- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and user-friendly documentation that supports technology initiatives for a primarily financial advisor audience. This role combines hands-on writing and ... + Translate complex technical concepts into clear, concise language tailored for financial advisors and other non-technical users. + Collaborate with subject matter… more
- First National Bank of Omaha (Omaha, NE)
- …stress, meet deadlines and work independently. + Experience in banking or financial services is preferred . Candidates must possess unrestricted work ... subject matter expert for sophisticated loss forecasting models and a trusted advisor to executive leadership on credit risk trends, regulatory implications, and… more
- Sysco (Houston, TX)
- …data. + **Cultivate executive and business partnerships** , acting as a trusted advisor to Finance, HR, and Technology leaders to translate business priorities into ... to align product investments with business outcomes. + Act as the trusted advisor and escalation point for Finance and HR leadership regarding technology delivery.… more
- Citigroup (Washington, DC)
- …of Wealth Group Executives (Sales Managers) and their teams of Financial Advisors (100+ individuals), Relationship Managers (100+ individuals), and other functions ... market with key focus on hiring seasoned advisors and optimizing existing Advisor and Relationship Manager productivity. + Partner across businesses such as Retail… more
- Fifth Third Bank, NA (Rosemont, IL)
- …This position requires a strong understanding of credit, commercial products and financial statement analysis, in order to offer beneficial banking solutions (eg ... customers on a regular basis to enhance the trusted advisor relationship and ensure business needs are being met...enhance the client experience Credit Excellence + Analyze the financial information provided to determine the questions to ask… more
- Citigroup (Queens, NY)
- …partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) + ... Outlook, and Word) and experience using NaviPlan Select or similar financial planning software preferred + Basic understanding of investment and financial … more
- Citigroup (Queens, NY)
- …partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) + ... experience using Money Guide Pro, or NaviPlan Select, or similar financial planning software preferred . + Basic understanding of investment and financial … more
- Walmart (Bentonville, AR)
- …constructively. + Confidently present to organization-wide audiences, leveraging data, analytics, and financial acumen. + Serve as a trusted advisor , influencing ... requires deep industry expertise in claims operations, program management, financial oversight, stakeholder engagement, and talent development. You will collaborate… more
- Citigroup (Paramus, NJ)
- …partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) + ... Outlook, and Word) and experience using NaviPlan Select or similar financial planning software preferred + Basic understanding of investment and financial … more
- Turner & Townsend (Columbus, OH)
- …and alignment with program objectives. You will act as a trusted advisor to senior stakeholders, deliver executive-level reporting, and drive value engineering ... for continuous improvement and best practice implementation. + Manage financial performance, including margin tracking, fee/resource forecasts, and compliance with… more
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