- JPMorgan Chase (New York, NY)
- …focus on digitalizing product workflow tools and elevating the client and advisor experience. You will contribute to investment processes, trading execution, and the ... for DAF products, with a focus on trading, investment, and digital client/ advisor experience. + Collaborate with digital product teams to develop and enhance… more
- ADP (Louisville, KY)
- …of increasing client satisfaction and retention. Works directly with the client or advisor and internal teams to oversee and bring resolution to complex client ... results with clients, with the goal of increasing client experience, advisor experience, participant experience and client retention. Partners with Sales,… more
- Truist (Richmond, VA)
- …in collaboration with client-facing, Digital and Platform teams 3. Enable advisor -led planning to include: development and delivery of training curriculum, serving ... through praise, recognition, compensation and promotions. 8. Close collaboration with Financial Advisor , Wealth Advisor and Premier Banking to ensure alignment… more
- US Bank (Minneapolis, MN)
- …Work closely with connected internal teams such as Supervision, Operations, Legal, and Compliance on product procedures and policy. _Financial Advisor Support & ... webinars, and provide on demand learning support to enhance advisor knowledge of the product lines in scope. +...performance metrics of approved products in scope. _Regulatory & Compliance Oversight_ + Collaborate with legal and compliance… more
- Gilead Sciences, Inc. (Foster City, CA)
- …vision, strategy, and operational excellence of Gilead's ethics and healthcare compliance policies and training program. This role has leadership responsibility for ... standards. The role reports to the Vice President, Global Compliance Operations. As a Global role, the successful candidate...policies and ethical standards. + Act as a strategic advisor and spokesperson on matters related to ethics and… more
- JBT Corporation (Chicago, IL)
- …President & General Counsel. On a given day, you will: + Principal Legal Advisor for our global labor and employment issues to provide comprehensive legal support ... guidance on global employment matters. This includes advising on compliance requirements, employment agreements, employee administration, HR policies, claims and… more
- St. George's University (Great River, NY)
- …will shape long-term financial aid strategy in alignment with enrollment objectives, ensure compliance with complex federal and state regulations, and lead a team of ... a talented team of financial aid professionals dedicated to service, compliance , and innovation. Working in close partnership with Admissions, Student Services,… more
- Bank of America (Phoenix, AZ)
- …Description:** This job is responsible for a wide variety of delegated compliance , administrative, and business functions to support the Merrill Wealth Management ... objectives and contributing to market profitability by influencing Financial Advisor business practices to minimize regulatory, financial, and reputational risks.… more
- Wells Fargo (St. Louis, MO)
- …systems. + Familiarity with IAM (Identity and Access Management), SmartStation, and Advisor Gateway platforms. + Expertise in Windows operating systems, M365 mobile ... & Financial Experience + Deep understanding of brokerage operations and financial advisor workflows. + Ability to anticipate advisor needs and recommend… more
- CBRE (Dallas, TX)
- …The Global Alliance Director manages the contract relationship, acting as a trusted advisor and thought leader to grow the business relationship and contract value. ... * Manages the contract relationship, acting as a trusted advisor and thought leader to grow the business relationship...and provides overall strategic management of the account's global compliance program to ensure adherence to CBRE and client… more