- Wells Fargo (Iselin, NJ)
- …(SRE) with enterprise-level influence, driving strategic initiatives across infrastructure platforms. The Senior Lead will serve as a trusted advisor to ... initiatives and influence platform modernization strategies + Serve as a strategic advisor to senior leadership, translating business needs into technical… more
- Guardian Life (Nashville, TN)
- …laws (inclusive of NAIC). + 3-5 years of broker-dealer and registered investment advisor compliance experience, with experience at an insurance-affiliated ... Law Department's Mission to be a trusted advocate and advisor to drive strategic solutions that advance Guardian's purpose,...part of a collaborative Compliance Legal Team? As a Senior Compliance Analyst, Park Avenue Securities, and Park Avenue… more
- Wells Fargo (Bloomington, MN)
- …Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas ... . **In this role you will:** + Assist Profit Formula (PF) Financial Advisor (s) with sales, service, and operational related activities such as providing service to… more
- Ameresco (FL)
- …and success for our customers. Ameresco has an immediate opening for a Senior Business Developer for our Texas territory. The key objectives for this role ... is to be regarded as a "trusted advisor " for our Clients - developing long-term relationships and projects. Relationship Account management is the cornerstone for… 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
- Stantec (Los Angeles, CA)
- …An exciting opportunity exists for a highly motivated and experienced Senior HR Business Partner to join our passionate, collaborative, and results-driven ... our US West HR Client Services (HRCS) team, the Senior HR Business Partner will be supporting leaders and...will need to wear several hats, be a trusted advisor , strategist, consultant, analyst, change agent and coach. Sit… more
- JPMorgan Chase (Palo Alto, CA)
- …collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm ... + Interface directly with clients and Financial Advisors to make investment recommendations, propose firm offerings and execute equity trades, mutual fund… more
- Charles Schwab (Austin, TX)
- … products and solutions, to both retail and registered investment advisor (RIA) clients. Within WAS, the Senior Manager, Offer Management (Business) ... through solutions like Schwab Wealth Advisory (SWA) and Schwab Advisor Network (SAN), along with a broad range of...mass affluent and high net worth clients. As a Senior Manager you will support SWA Offer Experience initiatives.… more
- Charles Schwab (Westlake, TX)
- …in policy-related initiatives. + Partnership: Serve as a thought leader and trusted advisor to senior management + Culture: Foster a culture of feedback ... and industry environment. We are seeking a highly organized and results-oriented Senior Manager to join the Retail Supervision & Risk Management (RSRM) Risk… more
- BMO Financial Group (Chicago, IL)
- … senior leadership, outlining sourcing strategies, risk assessments, and investment recommendations for complex deals. + Maintain or refresh Transformation ... + Provides strategic input into business decisions as a trusted advisor . + Recommends business priorities, advises on resource requirements and develops… more