ability to develop innovative solutions that meet both business and client needs. + Project Management: Proficiency in managing multiple projects ... The Financial Planning & Coaching Senior Offer Development Strategist...of solutions by 1) authoring and maintaining advisor and end- client content 2) specifying requirements for digital tools and… more
- Enterprise Bank & Trust (St. Louis, MO)
- …the pursuit of our mission to guide people to a lifetime of financial success, and enjoy a career filled with professional growth opportunities, interesting ... communities.** **Together, there's no stopping you!** **Job Title:** Senior Financial Services Representative **Job Description:** **Summary:** The Senior … more
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