- JPMorgan Chase (Columbus, OH)
- …Banking, dedicated to helping affluent clients achieve their banking, lending, and investment goals. Operating in a highly dynamic environment shaped by evolving ... steps. + Present actionable insights to executives and stakeholders, building trusted advisor relationships. + Collaborate with Lines of Business and IT to evaluate… more
- JPMorgan Chase (Newark, DE)
- …business performance by promoting key initiatives and acting as a trusted advisor to senior management. You will be responsible for implementing new business ... tax, regulatory, capacity issues, extraordinary transaction costs + Analyze financial performance, including expenses; identify productivity initiatives and drive… more
- JPMorgan Chase (Plano, TX)
- …ensuring robust risk controls across the organization + Serve as a trusted advisor on technology risk, providing guidance and expertise to cross-functional teams and ... management frameworks, industry standards, and regulatory requirements relevant to the financial services sector + Demonstrated ability to lead teams, manage… more
- JPMorgan Chase (Plano, TX)
- …of influence to pursue potential new business clients. Serves as trusted advisor , leveraging core knowledge, to recommend and promote banking and payment processing ... products and services and diverse types of businesses, industries, markets, financial and economic concepts + Excellent communication skills both verbally and… more
- JPMorgan Chase (Chicago, IL)
- …the firm's strategic objectives. **Job responsibilities:** + Act as a key advisor and proactive partner to clients, providing consultation on decision-making and ... Domestic and International Treasury Services; inclusive of knowledge of financial exposure/operational risk related to TS transactions. + Technical… more
- JPMorgan Chase (Jersey City, NJ)
- …Treasury team to achieve individual sales goals + Serves as a trusted advisor and client advocate, leveraging core knowledge, to recommend and promote banking and ... + Knowledge of diverse types of businesses, industries, markets, financial and economic concepts + Highly proficient in MS...200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,… more
- JPMorgan Chase (Plano, TX)
- …optimization efforts. As the ideal candidate, you are a proactive client advisor who can operate effectively in a digital first environment and collaborate ... industry. + Strong virtual communication skills (Zoom, Teams, WebEx) + Strong financial acumen and analytical skills. + Demonstrated ability to deliver an… more
- World Insurance Associates, LLC. (Houston, TX)
- …/ private client, employee benefits, human capital and payroll outsourcing, and retirement financial services. Qualifications + Previous Surety Bonds business ... World Insurance Associates ("World") is a unique financial services organization with a global network of...insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and… more
- Oracle (Salt Lake City, UT)
- …ensure they remain successful by realizing the full value of their investment with us to ensure customers continue/replenish/renews contract with Oracle. Responsible ... vision and organizational objectives. + Build and maintain trusted advisor -level relationships with health system executives, demonstrating credibility across… more
- Oracle (Boston, MA)
- …Maintain and grow client relationships through ongoing support, acting as a trusted advisor for all aspects of the population health solution suite. * Implementation ... providing ongoing consultation and support to maximize the client's return on investment . o Develop and implement strategies for continuous improvement in solution… more