- West Pharmaceutical Services (Exton, PA)
- …will govern the global PER (project expenditure request) and serve as a trusted advisor on financial matters related to capital investments and projects. To be ... used by project sponsors and sites to evaluate different scenarios and assess the financial impact of various investment decisions. These models will help guide… more
- Fifth Third Bank, NA (Fairborn, OH)
- … sales and referral goals as set by management, working in partnership with Investment Executive . + Initiate and maintain customer and prospect contact through a ... existing client base, and engage partners to fulfill client financial needs. Utilize and promote the Retail Consultative Sales...services, as well as the ability to offer limited investment solutions. Responsible and accountable for risk by openly… more
- Bank of America (Atlanta, GA)
- …supporting business objectives and contributing to market profitability by influencing Financial Advisor business practices to minimize regulatory, financial ... sales practice activities, and conduct of market personnel * Manages day-to-day Financial Advisor (FA) business needs, while ensuring adherence to the… more
- JPMorgan Chase (Boston, MA)
- …JP Morgan, we've experienced breakthrough growth over the last year. Today, over 450 financial advisor firms with $1 trillion in assets (and counting) are using ... progress on our mission: to break down barriers to financial progress for financial advisors and their...team has built and brought to market a tax-smart investment strategy engine delivering an intuitive experience and intelligent… more
- Farmingdale State College (Farmingdale, NY)
- Location: Farmingdale, NY Category: Executive /Management (MC Positions including Deans) Posted On: Fri Jul 18 2025 Job Description: Position Summary Farmingdale ... and reputation. The Vice President also serves as the Executive Director of the College Foundation, guiding its fundraising...a member of the President's Cabinet and a key advisor to the President. + Lead and manage the… more
- SanDisk (Milpitas, CA)
- …on long-term strategic plans, annual budgets and forecasting + Become a key advisor to Consumer Executive leadership, providing insights and recommendations to ... impact + Work with leaders to identify, evaluate, and prioritize strategic investment opportunities, assessing financial impact and return on investment… more
- Intuit (Mountain View, CA)
- …execute organizational strategy, ensuring agility in adapting to changing business needs. ** Financial Operations & Investment Management** + Own financial ... you will be a senior program leader and trusted advisor , responsible for shaping how SBG PD sets priorities,...Partner with Finance and Procurement to drive efficient, value-maximizing investment strategies. + Ensure financial discipline, risk… more
- Citigroup (New York, NY)
- … services organization + Knowledge and experience serving as a key strategic / financial advisor and partner to executive level business leaders + ... Private Bank LFO is accountable for leading the development and execution of financial objectives related to the P&L, balance sheet, expenses, capital, and risk. The… more
- Citigroup (New York, NY)
- …generation. + Anticipate events in a client's life and business, which have significant financial implications. + Serve as a trusted advisor to clients who ... team's revenue goals. + Works closely with the Market Executive to lead the activities for the team. +...relationships with the firm. + Help clients achieve broad financial & investment goals related to the… more
- Principal Financial Group (Des Moines, IA)
- …and analysis for domestic and international retirement products. + Act as a strategic advisor on financial risk, investment needs, product strategy, pricing, ... **What You'll Do** The Principal Financial Group is seeking a CFO - PAS...required and advanced knowledge of company products preferred * Executive level communication skills with experience presenting recommendations to… more
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