- Robert Half Finance & Accounting (Mill Valley, CA)
- …experience in financial planning or investment advisory + CFP(R) ( Certified Financial Planner) designation required + Strong interpersonal and communication ... Senior Wealth Manager A respected independent SEC Registered Investment Advisor is expanding its Wealth Management team...the firm. Key Responsibilities: + Serve as a trusted advisor to high-net-worth clients + Deliver customized financial… more
- Vanguard (Malvern, PA)
- …+ Serve as a trusted advisor to Vanguard's retail brokerage, financial advisor , advice, and wealth management businesses. Work collaboratively ... Financial integrity from the inside out Vanguard's core...collaborate with business partners on assessing and enhancing risk management controls. The ideal candidate will have experience in… more
- Huron Consulting Group (NC)
- …Professional (CTP), Certified Insolvency and Restructuring Advisor (CIRA), Certified Public Accountant (CPA), or Chartered Financial Analyst (CFA) The ... public accounting or audit-related consulting + Deep financial modeling, financial statement analysis, and data management experience, and ability to… more
- City National Bank (New York, NY)
- …related roles, Certified Compliance Risk Manager (CRCM). * For Wealth Management Compliance roles, experience with a financial institution such as a ... *COMPLIANCE OFFICER SENIOR-REGISTERED INVESTMENT ADVISOR * *WHAT IS THE OPPORTUNITY?* The Senior Compliance...Manager (CRCM), Certified Internal Auditor (CIA), and/or Certified Financial Services Auditor (CFSA) designation a… more
- First Horizon Bank (Lafayette, LA)
- …advising your clients on building, preserving, and managing their wealth, risk management solutions, business transition strategies, etc. You will utilize our ... financial planning strategy to advise high net worth individuals...+ Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive… more
- LCEC (North Fort Myers, FL)
- …industry standards. The role also oversees insurance programs, policy administration, and records management , and serves as a key advisor to executive leadership ... Spending Accounts + Paid time off and paid holidays + Wellness program with financial rewards + Tuition reimbursement + Group life insurance + Critical Illness and… more
- Byline Bank (Chicago, IL)
- …serving as a trusted advisor to the Board, Audit Committee, and senior management . The CAE partners with third party audit firms to optimize audit coverage and ... is a full-service commercial bank serving small- and medium-sized businesses, financial sponsors and consumers. Byline Bank has approximately $9.7 billion in… more
- ServiceNow, Inc. (Chicago, IL)
- …configurations. + Configure and implement workflows across lead-to-cash, CPQ/CLM, order management , customer service, field service, and AI agent use cases. + ... SAP, Oracle). + Customer Engagement & Advisory + Act as a trusted advisor on configuration vs. customization, ensuring platform best practices. + Lead or co-lead… more
- Huron Consulting Group (Houston, TX)
- …Professional (CTP), Certified Insolvency and Restructuring Advisor (CIRA), Certified Public Accountant (CPA), or Chartered Financial Analyst (CFA) The ... the areas of restructuring & turnaround consulting with distressed clients, corporate financial restructuring, or banking crisis management - High-level of… more
- JPMorgan Chase (Jersey City, NJ)
- …leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management . We offer a ... **Job Responsibilities** + Experience with On-prem and AWS capacity management . + Continuously oversee IT resource utilization, conducting regular analyses… more