- Wells Fargo (Sacramento, CA)
- …Wells Fargo is seeking a Lending Director within the Wealth and Investment Management division, supporting the National Sales organization. This role is ideal ... across the territory. + Lead strategic campaigns and product promotions, driving advisor engagement and increasing utilization of lending and banking solutions. +… more
- Thrivent Financial (Worthington, OH)
- …Analysis & Plan Preparation + Assist in developing financial plans under the advisor 's guidance. + Create illustrations and reports to support advisor ... organized way . + Attend client meetings and taking notes for the advisor . Draft follow-up emails and recommendations after client meetings along with closing… more
- Truist (Nashville, TN)
- …financial planning tools and concepts into the overall service model of a Financial Advisor team, as well as client engagement. Provides leadership to the Financial ... Advisor team, contributing to the short and long-term strategic...to the overall planning process to avoid ad hoc investment products and savings. + Development of the household… more
- Truist (Richmond, VA)
- …in collaboration with client-facing, Digital and Platform teams 3. Enable advisor -led planning to include: development and delivery of training curriculum, serving ... through praise, recognition, compensation and promotions. 8. Close collaboration with Financial Advisor , Wealth Advisor and Premier Banking to ensure alignment… more
- Cisco (San Francisco, CA)
- …special projects. **Your Impact** As Director, Corporate Development, you will be trusted advisor to Cisco's senior leadership on Build / Buy / Invest / Partner ... proactively identify, evaluate, and lead execution of complex M&A, investment , and partnership opportunities-particularly across Cybersecurity, Observability, and Data.… more
- Vanguard (Malvern, PA)
- …a seasoned legal professional with a passion for navigating the complexities of investment advisory services? Vanguard is seeking a strategic legal advisor to ... in shaping and safeguarding our discretionary and non-discretionary registered investment advisory offerings. This high-impact position offers the opportunity to… more
- JPMorgan Chase (New York, NY)
- JP Morgan Global Alternative Investment Solutions is one of the largest, most diversified, and deeply connected alternatives solutions businesses with over $180 ... As a lead Business Manager within the Global Alternative Investment Solutions team, you will serve as a key...will serve as a key point of contact and advisor to the executive management team, providing high-level support,… more
- Citigroup (New York, NY)
- …capital markets, managed investments, portfolio management, trust and estate planning, investment finance and banking. By building on the strengths and capabilities ... into the Head of Business Execution supporting the Global Investment Solutions business at Citi Wealth. Investment ...processes across products and platforms to drive improvement in advisor and client experience while optimizing costs + Unify… more
- MTA (New York, NY)
- …Services and members of the C suite in representing MTA to the global investment community and is expected to apply financial expertise to navigate the changing ... operations, working with the Directors of Management and Budget and Cash and Investment Management. + Ensure proper allocation of bond proceeds and PAYGO cash… more
- JPMorgan Chase (Boston, MA)
- …**Behaviors of Business Development, Business Management, Financial Planning, Investment Acumen, Relationship Management and Service.** **Job Responsibilities:** + ... partners in the division and region to support new advisor initiatives and updates + Operate as subject matter...knowledge in a goals-based approach to investing + Deep investment and product knowledge, and the ability to articulate… more