- KeyBank (Amherst, NY)
- …(Certified Fiduciary & Investment Risk Specialist), CTFA (Certified Trust and Fiduciary Advisor ), or similar). + Prior wealth management and trust (eg - eg - ... laws. + Develop and maintain strong, collaborative relationships with mid to senior level management, other internal clients and peers, and internal audit.… more
- Google (Mountain View, CA)
- …to transform planning, tracking and control processes. You'll provide senior level management with insightful recommendations, planning and reporting support. ... our automated financial processes, the Finance organization is an important partner and advisor to the business. The US base salary range for this full-time position… more
- Citigroup (New York, NY)
- …transactions in coordination with the Institutional Banking team. Act as a strategic advisor to our clients by formulating investment strategies and raising ... and preparing them for an equity or debt offering. Work with clients, senior -level team members, and outside professional advisors on M&A and special situation… more
- Palo Alto Networks (Seattle, WA)
- …their environment, providing solution guidance and ensuring value realization in their investment with Palo Alto Networks. As our Solutions Consultant Manager, you ... key business imperatives and maximize the value of their investment with Palo Alto Networks. You will champion our...a pre-sales System Engineer Manager + Experience as a Senior System Engineer/Specialist + Industry knowledge of security product… more
- American Heart Association (Dallas, TX)
- …Association Ventures business segments. This individual serves as a key financial advisor to senior leadership, turning visionary goals into operational and ... and reporting functions of the business unit, while also supporting investment oversight and transaction services through detailed modeling and opportunity… more
- Truist (Charlotte, NC)
- …support to one of the Wholesale Banking LOB leaders (eg, Corporate & Investment Banking, Wealth, Enterprise Payments etc.). The LOB Strategic Execution and Business ... to develop business strategy and drive performance 2. Serving as a trusted advisor and extension of leadership in providing vision, direction, and expertise to… more
- Michigan State University (East Lansing, MI)
- …President of Human Resources and serves as a key strategic advisor on divisional initiatives, university-wide projects, and organizational excellence. The position ... strategy, operations, and administrative matters + Divisional Leadership: Serve as a senior administrative leader for the HR Division, representing the AVP in key… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Resolves or recommends solutions to complex problems. Regular contact with senior management and other internal customers is required to identify, research, ... Advisors and clients in defining goals and objectives, working along with the investment officer to establish the appropriate asset allocation and to review and… more
- Truist (Charlotte, NC)
- …Responsible for overseeing, managing and leveraging the entire life cycle of IT investment . Acts as primary point-of-contact and trusted advisor for ... from time to time. 1. Analyzes portfolio performance, and recommends changes in investment mix to achieve goals. 2. Provides delivery management with demand views… more
- Citigroup (New York, NY)
- The Banker Team Leader SAFE Act manages senior Banker UHNW & HNW professionals. The job requires a broad and comprehensive understanding of the different systems, ... have significant financial implications. + Serve as a trusted advisor to clients who frequently seek strategic advice regarding...the firm. + Help clients achieve broad financial & investment goals related to the creation, management, and transfer… more