- Wellington (Boston, MA)
- …track record of creating and executing successful video campaigns targeting financial advisors, distribution partners, and related audiences. The Video Producer ... teams to develop, produce and edit videos, transforming complex financial concepts into clear and captivating visual content for...independent investment management firms. We serve as a trusted adviser to clients in over 60 countries, visit our… more
- Charles Schwab (Southlake, TX)
- …support management's supervisory responsibility and its efforts to achieve compliance with financial services rules and regulations, and policies of the Company. We ... conducting risk-based compliance testing within our Bank and Trust Services, Workplace Financial Services, and Enterprise Risk programs. The Senior Manager is an… more
- CACI International (Springfield, VA)
- …Up to 10% Type of Travel: Local * * * **The Opportunity:** As a Client Adviser SME you will provide vital services in support of the TSA's mission of protecting the ... + Provide advice and expertise in competitive sourcing, complex financial concepts, strategic planning and process improvement methods, supporting audits,… more
- Jackson National Life Insurance Company (Nashville, TN)
- …an actionable fashion to JNLD internal and external sales teams. + Partners with financial technology firms to gain knowledge and insight into how their tools can be ... and general updates within in the industry, especially with regards to Financial Technology and advisory business. + Documents and continuously improve best… more
- SMBC (New York, NY)
- SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, ... 80,000 employees worldwide in nearly 40 countries. Sumitomo Mitsui Financial Group, Inc. (SMFG) is the holding company of...candidate will act as the practical solution provider and adviser to the internal business client. As part of… more
- Vanguard (Malvern, PA)
- Financial integrity from the inside out Vanguard's core purpose is to take a stand for all investors, to treat them fairly, and to give them the best chance for ... with broker-dealer regulations is required, while familiarity with investment adviser , investment company and state regulations will complement the required… more
- City National Bank (New York, NY)
- …MONITORING MANAGER *ABOUT US* City National Rochdale (CNR) partners with financial advisors and their high-net-worth clients to build intelligently personalized ... Bachelor's Degree or equivalent * Minimum 7 years' experience in financial services industry with demonstrated hands-on experience implementing order management… more
- Wellington (Boston, MA)
- …is full of fascinating questions that will impact the future of companies, economies, financial markets, and entire industries. We want you to help us find answers ... or systems analysis experience in trading, investment management, or financial services environment . Or a bachelor's degree in...independent investment management firms. We serve as a trusted adviser to clients in over 60 countries, visit our… more
- Grant Thornton (Boston, MA)
- …business combinations, carve-outs and initial public offerings + Preparation of financial statements and SEC filings including 10-Ks, 10-Qs, 8-Ks and preparation ... of pro-forma financial views + Assisting clients in getting ready for...order to be a proactive problem solver and sought-after adviser to clients and colleagues + Training and supervising… more
- Caterpillar, Inc. (Peoria, IL)
- …growth. The Sr. Finance Director is the primary business partner and trusted adviser for the VP & General Manager- Large Mining Trucks, Off-Highway Trucks and ... inspire cohesiveness and move the organization to reach a vision. + ** Financial Analysis, Forecasting and Modeling:** Knowledge of processes, tools and techniques of… more