- JPMorgan Chase (Washington, DC)
- …and solutions for new/existing clients who look to the PSM to be their trusted financial services advisor . It is the goal of the PSM to deliver exceptional ... by communicating up front timelines and deliverables + Serves as a trusted advisor , leveraging core knowledge to recommend and promote Treasury Services solutions to… more
- Access Dubuque (Dubuque, IA)
- …investment client assets held or managed) 1 Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and ... Mutual** 3 Positions ID: 62067 Posted On 02/19/2025 Refreshed On 07/10/2025 **Job Overview** ** Financial Advisor ** Becoming a financial advisor at… more
- JPMorgan Chase (Dallas, TX)
- …last 160 years, we have been serving the world's wealthiest families as wealth advisor , trustee and investor. We have over 500 fiduciary professionals, located in 19 ... experienced in, and dedicated to, estate administration, trust administration, investment management, tax compliance and administration, philanthropy and grant… more
- National Association of Insurance Commissioners (Kansas City, MO)
- …appropriate Investment Policy - in conjunction with the independent financial advisor recommend changes to the Internal Administration (EX1) Subcommittee ... Portfolio and NAIC Defined Contribution Plan Portfolio. + Meet with the independent financial advisor at least quarterly to review and discuss each element of… more
- JPMorgan Chase (Jersey City, NJ)
- …business objectives and drive mutual growth. + Serve as a trusted advisor to clients, providing strategic insights and recommendations while understanding industry ... and Microsoft Office Suite. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to...200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,… more
- JPMorgan Chase (Houston, TX)
- …risk and controls environment. **Job responsibilities:** + Serving as a trusted advisor to clients, understanding industry nuances, the client operating model and ... and Microsoft Office Suite JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to...200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,… more
- Vanguard (Malvern, PA)
- …of the intermediary and their client base. Acts as a trusted advisor /consultant in matching client needs with Vanguard products and services. Educates clients ... + Demonstrates a high level of expertise of capital markets, the investment management industry, and marketplace developments. Utilizes this expertise, along with… more
- Mastercard (O'Fallon, MO)
- …with senior Technology and Finance leaders-including Corporate FP&A-as a trusted advisor on financial matters. Work cross-functionally with finance business ... risks and ensure compliance with policies, standards, and regulations. Ensure strong financial controls and strengthen oversight. * Capital Investment Evaluation… more
- Intuit (Mountain View, CA)
- …CG services growth, driving business growth and profitability through strategic financial and operational leadership. The individual will also be a trusted ... advisor to the Expert Network leadership team, influencing strategic...team, influencing strategic decisions on resource allocation and ensuring financial rigor and accountability across initiatives to maximize ROI… more
- Ankura (Dallas, TX)
- …informed decision-making and value creation. Role Overview The Senior Managing Director - Financial Due Diligence is a senior executive role within Ankura's TAS ... Ankura's Transaction Advisory Services (TAS) professionals bring deep expertise in financial due diligence, mergers and acquisitions, and strategic advisory. Our… more
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