- BMO Financial Group (Indianapolis, IN)
- …+ Conduct independent analysis to resolve strategic issues. + Develop financial models and analytical tools for client capital structure evaluation. + Produce ... are met or exceeded. + Acts as a trusted advisor to assigned business /group. + Influences and...based on analysis of issues and implications for the business . + Conducts independent analysis and assessment… more
- Hawaiian Electric (Honolulu, HI)
- …in Tariff, Bi-lateral Negotiations, and managing policies with contracted Independent Power Producers, Cogenerators, and Qualifying Facilities for Hawaiian Electric, ... formulating recommendations relative to resolving contract disputes. Serves as expert advisor to senior management and primary negotiator on renewable energy power… more
- Wellington (Boston, MA)
- …committee meetings, townhalls, and other cross-functional discussions. + Act as a key financial advisor to Portfolio Managers, Heads of Strategies, and the ... operations for the Investment platform. This leader will partner with the business leaders on financial performance and creating the right analytics and… more
- T. Rowe Price (Baltimore, MD)
- …the advisor sold market by expanding our relationship with financial advisors across segments into the alternative investment space. Combining entrepreneurial ... institutions, and retirement plan sponsors. We take an active, independent approach to investing, offering our dynamic perspective and...thing for our clients and our associates is good business . With a career at the firm, y… more
- Neuberger Berman (New York, NY)
- … business development through market-level partnerships. **Responsibilities** + Partner with Advisor Consultants to optimize business management and deliver a ... serve as a multi-territory coordinator, partnering with the field sales team to cover financial advisors, as well as field sales and market leadership teams across a… more
- Charles Schwab (Austin, TX)
- … business to Schwab while providing seamless and positive experience for independent recordkeeper and advisor clients. **What you'll do:** The Conversion ... and technical services to retirement plan sponsors, investment advisors, independent recordkeepers, and third-party administrators (TPAs) through the Trust and… more
- Hawaiian Electric (Honolulu, HI)
- …Hawaii Island, and Maui County. Manages policies with currently contracted Independent Power Producers, Cogenerators, and Qualifying Facilities for Oahu, Hawaii ... FUNCTIONS: + Negotiates and administers power purchase agreements between Independent Power Producers, Co-generators, and Qualifying Facilities for Oahu, Hawaii… 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
- 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
- Wellington (Boston, MA)
- …a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ... Role** The Global Controller will lead Wellington's global accounting, financial reporting and revenue operations, ensuring accuracy, transparency, and compliance… more