- Wellington (Boston, MA)
- …business requirements, functional specifications, use cases, and test plans + Business analysis or systems analysis experience in financial statement ... a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our… more
- NBT Bank (West Hartford, CT)
- …leading growth in fee income and deposits. This position serves as a trusted advisor for complex business customers and provides education to customers and ... And Abilities + Demonstrated expertise in Treasury Management products and related business , financial and risk management processes. + Strong negotiating skills… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- **Raymond James Overview** **One of the largest independent financial services firms in the country could be the place** **you build** **a career beyond your ... a fast-paced environment with a variety of individuals including financial advisors. growing business . This particular role...hours per week. **Duties and Responsibilities** + Assist in Financial Advisor point tracking for Recognition Club… more
- Kestra Financial (Palo Alto, CA)
- …desire to learn, advance, and excel? The Senior Sales Associate reports to the Financial Advisor and is critical in meeting clients' needs and developing ... and prospect workflow + Communicate client requests to the Financial Advisor . + Deepen client relationships and...related major a plus. + Previous experience in the independent financial services firm a plus. +… more
- Robert Half (New York, NY)
- …skills and experience of assigned resource population + Act as a trusted business advisor to practice and operations leadership, providing metrics and ... Expect A Senior Talent Manager (TM) serves as an advisor to our business , ambassador for our...public accounting firm and does not issue opinions on financial statements or offer attestation services. JOB LOCATION NY… more
- Neuberger Berman (New York, NY)
- …with strong Private Wealth Management experience with a focus on Advisor and Client solutions. This role requires exceptional communication, project management, ... of the organization, both within Technology and the Private Wealth business . This individual would support Neuberger Berman's multi-year strategic program focused… more
- HUB International (Providence, RI)
- …annuity distribution space. We believe that acting as a fiduciary to the Advisor and policy holder, providing service excellence and being passionate about what we ... (even having fun!) are all keys to our differentiated business model. We are a trusted resource and partner...are a trusted resource and partner to thousands of financial advisors, as well as banks, broker dealers and… more
- Southern States Cooperative, Inc (Ranson, WV)
- …and achieve sales goals. Essential Job Functions + Continuously perform independent on-site sales consultations for current and prospective customers. Depending upon ... skills and account management techniques to foster positive, long-term business relationships with current and prospective customers. Negotiate and execute… more
- Wellington (Boston, MA)
- …In this pivotal role, the Senior Risk Officer will serve as a trusted advisor who partners closely with the business , directly engaging with senior leadership ... a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our… more
- Burns & McDonnell (Chicago, IL)
- …will include the following: + You'll collaborate with our Managing Directors and Business Line Directors to set financial targets for all transaction ... Independent engineer services, Technical due diligence, Lender's technical advisor , Owner's engineer + Expert computer skills (eg Microsoft Office Suite).… more