- M&T Bank (Wilmington, DE)
- …executives, and externally with clients, their representatives, accounting firms, other investment managers, attorneys, CPAs ( Certified Public Accountants), and ... financial services industry including technical trust and planning experience CTFA ( Certified Trust and Financial Advisor ) certification Strong interpersonal… more
- Vanguard (Newtown Square, PA)
- …an immersive, hands-on experience for high-potential undergrads passionate about becoming Certified Financial Planner (TM) professionals and pursuing a career at one ... of the world's leading investment firms. The paid internship will provide you an...at how our advisors interact with and serve Personal Advisor Services(R) clients. + Meet regularly with your department… more
- PagerDuty (San Francisco, CA)
- …win in the enterprise. The Customer Success Management team acts as a Trusted Advisor to our customers, ultimately responsible for ensuring their success. As a key ... for helping customers achieve business value and ROI from their investment in PagerDuty. **Key Responsibilities** Advocate for the Customer: + Proactively… more
- Mizuho Corporate Bank (New York, NY)
- …thinking across services, processes, and systems. + Serve as a trusted advisor , providing constructive, reviews and challenges of business plans. + Continuity ... + Relevant professional certifications are a plus, such as DRII/CBCP, Certified Resilience Professional (CRP), BCI/MBCI, ISO 22301 Lead Implementer, or equivalent.… more
- Deloitte (Denver, CO)
- …eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Bachelor's degree in ... to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing… more
- Thrivent Financial (Appleton, WI)
- …high-touch client service while fulfilling fiduciary duties. As a trusted advisor , the Senior Personal Trust Officer builds lasting relationships with clients, ... requires deep expertise in estate planning, trust documents, account agreements, investment principles, and risk management. The officer collaborates closely with… more
- Scotiabank (New York, NY)
- …Treasury Management Officer (TMO) you will partner closely with Corporate & Investment Bankers (CIBs) while managing a specific portfolio with annual revenues ... greater than $2 billion. You'll serve as a trusted advisor and single point of contract across all markets, offering dedicated Global Transaction Banking (GTB)… more
- KeyBank (Amherst, NY)
- …- CFIRS ( Certified Fiduciary & Investment Risk Specialist), CTFA ( Certified Trust and Fiduciary Advisor ), or similar). + Comprehensive knowledge of the ... management products and services (eg - trust, private banking, securities/ investment management) as well trust/fiduciary related compliance, operations, and risk… more
- Serco (Fort Bliss, TX)
- …Serco has a great opportunity for you! This Lead Strength and Conditioning Coach Certified (SCC) will be on a dynamic team, supporting Holistic Health and Fitness ... (H2FIT) initiative, the Army's investment in Soldier Readiness. The Lead Strength and Conditioning...as the brigade (BDE) Lead SCC and the principal advisor to the Brigade Performance Director (PD) on physical… more
- JPMorgan Chase (Jersey City, NJ)
- …any underutilization of resources, ensuring optimal efficiency. + Become a trusted advisor for Corporate Technology (CT) by providing expertise in optimizing best ... a solid grasp of compute, memory, and storage concepts. + FinOps Certified Practitioner or equivalent experience in FinOps principles, and the AWS Well-Architected… more