- City National Bank (New York, NY)
- …daily Outstanding Actions Report. * Maintain database that houses all client, Financial Advisor , and partner firm contact information including the processing ... and escalates as appropriate *The Responsibilities* * Assist clients, partner Financial Advisors, Sr. Investment Consultant and Portfolio Manager Teams with client… more
- Commvault (AZ)
- …line while driving revenue for Commvault. The SE must be seen as a trusted advisor at all levels within an account (C-Suite, technical partners, etc.), as well as be ... same time and engage with the customer to qualify and understand key technical, financial , operational, and business issues that can be addressed with anyone or all… more
- T. Rowe Price (San Francisco, CA)
- …matter to you . Role Summary If you are enthusiastic about supporting financial advisors, possess strong consultative sales skills, and maintain a keen interest in ... you will: + Build and manage relationships with a targeted audience of financial advisors. + Collaborate with your external sales counterpart to identify and cover… more
- ICF (Reston, VA)
- …pipeline of new work and foster robust growth. + Act as a strategic advisor , providing guidance on a wide variety of client accounts to understand needs, manage ... operating margin targets as a result of careful strategic planning, tight financial and project management, and effective business development. + Represent ICF Next… more
- KeyBank (New York, NY)
- …in the Industrials Group. * Managing and executing tasks encompassing comprehensive financial modeling and valuation analyses. * Analyzing the financial ... Industrials sector to generate industry insights. * Act as a trusted advisor to clients and prospective clients through relationship development, industry knowledge… more
- Kestra Financial (Avon, CT)
- Kestra Financial Independent Advisor is looking for a knowledgeable and detail-oriented 401(k) Specialist to join our team. In this role, you will be responsible ... retirement plan regulations and the ability to navigate complex financial concepts will be essential for success in this...Bachelor's degree in finance, business, or a related field preferred + Minimum of 2 years of experience in… more
- Kestra Financial (Avon, CT)
- Kestra Financial Independent Advisor is looking for a knowledgeable and detail-oriented 401(k) Specialist to join our team. In this role, you will be responsible ... retirement plan regulations and the ability to navigate complex financial concepts will be essential for success in this...Bachelor's degree in finance, business, or a related field preferred + Minimum of 2 years of experience in… more
- AIG (Salida, CO)
- …oriented self-starter who can work independently with minimal supervision. + Experience in financial or insurance industry preferred . + Experience operating in a ... and BSO leadership team. + Act as a trusted advisor to the regional business unit CIO organization for...management of business applications required, preferably in a global financial services firm. + 5+ years Information Security and… more
- LinkedIn (San Francisco, CA)
- …you will be part of the GTM Horizontals Strategic Finance team, driving financial insights for the Marketing organization. You'll help strengthen how we plan, track, ... and communicate Marketing's financial contribution to LinkedIn's performance, and how we best...consulting, investment banking, or related field OR equivalent experience. Preferred Qualifications + Minimum 5 years of people management… more
- World Insurance Associates, LLC. (Houston, TX)
- World Insurance Associates ("World") is a unique financial services organization with a global network of brokers and specialists who empower people to make informed ... their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of...While a Bachelor's degree or equivalent work experience is preferred , not having completed a Bachelor's degree does not… more