- Principal Financial Group (Des Moines, IA)
- **What You'll Do** This role focuses on the RIA (Registered Investment Advisor ) experience by supporting sales and developing mutually profitable advisor ... literature, portfolio analytics, etc. while documenting interactions and key advisor data. Here are a few examples of the...a purpose-led firm, motivated by our mission to make financial security accessible to all. Our mission, integrity, and… more
- Citigroup (Queens, NY)
- …of these managers, working in close collaboration with an independent external advisor to ensure optimal performance and adherence to investment mandates. This ... portfolio changes to the CIO and the various Investment Committees. + ** Advisor Relationship Management:** Oversee and manage the critical relationship with the… more
- CVS Health (Northbrook, IL)
- …years of relevant work experience + Minimum 2 years of experience managing teams ** Preferred Qualifications** + Minimum 5 years in finance or accounting capacity. + ... Advisor to business and finance teams on how to effectively utilize technology to for Financial , Planning and Analysis teams (budget and forecasting). + Navigate… more
- KeyBank (Chicago, IL)
- …Illinois **Job Description Preview** **Job Summary** Serves as the Relationship Manager and Financial Advisor to clients with complex needs, introducing a full ... standards and moderate risk profile. **Responsibilities** + Serves as the Trusted Financial Advisor and Business Partner to clients with complex needs;… more
- JPMorgan Chase (New York, NY)
- …and recognition as a trusted partner by business and HR leadership ** Preferred qualifications, capabilities, and skills** + Financial services or professional ... We are seeking visionaries to support the HR Analytics Advisor practice for one of our Firm's lines of...background preferred + Human Resources Strategy experience preferred Chase is a leading financial services… more
- JPMorgan Chase (Chicago, IL)
- …and retain assets + Work with the Liquidity Specialist on Field Leadership and Financial Advisor strategy to drive adoption and utilization of team + Provide ... support for awareness campaigns, market updates, prospecting opportunities, advisor resources and client communications + Assist in the...+ Series 7, 66 licensed + 2+ years of financial services experience + High level of proficiency using… more
- Adecco US, Inc. (Princeton, NJ)
- …in Human Resources, Business, or a related field; SHRM or HRCI certification preferred . **Knowledge & Skills** + ** Financial Literacy:** Ability to interpret P&L ... contributing to Adecco's broader organizational mission. As a trusted advisor and strategic partner, the People Business Partner (HRBP)...statements, budgets, and financial indicators to inform HR strategy. + **Market &… more
- Santander US (Boston, MA)
- …Journey Starts Here:** Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our ... allocation, investment research, portfolio construction, product due diligence, and advisor enablement. They are responsible for overseeing the design, development,… more
- General Dynamics Information Technology (Hanover, MD)
- …5 days of PTO for TS/SCI with Poly** Job Description Software Engineer Sr Advisor Deliver simple solutions to complex problems as a Software Engineer Sr Advisor ... people are our differentiator. As a Software Engineer Sr Advisor you will help ensure today is safe and...and process improvements Basic Qualifications: + Web Development + Preferred Libraries: JQuery, BootStrap.JS, Knockout.js + C# with ASP.Net… more
- University of Rochester (Rochester, NY)
- …program for academic and central administrative functions. The CCE is a trusted advisor to senior leadership as well as the president, and the University's Board ... + Provide direct access to senior leadership and act as the primary advisor on compliance-related matters. Risk Identification and Management: + In partnership with… more