- Neuberger Berman (New York, NY)
- As part of the newly created Client Advisory Team, the Client Advisory Specialist will serve as a multi-territory coordinator, partnering with the field sales ... team to cover financial advisors, as well as field sales and market...optimize and scale territory coverage + Engage clients through service to deepen and expand existing relationships + Professionally… more
- Black & Veatch (Chicago, IL)
- **Client Advisory Partner - Water/Wastewater Utilities** Date: Nov 17, 2025 Location: Chicago, IL, US Company: Black & Veatch Family of Companies **Together, we own ... and perspectives to use. **The Opportunity** As the **Client Advisory Partner of Water/Wastewater Utilities** ,you will have the...Acumen (Proven ability break into new accounts and expand service offerings; develop a sales lead from start to… more
- Black & Veatch (Houston, TX)
- **Client Advisory Partner - Oil & Gas** Date: Nov 19, 2025 Location: Houston, TX, US Oklahoma City, OK, US San Antonio, TX, US Company: Black & Veatch Family of ... and perspectives to use. **The Opportunity** As the **Client Advisory Partner - Oil & Gas** , you will...Acumen (Proven ability break into new accounts and expand service offerings; develop a sales lead from start to… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …ten (10) years of Compliance, Legal, Banking and/or regulatory experience in the financial services industry. + Minimum five (5) years management experience ... **Essential Duties and Responsibilities** + Manages Capital Markets & Advisory ("CMA") Compliance's core compliance program to ensure compliance...within the financial services industry. ~or~ + Any equivalent… more
- Ankura (WY)
- …unique expertise and knowledge in a variety of industries, ranging from consumer goods to financial services , and have been involved in some of the largest cases ... not receive a response. Ankura Consulting Group, LLC is an independent global expert services and advisory firm that delivers services and end-to-end… more
- TD Bank (New York, NY)
- …Description:** TD Securities provides a wide range of capital market products and services to corporate, financial sponsor and institutional clients. The firm ... the world, focusing selectively and strategically on the key financial centers: Toronto, Montreal, Calgary, Vancouver, New York, London...is an integral part of the full suite of services we offer under Investment Banking. Our Investment Banking… more
- Robert Half Finance & Accounting (Bedford, NH)
- …as CFP, CTFA, or CWS strongly preferred. + Minimum 10 years of experience in financial services , trust, law, or related fields. + Experience leading financial ... by creating educational content, presentations, and webinars on emerging financial trends. + Ensure that all advisory ...emerging financial trends. + Ensure that all advisory practices comply with relevant regulations, policies, and ethical… more
- Kestra Financial (Avon, CT)
- …to join our team. This individual will be responsible for providing comprehensive financial planning and wealth management services . The ideal candidate will ... are a plus. Experience: Minimum of 7-10 years of experience in financial planning, wealth management, or investment advisory roles. Technical Skills:… more
- Citigroup (Washington, DC)
- …or the Banking Sanctions Head. Qualifications: + 10 years+ experience in the Financial Services Industry and/or government. + Graduate degree, BS or ... The Head of Client Risk Management & Advisory in Banking Sanctions is a senior Independent...in compliance, legal or other control-related function in the financial services firm, regulatory organization, or legal/consulting… more
- Truist (Tampa, FL)
- …and coach a team of wealth support specialists and oversee the daily service , sales and operations support of the assigned division. Performance accountabilities and ... first escalation point 3. Work closely with the Wealth Advisory Group Support leader to regularly review, establish, and...experience 2. Five years of previous banking or other financial institution experience with an emphasis in operations or… more