- JPMorgan Chase (New York, NY)
- …be achieved through a comprehensive understanding of mortgage products, their economics, client and advisor features, technology platforms, and the ability to ... **About the Global Mortgage Solutions Business** The Global ...Bank. This role also oversees the end-to-end platforms/products, from client -facing applications to point-of-sale (POS) and loan origination (LOS)… more
- JPMorgan Chase (Newark, DE)
- …Advanced degree such as JD, industry certification such as Certified Trust and Financial Advisor (CTFA) or paralegal certificate, with paralegal experience in ... client assets of $2.8 trillion, is a global leader in investment and wealth management. Its clients...other advisors (attorney, accountant); highly respected by external professional advisor community. + Develop, retain and deepen client… more
- NTT America, Inc. (Dallas, TX)
- …new opportunities. This is a newly created role that will be part of our Client Growth Office focusing on the Banking, Financial Services and Insurance industry. ... (US). **Transformation Executive, Senior Director focused on Banking and Financial Services:** Location: Remote in the US Quick Summary:...a storyteller who is expected to build credibility with client C-Suite and become a trusted advisor … more
- JPMorgan Chase (Irvine, CA)
- …for providing an exceptional client experience through remote channels by understanding client needs and helping them achieve their financial goals. As a ... a passion for coaching Personal Advisors to develop deep client relationships, drive a high-performing collaborative team and deliver...proven track record of developing and coaching high performing Advisor teams Chase is a leading financial … more
- Citigroup (New York, NY)
- …oversight and optimization. This role directly contributes to the company's financial success by ensuring our platform, particularly in Prime Product Development ... margining, is at the forefront of innovation, efficiency, and client service, leveraging deep subject matter expertise. **Responsibilities** + **Strategic… more
- Securitas Security Services USA, Inc. (Racine, WI)
- …pharmaceutical operations. The **Security Program Manager** serves as the primary security advisor for the client , providing strategic direction and leadership ... the client . 2. Full P&L ownership; analyzes operational and financial indicators to continuously improve overall performance. 3. Coordinates activity and informs… more
- World Insurance Associates, LLC. (Washington, PA)
- …services, and payroll & HR solutions. Insurance Sales Producer - Commercial Lines Client Advisor Position Overview World's Client Advisors bring ... World Insurance Associates ("World") is a unique financial services organization with a global ..."pitch decks" / presentations. Compensation As a World Insurance Client Advisor , your compensation is tied to… more
- Principal Financial Group (Denver, CO)
- …with financial advisors, existing and prospective Plan Sponsor meetings, Advisor and Client events, conference calls, and electronic communications. Act ... plan clients and advisors. Work to strengthen and reinforce Principal's global investment management brand internally and externally leading to the successful… more
- JPMorgan Chase (New York, NY)
- …developing relationships between the investment team, the Client and Consulting Advisor teams. You will represent Global Transportation on business related ... the information they need to be fully informed. + Work closely with our client advisors across channels to represent Global Transportation strategies and develop… more
- Oracle (San Juan, PR)
- …overall delivery acceptance process including client approvals. + Partners with client for overall operational and financial metrics. + Aligns with Oracle's ... maintain trusted advisor relationship with the engagement Delivery Lead and client . + Accountable for outcome of scope management in support of project goals,… more