- Robert Half Finance & Accounting (Dallas, TX)
- …comprehensive financial planning services to clients, including tax planning, investment analysis, and retirement strategy optimization. You will work closely ... to discuss financial goals and progress. * Review and reconcile current investment asset allocations to ensure alignment with client objectives. * Analyze and… more
- Raymond James Financial, Inc. (Cedar Rapids, IA)
- …and cost basis were successfully received. + Monitors available cash awaiting investment , including running weekly cash and cash equivalent reports and contacting ... clients with investment opportunities to maximize returns. + Reviews, assesses and...Relationship Management (CRM) software. + Assists Financial Advisors with marketing efforts including seminars and other client-facing events. +… more
- Robert Half Finance & Accounting (Philadelphia, PA)
- …in Philadelphia. This Senior Fund Accountant role involves managing fund and investment accounting processes while providing financial analysis and support to ensure ... and review quarterly fund statements, ensuring the accuracy of investment -related entries and addressing discrepancies. + Conduct fund-level financial analysis… more
- US Bank (Franklin, TN)
- …Financial Advisors such as: making and tracking appointments, preparing investment proposals/reviews/routine correspondence, organizing paper flow in adherence to ... client base to review current relationship, planning and coordinating marketing campaigns/business development seminars and meeting with internal departments to… more
- Robert Half Finance & Accounting (Washington, DC)
- Description Our client, a prestigious and well established global investment firm, is searching for their new Tax Manager. This high profile Tax Manager role will ... Perform hands-on accounting duties to support third-party accounting/administration for certain investment entities. * Take ownership for form 1099 filings and… more
- Robert Half Finance & Accounting (Bloomington, MN)
- …experienced and dedicated Relationship Manager to join a top-ranked Registered Investment Advisory firm. The ideal candidate will have an exceptional understanding ... of financial planning, investment strategy, and confidence in conveying client objectives to...and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support… more
- JPMorgan Chase (New York, NY)
- …all over the globe meet their financial goals by providing industry leading investment solutions. Our wide array of financial strategies - equity, fixed income, cash ... to meet the objectives for your territory through successful marketing of our mutual funds, ETFs, and separately managed...skills, and derive satisfaction from helping others achieve their investment goals. We are in search of a dynamic,… more
- BASF (Research Triangle Park, NC)
- …and efficient agriculture. As a Ag Sr. Sales Rep, you will implement marketing programs with key retailers and launch newproducts in this geography, utilize your ... on the needs of the customer. + Forecasting, implementing, and administering marketing initiatives. + Working with retailers and distributors to identify mutually… more
- Logitech (Annapolis, MD)
- …and direct customer engagements to establish and maintain relationships. **Sales and Marketing Alignment:** + Work with Channel and Vertical Marketing teams ... Federal-specific strategic marketing initiatives. + Collaborate with Product Marketing to ensure offerings align with federal agency requirements and government… more
- Microsoft Corporation (Redmond, WA)
- …with senior leaders. Candidates should bring experience from management consulting, investment banking, private equity, or equivalent roles. Success in this role ... Engineering, Finance, Business Planning, Business Development, Corporate Development, Legal, Marketing , and more. It requires comfort navigating ambiguity, building… more