- Citigroup (Smithtown, NY)
- …15+ years of experience + Extensive investment sales experience; prior investment sales management required + Extensive advisor recruiting experience + ... market with key focus on hiring seasoned advisors and optimizing existing Advisor and Relationship Manager productivity. + Partner across businesses such as Retail… more
- Wells Fargo (Charlotte, NC)
- …+ Develop robust documentation of the PLA oversight process + Act as an advisor to senior leadership to develop or influence analytical strategies for highly complex ... business and technical needs + Lead the strategy and resolution of highly complex and unique challenges requiring analytical application of industry techniques and advanced data from multiple sources across the enterprise + Enhance and maintain Risk… more
- Vanguard (Malvern, PA)
- …specific client needs. This may include Wealth Estate Planning Services (WEPS), Investment Strategy Group (ISG), Personal Advisor Services (PAS), Portfolio ... of interaction required. Drives the interaction and identifies needs for investment products and guidance/advice based on consultative dialogue with client.… more
- Access Dubuque (Dubuque, IA)
- … client assets held or managed) 1 Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and InvestmentNews, April ... students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. **Are you a fit for this internship?** +… more
- Oracle (Madison, WI)
- …costs. + **Strategic Advisory:** Act as the primary financial and technical advisor on infrastructure investment proposals, capacity planning, and operational ... Spending Accounts 6. Pre-tax commuter and parking benefits 7. 401(k) Savings and Investment Plan with company match 8. Paid time off: Flexible Vacation is provided… more
- 3D Systems, Inc. (Rock Hill, SC)
- …strategy, lead treasury operations, and serve as the voice of the company to the investment community. As a trusted advisor to the CFO and executive leadership, ... * Chair the capital approval process and represent Treasury on the Investment Plan Committee (401(k) oversight). * Maintain strong, strategic relationships with… more
- JPMorgan Chase (Brooklyn, NY)
- …Capital Controllers team, you will serve as a strategic thinker and trusted advisor to Corporate and Investment Bank management and Corporate partners. You ... The Commercial & Investment Bank Treasury team plays a vital role...managing liquidity, balance sheet, and capital positions within the investment banking sector. This team collaborates with Global Treasury… more
- Florida Atlantic University (Boca Raton, FL)
- …growth, sustainability goals, and space utilization initiatives. Serve as a key advisor on infrastructure investment , energy stewardship, and long-term service ... delivery models. Facilities Operations and Infrastructure Oversight + Provide oversight of all campus infrastructure and building systems, including HVAC, plumbing, electrical, structural, utility plants, and distribution networks across FAU campuses. + Lead… more
- 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 ... funds from their account(s). * Resolve client's inquiries such as loan request, investment orders, statement reviews, and other, and resolve any complaint. * Respond… more
- Principal Financial Group (Des Moines, IA)
- …analysis for domestic and international retirement products. + Act as a strategic advisor on financial risk, investment needs, product strategy, pricing, and ... and Green Card for Employment-Based Immigrants (https://www.uscis.gov/green-card/green-card-eligibility/green-card-for-employment-based-immigrants) ** Investment Code of Ethics** For Principal Asset… more