• Sr. Scrum Master (Finance / Investment…

    NTT DATA North America (Westlake, TX)
    …organization, apply now. We are currently seeking a Sr. Scrum Master (Finance / Investment Banking) to join our team in West Lake, Texas (US-TX), United States (US). ... **TOOLS** - Achieve proficiency in the use of the Fidelity tools and reporting ecosystem and encourage / teach...leader who can brainstorm with the team to generate solutions that address challenges and roadblocks to accelerating value… more
    NTT DATA North America (08/22/25)
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  • Senior Associate, Operations

    Robert Half Finance & Accounting (New York, NY)
    …to alternative investments . Work directly with third-party custodians (eg, Fidelity ) and platforms (eg, Black Diamond) to reconcile account data and positions. ... deliver exceptional service to high-net-worth clients by managing and reconciling complex investment accounts with accuracy and efficiency. In this role you will… more
    Robert Half Finance & Accounting (08/08/25)
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  • Manager - Client Experience

    World Insurance Associates, LLC. (Berwyn, PA)
    …the UK World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement ... plan services, and payroll & HR solutions . Position Objective World Investment Advisors (WIA), the financial services division of World Insurance, is looking to… more
    World Insurance Associates, LLC. (08/08/25)
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  • Lead Planner

    Robert Half Finance & Accounting (Mountain View, CA)
    …Advisors work closely with clients to deliver holistic financial planning, investment management, and strategic guidance tailored to each individual's goals and ... Responsibilities + Lead client relationship management, including financial planning, investment strategy, and estate coordination. + Prepare and review financial… more
    Robert Half Finance & Accounting (08/14/25)
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  • Senior Client Service Associate

    CIBC (San Francisco, CA)
    …prepare well-written correspondence, maintain files for quarterly administrative and investment reviews) + Proactively anticipate and address client needs. Promptly ... degree and/or 3-10 years' experience in trust and account administration and/or investments + Experience in personal tax, financial planning or investment … more
    CIBC (08/22/25)
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  • Lead Planner

    Robert Half Finance & Accounting (Mountain View, CA)
    …maps, and portfolio reports. + Provide holistic financial advice covering investment management, estate planning, tax strategies, and philanthropic planning. + ... ensuring all action items are completed. + Oversee financial modeling and investment policy execution. + Supervise and mentor Associate Wealth Architects, supporting… more
    Robert Half Finance & Accounting (08/10/25)
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  • Vice President, Experience Design

    JPMorgan Chase (Jersey City, NJ)
    …experience across products and services used by teams across the Corporate Investment bank. Leveraging your deep knowledge of design and research practices, along ... AI technology, you will lead strategically important initiatives and develop innovative solutions that align with business requirements and user needs. As a subject… more
    JPMorgan Chase (08/09/25)
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  • Sales Executive - Commercial Lines

    World Insurance Associates, LLC. (Tampa, FL)
    …the UK World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement ... and related retirement solutions , and payroll and human resources outsourcing solutions . World's investments in a broad range of solutions means you can… more
    World Insurance Associates, LLC. (08/22/25)
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  • Sales Executive - Employee Benefits

    World Insurance Associates, LLC. (Rochester, MI)
    …the UK World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement ... and related retirement solutions , and payroll and human resources outsourcing solutions . World's investments in a broad range of solutions means you can… more
    World Insurance Associates, LLC. (08/13/25)
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  • Sales Executive - Surety Bonds

    World Insurance Associates, LLC. (Chicago, IL)
    …the UK World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement ... to help any prospective client with any of our risk management solutions . In fact, World's investments in risk management solutions and our emphasis on… more
    World Insurance Associates, LLC. (06/12/25)
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