- S&P Global (New York, NY)
- …companies based in the US, Canada, and Latin America across a broad range of non- financial corporate sectors. + Act as an advisor to S&P analysts on discerning ... and learn valuable new skills. + Invest in Your Future: Secure your financial future through competitive pay, retirement planning, a continuing education program… more
- Abbott (Plymouth, MN)
- …Plan (HIP) PPO medical plan in the next calendar year. + An excellent retirement savings plan with a high employer contribution + Tuition reimbursement, the Freedom ... mothers, female executives, and scientists. **The Opportunity** The Manager, Financial Planning & Analysis Supply Chain works onsite at...You'll Work On** + Act as a trusted finance advisor to the Supply Chain and Operations teams. +… more
- JPMorgan Chase (Palo Alto, CA)
- …CFP + 5 plus years of practice as a trusts & estates lawyer, tax advisor , or financial planner + Self-starter with natural curiosity for individual planning and ... & Advice is a group of experts in trusts & estates, tax planning, financial planning and planning in related areas for individuals and their entities (operating… more
- Valmont Industries, Inc. (Omaha, NE)
- …portions of the Infrastructure segment. This position acts as a strategic advisor to business units, providing financial insight, performance analysis, and ... - International Infrastructure plays a critical role in aligning financial planning and analysis with business strategy for the...Healthcare (medical, prescription drugs, dental and vision) + 401k retirement plan with company match + Paid time off… more
- BlackRock (San Francisco, CA)
- …Advisory business manages the firm's relationships with US retail investors and financial advisors. Representing a full suite of strategies from iShares ETFs, ... to deliver One BlackRock to third-party intermediaries like RIAs and Financial Advisors from Wirehouse, Regional and Independent Broker Dealers. **Role Description**… more
- BlackRock (New York, NY)
- …Finance consists of finance professionals across several disciplines such as Financial Planning & Analysis, Treasury, Tax, Finance Controls, Global Strategic ... duties include:** + Strategic Advisory: Serve as a strategic advisor to all levels of management on all matters...supply chain strategy in a complex, global environment-ideally within financial services, tech, or consulting, with a proven track… more
- NBT Bank (MO)
- …of our company through new client acquisition including developing new advisor and CPA relationships through marketing, sponsoring or co-sponsoring events, ... development and management. Developing and maintaining strong relationships with financial advisors, CPAs, recordkeepers, and other centers of influence. This… more
- KeyBank (Denver, CO)
- …heavy order entry, and client contact. + Solid base knowledge of Retirement accounts including distributions and Required Minimum Distribution calculations. + Follow ... up on client service activities and Advisor 's requests. + Create and manage the client database:...annuity and 1035 exchange paperwork, place all trades for Financial Advisors, money movements, trade logs, and check receipts… more
- Deluxe (Atlanta, GA)
- …guidance to expedite implementation and revenue for Deluxe. Serves as a senior advisor to our clients and our internal teams. Job Functions: + Develop relationships ... our clients and their customers. + Serve as senior advisor and liaison to Deluxe for the client during...rewards benefits package is designed to support the physical, financial , and emotional health of our employees, tailored to… more
- TEKsystems (Salem, OR)
- …with C-level executives and senior IT stakeholders, serving as a trusted advisor to articulate the business value of AIOps solutions. Exceptional presentation and ... Client Engagement & Pre-Sales Leadership . Act as the principal technical advisor for C-level executives and IT leaders, delivering compelling presentations and… more