- Foresters Financial Services (Indianapolis, IN)
- …financial advisors and financial institutions. Cetera is the second-largest independent financial advisor network in the nation by number of advisors, as ... platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology. "Cetera Financial … more
- JPMorgan Chase (New York, NY)
- We are seeking a dynamic and strategic Finance & Business Management (F&BM) leader to drive financial discipline, business strategy, and operational excellence ... Manager - Executive Director within the Finance & Business Management team, you will promote financial discipline,...Middle Market segments. You will serve as a trusted advisor to the General Manager, providing financial … more
- ADP (Roseland, NJ)
- …priorities, focused on AI-enabled solutions to enhanced efficiency, accuracy, and insights within financial operations. + Serve as a key advisor to the Global ... indicators. + Produces and distributes recurring and ad hoc management reports. + Responsible for financial reporting...rewarded, bringing out the best in others. + Trusted advisor with sound stakeholder relationships across the business and… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …the financial advisors and clients who use it. + Provides best-in-class financial advisor service through inbound phone coverage and emails regarding RJ SI ... timely execution reports to financial advisors. Guides financial advisors and Management in the resolution...with the conservative nature of the firm, and escalates advisor or client questions to other team members or… more
- Raymond James Financial, Inc. (Rochester, NY)
- …business summary reports and client-specific reporting as needed for review by the financial advisor . * Oversees the process of outside account reporting, ... Creates and maintains records and files utilizing Client Relationship Management (CRM) software. * Assists Financial Advisors...* May enter orders at the direction of the Financial Advisor . * Actively engages in available… more
- Neuberger Berman (New York, NY)
- …business development through market-level partnerships. **Responsibilities** + Partner with Advisor Consultants to optimize business management and deliver ... serve as a multi-territory coordinator, partnering with the field sales team to cover financial advisors, as well as field sales and market leadership teams across a… more
- H&R Block (Overland Park, KS)
- …with MyBlock creation. Tax Planning & Consultations + First point of contact for financial advisor inquiries and syncing for additional services. + Management ... if you also had + Previous experience in a financial services or Registered Investment Advisor (RIA)...management skills, ability to function successfully in a fast -paced environment with minimal supervision. + High school diploma… more
- Berkshire Bank (Rutland, VT)
- … Management Department: BerkshireBanc Investment Services - RNL Reports to: VP, Financial Advisor Team Leader Status: Non-Exempt Grade: 3 Salary Range: ... 2026 Purpose/Objective: This position provides administrative support to the advisor , interfacing with clients and maintaining operating efficiency with paperwork… more
- JPMorgan Chase (New York, NY)
- …consultants, vendors, and infrastructure. + Partner with business leaders and the financial management team to complete the annual budget and allocations ... you will partner directly with C-suite leaders and senior management to shape and execute enterprise-wide priorities, financial...You will lead high-performing teams, act as a trusted advisor to executive management , and ensure the… more
- JPMorgan Chase (New York, NY)
- …leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management . We offer a ... Audit Executive and the Chief Compliance and Operational Risk Officer and their management teams to help their employees understand how their work makes a difference… more