- Charles Schwab (Phoenix, AZ)
- …specified location.** Wealth and Advice Solutions is Schwab's comprehensive Wealth Management organization filled with talent that excels at personal relationships, ... approach to investing. The Wealth Strategies Consulting Group addresses complex wealth management needs of clients through our Planning and Wealth Strategy teams.… more
- Citigroup (New York, NY)
- …of wealth. + Develop tailored solutions that address clients' investment, risk management , and financing/ liquidity needs. + Set challenging goals, regularly ... monitoring progress and making adjustments to achieve objectives. + Plan and prioritize daily, weekly, and monthly activities to maximize revenue growth and client satisfaction. + Establish a referral network and gain introductions to potential clients which… more
- Citigroup (New York, NY)
- …wealth. + Develop tailored solutions that address clients' unique investment, risk management , and financing/ liquidity needs. + Regularly monitor progress ... against goals and make adjustments to achieve objectives. + Plan and prioritize daily, weekly and monthly activities to maximize revenue growth and client satisfaction. + Transfer or eliminate non-productive accounts in order to focus on clients who fit within… more
- Citigroup (New York, NY)
- …of wealth. + Develop tailored solutions that address clients' investment, risk management , and financing/ liquidity needs. + Set challenging goals, regularly ... monitoring progress and making adjustments to achieve objectives. + Plan and prioritize daily, weekly, and monthly activities to maximize revenue growth and client satisfaction. + Establish a referral network and gain introductions to potential clients which… more
- Robert Half Finance & Accounting (Syracuse, NY)
- …closely with the Director of Treasury to oversee daily cash management , banking relationships, and liquidity planning while ensuring compliance and ... you'll work closely with the AP department. Assist the Director of Treasury in overseeing daily treasury operations, including...management * Strong knowledge of cash flow forecasting, liquidity planning, and financial risk management . *… more
- NextEra Energy (Juno Beach, FL)
- …by transactions across different energy related commodities. This role reports to the Director of Trading Credit Risk Management and is based at NextEra ... management solutions for a complex portfolio of credit, liquidity and contingents risks. Individuals in this role identify,...Manager of Credit Risk, accountable for the credit and liquidity risk management of a dynamic portfolio… more
- WATTS (North Andover, MA)
- …in optimizing cash flow, managing financial risk, and supporting global liquidity strategies. The ideal candidate will bring deep analytical expertise, a ... cross-functionally to drive financial efficiency and innovation. This position reports to Sr. Director of Treasury. This role is hybrid and based out of our North… more
- City and County of San Francisco (San Francisco, CA)
- …development and implementation of quantitative models used in asset allocation, risk management , liquidity management , cash flow pacing forecasts, ... and Innovative Solutions team. Reporting directly to the Managing Director of Asset Allocation, Risk Management , and...the Managing Director of Asset Allocation, Risk Management , and Innovative Solutions ("Managing Director "), the… more
- Pew Charitable Trusts (Washington, DC)
- …and treasury functions. This individual will be responsible for supporting Pew's liquidity and bank account management , monitoring banking transactions, ensuring ... compliance with internal controls, and enhancing the organization's cash management strategies. While the role includes exposure to investment reporting and… more
- TD Bank (New York, NY)
- …written required + Technical knowledge of technology in capital markets required The Director - Tech Solutions TDS Management builds and maintains strong ... offer innovative solutions and treasury advisory services on large and complex liquidity , payments, and trade finance needs. The business constantly changes with… more