- Bank of America (San Diego, CA)
- …+ Hiring, developing, and leading a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Coaching ... Merrill Market Client Relationship Manager San Diego, California **To proceed with your...+ Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside… more
- Capital One (Mclean, VA)
- …add value with their advice and to deliver high-impact results._ As a Second Line Risk Advisor - Data Risk Management (Sr. Risk Manager ) at Capital One, you will ... Sr. Risk Manager - Data Risk Management _Capital One is...should report to the CIO or not. In regulated financial services, the answer is: both. The first-line CISO… more
- Capital One (Richmond, VA)
- Sr. Risk Manager - Data Risk Management As a Second Line Risk Advisor - Data Risk Management (Sr. Risk Manager ) at Capital One, you will be acting as a ... trusted data risk advisor to divisions (first line business units) and technology...years of experience in risk management within a FinTech, Financial Services, or Technology organization **Preferred Qualifications:** + Master's… more
- JPMorgan Chase (Boston, MA)
- …firms, we've experienced breakthrough growth over the last five years. Today, over 400 financial advisor firms have trusted over $100 billion in assets under ... and product knowledge by understanding digital marketing tactics, fintech space, the financial advisor client relationship, competition, and the marketplace. +… more
- ADP (Louisville, KY)
- …of increasing client satisfaction and retention. Works directly with the client or advisor and internal teams to oversee and bring resolution to complex client ... client visits and strengthen client relationships. Works with assigned Client Service Manager and/or Relationship Manager to effectively maintain, build and… more
- Heritage Financial Credit Union (Middletown, NY)
- …CEO, this position safeguards audit independence and promotes transparency across the organization. Sr. Manager of Audit serves as a trusted advisor and is a ... Sr. Manager of Internal Audit - Middletown, NY Middletown, NY (http://maps.google.com/maps?q=25+Rykowski+Lane+Middletown+NY+USA+10941) Description Come join Heritage… more
- Charles Schwab (Westlake, TX)
- …themselves and our clients create a better future. **Our Opportunity** Schwab Advisor Services (AS) is the industry leader in providing custody, trading, technology, ... over $5 trillion in assets under management in accounts at Schwab. In Advisor Services, Registered Investment Advisors (RIAs) and their clients are at the center… more
- TEKsystems (Baltimore, MD)
- …trusted client relationships, with performance measured by client satisfaction, retention, financial outcomes, and team utilization. The Program Manager may ... opportunity supported through our TGS Talent Acquisition Team Requires: The Program Manager acts as the primary liaison between strategic clients and internal teams… more
- Bank of America (Princeton, NJ)
- …Description:** The Business Manager role is a key contributor to a Financial Advisor team in creating strategy and ensuring execution related to multiple ... Business Manager Princeton, New Jersey **To proceed with your...equivalent; must obtain all state registrations held by the Financial Advisor (s) and Advisor Team(s)… more
- Oracle (San Juan, PR)
- …applications projects. The role of a Cloud Consulting Senior Project Manager requires an experienced project management professional with strong business acumen, ... ERP solutions (software + services). The Cloud Consulting Senior Project Manager works closely with Delivery teams, Solution Architects, Sales, Customer Success… more