- Raymond James Financial, Inc. (Bethesda, MD)
- …are addressed. * Incorporate needs, wants and goals from different prospects for financial advisor practices into marketing and sales strategies. * Gather ... uses extensive knowledge and skills obtained through education and experience to support the business of financial advisors by developing client pipelines… more
- JPMorgan Chase (Brooklyn, NY)
- …policy changes, and rules implementation. + Execute ad-hoc analysis and presentations in support of financial and strategic goals. + Partner with Capital Policy, ... centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support , financial coaching and more. Additional details about total… more
- Liberty Latin America (PR)
- …strong relationships with executives and functional leaders, serving as a trusted financial advisor to influence commercial strategy. + Ensure adherence to ... strong relationships with executives and functional leaders, serving as a trusted financial advisor to influence commercial strategy. + Ensure adherence to… more
- Skidmore College (Saratoga Springs, NY)
- …It trains and advises student leaders on budgeting, spending, and compliance with College/SGA financial policies, serving as the primary advisor to the SGA VP ... to support sound decisions. + Develop and refine SGA financial policies and procedures. Research best practices, draft updates, align with College… more
- Heritage Financial Credit Union (Middletown, NY)
- …NY (http://maps.google.com/maps?q=25+Rykowski+Lane+Middletown+NY+USA+10941) Description Come join Heritage Financial Credit Union's Internal Audit Team as ... audit and compliance expertise to drive meaningful change in a mission-driven financial institution that values integrity, innovation, and member trust? Are you… more
- KeyBank (Naples, FL)
- …Summary** Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing and investment ... of this client promise acting as the primary client advisor developing and implementing strategies based on the client's... developing and implementing strategies based on the client's financial goals, and by coordinating with the extended KPB… more
- Heritage Financial Credit Union (Middletown, NY)
- …Job Type Full-time Description Come join Heritage Financial Credit Union's Executive Team as the Chief ... ensure strategic goals are achieved. Serve as a trusted advisor to the CEO and Executive Leadership. Streamline communication,...opportunity to engage in shaping the future of Heritage Financial Credit Union. Here's a little about us: Heritage… more
- 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
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …trade confirms, update positions and valuations on client statements, pay Financial Advisor commissions, process redemptions, and maintain account performance ... details. + Continually works with the Fund Sponsor to improve the Financial Advisor and client experience with respect to the investment. + Evaluates… more
- Genesis Healthcare (PA)
- …we serve. Responsibilities Genesis HealthCare is seeking a **Market Revenue Cycle Advisor ** to lead and improve revenue cycle operations across multiple centers. ... company policies, procedures, and key performance metrics. + Monitor and improve financial outcomes including **cash collections, bad debt reserve, AR aging, and… more