- Regions Bank (Little Rock, AR)
- …system. **Job Description:** At Regions, the Associate Financial Consultant - Regions Investment Services (RIS) assists Financial Advisors in establishing a ... covering branches that do not have a dedicated Financial Advisor + Responds to customer and Financial Advisors requests...assigned training modules + Becomes familiar and educated with investment products used to meet customers investment … more
- HSBC (San Francisco, CA)
- …Vice President Technology Sector Relationship Manager serves as the go-to advisor for acquiring, retaining and growing Mid Cap customer relationships in ... to be the Leading International Bank. + Act as a strategic and trusted advisor to Technology sector clients at the headquarters level. + Be responsible for client… more
- Pilgrim's (Greeley, CO)
- …collaborating as part of a team, providing insights, and becoming a trusted advisor to senior leadership. + Must master both implementing and managing category ... build new processes, tools and methods and align on service level needs to define the right resources and...KPI's and company goals. + Serve as a trusted advisor in these disciplines and verticals. + Deliverables: +… more
- Truist (Charlotte, NC)
- …support to one of the Wholesale Banking LOB leaders (eg, Corporate & Investment Banking, Wealth, Enterprise Payments etc.). The LOB Strategic Execution and Business ... to develop business strategy and drive performance 2. Serving as a trusted advisor and extension of leadership in providing vision, direction, and expertise to… 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
- Equitable (Charlotte, NC)
- …and time allocation. **Products and Services :** Knowledge of major products and services and product and service groups; ability to apply knowledge of ... professionals that focus on Equitable Advisors platform of third-party investment products, advisory solutions, insurance products and retirement plan business.… more
- World Insurance Associates, LLC. (Houston, TX)
- …and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services , and payroll & HR ... World Insurance Associates ("World") is a unique financial services organization with a global network of brokers and specialists who empower people to make informed… more
- Microsoft Corporation (Reston, VA)
- …the business solution. Uses a business-value approach that values return on investment (ROI) and customer costs-savings over technical ease of execution. + Leverages ... Microsoft solutions through presentations and engagements with external audiences. **Trusted Advisor ** + Leads the adoption of Microsoft solutions technologies based… more
- Wells Fargo (Charlotte, NC)
- …a Principal Engineer as part of the Commercial and Corporate & Investment Banking Technology (CCIBT) to support Payment Solutions, Capital Markets Services ... innovations. CCIBT provides strategic, enterprise-wide technology capabilities and enabling services to our lines of business and management of...**In this role, you will:** + Act as an advisor to leadership to develop or influence solution design… more
- Cognizant (Charlotte, NC)
- …and quality issues . Experience in a client-facing role and/or the financial services industry, preferably within a broker-dealer, RIA, investment or financial ... be a valued member of the Banking and Financial Services team and work collaboratively with stakeholders, clients, and...other teams. In this role, you will: + Determine advisor needs and desires through interviews, market research, competitive… more