- FirstEnergy (Akron, OH)
- …skills to join our team. This role will serve as a strategic advisor and trusted partner to our functional business leaders by providing financial insights ... highlighting opportunities and risks to drive improvements + Support key investment decisions with robust financial analysis and scenario modeling + Provide… more
- Fannie Mae (San Francisco, CA)
- …low-income housing tax credits. * Maintain overall responsibility for the investment review and approval process of proprietary investments including collaboration ... to ensure risk is mitigated and objectives are met within appropriate credit, investment and regulatory guidelines. * Coordinate with internal and external teams to… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …part of the firm's evolving risk management structure and represents a strategic investment in strengthening our risk capabilities within the trust business. As Risk ... Trust and RJ Trust Company of New Hampshire. + Serve as a **trusted advisor and business partner** to senior leaders, providing credible challenge and guidance on… more
- MUFG (Tampa, FL)
- …services team, including all lines of business (Global Corporate & Investment Banking, Finance, Risk, Compliance, Chief Data Office, Information Technology), Product ... with data domains such as loans, deposits, trade finance, markets, investment banking, transaction banking, payments, compliance in the banking or financial… more
- Minnesota State (Red Wing, MN)
- …leadership team, the Vice President of Strategic Initiatives is the college's advisor to the President on economic development and opportunities to build ... and implementation of a strategic business plan focused on Return on Investment (ROI), customer value, and measurable success. Mentor the Director of Workforce… more
- JPMorgan Chase (New York, NY)
- …in retirement solutions with $360 billion+ in AUM across defined contribution investment -only (DCIO) and employer recordkeeping for plan sponsor clients and their ... and strategic initiatives like 403(b), SoloK, HSA's, Financial Wellness, and advisor -managed accounts + Oversee outsourced vendor strategy with key strategic… more
- Truist (Richmond, VA)
- …abreast of observations, trends and policy oversights + Primary approval of advisor Regulation Best Interest documentation as it pertains to trigger events assigned ... Insurance Licensing + 5 or more years related retail brokerage and/or investment advisory experience with an emphasis in Supervision/Compliance. + Must have… more
- AbbVie (Mettawa, IL)
- …manage budgets, and oversee forecasts (LBs). + Drive financial governance, investment prioritization, and trade-off decisions aligned to enterprise strategy. + ... Organizations (BTOs). + Communication and Liaison: + Serve as a trusted advisor and confidante to the VP and leadership team, ensuring effective communication… more
- Turner & Townsend (Denver, CO)
- …by CBRE Group, Inc., the world's largest commercial real estate services and investment firm, with our partners holding a significant minority interest. Turner & ... with clients, contractors, vendors, and internal teams, acting as a trusted advisor . + Participate in risk workshops and proactively identify financial risks,… more
- Truist (Atlanta, GA)
- …below. Specific activities may change from time to time. Assist the Estate Advisor in managing the death settlement duties, such as: + Identify, collect and ... in the role as an Estate Support Specialist, trust experience, investment , banking or financial planning-related client service experience, or equivalent outside… more