- Thrivent Financial (IL)
- …check and clean compliance record. + Flexibility to travel within the Advisor Group (may include overnight) and conduct business during evening hours. + Must ... licensed and appointed in all states that comprise the Advisor Group. + Once FPs are assigned to this...progress toward achievement preferred. Key Dependencies and Relationships: + Advisor Group Leadership Team; vet FPs; new FPs; … more
- M&T Bank (Buffalo, NY)
- …Implement investment strategy recommendations. + Prepare and review with Investment Advisor as needed, portfolio recommendation letters for advisory and co-trustee ... + Serve as a support associate to assigned Investment Advisor (s) as required. + Maintain a current understanding of...and/or that serve to help the Company be in compliance with laws and regulations that apply to the… more
- Quanta Services (Houston, TX)
- …Presidents, CFOs, and executive leadership teams-serving as their trusted technology advisor and primary connection to Enterprise IT capabilities. What You'll Do ... Serve as Trusted Strategic Partner & Advisor Embed with a region or cohort of OpCos,...can I help?" mindset. Prioritize OpCo success over process compliance . Personal Attributes + Field empathy-you respect the pressures… more
- Raymond James Financial, Inc. (Troy, MI)
- Under general supervision, the Policy Care Specialist supports branch operations, advisor transitions, and client service for the One Insurance Solution Team. This ... **Essential Duties and Responsibilities** + Support branch operations by managing advisor transitions, account updates, and documentation. + Process new business… more
- Genesis Healthcare (PA)
- …we serve. Responsibilities Genesis HealthCare is seeking a **Market Revenue Cycle Advisor ** to lead and improve revenue cycle operations across multiple centers. ... accounts. + Oversee and train Market and Center-level RCM staff to ensure compliance with company policies, procedures, and key performance metrics. + Monitor and… more
- JPMorgan Chase (San Francisco, CA)
- …within JPMorgan Advisors, you will be a vital member of the Financial Advisor 's team. Your role will involve close collaboration with Financial Advisors, acting as ... and their affluent clients. Utilizing your in-depth knowledge of the Financial Advisor role, you will build strong relationships with clients, aiding them and… more
- Electric Power Research Institute (Knoxville, TN)
- …Institute's internal audit function, ensuring robust governance, risk management, and compliance across global operations. This role demands a strategic thinker with ... report to the General Counsel and oversee all financial, operational, compliance , and IT audit activities, including SOX requirements for nonprofit organizations… more
- Bank of America (Houston, TX)
- …and contributes to branch office profitability by influencing International Financial Advisor business practices in ways that minimize regulatory, financial and ... reputational risks. **What you'll accomplish** + Manage delegated compliance , administrative and business functions related to the Merrill Wealth Management Market… more
- East Boston Neighborhood Health Center (Revere, MA)
- …an experienced Senior Human Resources Business Partner to serve as a strategic advisor and trusted partner to clinical and operational leaders. This role is ideal ... You'll Do: The Senior HR Business Partner serves as a strategic advisor to leaders, shaping the employee experience, strengthening engagement, and navigating complex… more
- Wells Fargo (Washington, DC)
- …. **In this role, you will:** + Serve as an expert advisor to lead highly complex and substantial cash flow and real estate ... Fargo's business objectives, and represent the company externally; serve as an expert advisor to leadership, represent the company externally as an expert and act as… more
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