- M&T Bank (Wilmington, DE)
- …Custom Credit, Investment Advisors and Trust Officers to assess client's current financial situation, goals and objectives to determine solutions through the ... financial planning process. Prioritize short term and long term...record of implementing wealth management strategies **Education and Experience Preferred :** Securities licensing, CFP, CTFA, CPA designation MBA (Master's… more
- Raymond James Financial, Inc. (Memphis, TN)
- …+ Rules and regulations of the Securities Exchange Commission (SEC); Financial Industry Regulatory Authority (FINRA); and state securities regulatory agencies; ... (FDIC); Office of the Comptroller of the Currency (OCC); Federal Financial Institutions Examination Council (FFIEC); Office of Thrift Supervision (OTS); Federal… more
- The Cigna Group (Bloomfield, CT)
- …Episodes of Care/Bundle programs, Oncology Medical Home, etc. + Design and build financial models under supervision for new VBC programs and build and manage annual ... analytics expertise with a focus on data extraction, data analytics and financial modeling and VBC expertise to support** **Cigna's affordability strategy** + 5+… more
- Steer (Boston, MA)
- …findings into actionable insights for investors and stakeholders. Collaborate with Financial , Traffic & Revenue and Environmental, Social and Governance due ... in Engineering (Civil, Mechanical, Industrial) or related field; Master's degree preferred . + 10+ years of professional experience in infrastructure sector and/or… more
- DriveTime (Mesa, AZ)
- …phone-based sales, customer service or customer relations + Contact center experience in the financial services industry preferred + Ability to pass a drug test ... servicing through Bridgecrest, which is one of the country's leading financial servicing providers. Bridgecrest services roughly $17 billion in finance receivables… more
- US Bank (Portland, OR)
- …best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We ... that meets and exceeds client needs. Incumbent is a highly seasoned financial industry expert capable of handling complex wealth and relationship management issues,… more
- PNC (Pittsburgh, PA)
- …certifications/licensures needed to be successful in this position. ** Preferred Skills** Application Development, Business Management, Customer Solutions, Design, ... select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following...to include your name, the job ID, and your preferred method of contact in the body of the… more
- Northwell Health (New Hyde Park, NY)
- …Develops and implements high-impact growth strategies based on comprehensive financial , operational, technology, and market analyses to increase the profitability ... assessments of equipment, systems and software to ensure reporting of financial and operational metrics and optimal service outcomes. 14.Ensures compliance with… more
- Sam Houston State University (Huntsville, TX)
- …and/or small business ownership or in a related field. Masters degree preferred . Banking or public accounting experience preferred . Additional experience may ... training classes. Provides comprehensive advising services in areas such as: financial modeling, financial analysis and budgeting, capital formation, marketing,… more
- Truist (Orlando, FL)
- …to influence others at senior levels to adopt a new perspective. ** Preferred Skills:** * Bachelor's degree in information technology, Computer Science, or related ... Familiarity with regulatory compliance requirements * Experience working in Financial Services Technology **OTHER JOB REQUIREMENTS / WORKING CONDITIONS** **Sitting**… more