- Columbia Bank (Seattle, WA)
- …expertise in simple to intermediate estate planning, tax planning and advanced investment management. + Develop new relationships through referrals from clients and ... timely and proactive manner with clients and with all risk areas, especially the Credit team when there is...wealth management skills. + Intermediate estate planning, tax, advanced investment management skills. + CFP, CIMA, CPWA, ChFC, CTFA,… more
- Subaru of America (Camden, NJ)
- …and overall process improvement. Leads business case development, return on investment (ROI) analyses, data-driven decision making, and project execution to optimize ... communication. + Creates and presents detailed business cases and return on investment (ROI) analyses to justify improvement initiatives and capital investments. +… more
- Walmart (Bentonville, AR)
- …scenario simulations, enabling Marketing and Finance teams to make data-driven, risk -aware investment decisions. + **Integrate Causal Insights:** Integrate MMM ... performant, and automatically updating production systems that serve real-time investment recommendations to marketing platforms. + **Influence Strategy:** Communicate… more
- JPMorgan Chase (Chicago, IL)
- …+ Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs + Partner with internal ... in local coverage markets + Strictly adhere to all risk and control policies, regulatory guidelines and security measures...200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,… more
- BlackRock (New York, NY)
- …stakeholders to innovate, conceptualize, design and pilot new capabilities across the investment lifecycle. **You are:** + A self-starter who enjoys solving complex ... equivalent practical experience. + Knowledge of portfolio management or risk management processes is a plus. + Experience with...This mission would not be possible without our smartest investment - the one we make in our employees.… more
- JPMorgan Chase (New York, NY)
- …compliance and business control management teams to ensure adherence to control, risk management, and regulatory obligations. You will work in close collaboration ... client impact. + Contribute to defining product strategy and guiding platform investment and drive initiatives to enhance our existing electronic trading DMA product… more
- JPMorgan Chase (New York, NY)
- …for monitoring client satisfaction, approving client change, and reviewing operational risk events. + Working with Sales to conduct strategic engagement roadmaps ... segments. + Partnering with Product Development to drive required investment funding and working to define and close perceived...200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,… more
- Vanguard (Malvern, PA)
- …to legislative and regulatory developments relevant to Vanguard's business activities and investment products to ensure they are adequately addressed. + Directs the ... expertise in regulatory law, Vanguard's business and products, and the investment industry. Stays abreast of industry and regulatory developments affecting Vanguard,… more
- Vanguard (Malvern, PA)
- …product performance to continually improve and drive value, inform roadmap and investment decisions, and measure success Funding and P&L: + Partner with finance ... without authority) across multiple teams and levels of stakeholders (eg, business, risk , compliance, and technology) to align on platform strategy, and drive clarity… more
- Oracle (Nashville, TN)
- …governance frameworks. + Demonstrated familiarity with AI regulations, data privacy, risk management, and governance frameworks. + Excellent written and verbal ... governance frameworks. + Demonstrated familiarity with AI regulations, data privacy, risk management, and governance frameworks. + Excellent written and verbal… more