- Principal Financial Group (Des Moines, IA)
- …Do** The Principal Financial Group is seeking a Regional Vice President Retirement Relationship Manager in our TPA Customer Care area. As the Regional VP, you ... and managing a team of relationship managers in our retirement division who focus on advisors, unbundled plan sponsors,...revenue retention and growth and management of client and advisor relationships in the region. In addition, you'll: +… more
- JPMorgan Chase (New York, NY)
- …including focused deployments and strategic initiatives like 403(b), SoloK, HSA's, Financial Wellness, and advisor -managed accounts + Oversee outsourced vendor ... leader in asset management with $3.5 trillion in assets, specializing in retirement solutions with $360 billion+ in AUM across defined contribution investment… more
- Massachusetts Port Authority (East Boston, MA)
- …Plan (Pension) * Deferred Compensation Plan (457b) with employer match * SMART Plan retirement plan advisor / financial planning * Discounted MBTA passes * ... your work. What you will do: + Assist in managing the pension plan's financial and administrative functions, including investment and financial reporting,… more
- Paychex (Manhattan, NY)
- …+ Schedules appointments and visiting potential and current referral sources, specifically the financial advisor channel and registered investment advisor ... profits in the Human Resource Services organization. Responsibilities + Presents all retirement plan and flexible spending account products and services of Paychex… more
- JPMorgan Chase (New York, NY)
- Join JPMC's dynamic team as a Global Financial Crimes Legal Advisor , where your expertise in AML and financial crime regulations will drive impactful change. ... empowers you to make a difference. As a Global Financial Crimes Legal Advisor in the Global...essential, is experience in Anti-Corruption, AML in asset and investment management, a working knowledge of the US Sanctions… more
- JPMorgan Chase (New York, NY)
- This role will support the Mid-Cap Financial Sponsors Group, a crucial growth area consisting of ~70 Sponsor coverage bankers who provide comprehensive financial ... relationships between various client segments of the Commercial & Investment Bank, utilizing JP Morgan's vast network and resources...and resources to establish the firm as a strategic advisor . Your role will involve interfacing across the Global… more
- Robert Half Finance & Accounting (Houston, TX)
- … situations, including income, expenses, investments, and liabilities. + Analyze clients' financial goals, risk tolerance, and retirement needs. + Prepare ... risks and mitigating potential financial losses. + Educate clients on financial products, investment principles, budgeting, and other areas of personal… more
- JPMorgan Chase (Laguna Niguel, CA)
- …are offered through JP Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor , member of FINRA and SIPC. Annuities are made available ... and interacting with our clients to offer the best investment solutions to meet their financial needs....capabilities, and skills** + At least 5 years of Advisor management experience required, coupled with a proven track… more
- AECOM (Orange, CA)
- …of current business trends and financial best practices. + Act as a financial advisor to team members and internal partners, helping to resolve technical ... has never been a better time to be at AECOM. With accelerating infrastructure investment worldwide, our services are in great demand. We invite you to bring your… more
- Do it Best Corp. (Fort Wayne, IN)
- …the Treasurer to ensure alignment between accounting operations, cash management, investment activities, and financial risk management. Strong leadership, ... all general accounting functions, including general ledger, accounts payable, accounts receivable, and financial reporting. + Serve as a key advisor to the CFO,… more