• Seller Partner Management

    SAP (Newtown Square, PA)
    …to customers. Explain economic trends and industry knowledge to support the partner's investment . 4. Understand the partner's basic financial structure and key ... 5. Present SAP opportunities (ie new product, new solutions area) in financial terms including potential revenue, required partner investment , break-even, and… more
    SAP (06/04/25)
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  • Deputy Controller

    Administrative Office of the US Courts (Washington, DC)
    … financial operations including accounting, finance, travel, disbursement, external financial and tax reporting, investment services, and other fiscal ... of the FOD, including strategic, contract, and performance management; and annual financial planning. Representing the division as an advisor on various… more
    Administrative Office of the US Courts (05/30/25)
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  • Relationship Analyst

    Santander US (Miami, FL)
    …client's investment profile. * Assist in the preparation and execution of investment proposals as requested by banker or advisor when necessary (Not ... Santander is a global leader and innovator in the financial services industry. We believe that our employees are...account(s). * Resolve client's inquiries such as loan request, investment orders, statement reviews, and other, and resolve any… more
    Santander US (07/27/25)
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  • Finance Manager, Product Risk & Compliance

    Meta (Menlo Park, CA)
    …You'll engage daily with executive business leaders, and act as both a financial business partner and strategic advisor to the leadership team.This role ... Meta to plan, prioritize, and execute as effectively as possible. We are financial advisers to our business partners, helping them solve their toughest challenges… more
    Meta (08/01/25)
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  • Client Service Associate

    Raymond James Financial, Inc. (Rochelle Park, NJ)
    …business summary reports and client-specific reporting as needed for review by the financial advisor + Create and maintain records and files utilizing Client ... **Job Summary** Axia Financial is an experienced team of financial professionals that provides comprehensive investment consulting and financial planning… more
    Raymond James Financial, Inc. (07/11/25)
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  • Tax Manager - Private Wealth

    Deloitte (Houston, TX)
    …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Bachelor's ... help clients make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable… more
    Deloitte (05/21/25)
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  • Salesforce Administrator - Private Wealth

    Neuberger Berman (New York, NY)
    …the Head of Sales Enablement. The role involves enhancing the Private Wealth financial advisor experience by analyzing business processes, identifying gaps, and ... ._ Founded in 1939, Neuberger Berman is a private, independent , employee-owned investment manager. From offices in 39… more
    Neuberger Berman (08/04/25)
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  • Sr Principal Chief Engineer

    Northrop Grumman (San Diego, CA)
    …technical leader for the program engineering team, and also serves as technical advisor and delegate to the program manager. The chief engineer ensures that all ... product line and advocate for IRAD and tech development investment + Develop and maintain product value stream IRAD...+ Support ITAR/Export compliance and classification guidance as Technical Advisor (TA) (ITC role) for the product line +… more
    Northrop Grumman (07/18/25)
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  • Vice President, Annuity Sales

    HUB International (Providence, RI)
    …their businesses. Specialty Program Group offers access to capital and investment , deep carrier relationships, creative thinking, product development and broad ... We believe that acting as a fiduciary to the Advisor and policy holder, providing service excellence and being...are a trusted resource and partner to thousands of financial advisors, as well as banks, broker dealers and… more
    HUB International (07/31/25)
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  • Senior Developer I - Full Stack C#

    Neuberger Berman (New York, NY)
    …._ Founded in 1939, Neuberger Berman is a private, independent , employee-owned investment manager. From offices in 39 ... Neuberger Berman's Private Wealth business, focusing on enhancing the advisor and portfolio manager experience through cutting-edge technology. **Responsibilities:**… more
    Neuberger Berman (06/24/25)
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