- KeyBank (Dayton, OH)
- …Description Preview** **Job Summary** Serves as the Relationship Manager and Financial Advisor to clients, introducing a full range of core banking products, ... and moderate risk profile. **Responsibilities** + Serves as the Trusted Financial Advisor and Business Partner to clients, and functions as the Commercial Banking… more
- Robert Half Finance & Accounting (Reston, VA)
- …a proactive advisor on tax matters across multiple departments (eg, finance , legal, manufacturing, trade compliance, etc.) and liaise with external tax advisors ... seeking an enthusiastic Senior Tax Manager to join our finance team and oversee tax planning and compliance for...Supervise sales and use tax, property tax, and business license compliance, managed by the Tax Accountant. + Conduct… more
- NYU Rory Meyers College of Nursing (New York, NY)
- Position Summary The Administrative Manager serves as a member within Finance , driving the strategic and operational excellence of administrative functions to ... with the organization's broader mission. The Administrative Manager acts as a trusted advisor to senior leadership and a key point of coordination across the… more
- Capital One (Mclean, VA)
- …+ Master's Degree in Business Administration (MBA) or Master's Degree in Finance + Chartered Financial Analyst (CFA) license or Certified Public ... dynamic, customer focused Sr. Manager to join Bank Tech Finance and lead a team of 2-3 analysts. This...success. Key responsibilities include: + Serving as a strategic advisor to business and technology leaders, leveraging financial insights… more
- Charles Schwab (Austin, TX)
- …creative problem solving, helping us "challenge the status quo" and transform the finance industry together. The Financial Solutions Branch (FSB) is part of the ... track with their financial goals. + **Be a Trusted Advisor :** Build strong relationships, engage and encourage trust, and...strategy. Required skills include: + Active FINRA Series 7 license + Series 66 (63/65) license +… more
- Charles Schwab (Manhasset, NY)
- …creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As a Financial Consultant Partner (FCP), you are in the ... desire to grow under the mentorship of a seasoned advisor , this could be the role for you. **What...**Required Qualifications:** + A valid and active Series 7 license is required ( _license may be obtained under… more
- KeyBank (Indianapolis, IN)
- …SELECTED SKILL/EXPERIENCE. **Job Summary** Serves as the Relationship Manager and Financial Advisor to clients with complex needs, introducing a full range of core ... and moderate risk profile. **Responsibilities** + Serves as the Trusted Financial Advisor and Business Partner to clients with complex needs; functions as the… more
- Raymond James Financial, Inc. (Troy, MI)
- …the One Insurance Solution Team. This role focuses on administrative tasks, advisor service, and operational support while building knowledge of insurance processes ... insurance carriers for case support. + Assist with basic advisor inquiries and escalate complex issues as needed. +...+ Associate's degree or relevant coursework in business or finance preferred. + 1-2 years of administrative or customer… more
- Citigroup (New York, NY)
- …position responsible for serving as subject matter expert and key legal advisor to business stakeholders, functional partners, and the Legal Management Committee by ... regarding compliance with employment laws + Serve as a partner and advisor on employment contracts, claims of discrimination, and employment-related arbitration +… more
- Mackenzie Eason & Associates (Midland, TX)
- …upgrades of parks and critical water infrastructure. Midland needs a legal advisor who can lead with opportunity, safeguard the public trust, and translate ... open-government compliance. The City Attorney is both a trusted advisor and a catalyst. You will brief the Council...law, particularly in areas such as water rights, public finance , and economic development. You appreciate the nuances of… more
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