- Truist (Charlotte, NC)
- …of business including commercial banking , commercial real estate, corporate & investment banking , and wealth management 6. Ability to influence, partner, and ... in all effectiveness, efficiency, and risk metrics. 3. Serving as a trusted advisor and extension of leadership in providing vision, direction, and expertise t… more
- Bank of America (Atlanta, GA)
- …with Bank of America and Merrill Products & Services, Trend Analysis, Risk Assessment, Human Resources , and broad Industry Knowledge + Coaching teams to deliver ... trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking...the Market Strategy Plans. The PWCRM partners closely with advisor teams to deliver a branded client service model… more
- Raymond James Financial, Inc. (Bethesda, MD)
- …An equivalent combination of experience, education, and/or training as approved by Human Resources . **Licenses/Certifications** * SIE required provided that an ... differentiated message and position for assigned products. * Participates in advisor and client seminars, product road shows, branch presentations, conference calls,… more
- Dorsey & Whitney LLP (Dallas, TX)
- …Executives and Flex-Time Lawyers) - 100% rating on the Corporate Equality Index ( Human Rights Campaign) - Top 100 Adoption-Friendly Workplace (Dave Thomas ... a variety of complex transactions, including equity investments, co-investments, investment management, and other general corporate matters. Experience in drafting… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …* Any equivalent combination of education, training and/or experience approved by Human Resources . **Licenses/Certifications:** * CAMS preferred or ability to ... supervision, uses specialized knowledge and skills in securities and/or banking industry compliance obtained through experience, specialized training and/or… more
- Thrivent Financial (IL)
- …, please let us know by sending an email to ###@thrivent.com or call ### and request Human Resources . At Thrivent, we believe money is a tool, not a goal. Driven ... Key responsibilities include oversight of processes, preparation of financial plans, investment research and analysis, and coordination of client service needs with… more
- Jewish Federation of Southern NJ (Cherry Hill, NJ)
- …allow for greater cost savings and efficiencies for the entire system. Cash Flow, Banking & Investment Management + Monitor cash flow, investments, and financial ... vision, and long-term goals. + Serve as a strategic advisor to the CEO, Board of Directors, Finance Committee...financial models and forecasts to support strategic planning and resource allocation in collaboration with the CEO + Monitor… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …* Any equivalent combination of experience, education, and/or training approved by Human Resources . **Licenses/Certifications** + CPA, CFE, CRMA, CIA, CBCP, ... management practices, methodologies, and internal control concepts. + Financial markets, banking , and investment products. + Regulatory expectations and industry… more
- Amazon (Seattle, WA)
- …MBA, or Master's degree in business, data science, public administration, finance, engineering, human resources or related field - 7+ years of developing, ... - Build internal relationships and act as a trusted advisor to AWS executives. About the team Corporate Business...long-term opportunities. - 7+ years in technology business development, investment banking , or venture investing experience. -… more
- Mobile Communications America (Charlotte, NC)
- …+ Assist functional due diligence teams, including legal, finance & accounting, tax, human resources , operations, IT, sales, and strategy. + Provide support in ... MCA, your trusted advisor for wireless communications, data, and security, is...of related experience in transaction advisory, M&A, corporate development, investment banking , or consulting. + Previous experience… more