- Kestra Financial (Beaver, PA)
- The Client Service Associate reports to the Financial Advisor and is critical to appropriately leveraging Advisors' time. This position utilizes excellent ... equities, bonds, options, mutual funds, annuities, insurance, and managed accounts + Previous experience in the independent financial services culture preferred more
- Citigroup (New York, NY)
- …level position responsible for serving as subject matter expert and key legal advisor to business stakeholders, functional partners, and the Legal Management ... HR. This role has authority to negotiate and make independent decisions on issues / activities that have critical...to senior management or key regional management and/or primary advisor to senior business stakeholders, functional partners… more
- BMO Financial Group (San Francisco, CA)
- …supports their development, and manages poor performance. + Acts as a trusted advisor to senior leaders for business decisions and implementation of strategic ... committees and task forces. + Provides strategic input into business decisions as a trusted advisor . +...leads the execution of strategic initiatives to deliver on business and financial goals. + Assists in… more
- Kestra Financial (Bellaire, TX)
- We are an independent financial planning firm in Bellaire, Texas. The successful candidate will be a highly motivated self-starter who is interested in making a ... take initiative and seize opportunities to grow with the business . We seek an individual who can work full...administrative and marketing duties. . Potential to become a financial advisor . Qualifications: * Bachelor's Degree preferred… more
- JPMorgan Chase (New York, NY)
- …and leading the business budget process. You will act as a trusted advisor to Business Heads, collaborate with Front Office Product leads, and work across ... and forecasts. **Job responsibilities** + Serve as a trusted advisor to the Cash, Liquidity, and FX businesses. +...are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing… more
- City National Bank (New York, NY)
- …new Financial Advisor introductions while building their career in financial services sales and business development. As a dedicated and self-motivated ... * BUSINESS DEVELOPMENT SPECIALIST* WHAT IS THE OPPORTUNITY? Are...be a key contributor to developing new relationships with Independent Financial Advisors by articulating how CNR's… more
- Wells Fargo (New York, NY)
- …Consultant** in New York, NY. **Job Role and Responsibility:** Act as a Business Execution advisor to leadership to drive performance and initiatives and ... At Wells Fargo, we want to satisfy our customers' financial needs and help them succeed financially. We're looking...and monitoring risks that may affect multiple lines of business , and takes appropriate action when business … 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 ... with those of our clients. **About the Role** The Business Manager for Technology will work will serve as...work will serve as a strategic partner and trusted advisor to the firm's Chief Technology Officer to achieve… more
- ServiceNow, Inc. (Waltham, MA)
- …industry. + 5+ years of experience providing customer professional services or related business support + Ability to provide independent comprehensive services + ... key initiatives to help the customer achieve their agreed-upon business outcomes. The CSM owns the Customer Impact Plan,...and maintain strong relationships with customers, becoming a trusted advisor and advocate for their needs. + Oversee a… more
- West Pharmaceutical Services (Walker, MI)
- Senior Manager, Human Resources Business Partner Requisition ID: 70109 Date: Sep 1, 2025 Location: Walker, Michigan, US Department: Human Resources Description: At ... benefit programs, we empower the physical, mental, emotional and financial health of our team members and their families....role, you will act as a trusted HR senior advisor and partner to the Grand Rapids Senior Leadership… more