- JPMorgan Chase (New York, NY)
- …JP Morgan, we've experienced breakthrough growth over the last year. Today, over 450 financial advisor firms with $1 trillion in assets (and counting) are using ... progress on our mission: to break down barriers to financial progress for financial advisors and their...team has built and brought to market a tax-smart investment strategy engine delivering an intuitive experience and intelligent… more
- Molson Coors Beverage Company (Milwaukee, WI)
- …the quality and timely delivery of the quarterly 10-Q and annual 10-K ( financial statements, footnotes, XBRL, MD&A, etc.), earnings release and other required SEC ... guidance. In addition, this role serves as the trusted advisor and has the accountability for the accounting of...strategy team to provide technical accounting guidance over potential investments . This role reports to the VP Controller and… more
- CUNY (New York, NY)
- …stakeholders to lay out a mobilizing university-wide vision and supportive investments , partnerships, and policies for expanding sustainable, equitable and effective ... policy design that align with CUNY's strategic goals. -Act as a strategic advisor to the Chancellor, Provost, and other senior leaders on non-degree pathways,… more
- Edward Jones (St. Louis, MO)
- …volume of applicants. Description: Edward Jones has an opening for a Transitional Financial Advisor to maintain relationships with clients when former ... or more years of experience as an Edward Jones financial advisor and are available to travel...those obligations. + Provide excellent client service and suitable investment advice during the transition period. + Provide initial… more
- JPMorgan Chase (Jersey City, NJ)
- …President within the Global Sales Success team of the Commercial & Investment Bank, you will spearhead initiatives to enhance governance, oversee risk management, ... and maintain a strong controls environment. You will serve as an advisor to business leaders, cultivate relationships with the 2nd and 3rd lines of defense, and… more
- JPMorgan Chase (New York, NY)
- …payments, cybersecurity, machine learning, and cloud development. Our $15B+ annual investment in technology enables us to create transformative solutions for the ... financial services industry and beyond. The Executive Director will...and cloud strategies. You will serve as a trusted advisor and thought partner for GT senior leaders, providing… more
- TD Bank (Charlotte, NC)
- …for the Compliance Program Management team. This role will serve as a critical advisor to the Head of Compliance Program Management (AVP) and be responsible for ... **Internal Advisory & Subject Matter Expertise:** + Act as a strategic advisor and SME to Compliance Program Management vertical leads, providing guidance on… more
- JPMorgan Chase (New York, NY)
- …processes. + Strong familiarity or ability to quickly become familiar with financial planning, retirement planning, charitable planning, tax planning, and estate ... JP Morgan:** JP Morgan is a global leader in financial services, committed to delivering exceptional solutions and advice...launch. + Partner with Technology, Morgan Private Advisory, and advisor leadership to build new digital enhancements in the… more
- Truist (Atlanta, GA)
- …tax, legacy and estate planning matters including summarizing and evaluating complex financial documents, trust documents, wills, retirement accounts and other ... in the High and Ultra-High Net Worth segments, including income tax, investments , debt management, retirement planning, employee benefits, stock options,… more
- Bank of America (El Segundo, CA)
- …planning for retirement , education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management ... is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions....client materials and follows up on all client and Financial Advisor (FA) requests + Assists with… more