- Charles Schwab (Los Angeles, CA)
- **Your opportunity** DAFgiving360 (TM) is an independent nonprofit organization created to increase charitable giving in the US We offer a donor-advised fund program ... pivoting when necessary. + Partnering with marketing, charitable strategists, and Schwab Advisor Services to develop and deliver relevant content that is on message… more
- KeyBank (Amherst, NY)
- …& Investment Risk Specialist), CTFA (Certified Trust and Fiduciary Advisor ), or similar). + Comprehensive knowledge of the operational, technical, and functional ... and trust testing professionals and provide oversight of the independent second-line-of-defense approach to risk-based monitoring and evaluation activities,… more
- Advanced Automation Corporation (Mountain View, CA)
- …due diligence tools for the evaluation of potential funding projects. M. Build financial models to assess technology investment decisions and assist in program ... of the following duties: A. Serve as a Technical Advisor in DIU solicitation activities only when a signed...K. Leverage support from subject matter experts to perform independent reviews and detailed technical assessments of commercial technology… more
- Raymond James Financial, Inc. (Naperville, IL)
- …business summary reports and client-specific reporting as needed for review by the financial advisor . + Creates and maintains records and files utilizing Client ... Advisors, we represent the former. We consider ourselves architects of our clients' financial lives. We value collaboration and truly knowing each other - and that's… more
- JPMorgan Chase (Chicago, IL)
- …become a natural part of the product development lifecycle. + Be a proactive, independent advisor and thought leaderfor the product team, s erving asa subject ... and skills** + Expertise in risk and control management, preferably within the financial services sector. + Understanding of product delivery with the ability to… more
- US Bank (Charlotte, NC)
- …best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We ... Bank to serve as a trusted legal and business advisor . Successful candidates for positions in the US Bank...the group. Meaningful collaboration, participation in the community, and investment in the development of the Law Division are… more
- KeyBank (NY)
- …& Investment Risk Specialist), CTFA (Certified Trust and Fiduciary Advisor ), or similar. + Experience in wealth management or fiduciary services compliance. ... Manager - Trust & Fiduciary is responsible for leading and executing independent compliance oversight across KeyBank's Wealth and Fiduciary business lines. Operating… more
- KIK Consumer Products (Dallas, TX)
- …exceptional execution with unwavering ethics. As one of North America's largest independent manufacturers of consumer products, KIK helps a large portfolio of brands ... a proven eCommerce leader with deep Amazon expertise, strong financial acumen, and a passion for delivering exceptional results...and long-term growth objectives. + Serve as a trusted advisor and primary point of contact with Amazon managing… more
- BMO Financial Group (Chicago, IL)
- …or exceeded. + Provides strategic input into business decisions as a trusted advisor . + Makes recommendations to senior leaders on strategy and new initiatives, ... market competitors, client needs and business growth opportunities. + Conducts independent analysis and assessment to resolve strategic issues. + Develops the… more
- BMO Financial Group (Albuquerque, NM)
- …best practices. + Provides strategic input into business decisions as a trusted advisor . + Makes recommendations to senior leaders on strategy and new initiatives, ... identifying needs, analysing potential options and assessing expected return on investment . + Establishes strong partnerships with BMO colleagues and senior leaders… more
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