- CIBC (Milwaukee, WI)
- …and UHNW clients. + **Expand client relationships:** Serve as a trusted advisor , actively identifying opportunities to offer customized lending, deposit, and wealth ... Business, Finance, Accounting, Real Estate, or Economics (preferred). + **Credit and investment expertise:** You have deep credit knowledge, experience working with … more
- Wells Fargo (Winston Salem, NC)
- …(Senior Fiduciary Specialist) on the Personal Market Service Team in Trust Client & Advisor Services as part of Wealth and Investment Management. Learn more ... guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody, tax, specialty… more
- University of Miami (Miami, FL)
- …for a full time Director, Finance position. The incumbent acts as principal advisor regarding all financial matters which may affect the short-term or long-term ... parties. + Invests excess short-term and long-term cash and investment portfolios to maximize the return on investment... investment portfolios to maximize the return on investment while maintaining the safety of the investments. +… more
- BMO Financial Group (Milwaukee, WI)
- …group goals. + 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 . + Recommends business priorities, advises on resource requirements and… more
- City of Cincinnati (Cincinnati, OH)
- …* Oversees financial planning, rate development, debt management, and investment activities. * Ensures compliance with applicable financial laws, regulations, ... of accountability, innovation, and continuous improvement. * Serves as a trusted advisor to the Executive Director and collaborates with peers to ensure coordinated… more
- SAP (Newtown Square, PA)
- …and strategic partner teams to execute partner business plans, promoting investment in SAP's comprehensive Procurement solutions portfolio and accelerating demand ... readiness across the entire customer lifecycle, acting as a trusted advisor during pre-sales and post-sales activities. + Drive partner transformation, facilitating… more
- BlackRock (Chicago, IL)
- …+ Develop, forge and maintain successful relationships with key advisor aggregator relationships and recordkeeper platform contacts. + Proactively implement ... management, with an emphasis on core active and passive investment options and target date strategies. + Seek and...This mission would not be possible without our smartest investment - the one we make in our employees.… more
- Dorsey & Whitney LLP (New York, NY)
- …corporate transactional work (with a focus on cross-border M&A, greenfield investment and other transactions involving Chinese companies) at a large international ... management and communication skills; - Familiarity with M&A, greenfield investment /economic development project, private equity and general corporate practice; -… more
- Charles Schwab (Westlake, TX)
- …on a full-time basis without employer sponsorship.** **Personal Choice Investment Services** (PCIS) Participant Services works directly with Self-Directed Brokerage ... within an employer-sponsored retirement plan (401K, 403B, etc.) to increase their investment choices within the plan. The Participant Group Specialist will directly… more
- Fifth Third Bank, NA (Charlotte, NC)
- …college, and tax planning. + Software Proficiency: Knowledge of eMoney Advisor or comparable planning software and Microsoft Office Suite (Excel, PowerPoint, ... to: + CFP Certification: CFP or progress toward certification. + Investment Knowledge: Understanding of Investment Management, Brokerage, Private Banking,… more
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