- Oracle (Springfield, IL)
- … sales . This role requires deep collaboration across Product Management, Campaigns, Sales , Analyst Relations, and Field Marketing to ensure Oracle's story is ... + Ensure consistent positioning across all touchpoints-including Oracle.com, field marketing, sales assets, and analyst reports. **2. Go-to-Market Strategy &… more
- Banco Popular Puerto Rico (San Juan, PR)
- …(Certified Financial Planner(R)), CPA (Certified Public Accountant), CIMA(R) (Certified Investment Management Analyst (R)), CPWA(R) (Certified Private Wealth ... to individual and corporate clients, assisting them in achieving their investment goals. This includes assessing financial needs, recommending suitable products and… more
- US Foods (Fairburn, GA)
- …margin strategy. + Responsible for managing factors that impact margin such as Investment Spend, Below NET sales , and contract pricing profitability. + ... financials. + Manage escalated pricing queries from Area Pricing Analyst or other associates. + Collaborate with sales... Analyst or other associates. + Collaborate with sales leadership on TM training for pricing strategy. +… more
- City National Bank (Houston, TX)
- …10 years of investment management experience * CFA - Charter Financial Analyst * FINRA Series 7 and 66 securities *WHAT'S IN IT FOR YOU?* *Compensation*Starting ... Royal Bank of Canada (RBC) Rochdale client assets. Develop investment strategies and make investment decisions, to...industry developments. * Ensure that the transition from the sales process to portfolio management is smooth and accurate.… more
- State of Massachusetts (MA)
- …is responsible for all MSBA funds and investments, managing cash and investment activities, banking relationships, and cash flows in a fiscally prudent manner ... MSBA policies. The Treasurer reports on MSBA cash and investment balances, debt, receipts and disbursement of funds and...grant payments*to districts. * Receive, record, and report monthly sales tax revenues. * Monitor cash activity to ensure… more
- Commerce Bank (St. Louis, MO)
- …of best practices + Solid understanding of various types of accounts and investment management thereof + Strong sales , presentation and negotiation skills + ... resources to grow into the best version of yourself. Because our number one investment is you. Creating an award-winning culture doesn't come easy. And after 160… more
- KeyBank (Salt Lake City, UT)
- …and Certifications** + Certified Financial Planner (CFP) (preferred) + Certified Investment Management Analyst (CIMA) (preferred) + Chartered Financial ... clients' financial needs through expert advice and personalized banking, borrowing and investment solutions. The Relationship Manager is at the center of this client… more
- KeyBank (Buffalo, NY)
- …S65 (preferred) + Certified Financial Planner (CFP) (preferred) + Certified Investment Management Analyst (CIMA) (preferred) + Certified Public Accountant ... clients' financial needs through expert advice and personalized banking, borrowing, and investment solutions. The Sr. KPB Relationship Manager (RM) is at the center… more
- KeyBank (Albany, NY)
- …S65 (preferred) + Certified Financial Planner (CFP) (preferred) + Certified Investment Management Analyst (CIMA) (preferred) + Certified Public Accountant ... clients' financial needs through expert advice and personalized banking, borrowing, and investment solutions. The Relationship Manager is at the center of this… more
- KeyBank (Dayton, OH)
- …& 65) (preferred) + Certified Financial Planner (CFP) (preferred) + Certified Investment Management Analyst (CIMA) (preferred) + Certified Public Accountant ... clients' financial needs through expert advice and personalized banking, borrowing and investment solutions. The Relationship Manager is at the center of this client… more