- CIBC (Chicago, IL)
- …with the Group Head to execute the new business strategy, serve as trusted advisor to strategic clients and be charged with development of relationship planning and ... deals to bridge client expectations and bank requirements. Act as Strategic Advisor to clients as needed. + **Relationship Management** - Collaborate with Portfolio… more
- Deloitte (New York, NY)
- …reporting and planning, while also positioning tax and legal as a strategic business advisor for the digital era. We specialize in tax and legal and can effectively ... + Contract & Commercial Management (CCM) Certification Program + Certified Financial Analyst (CFA) + PMI Agile Certified Practitioner (Project Management… more
- Raymond James Financial, Inc. (Southfield, MI)
- …currency in trading policies and procedures. + Provides trading support to financial advisors and responds to inquiries regarding fund suitability, products and ... and researches rejects on bulk trades for discretionary accounts, works with advisor to reprocess as needed. + Coordinates and processes share class conversions,… more
- Deloitte (Miami, FL)
- …compliance, reporting and planning, while also positioning tax as a strategic business advisor for the digital era. We specialize in tax and can effectively address ... + Contract & Commercial Management (CCM) Certification Program + Certified Financial Analyst (CFA) + PMI Agile Certified Practitioner (Project Management… more
- Deloitte (Chicago, IL)
- …reporting and planning, while also positioning tax and legal as a strategic business advisor for the digital era. We specialize in tax and legal and can effectively ... + Contract & Commercial Management (CCM) Certification Program + Certified Financial Analyst (CFA) + PMI Agile Certified Practitioner (Project Management… more
- ActiveProspect, Inc. (Austin, TX)
- …customer leads every year and is the gold standard for documenting prior express written consent for TCPA compliance. Job Summary ActiveProspect is seeking a Senior ... productivity. + Support forecasting processes and revenue planning by providing timely analysis . + Collaborate with Marketing Operations to measure ROI on campaigns… more
- Commerce Bank (Franklin, TN)
- …is more than just steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making sure people and their money ... to acquire new business + Serve as the primary advisor for an assigned portfolio of diverse and complex...+ Well-developed sales and negotiation skills + Strong credit analysis skills + Ability to structure more complex credit… more
- Vanguard (Dallas, TX)
- …Additional Information: + Work on a product ownership team alongside the Personal Advisor Wealth Management business, as well as the senior architect and other ... + Experience building and maintaining AWS infrastructure. + Strong, demonstrated analysis and problem-solving skills. + Proficient with DevOps concepts, tools and… more