- Robert Half Finance & Accounting (Fairfax, VA)
- Description Paraplanner Financial Advisor ~ Washington, DC area Financial Services $90k, plus great benefits, growing company! My client is well established ... DC area. with a need for a Paraplanner Financial Advisor to join their experienced team! The Paraplanner will...business and have the following duties: . Assisting the Senior Financial Planner with daily operations . Building customer… more
- Citigroup (Chicago, IL)
- …15+ years of experience + Extensive investment sales experience; prior investment sales management required + Extensive advisor recruiting experience + ... The Wealth Regional Director is a senior leader within the US Wealth Management Business...key focus on hiring seasoned advisors and optimizing existing Advisor and Relationship Manager productivity. + Partner across businesses… more
- JPMorgan Chase (New York, NY)
- …modernization, AI, data, and cloud strategies. You will serve as a trusted advisor and thought partner for GT senior leaders, providing strategic insights ... cybersecurity, machine learning, and cloud development. Our $15B+ annual investment in technology enables us to create transformative solutions...on delivering measurable outcomes. + Serve as a trusted advisor and thought partner for GT senior … more
- AON (Fort Washington, PA)
- …is a hybrid role working from our Fort Washington, PA office This senior level role supports the continued success of Aon Affinity's growing Healthcare Division. ... for each association as well as collectively + Creating/strengthening "Trusted Advisor " status among the association leadership, staff, and members. Successfully… more
- Intuit (Mountain View, CA)
- …Manager (TPM), leading Tech Strategy & Planning. In this role, you will be a senior program leader and trusted advisor , responsible for shaping how SBG PD sets ... deliver data-driven insights that enable quick and informed decision-making, and ensure investment choices maximize impact for customers, employees, and Intuit as a… more
- JPMorgan Chase (New York, NY)
- …of AI at scale-lead transformative strategy, architect high-impact portfolios, and inspire senior leaders as the trusted advisor who turns data-driven insights ... and benefits realization across the organization + Serve as a trusted advisor to senior executives, leveraging data-backed insights and compelling storytelling… more
- Thrivent Financial (Minneapolis, MN)
- …Management (AWM) and Insurance serves as strategic business partner and trusted advisor to the leaders of the AWM, Insurance Product, Operations, and Distribution ... and is a key member of the Distribution division's senior leadership team. This role will lead the FP&A...anticipate unintended consequences, and drive the integration of the Investment Products with the Life, Health, and Annuity Products… more
- JPMorgan Chase (New York, NY)
- …at the forefront of the industry. You will also serve as a trusted advisor and thought partner for senior leaders, providing strategic insights and ... and data strategy, ensuring alignment with firmwide goals. + Serve as a trusted advisor and thought partner for senior leaders, providing strategic insights and… more
- JPMorgan Chase (Brooklyn, NY)
- …- Associate, becoming a subject matter expert providing valuable insights to senior management in a fast-paced environment. The Commercial & Investment ... a Treasury Capital Controller - Associate, you will serve as a trusted advisor to CIB management and corporate partners, providing clarity on analytics to evaluate… more
- Citigroup (Palo Alto, CA)
- …skills required in order to negotiate internally, often at a senior level. Some external communication is typically required. Provides advanced judgment ... business which have significant financial implications. + Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters. +… more